Who Owns FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR)?Hedge Fund & Institutional Holders

$36.22-0.01 (-0.03%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.26451593910031e+131T

% of Float Held

—

QoQ Change in Holders

+15 / -9

Price History

$33.48$34.49$35.50$36.52$37.53Aug 24Jun 25Mar 26

RISR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Family Investment Center, Inc.New Position+904K+$32.6M
Sanctuary Advisors, LLCNew Position+390K+$14.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+272K+$9.9M
TRUIST FINANCIAL CORPNew Position+202K+$7.3M
J.W. COLE ADVISORS, INC.New Position+143K+$5.2M
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+104K+$3.8M
HARBOR INVESTMENT ADVISORY, LLCNew Position+98K+$3.5M
Private Wealth Asset Management, LLCNew Position+98K+$3.5M
Harbour Wealth Management Group, Inc.New Position+94K+$3.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+108K+$3.0M
3EDGE Asset Management, LPNew Position+74K+$2.7M
CITADEL ADVISORS LLCNew Position+44K+$1.0M
Beaumont Financial Advisors, LLCNew Position+12K+$448K
Encompass More Asset ManagementNew Position+12K+$429K
Onyx Bridge Wealth Group LLCNew Position+7K+$267K

RISR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tidal Investments LLCDecreased-11K-$3.4B
JANE STREET GROUP, LLCClosed Position-79K-$2.8B
OSAIC HOLDINGS, INC.Decreased-18K-$2.4B
Kingsview Wealth Management, LLCDecreased-4K-$1.6B
Atria Investments, IncDecreased-30K-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-27K-$975.4M
GOLDMAN SACHS GROUP INCClosed Position-25K-$895.1M
OLD MISSION CAPITAL LLCClosed Position-23K-$832.0M
BlackDiamond Wealth Management, LLCDecreased-1K-$553.7M
MML INVESTORS SERVICES, LLCDecreased-923-$416.7M
Private Advisor Group, LLCClosed Position-10K-$341.3M
PRINCIPAL SECURITIES, INC.Closed Position-1K-$37.7M
ROYAL BANK OF CANADAClosed Position-910-$33.0M
Advisory Services Network, LLCClosed Position-210-$7.5M
Creekmur Asset Management LLCClosed Position-40-$1.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Family Investment Center, Inc.904,049$32.6M6.59%Share
2Reliant Wealth Planning441,417$15.9M4.98%Share
3Sanctuary Advisors, LLC274,284$10.0M0.06%Share
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC272,261$9.9M0.01%Share
5TRUIST FINANCIAL CORP201,972$7.3M0.01%Share
6Smart Money Group LLC147,091$5.3M1.55%Share
7J.W. COLE ADVISORS, INC.142,756$5.2M0.12%Share
8ONE PLUS ONE WEALTH MANAGEMENT, LLC103,976$3.8M1.73%Share
9HARBOR INVESTMENT ADVISORY, LLC98,325$3.5M0.27%Share
10Private Wealth Asset Management, LLC97,927$3.5M0.38%Share
11Harbour Wealth Management Group, Inc.94,366$3.4M2.66%Share
12Berger Financial Group, Inc85,413$3.1M0.18%Share
13Tidal Investments LLC85,429$3.0M0.01%Share
14Cambridge Investment Research Advisors, Inc.108,286$3.0M0.01%Share
15ENVESTNET ASSET MANAGEMENT INC107,816$3.0M0.00%Share
163EDGE Asset Management, LP74,373$2.7M0.14%Share
17Sanctuary Advisors, LLC52,644$1.9M0.01%Share
18Sanctuary Advisors, LLC31,772$1.2M0.01%Share
19Sanctuary Advisors, LLC31,772$1.2M0.01%Share
20Kingsview Wealth Management, LLC39,444$1.0M0.01%Share
21CITADEL ADVISORS LLC44,197$1.0M0.00%Share
22OSAIC HOLDINGS, INC.48,011$1.0M0.00%Share
23Focus Financial Network, Inc.22,351$807K0.03%Share
24BlackDiamond Wealth Management, LLC14,142$510K0.25%Share
25Beaumont Financial Advisors, LLC12,425$448K0.03%Share
26Encompass More Asset Management11,898$429K0.08%Share
27Onyx Bridge Wealth Group LLC7,409$267K0.03%Share
28Belpointe Asset Management LLC6,317$228K0.01%Share
29QUANTIFY CHAOS ADVISORS, LLC6,199$223K0.68%Share
30Dunhill Financial, LLC3,437$124K0.03%Share
31CoreCap Advisors, LLC1,830$66K0.00%Share
32TUCKER ASSET MANAGEMENT LLC1,465$52K0.02%Share
33Wealth Enhancement Trust Services, Inc.1,318$47K0.01%Share
34TUCKER ASSET MANAGEMENT LLC1,079$38K0.01%Share
35Wealth Enhancement Trust Services, Inc.914$33K0.00%Share
36Noble Wealth Management PBC500$17K0.01%Share
37Triumph Capital Management247$8K0.00%Share
38UBS Group AG230$8K0.00%Share
39Capital Advisors, Ltd. LLC26$1K0.00%Share
40Atria Investments, Inc7,251$00.00%Share
41MML INVESTORS SERVICES, LLC10,703$00.00%Share
42WELLS FARGO & COMPANY/MN1$00.00%Share
43FMR LLC7$00.00%Share
44LEVEL FOUR ADVISORY SERVICES, LLC10,539$00.00%Share
45Kestra Advisory Services, LLC24,109$00.00%Share
46BANK OF MONTREAL /CAN/849$00.00%Share
47CENTAURUS FINANCIAL, INC.2,869$00.00%Share
48THRIVENT FINANCIAL FOR LUTHERANS7,763$00.00%Share
49MORGAN STANLEY1$00.00%Share
50MORGAN STANLEY3,262$00.00%Share

RISR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$125.8M+18
Q3 202527$40.8B-7
Q2 202534$94.5B-4
Q1 202538$69.1B+7
Q4 202431$7.2T+8
Q3 202423$12.0T+2
Q2 202421$10.2T-1
Q1 202422$12.0T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF). The largest holder is Family Investment Center, Inc. with $32.6M in shares. This quarter, 15 institutions opened new positions and 9 closed their positions.

Frequently Asked Questions

How many hedge funds own RISR?

As of Q4 2025, 50 institutional investors report holding RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF) in their 13F filings.

Who is the largest institutional holder of RISR?

The largest institutional holder of RISR is Family Investment Center, Inc. with $32.6M in shares.

Is institutional ownership of RISR increasing or decreasing?

This quarter, 15 institutions opened new positions in RISR and 9 closed their positions.