Who owns FolioBeyond Alternative Income and Interest Rate Hedge ETF?
Institutional ownership of RISR from SEC Form 13F filings across 35 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.
35
13F holders
$71.0M
value, 2026 filers
34.1%
of shares outstanding (2.6M sh)
7
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 RISR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Reliant Wealth Planning | 467,373 | $16.9M | 4.7% | 6.2% | +2.5% |
| 2 | Janney Montgomery Scott LLC | 320,086 | $11,587 | 0.0% | 4.3% | +3496.5% |
| 3 | Cambridge Investment Research Advisors, Inc. | 264,826 | $9,586 | 0.0% | 3.5% | +56.0% |
| 4 | TRUIST FINANCIAL CORP | 247,629 | $9.0M | 0.0% | 3.3% | +16.8% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 244,321 | $8.8M | 0.0% | 3.2% | +14.8% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 169,170 | $6.2M | 0.0% | 2.2% | +178.3% |
| 7 | Private Wealth Asset Management, LLC | 146,484 | $5.3M | 0.5% | 1.9% | -0.2% |
| 8 | J.W. COLE ADVISORS, INC.NEW | 123,672 | $4.5M | 0.1% | 1.6% | new |
| 9 | Sanctuary Advisors, LLC | 83,714 | $3.0M | 0.0% | 1.1% | +11.4% |
| 10 | Tidal Investments LLC | 80,439 | $2.9M | 0.0% | 1.1% | -0.7% |
| 11 | Pinnacle Financial Partners, Inc. | 69,476 | $2.5M | 0.0% | 0.9% | -26.2% |
| 12 | Focus Financial Network, Inc. | 62,358 | $2.3M | 0.1% | 0.8% | +177.9% |
| 13 | OSAIC HOLDINGS, INC. | 55,119 | $2.0M | 0.0% | 0.7% | +13.8% |
| 14 | Legacy Capital Wealth Partners, LLCNEW | 46,372 | $1.7M | 0.3% | 0.6% | new |
| 15 | Turner Financial Group, Inc.NEW | 23,874 | $864,242 | 0.9% | 0.3% | new |
| 16 | Kestra Advisory Services, LLC | 21,429 | $775,715 | 0.0% | 0.3% | +4.0% |
| 17 | Capital Advisors, Ltd. LLC | 20,115 | $728 | 0.1% | 0.3% | -0.6% |
| 18 | Savvy Advisors, Inc. | 17,933 | $649,189 | 0.0% | 0.2% | +202.0% |
| 19 | Encompass More Asset Management | 14,299 | $517,624 | 0.1% | 0.2% | +16.9% |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | 13,911 | $503,578 | 0.0% | 0.2% | +29.0% |
| 21 | MML INVESTORS SERVICES, LLC | 11,510 | $416,662 | 0.0% | 0.2% | +10.5% |
| 22 | Inspire Advisors, LLC | 10,460 | $378,646 | 0.0% | 0.1% | +17.8% |
| 23 | GOLDMAN SACHS GROUP INCNEW | 9,247 | $334,741 | 0.0% | 0.1% | new |
| 24 | AE Wealth Management LLC | 8,448 | $305,811 | 0.0% | 0.1% | +2421.8% |
| 25 | Orion Porfolio Solutions, LLC | 8,314 | $300,967 | 0.0% | 0.1% | -95.8% |
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.