FOLIOBE ALTR IN&IN H ETF-USD (RISR) Institutional Ownership Changes & 13F Activity
FOLIOBE ALTR IN&IN H ETF-USD (RISR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Janney Montgomery Scott Llc, Orion Porfolio Solutions, Llc, Nvest Financial, Llc, Legacy Capital Wealth Partners, Llc, and Cambridge Investment Research Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Sell | -5,018 | -12.7% | 34,342 | $1.24M | Q2 2026 | Aug 19, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -188,155 | -95.8% | 8,314 | $300.97K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -24,681 | -26.2% | 69,476 | $2.52M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +12,822 | — | 12,822 | $464.00K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +9,247 | — | 9,247 | $334.74K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,700 | +13.8% | 55,119 | $2.00M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +3,398 | — | 3,398 | $8.86M | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +8,534 | +11.4% | 83,714 | $3.03M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +6,975 | — | 6,975 | $252.50K | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Buy | +1,577 | +17.8% | 10,460 | $378.65K | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Sell | -528 | -0.7% | 80,439 | $2.91M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +84 | +2.9% | 2,969 | $107.48K | Q2 2026 | Aug 13, 2026 |
| Legacy Capital Wealth Partners, Llc | Buy | +46,372 | — | 46,372 | $1.68M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +43 | — | 43 | $1.55K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -9 | -9.0% | 91 | $3.28K | Q2 2026 | Aug 12, 2026 |
| Blackdiamond Wealth Management, Llc | Buy | +7,514 | +51.8% | 22,029 | $809.37K | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, Llc | Sell | -238 | -0.2% | 146,484 | $5.31M | Q2 2026 | Aug 11, 2026 |
| Level Four Advisory Services, Llc | Buy | +3,125 | +29.0% | 13,911 | $503.58K | Q2 2026 | Aug 10, 2026 |
| Reliant Wealth Planning | Buy | +11,299 | +2.5% | 467,373 | $16.92M | Q2 2026 | Aug 07, 2026 |
| Harbour Wealth Management Group, Inc. | Buy | +1,973 | +1.8% | 111,066 | $4.02M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,092 | +10.5% | 11,510 | $416.66K | Q2 2026 | Aug 07, 2026 |
| Southstate Bank Corp | Buy | +777 | — | 777 | $28.13K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +311,186 | +3496.5% | 320,086 | $11.59M | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | Buy | +3,815 | +4.6% | 87,124 | $3.15M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +31,550 | +14.8% | 244,321 | $8.84M | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | Buy | +11,995 | +202.0% | 17,933 | $649.19K | Q2 2026 | Aug 03, 2026 |
| Nvest Financial, Llc | Buy | +115,696 | — | 115,696 | $4.19M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -37,395 | -22.0% | 132,413 | $4.79K | Q2 2026 | Jul 30, 2026 |
| Quantify Chaos Advisors, Llc | Buy | +95 | +1.5% | 6,387 | $231.19K | Q2 2026 | Jul 30, 2026 |
| Weaver Consulting Group | Buy | +11,050 | — | 11,050 | $400.01K | Q2 2026 | Jul 29, 2026 |
Frequently asked questions about RISR activity
Which institutional owners are buying RISR?
Institutional owners buying RISR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RISR activity?
"Buy" means an investor increased their reported position in RISR compared to the prior reporting period. This reflects growing exposure to FOLIOBE ALTR IN&IN H ETF-USD (RISR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RISR increasing?
Institutional interest in RISR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.