Who owns State Street Fixed Income Sector Rotation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FISR from SEC Form 13F filings across 72 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 72 institutions disclosed 15.8M shares of State Street Fixed Income Sector Rotation ETF worth $392.8M — about 65.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
72
13F holders
$392.8M
value, 2026 filers
65.3%
of shares outstanding (15.8M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FISR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.5M | $90.9M | 0.0% | 14.7% | -18.7% |
| 2 | Envestnet Portfolio Solutions, Inc. | 3.5M | $89.6M | 0.4% | 14.5% | -6.1% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2.6M | $66.9M | 0.0% | 10.8% | -10.7% |
| 4 | Aspire Private Capital, LLC | 851,703 | $21.8M | 4.5% | 3.5% | -5.0% |
| 5 | NewEdge Advisors, LLC | 848,331 | $21.8M | 0.1% | 3.5% | +21.4% |
| 6 | Cerity Partners LLC | 525,658 | $13.5M | 0.0% | 2.2% | -15.2% |
| 7 | Raleigh Capital Management Inc. | 490,557 | $12.6M | 4.0% | 2% | -5.5% |
| 8 | HighTower Advisors, LLC | 413,378 | $10.6M | 0.0% | 1.7% | -3.2% |
| 9 | Hibernia Wealth Partners, LLC | 409,212 | $10.5M | 5.7% | 1.7% | -46.1% |
| 10 | PARK AVENUE SECURITIES LLC | 404,902 | $10,386 | 0.1% | 1.7% | -13.6% |
| 11 | LANDMARK WEALTH MANAGEMENT, INC. | 288,333 | $7.4M | 2.4% | 1.2% | -24.7% |
| 12 | PRINCIPAL SECURITIES, INC. | 187,354 | $4.8M | 0.1% | 0.8% | +97.9% |
| 13 | MML INVESTORS SERVICES, LLC | 143,413 | $3.7M | 0.0% | 0.6% | +2.4% |
| 14 | RAYMOND JAMES FINANCIAL INC | 139,779 | $3.6M | 0.0% | 0.6% | -13.0% |
| 15 | HARBOUR INVESTMENTS, INC. | 116,908 | $3.0M | 0.0% | 0.5% | -3.7% |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | 114,438 | $2.9M | 0.0% | 0.5% | -35.9% |
| 17 | AE Wealth Management LLC | 106,457 | $2.7M | 0.0% | 0.4% | -20.5% |
| 18 | NOVUS ADVISORS, LLC | 90,314 | $2.3M | 4.8% | 0.4% | -27.8% |
| 19 | Signal Advisors Wealth, LLC | 76,542 | $2.0M | 0.1% | 0.3% | -47.7% |
| 20 | Legacy Wealth Partners, LLC | 76,205 | $2.0M | 0.4% | 0.3% | -17.7% |
| 21 | International Private Wealth Advisors LLC | 71,825 | $1.8M | 0.9% | 0.3% | -15.3% |
| 22 | Founders Financial Alliance, LLCNEW | 69,169 | $1.8M | 0.2% | 0.3% | new |
| 23 | Sanctuary Advisors, LLC | 67,380 | $1.7M | 0.0% | 0.3% | +14.3% |
| 24 | Valtinson Bruner Financial Planning LLC | 66,154 | $1.7M | 0.4% | 0.3% | +13.2% |
| 25 | Argent Trust Co | 50,125 | $1.3M | 0.0% | 0.2% | -5.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.