RISR Institutional Ownership & Shareholders
FOLIOBE ALTR IN&IN H ETF-USD (RISR) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $193.64M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Family Investment Center, Inc. is currently the largest disclosed institutional shareholder of RISR tracked by InsiderSet, reporting ownership valued at approximately $53.00M in its September 30, 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 $52.57M, representing an estimated loss of -0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed RISR value among the investors covered in this analysis. Major shareholders include Family Investment Center, Inc., Reliant Wealth Planning, Janney Montgomery Scott Llc, 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
57
Total Reported Value
$193.64M
Largest Holder
Family Investment Center, Inc.
Largest Position
$53.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
69
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. | 8.74% | 1,430,120 | $53,000,247 | $52,571,211 | -$429,036 | -0.81% | |
| Reliant Wealth Planning | 4.65% | 467,373 | $16,918,902 | $17,180,631 | +$261,729 | +1.55% | |
| Janney Montgomery Scott Llc | 0.02% | 320,086 | $11,587,000 | $11,766,361 | +$179,361 | +1.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 296,536 | $11,040,023 | $10,900,663 | -$139,360 | -1.26% | |
| Truist Financial Corp | 0.01% | 251,428 | $9,317,905 | $9,242,493 | -$75,412 | -0.81% | |
| Coppell Advisory Solutions Llc | 0.73% | 3,398 | $8,855,646 | $124,910 | -$8,730,736 | -98.59% | |
| Farther Finance Advisors, Llc | 0.06% | 238,744 | $8,847,868 | $8,776,229 | -$71,639 | -0.81% | |
| Envestnet Asset Management Inc | 0.00% | 244,321 | $8,844,434 | $8,981,240 | +$136,806 | +1.55% | |
| Harbor Investment Advisory, Llc | 0.48% | 188,191 | $6,974,358 | $6,917,901 | -$56,457 | -0.81% | |
| Smart Money Group Llc | 1.42% | 152,655 | $5,526,121 | $5,611,598 | +$85,477 | +1.55% | |
| Private Wealth Asset Management, Llc | 0.51% | 146,484 | $5,307,318 | $5,384,752 | +$77,434 | +1.46% | |
| J.W. Cole Advisors, Inc. | 0.08% | 123,672 | $4,476,927 | $4,546,183 | +$69,256 | +1.55% | |
| Nvest Financial, Llc | 1.32% | 115,696 | $4,188,200 | $4,252,985 | +$64,785 | +1.55% | |
| Harbour Wealth Management Group, Inc. | 2.72% | 111,066 | $4,020,589 | $4,082,786 | +$62,197 | +1.55% | |
| Berger Financial Group, Inc | 0.16% | 87,124 | $3,153,872 | $3,202,678 | +$48,806 | +1.55% | |
| Sanctuary Advisors, Llc | 0.01% | 83,714 | $3,030,447 | $3,077,327 | +$46,880 | +1.55% | |
| 3Edge Asset Management, Lp | 0.13% | 79,798 | $2,957,326 | $2,933,374 | -$23,952 | -0.81% | |
| Focus Financial Network, Inc. | 0.09% | 79,409 | $2,942,911 | $2,919,075 | -$23,836 | -0.81% | |
| Tidal Investments Llc | 0.01% | 80,439 | $2,911,892 | $2,956,938 | +$45,046 | +1.55% | |
| Pinnacle Financial Partners, Inc. | 0.02% | 69,476 | $2,515,056 | $2,553,938 | +$38,882 | +1.55% | |
| Kestra Advisory Services, Llc | 0.01% | 63,413 | $2,350,058 | $2,331,062 | -$18,996 | -0.81% | |
| Legacy Capital Wealth Partners, Llc | 0.44% | 56,682 | $2,100,620 | $2,083,630 | -$16,990 | -0.81% | |
| Osaic Holdings, Inc. | 0.00% | 55,119 | $1,995,300 | $2,026,174 | +$30,874 | +1.55% | |
| Kingsview Wealth Management, Llc | 0.02% | 34,342 | $1,243,165 | $1,262,412 | +$19,247 | +1.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,699 | $1,137,710 | $1,128,495 | -$9,215 | -0.81% | |
| Ifp Advisors, Inc | 0.01% | 23,114 | $856,605 | $849,671 | -$6,934 | -0.81% | |
| Blackdiamond Wealth Management, Llc | 0.33% | 22,029 | $809,366 | $809,786 | +$420 | +0.05% | |
