RISR Institutional Ownership
FolioBeyond Alternative Income and Interest Rate Hedge ETF
1W: +0.8%
1M: +0.8%
3M: +1.8%
YTD: +4.1%
1Y: +4.2%
3Y: +25.9%
$36.99
+0.00 (+0.00%)
Weekly Expected Move ±0.6%
$37
$37
$37
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RISR
61
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
174M
Total Invested
14
New Positions
26
Increased
17
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Family Investment Center, Inc. | 1,342,182 | 50M | +145,197 | +12.1% | 10Q | SEC ↗ |
| 2 | Reliant Wealth Planning | 467,373 | 17M | +11,299 | +2.5% | 4Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 320,086 | 12M | +311,186 | +3496.5% | 2Q | SEC ↗ |
| 4 | TRUIST FINANCIAL CORP | 247,629 | 9M | +35,580 | +16.8% | 11Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 244,321 | 9M | +31,550 | +14.8% | 18Q | SEC ↗ |
| 6 | Farther Finance Advisors, LLC | 198,141 | 7M | +107,409 | +118.4% | 2Q | SEC ↗ |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 169,170 | 6M | +108,379 | +178.3% | 5Q | SEC ↗ |
| 8 | HARBOR INVESTMENT ADVISORY, LLC | 162,869 | 6M | +11,800 | +7.8% | 7Q | SEC ↗ |
| 9 | Smart Money Group LLC | 152,655 | 6M | -51 | -0.0% | 17Q | SEC ↗ |
| 10 | Private Wealth Asset Management, LLC | 146,484 | 5M | -238 | -0.2% | 6Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 132,413 | 5M | -37,395 | -22.0% | 18Q | SEC ↗ |
| 12 | J.W. COLE ADVISORS, INC. NEW | 123,672 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Nvest Financial, LLC NEW | 115,696 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Harbour Wealth Management Group, Inc. | 111,066 | 4M | +1,973 | +1.8% | 3Q | SEC ↗ |
| 15 | Berger Financial Group, Inc | 87,124 | 3M | +3,815 | +4.6% | 4Q | SEC ↗ |
| 16 | Sanctuary Advisors, LLC | 83,714 | 3M | +8,534 | +11.4% | 7Q | SEC ↗ |
| 17 | Tidal Investments LLC | 80,439 | 3M | -528 | -0.7% | 17Q | SEC ↗ |
| 18 | 3EDGE Asset Management, LP | 77,769 | 3M | +1,036 | +1.4% | 6Q | SEC ↗ |
| 19 | Pinnacle Financial Partners, Inc. | 69,476 | 3M | -24,681 | -26.2% | 2Q | SEC ↗ |
| 20 | Focus Financial Network, Inc. | 62,358 | 2M | +39,920 | +177.9% | 7Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 55,119 | 2M | +6,700 | +13.8% | 17Q | SEC ↗ |
| 22 | FIG FINANCIAL ADVISORY SERVICES INC /A | 52,901 | 2M | +36,765 | +227.8% | 4Q | SEC ↗ |
| 23 | Legacy Capital Wealth Partners, LLC NEW | 46,372 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Kingsview Wealth Management, LLC | 34,342 | 1M | -5,018 | -12.7% | 17Q | SEC ↗ |
| 25 | ONE PLUS ONE WEALTH MANAGEMENT, LLC NEW | 27,930 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Turner Financial Group, Inc. NEW | 23,874 | 883K | — | +0.0% | 1Q | SEC ↗ |
| 27 | BlackDiamond Wealth Management, LLC | 22,029 | 815K | +7,514 | +51.8% | 16Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 21,429 | 793K | +833 | +4.0% | 8Q | SEC ↗ |
| 29 | Capital Advisors, Ltd. LLC | 20,115 | 744K | -125 | -0.6% | 17Q | SEC ↗ |
| 30 | Savvy Advisors, Inc. | 17,933 | 663K | +11,995 | +202.0% | 2Q | SEC ↗ |
| 31 | Encompass More Asset Management | 14,299 | 529K | +2,069 | +16.9% | 3Q | SEC ↗ |
| 32 | LEVEL FOUR ADVISORY SERVICES, LLC | 13,911 | 515K | +3,125 | +29.0% | 5Q | SEC ↗ |
