FOLIOBE ALTR IN&IN H ETF-USD RISR
$36.18
+0.1% 52w: $34.25 – $36.28
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data34.2535.2636.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
46
+2 QoQ
13F value
$140.1M
+17.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RISR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Family Investment Center, Inc. | Wealth advisor | 1.2M | $43.4M | 8.3% | +32.4% |
| Reliant Wealth Planning | Wealth advisor | 456.1K | $16.5M | 5.0% | +3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 212.8K | $7.7M | 0.0% | +97.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 212.0K | $7.7M | 0.0% | +5.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 196.5K | $7.1M | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 169.8K | $6.2M | 0.0% | +56.8% |
| Smart Money Group LLC | Wealth advisor | 152.7K | $5.5M | 1.6% | +3.8% |
| HARBOR INVESTMENT ADVISORY, LLC | Diversified mechanical | 151.1K | $5.5M | 0.4% | +53.6% |
| Private Wealth Asset Management, LLC | Wealth advisor | 146.7K | $5.3M | 0.6% | +49.8% |
| Harbour Wealth Management Group, Inc. | Wealth advisor | 109.1K | $4.0M | 3.0% | +15.6% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 94.2K | $3.4M | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 90.7K | $3.3M | 0.0% | New |
| Berger Financial Group, Inc | Wealth advisor | 83.3K | $3.0M | 0.2% | -2.5% |
| Tidal Investments LLC | Diversified mechanical | 81.0K | $2.9M | 0.0% | -5.2% |
| 3EDGE Asset Management, LP | Wealth advisor | 76.7K | $2.8M | 0.1% | +3.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 75.2K | $2.7M | 0.0% | +42.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 60.8K | $2.2M | 0.0% | -77.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 48.4K | $1.8M | 0.0% | +0.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 39.4K | $1.4M | 0.0% | -0.2% |
| Focus Financial Network, Inc. | Wealth advisor | 22.4K | $813K | 0.0% | +0.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 21.0K | $762K | 0.0% | -52.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 20.6K | $746K | 0.0% | -14.6% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 20.2K | $733K | 0.1% | +77746.2% |
| BlackDiamond Wealth Management, LLC | Wealth advisor | 14.5K | $526K | 0.3% | +2.6% |
| Encompass More Asset Management | Wealth advisor | 12.2K | $443K | 0.1% | +2.8% |
| Claris Financial LLC | Wealth advisor | 11.8K | $426K | 0.2% | New |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 10.8K | $391K | 0.0% | +2.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 10.4K | $377K | 0.0% | -2.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 8.9K | $322K | 0.0% | New |
| Inspire Advisors, LLC | Wealth advisor | 8.9K | $322K | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 8.0K | $290K | 0.0% | +10.5% |
| Sankala Group LLC | Wealth advisor | 7.0K | $256K | 0.2% | +38.3% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 7.0K | $254K | 0.0% | -5.3% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 6.6K | $238K | 0.0% | -47.2% |
| QUANTIFY CHAOS ADVISORS, LLC | Wealth advisor | 6.3K | $228K | 0.7% | +1.5% |
| Savvy Advisors, Inc. | Wealth advisor | 5.9K | $215K | 0.0% | New |
| Dunhill Financial, LLC | Wealth advisor | 3.4K | $124K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 2.9K | $105K | 0.0% | -11.6% |
| Wealth Enhancement Trust Services, Inc. | Other | 2.2K | $79K | 0.0% | -2.2% |
| CoreCap Advisors, LLC | Wealth advisor | 1.9K | $68K | 0.0% | +3.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 849 | $31K | 0.0% | Held |
| AE Wealth Management LLC | Wealth advisor | 335 | $12K | 0.0% | New |
| Triumph Capital Management | Wealth advisor | 247 | $9K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 100 | $4K | 0.0% | New |
| Spire Wealth Management | Wealth advisor | 14 | $525 | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $34 | 0.0% | Held |
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.
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Top funds holding RISR
Family Investment Center, Inc.Reliant Wealth PlanningENVESTNET ASSET MANAGEMENT INCTRUIST FINANCIAL CORPOrion Porfolio Solutions, LLCCambridge Investment Research Advisors, Inc.Smart Money Group LLCHARBOR INVESTMENT ADVISORY, LLCPrivate Wealth Asset Management, LLCHarbour Wealth Management Group, Inc.