| Savvy Advisors, Inc. | 0.01% | 17,933 | $649,189 | $659,217 | +$10,028 | +1.54% | |
| Weaver Consulting Group | 0.12% | 17,300 | $641,138 | $635,948 | -$5,190 | -0.81% | |
| Level Four Advisory Services, Llc | 0.01% | 13,911 | $503,578 | $511,368 | +$7,790 | +1.55% | |
| Encompass More Asset Management | 0.07% | 12,896 | $477,926 | $474,057 | -$3,869 | -0.81% | |
| Flow Traders U.S. Llc | 0.02% | 12,822 | $464,000 | $471,337 | +$7,337 | +1.58% | |
| Claris Financial Llc | 0.23% | 11,770 | $426,309 | $432,665 | +$6,356 | +1.49% | |
| Mml Investors Services, Llc | 0.00% | 11,510 | $416,662 | $423,108 | +$6,446 | +1.55% | |
| Inspire Advisors, Llc | 0.03% | 10,460 | $378,646 | $384,510 | +$5,864 | +1.55% | |
| Goldman Sachs Group Inc | 0.00% | 9,247 | $334,741 | $339,920 | +$5,179 | +1.55% | |
| Orion Porfolio Solutions, Llc | 0.00% | 8,314 | $300,967 | $305,623 | +$4,656 | +1.55% | |
| Atria Investments, Inc | 0.00% | 7,799 | $289,031 | $286,691 | -$2,340 | -0.81% | |
| Oregon Pacific Wealth Management, Llc | 0.26% | 7,674 | $284,398 | $282,096 | -$2,302 | -0.81% | |
| Worth Asset Management, Llc | 0.08% | 7,146 | $264,824 | $262,687 | -$2,137 | -0.81% | |
| Onyx Bridge Wealth Group Llc | 0.02% | 7,016 | $260,013 | $257,908 | -$2,105 | -0.81% | |
| Creativeone Wealth, Llc | 0.01% | 6,975 | $252,495 | $256,401 | +$3,906 | +1.55% | |
| Quantify Chaos Advisors, Llc | 0.65% | 6,387 | $231,195 | $234,786 | +$3,591 | +1.55% | |
| Andina Capital Management, Llc | 0.30% | 5,532 | $205,016 | $203,356 | -$1,660 | -0.81% | |
| Dunhill Financial, Llc | 0.03% | 3,437 | $124,419 | $126,344 | +$1,925 | +1.55% | |
| Morgan Stanley | 0.00% | 2,969 | $107,484 | $109,140 | +$1,656 | +1.54% | |
| Wealth Enhancement Trust Services, Inc. | 0.01% | 1,313 | $48,660 | $48,266 | -$394 | -0.81% | |
| Southstate Bank Corp | 0.00% | 777 | $28,127 | $28,563 | +$436 | +1.55% | |
| Highline Wealth Partners Llc | 0.00% | 365 | $13,527 | $13,417 | -$110 | -0.81% | |
| Financial Network Wealth Advisors Llc | 0.01% | 270 | $10,006 | $9,925 | -$81 | -0.81% |
Frequently asked questions about RISR
Who are the largest institutional holders of RISR?
The largest institutional holders of RISR reported in the latest SEC Form 13F filings include Family Investment Center, Inc., Reliant Wealth Planning, Janney Montgomery Scott Llc, Wealth Enhancement Advisory Services, Llc, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported RISR position.
What is RISR institutional ownership?
This page tracks RISR positions reported by institutional investment managers through SEC Form 13F. FOLIOBE ALTR IN&IN H ETF-USD (RISR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RISR?
InsiderSet currently tracks 57 institutional managers reporting RISR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RISR shareholders.
How much RISR stock do institutions own?
Institutional investment managers disclosed approximately $193.64M in RISR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RISR institutional ownership last updated?
The latest RISR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RISR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RISR position after the reporting date.
Are institutions buying or selling RISR?
Institutional buying and selling can be analyzed by comparing RISR positions across consecutive 13F reporting periods. InsiderSet's RISR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RISR ownership changes.
How has RISR institutional ownership changed over time?
InsiderSet tracks RISR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.