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

$36.17-0.08 (-0.22%)Financial ServicesNYSE_ARCA

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$3.2645000159390003e+165T

% of Float Held

QoQ Change in Holders

+12 / -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+$32.6B
J.W. COLE ADVISORS, INC.New Position+143K+$5.2B
ONE PLUS ONE WEALTH MANAGEMENT, LLCNew Position+104K+$3.8B
Private Wealth Asset Management, LLCNew Position+98K+$3.5B
3EDGE Asset Management, LPNew Position+74K+$2.7B
CITADEL ADVISORS LLCNew Position+44K+$1.0B
Berger Financial Group, IncIncreased+25K+$917.9M
Encompass More Asset ManagementNew Position+12K+$429.0M
Onyx Bridge Wealth Group LLCNew Position+7K+$267.0M
Belpointe Asset Management LLCNew Position+6K+$228.0M
Reliant Wealth PlanningIncreased+3K+$226.5M
Smart Money Group LLCIncreased+4K+$189.1M
Dunhill Financial, LLCNew Position+3K+$124.0M
CoreCap Advisors, LLCNew Position+2K+$66.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+272K+$9.9M

RISR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tidal Investments LLCDecreased-11K-$3.4B
JANE STREET GROUP, LLCClosed Position-79K-$2.8B
Kingsview Wealth Management, LLCDecreased-4K-$1.6B
OSAIC HOLDINGS, INC.Decreased-18K-$1.4B
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
MML INVESTORS SERVICES, LLCDecreased-923-$416.7M
Private Advisor Group, LLCClosed Position-10K-$341.3M
BlackDiamond Wealth Management, LLCDecreased-1K-$44.3M
ROYAL BANK OF CANADAClosed Position-910-$33.0M
Advisory Services Network, LLCClosed Position-210-$7.5M
Creekmur Asset Management LLCClosed Position-40-$1.4M
PRINCIPAL SECURITIES, INC.Closed Position-1K-$37K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Family Investment Center, Inc.904,049$32.6B6.59%Share
2Reliant Wealth Planning441,417$15.9B4.98%Share
3Smart Money Group LLC147,091$5.3B1.55%Share
4J.W. COLE ADVISORS, INC.142,756$5.2B0.12%Share
5ONE PLUS ONE WEALTH MANAGEMENT, LLC103,976$3.8B1.73%Share
6Private Wealth Asset Management, LLC97,927$3.5B0.38%Share
7Berger Financial Group, Inc85,413$3.1B0.18%Share
83EDGE Asset Management, LP74,373$2.7B0.14%Share
9OSAIC HOLDINGS, INC.48,011$1.0B1.46%Share
10CITADEL ADVISORS LLC44,197$1.0B0.15%Share
11BlackDiamond Wealth Management, LLC14,142$510.0M0.25%Share
12Encompass More Asset Management11,898$429.0M0.08%Share
13Onyx Bridge Wealth Group LLC7,409$267.0M0.03%Share
14Belpointe Asset Management LLC6,317$228.0M0.01%Share
15Dunhill Financial, LLC3,437$124.0M0.03%Share
16CoreCap Advisors, LLC1,830$66.0M0.00%Share
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC272,261$9.9M0.01%Share
18UBS Group AG230$8.0M0.00%Share
19Triumph Capital Management247$8.0M0.00%Share
20TRUIST FINANCIAL CORP201,972$7.3M0.01%Share
21HARBOR INVESTMENT ADVISORY, LLC98,325$3.5M0.27%Share
22Harbour Wealth Management Group, Inc.94,366$3.4M2.66%Share
23Tidal Investments LLC85,429$3.0M0.01%Share
24ENVESTNET ASSET MANAGEMENT INC107,816$3.0M0.00%Share
25Cambridge Investment Research Advisors, Inc.108,286$3.0M0.01%Share
26Kingsview Wealth Management, LLC39,444$1.0M0.01%Share
27Focus Financial Network, Inc.22,351$807K0.03%Share
28Beaumont Financial Advisors, LLC12,425$448K0.03%Share
29QUANTIFY CHAOS ADVISORS, LLC6,199$223K0.68%Share
30Wealth Enhancement Trust Services, Inc.1,318$47K0.01%Share
31Wealth Enhancement Trust Services, Inc.914$33K0.00%Share
32Noble Wealth Management PBC500$17K0.01%Share
33Capital Advisors, Ltd. LLC26$1K0.00%Share
34Spire Wealth Management14$00.00%Share
35CENTAURUS FINANCIAL, INC.2,869$00.00%Share
36Atria Investments, Inc7,251$00.00%Share
37Kestra Advisory Services, LLC24,109$00.00%Share
38THRIVENT FINANCIAL FOR LUTHERANS7,763$00.00%Share
39MORGAN STANLEY1$00.00%Share
40MORGAN STANLEY3,262$00.00%Share
41MML INVESTORS SERVICES, LLC10,703$00.00%Share
42WELLS FARGO & COMPANY/MN1$00.00%Share
43LEVEL FOUR ADVISORY SERVICES, LLC10,539$00.00%Share
44BANK OF MONTREAL /CAN/849$00.00%Share
45FMR LLC7$00.00%Share

RISR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$75.8B+16
Q3 202527$39.1B-7
Q2 202534$92.3B-4
Q1 202538$65.5B+7
Q4 202431$1.2T+8
Q3 202423$3.5T+3
Q2 202420$2.0T-2
Q1 202422$4.5T

Similar Stocks by Institutional Ownership

As of Q4 2025, 45 institutional investors hold RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF). The largest holder is Family Investment Center, Inc. with $32.6B in shares. This quarter, 12 institutions opened new positions and 9 closed their positions.

Frequently Asked Questions

How many hedge funds own RISR?

As of Q4 2025, 45 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 $32.6B in shares.

Is institutional ownership of RISR increasing or decreasing?

This quarter, 12 institutions opened new positions in RISR and 9 closed their positions.