FOLIOBE ALTR IN&IN H ETF-USD (RISR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $160.75M 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 $48.59M in its June 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 $49.03M, representing an estimated gain of +0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed RISR value among the investors covered in this analysis. Major shareholders include Family Investment Center, Inc., Reliant Wealth Planning, Truist Financial Corp, 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
49
Total Reported Value
$160.75M
Largest Holder
Family Investment Center, Inc.
Largest Position
$48.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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. | 8.07% | 1,342,182 | $48,586,972 | $49,029,908 | +$442,936 | +0.91% | |
| Reliant Wealth Planning | 4.99% | 456,074 | $16,519,000 | $16,660,383 | +$141,383 | +0.86% | |
| Truist Financial Corp | 0.01% | 247,629 | $8,964,177 | $9,045,887 | +$81,710 | +0.91% | |
| Envestnet Asset Management Inc | 0.00% | 244,321 | $8,844,434 | $8,925,046 | +$80,612 | +0.91% | |
| Farther Finance Advisors, Llc | 0.06% | 198,141 | $7,172,484 | $7,238,091 | +$65,607 | +0.91% | |
| Orion Porfolio Solutions, Llc | 0.06% | 196,469 | $7,116,109 | $7,177,013 | +$60,904 | +0.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 169,170 | $6,170,678 | $6,179,780 | +$9,102 | +0.15% | |
| Harbor Investment Advisory, Llc | 0.41% | 162,869 | $5,895,858 | $5,949,605 | +$53,747 | +0.91% | |
| Smart Money Group Llc | 1.42% | 152,655 | $5,526,121 | $5,576,487 | +$50,366 | +0.91% | |
| Private Wealth Asset Management, Llc | 0.57% | 146,722 | $5,314,271 | $5,359,755 | +$45,484 | +0.86% | |
| J.W. Cole Advisors, Inc. | 0.08% | 123,672 | $4,476,927 | $4,517,738 | +$40,811 | +0.91% | |
| Nvest Financial, Llc | 1.32% | 115,696 | $4,188,200 | $4,226,375 | +$38,175 | +0.91% | |
| Harbour Wealth Management Group, Inc. | 2.97% | 109,093 | $3,951,348 | $3,985,167 | +$33,819 | +0.86% | |
| Pinnacle Financial Partners, Inc. | 0.03% | 94,157 | $3,410,367 | $3,439,555 | +$29,188 | +0.86% | |
| Berger Financial Group, Inc | 0.16% | 87,124 | $3,153,872 | $3,182,640 | +$28,768 | +0.91% | |
| Tidal Investments Llc | 0.01% | 80,967 | $2,932,625 | $2,957,725 | +$25,100 | +0.86% | |
| 3Edge Asset Management, Lp | 0.13% | 77,769 | $2,815,238 | $2,840,902 | +$25,664 | +0.91% | |
| Sanctuary Advisors, Llc | 0.01% | 75,180 | $2,723,020 | $2,746,325 | +$23,305 | +0.86% | |
| Focus Financial Network, Inc. | 0.07% | 62,358 | $2,257,342 | $2,277,938 | +$20,596 | +0.91% | |
| Osaic Holdings, Inc. | 0.00% | 48,419 | $1,753,721 | $1,768,746 | +$15,025 | +0.86% | |
| Kingsview Wealth Management, Llc | 0.02% | 39,360 | $1,425,604 | $1,437,821 | +$12,217 | +0.86% | |
| One Plus One Wealth Management, Llc | 0.44% | 27,930 | $1,011,066 | $1,020,283 | +$9,217 | +0.91% | |
| Kestra Advisory Services, Llc | 0.00% | 21,429 | $775,715 | $782,801 | +$7,086 | +0.91% | |
| Citadel Advisors Llc | 0.00% | 21,046 | $762,286 | $768,810 | +$6,524 | +0.86% | |
| Savvy Advisors, Inc. | 0.01% | 17,933 | $649,189 | $655,092 | +$5,903 | +0.91% | |
| Blackdiamond Wealth Management, Llc | 0.25% | 14,515 | $525,734 | $530,233 | +$4,499 | +0.86% | |
| Encompass More Asset Management | 0.08% | 14,299 | $517,624 | $522,342 | +$4,718 | +0.91% | |
| Claris Financial Llc | 0.23% | 11,770 | $426,309 | $429,958 | +$3,649 | +0.86% | |
| Weaver Consulting Group | 0.08% | 11,050 | $400,010 | $403,657 | +$3,647 | +0.91% | |
| Level Four Advisory Services, Llc | 0.01% | 10,786 | $390,669 | $394,013 | +$3,344 | +0.86% | |
| Mml Investors Services, Llc | 0.00% | 10,418 | $377,354 | $380,570 | +$3,216 | +0.85% | |
| Inspire Advisors, Llc | 0.03% | 8,883 | $321,756 | $324,496 | +$2,740 | +0.85% | |
| Atria Investments, Inc | 0.00% | 7,957 | $288,043 | $290,669 | +$2,626 | +0.91% | |
| Onyx Bridge Wealth Group Llc | 0.02% | 7,016 | $253,979 | $256,294 | +$2,315 | +0.91% | |
| Worth Asset Management, Llc | 0.07% | 6,457 | $233,743 | $235,874 | +$2,131 | +0.91% | |
| Quantify Chaos Advisors, Llc | 0.65% | 6,387 | $231,195 | $233,317 | +$2,122 | +0.92% | |
| Dunhill Financial, Llc | 0.03% | 3,437 | $124,488 | $125,554 | +$1,066 | +0.86% | |
| Morgan Stanley | 0.00% | 2,885 | $104,530 | $105,389 | +$859 | +0.82% | |
| Wealth Enhancement Trust Services, Inc. | 0.01% | 2,232 | $80,598 | $81,535 | +$937 | +1.16% | |
| Bank Of Montreal | 0.00% | 849 | $30,751 | $31,014 | +$263 | +0.86% | |
| Corecap Advisors, Llc | 0.00% | 527 | $19,077 | $19,251 | +$174 | +0.91% | |
| Highline Wealth Partners Llc | 0.00% | 365 | $13,213 | $13,333 | +$120 | +0.91% | |
| Triumph Capital Management | 0.00% | 200 | $7,240 | $7,306 | +$66 | +0.91% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 132,413 | $4,793 | $4,837,047 | +$4,832,254 | +100818.98% | |
| Harbour Investments, Inc. | 0.00% | 100 | $3,630 | $3,653 | +$23 | +0.63% | |
| Capital Advisors, Ltd. Llc | 0.07% | 20,115 | $728 | $734,801 | +$734,073 | +100834.20% | |
| Spire Wealth Management | 0.00% | 14 | $524 | $511 | -$13 | -2.40% | |
| Janney Montgomery Scott Llc | 0.00% | 8,900 | $322 | $325,117 | +$324,795 | +100868.01% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $34 | $37 | +$3 | +7.44% |
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.