SS FI SECTOR ROTATION FISR
$25.51
+0.1% 52w: $24.44 – $25.96
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data24.4425.2025.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
79
+1 QoQ
13F value
$469.5M
+30.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FISR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.4M | $112.1M | 0.0% | +34.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 3.7M | $95.7M | 0.5% | +40.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.9M | $75.1M | 0.0% | +57.9% |
| Aspire Private Capital, LLC | Wealth advisor | 896.6K | $23.1M | 5.2% | +11.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 851.5K | $21.9M | 0.1% | +7.3% |
| Hibernia Wealth Partners, LLC | Wealth advisor | 759.1K | $19.5M | 5.8% | +4.6% |
| Cerity Partners LLC | Diversified mechanical | 619.8K | $15.9M | 0.0% | New |
| Raleigh Capital Management Inc. | Other | 519.0K | $13.3M | 4.6% | +17.1% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 468.8K | $12.1M | 0.1% | +27.5% |
| HighTower Advisors, LLC | Diversified mechanical | 427.0K | $11.0M | 0.0% | +15.7% |
| LANDMARK WEALTH MANAGEMENT, INC. | Wealth advisor | 382.7K | $9.8M | 3.7% | +28.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 178.6K | $4.6M | 0.1% | +21.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 160.6K | $4.1M | 0.0% | +14.6% |
| Signal Advisors Wealth, LLC | Wealth advisor | 146.3K | $3.8M | 0.3% | +55.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 140.1K | $3.6M | 0.0% | +42.8% |
| AE Wealth Management LLC | Wealth advisor | 133.9K | $3.4M | 0.0% | +32.4% |
| NOVUS ADVISORS, LLC | Wealth advisor | 125.1K | $3.2M | 7.2% | +27.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 121.4K | $3.1M | 0.0% | +57.5% |
| LOCKERMAN FINANCIAL GROUP, INC. | Wealth advisor | 103.5K | $2.7M | 4.8% | +44.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 100.4K | $2.6M | 0.1% | +37.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 94.7K | $2.4M | 0.0% | +324.4% |
| Legacy Wealth Partners, LLC | Wealth advisor | 92.5K | $2.4M | 0.6% | +43.7% |
| Balboa Wealth Partners | Other | 90.4K | $2.3M | 0.4% | +25.4% |
| International Private Wealth Advisors LLC | Wealth advisor | 84.8K | $2.2M | 1.3% | +19.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 59.0K | $1.5M | 0.0% | -44.1% |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 58.4K | $1.5M | 0.4% | +15.0% |
| Argent Trust Co | Other | 53.2K | $1.4M | 0.0% | -1.2% |
| True Vision MN LLC | Wealth advisor | 45.4K | $1.2M | 0.6% | +27.6% |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 39.1K | $1.0M | 0.4% | -5.2% |
| WealthPoint Financial, LLC | Wealth advisor | 36.4K | $936K | 0.8% | +73.0% |
| GeoWealth Management, LLC | Wealth advisor | 34.7K | $893K | 0.0% | +19.8% |
| Global Assets Advisory, LLC | Other | 32.0K | $817K | 0.2% | New |
| Global Financial Private Client, LLC | Wealth advisor | 29.3K | $754K | 0.2% | +34.8% |
| Balefire, LLC | Wealth advisor | 25.2K | $647K | 0.1% | -0.2% |
| World Investment Advisors | Wealth advisor | 23.8K | $613K | 0.0% | +54.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 21.3K | $548K | 0.0% | +12.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.2K | $494K | 0.0% | +9.8% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 19.1K | $490K | 0.1% | +121.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 17.3K | $446K | 0.0% | +32.9% |
| FSA Advisors, Inc. | Wealth advisor | 17.0K | $436K | 0.3% | +11.1% |
| Kelly Financial Services LLC | Wealth advisor | 16.6K | $426K | 0.1% | +19.4% |
| Quadcap Wealth Management, LLC | Wealth advisor | 16.2K | $416K | 0.0% | -18.8% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Wealth advisor | 15.6K | $402K | 0.1% | +47.6% |
| Independent Advisor Alliance | Wealth advisor | 15.0K | $386K | 0.0% | -8.4% |
| Integrity Wealth Partners, LLC | Wealth advisor | 14.9K | $383K | 0.3% | — |
| Private Advisor Group, LLC | Wealth advisor | 13.6K | $351K | 0.0% | -20.9% |
| October Effect Ltd | Other | 12.8K | $329K | 0.4% | +60.3% |
| MORGAN STANLEY | Bank broker | 12.1K | $311K | 0.0% | -19.5% |
| Capital Asset Advisory Services LLC | Wealth advisor | 12.0K | $311K | 0.0% | New |
| Empirical Asset Management, LLC | Wealth advisor | 11.3K | $290K | 0.1% | +5.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.