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FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) Institutional Ownership

$36.96 -0.09 (-0.24%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for FolioBeyond Alternative Income and Interest Rate Hedge ETF (NYSEARCA:RISR)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.76M
Number of
Institutional Sellers
(last 12 months)
0
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RISR Institutional Buying and Selling by Quarter

FolioBeyond Alternative Income and Interest Rate Hedge ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025 Beaumont Financial Advisors LLC18,412$673K0.0%+70.7%0.410%
7/1/2025 Harbor Investment Advisory LLC4,265$156K0.0%+541.4%0.101%
5/20/2025Belpointe Asset Management LLC35,589$1.29M0.1%N/A0.845%
2/12/2025OLD Mission Capital LLC15,545$569K0.0%+10.3%0.990%
7/26/2023First Heartland Consultants Inc.76,161$2.46M0.3%-62.7%4.352%
5/8/2023 Triumph Capital Management6,457$201K0.1%-12.5%0.355%
4/17/2023First Heartland Consultants Inc.204,289$6.37M1.0%+4.0%8.107%
1/13/2023First Heartland Consultants Inc.196,434$6.21M1.0%-26.3%7.222%
12/5/2022LFS Asset Management131,435$4.15M4.2%+3.5%4.886%
11/1/2022 Triumph Capital Management7,186$227K0.1%+4.8%0.267%
10/20/2022First Heartland Consultants Inc.266,627$8.41M0.7%-17.5%10.580%
10/7/2022 Worth Asset Management LLC1,339$42K0.0%-85.2%0.053%
8/16/2022LFS Asset Management127,043$4.12M3.3%N/A3.640%
8/5/2022OLD Mission Capital LLC49,067$1.59M0.0%N/A1.406%
8/2/2022 Triumph Capital Management6,858$222K0.1%N/A0.197%
7/22/2022Bogart Wealth LLC1,650$54K0.0%N/A0.041%
7/12/2022First Heartland Consultants Inc.323,305$10.49M1.6%+3,637.6%7.983%
7/8/2022 Worth Asset Management LLC9,038$293K0.2%+106.9%0.223%
4/21/2022First Heartland Consultants Inc.8,650$258K0.0%N/A0.395%
(Data available from 1/1/2016 forward)

RISR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RISR shares?

During the previous two years, the following institutional investors and hedge funds held shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF shares: First Heartland Consultants Inc. ($2.46M), Belpointe Asset Management LLC ($1.29M), Beaumont Financial Advisors LLC ($673K), and OLD Mission Capital LLC ($569K), Harbor Investment Advisory LLC ($156K).Learn more on FolioBeyond Alternative Income and Interest Rate Hedge ETF's institutional investors.

Which institutional investors have been buying FolioBeyond Alternative Income and Interest Rate Hedge ETF's stock?

The following institutional investors have purchased FolioBeyond Alternative Income and Interest Rate Hedge ETF's stock in the last 24 months: Belpointe Asset Management LLC ($35.59K), Beaumont Financial Advisors LLC ($7.63K), Harbor Investment Advisory LLC ($3.60K), and OLD Mission Capital LLC ($1.45K).

How much institutional buying is happening at FolioBeyond Alternative Income and Interest Rate Hedge ETF?

Institutional investors have bought a total of 48,268 shares in the last 24 months. This purchase volume represents approximately $1.76M in transactions.



This page (NYSEARCA:RISR) was last updated on 7/18/2025 by MarketBeat.com Staff
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