| 33 | FLOW TRADERS U.S. LLC NEW | 12,822 | 474K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Claris Financial LLC NEW | 11,770 | 435K | — | +0.0% | 1Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 11,510 | 426K | +1,092 | +10.5% | 11Q | SEC ↗ |
| 36 | Weaver Consulting Group NEW | 11,050 | 409K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Inspire Advisors, LLC | 10,460 | 387K | +1,577 | +17.8% | 2Q | SEC ↗ |
| 38 | Sankala Group LLC | 10,233 | 379K | +3,223 | +46.0% | 3Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC NEW | 9,247 | 342K | — | +0.0% | 1Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 8,448 | 312K | +8,113 | +2421.8% | 2Q | SEC ↗ |
| 41 | Orion Porfolio Solutions, LLC | 8,314 | 308K | -188,155 | -95.8% | 2Q | SEC ↗ |
| 42 | Atria Investments, Inc | 7,957 | 294K | -53 | -0.7% | 6Q | SEC ↗ |
| 43 | Onyx Bridge Wealth Group LLC | 7,016 | 260K | — | +0.0% | 10Q | SEC ↗ |
| 44 | CreativeOne Wealth, LLC NEW | 6,975 | 258K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Worth Asset Management, LLC NEW | 6,457 | 239K | — | +0.0% | 1Q | SEC ↗ |
| 46 | QUANTIFY CHAOS ADVISORS, LLC | 6,387 | 236K | +95 | +1.5% | 3Q | SEC ↗ |
| 47 | Dunhill Financial, LLC | 3,437 | 127K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Coppell Advisory Solutions LLC NEW | 3,398 | 126K | — | +0.0% | 1Q | SEC ↗ |
| 49 | MORGAN STANLEY | 2,969 | 110K | +84 | +2.9% | 12Q | SEC ↗ |
| 50 | Wealth Enhancement Trust Services, Inc | 1,587 | 59K | -596 | -27.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 123,672 | 5M |
| Nvest Financial, LLC | 115,696 | 4M |
| Legacy Capital Wealth Partners, LLC | 46,372 | 2M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 27,930 | 1M |
| Turner Financial Group, Inc. | 23,874 | 883K |
| FLOW TRADERS U.S. LLC | 12,822 | 474K |
| Claris Financial LLC | 11,770 | 435K |
| Weaver Consulting Group | 11,050 | 409K |
| GOLDMAN SACHS GROUP INC | 9,247 | 342K |
| CreativeOne Wealth, LLC | 6,975 | 258K |
| Worth Asset Management, LLC | 6,457 | 239K |
| Coppell Advisory Solutions LLC | 3,398 | 126K |
| SouthState Bank Corp | 777 | 29K |
| HIGHLINE WEALTH PARTNERS LLC | 365 | 14K |
| JPMORGAN CHASE & CO | 43 | 2K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 21,046 | 778K |
| Thrivent Financial for Lutherans | 7,763 | 287K |
| Beaumont Financial Advisors, LLC | 6,561 | 243K |
| Belpointe Asset Management LLC | 6,317 | 234K |
| CENTAURUS FINANCIAL, INC. | 2,869 | 106K |
| BANK OF MONTREAL /CAN | 849 | 31K |
| UBS Group AG | 230 | 9K |
| FMR LLC | 7 | 0K |
Biggest Increases (20)
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | -188,155 | -95.8% | 8,314 |
| Cambridge Investment Research Advis | -37,395 | -22.0% | 132,413 |
| Pinnacle Financial Partners, Inc. | -24,681 | -26.2% | 69,476 |
| Kingsview Wealth Management, LLC | -5,018 | -12.7% | 34,342 |
| CoreCap Advisors, LLC | -1,358 | -72.0% | 527 |
| Wealth Enhancement Trust Services, | -596 | -27.3% | 1,587 |
| Tidal Investments LLC | -528 | -0.7% | 80,439 |
| Private Wealth Asset Management, LL | -238 | -0.2% | 146,484 |
| Capital Advisors, Ltd. LLC | -125 | -0.6% | 20,115 |
| Atria Investments, Inc | -53 | -0.7% | 7,957 |
| Smart Money Group LLC | -51 | -0.0% | 152,655 |
| Triumph Capital Management | -47 | -19.0% | 200 |
| TUCKER ASSET MANAGEMENT LLC | -18 | -1.3% | 1,335 |
| HARBOUR INVESTMENTS, INC. | -9 | -9.0% | 91 |