FOLIOBE ALTR IN&IN H ETF-USD (RISR) Top Institutional Shareholders
FOLIOBE ALTR IN&IN H ETF-USD (RISR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $132.65M in RISR holdings during the latest filing period.
Family Investment Center, Inc. is currently the largest disclosed institutional shareholder of RISR tracked by InsiderSet, reporting ownership valued at approximately $43.35M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.37M, representing an estimated gain of +0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed RISR value among the investors covered in this analysis. Major shareholders include Family Investment Center, Inc., Reliant Wealth Planning, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FOLIOBE ALTR IN&IN H ETF-USD (RISR).
This page ranks the largest institutional RISR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$132.65M
Largest Holder
Family Investment Center, Inc.
Largest Position
$43.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Family Investment Center, Inc. | 8.34% | 1,196,985 | $43,354,780 | $43,366,767 | +$11,987 | +0.03% | |
| Reliant Wealth Planning | 4.99% | 456,074 | $16,519,000 | $16,523,561 | +$4,561 | +0.03% | |
| Envestnet Asset Management Inc | 0.00% | 212,771 | $7,706,568 | $7,708,693 | +$2,125 | +0.03% | |
| Truist Financial Corp | 0.01% | 212,049 | $7,680,402 | $7,682,535 | +$2,133 | +0.03% | |
| Orion Porfolio Solutions, Llc | 0.06% | 196,469 | $7,116,109 | $7,118,072 | +$1,963 | +0.03% | |
| Smart Money Group Llc | 1.61% | 152,706 | $5,530,997 | $5,532,538 | +$1,541 | +0.03% | |
| Harbor Investment Advisory, Llc | 0.43% | 151,069 | $5,471,719 | $5,473,230 | +$1,511 | +0.03% | |
| Private Wealth Asset Management, Llc | 0.57% | 146,722 | $5,314,271 | $5,315,738 | +$1,467 | +0.03% | |
| Harbour Wealth Management Group, Inc. | 2.97% | 109,093 | $3,951,348 | $3,952,439 | +$1,091 | +0.03% | |
| Pinnacle Financial Partners, Inc. | 0.03% | 94,157 | $3,410,367 | $3,411,308 | +$941 | +0.03% | |
| Farther Finance Advisors, Llc | 0.03% | 90,732 | $3,285,423 | $3,287,220 | +$1,797 | +0.05% | |
| Berger Financial Group, Inc | 0.17% | 83,309 | $3,017,442 | $3,018,285 | +$843 | +0.03% | |
| Tidal Investments Llc | 0.01% | 80,967 | $2,932,625 | $2,933,434 | +$809 | +0.03% | |
| 3Edge Asset Management, Lp | 0.13% | 76,733 | $2,779,278 | $2,780,037 | +$759 | +0.03% | |
| Sanctuary Advisors, Llc | 0.01% | 75,180 | $2,723,020 | $2,723,771 | +$751 | +0.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 60,791 | $2,203,667 | $2,202,458 | -$1,209 | -0.05% | |
| Osaic Holdings, Inc. | 0.00% | 48,419 | $1,753,721 | $1,754,220 | +$499 | +0.03% | |
| Kingsview Wealth Management, Llc | 0.02% | 39,360 | $1,425,604 | $1,426,013 | +$409 | +0.03% | |
| Focus Financial Network, Inc. | 0.03% | 22,438 | $812,702 | $812,929 | +$227 | +0.03% | |
| Citadel Advisors Llc | 0.00% | 21,046 | $762,286 | $762,497 | +$211 | +0.03% | |
| Kestra Advisory Services, Llc | 0.00% | 20,596 | $745,979 | $746,193 | +$214 | +0.03% | |
| Blackdiamond Wealth Management, Llc | 0.25% | 14,515 | $525,734 | $525,878 | +$144 | +0.03% | |
| Encompass More Asset Management | 0.07% | 12,230 | $442,971 | $443,093 | +$122 | +0.03% | |
| Claris Financial Llc | 0.23% | 11,770 | $426,309 | $426,427 | +$118 | +0.03% | |
| Level Four Advisory Services, Llc | 0.01% | 10,786 | $390,669 | $390,777 | +$108 | +0.03% | |
| Mml Investors Services, Llc | 0.00% | 10,418 | $377,354 | $377,444 | +$90 | +0.02% | |
| Inspire Advisors, Llc | 0.03% | 8,883 | $321,756 | $321,831 | +$75 | +0.02% | |
| Atria Investments, Inc | 0.00% | 8,010 | $290,122 | $290,202 | +$80 | +0.03% | |
| Onyx Bridge Wealth Group Llc | 0.03% | 7,016 | $254,120 | $254,190 | +$70 | +0.03% | |
| Beaumont Financial Advisors, Llc | 0.02% | 6,561 | $237,639 | $237,705 | +$66 | +0.03% | |
| Quantify Chaos Advisors, Llc | 0.71% | 6,292 | $227,912 | $227,959 | +$47 | +0.02% | |
| Savvy Advisors, Inc. | 0.01% | 5,938 | $215,074 | $215,134 | +$60 | +0.03% | |
| Dunhill Financial, Llc | 0.03% | 3,437 | $124,488 | $124,523 | +$35 | +0.03% | |
| Morgan Stanley | 0.00% | 2,885 | $104,530 | $104,524 | -$6 | -0.01% | |
| Wealth Enhancement Trust Services, Inc. | 0.01% | 2,183 | $79,068 | $79,090 | +$22 | +0.03% | |
| Corecap Advisors, Llc | 0.00% | 1,885 | $68,275 | $68,294 | +$19 | +0.03% | |
| Bank Of Montreal | 0.00% | 849 | $30,751 | $30,759 | +$8 | +0.03% | |
| Ae Wealth Management Llc | 0.00% | 335 | $12,134 | $12,137 | +$3 | +0.03% | |
| Triumph Capital Management | 0.00% | 247 | $8,946 | $8,949 | +$3 | +0.03% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 169,808 | $6,150 | $6,152,144 | +$6,145,994 | +99934.86% | |
| Harbour Investments, Inc. | 0.00% | 100 | $3,630 | $3,623 | -$7 | -0.19% | |
| Capital Advisors, Ltd. Llc | 0.08% | 20,240 | $733 | $733,295 | +$732,562 | +99940.27% | |
| Spire Wealth Management | 0.00% | 14 | $525 | $507 | -$18 | -3.39% | |
| Janney Montgomery Scott Llc | 0.00% | 8,900 | $322 | $322,447 | +$322,125 | +100038.82% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $34 | $36 | +$2 | +6.56% |
Frequently asked questions about RISR
Who owns the most RISR stock?
The largest holders of RISR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FOLIOBE ALTR IN&IN H ETF-USD (RISR).
Is RISR widely held by superinvestors?
Many widely followed stocks like RISR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RISR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.