FIS Trust - 337959209
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 114,568 | 3,434 | 0.21% | — | 1 | +114,568 | New | Q1 2026 | Apr 13, 2026 |
| BAM Wealth Management, LLC | History | New | 22,664 | 679 | 0.51% | — | 2 | +22,664 | New | Q1 2026 | Apr 17, 2026 |