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

$36.51 -0.03 (-0.08%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FolioBeyond Alternative Income and Interest Rate Hedge ETF (NYSEARCA:RISR)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$26.03M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$801.59K
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RISR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Beaumont Financial Advisors LLC6,561$238K0.0%-47.2%0.104%
4/24/2026 Harbor Investment Advisory LLC151,069$5.47M0.4%+53.6%2.425%
4/22/2026 Janney Montgomery Scott LLC8,900$322K0.0%N/A0.143%
3/2/2026 Sankala Group LLC5,070$180K0.1%N/A0.093%
2/12/2026Reliant Wealth Planning441,417$15.94M5.0%+0.7%8.129%
2/10/2026Private Wealth Asset Management LLC97,927$3.54M0.4%+46.7%1.803%
1/7/2026 Harbor Investment Advisory LLC98,325$3.55M0.3%+52.7%1.924%
11/18/2025Reliant Wealth Planning438,408$15.71M5.1%N/A8.647%
11/3/2025Private Wealth Asset Management LLC66,749$2.39M0.3%+19.0%1.317%
10/27/2025 Harbor Investment Advisory LLC64,373$2.31M0.2%+1,409.3%1.262%
10/23/2025Beaumont Financial Advisors LLC12,425$445K0.0%-32.5%0.244%
10/22/2025 CoreCap Advisors LLC1,830$66K0.0%+74.6%0.036%
7/28/2025Private Wealth Asset Management LLC56,114$2.05M0.3%+133.3%1.233%
7/22/2025 Belpointe Asset Management LLC25,345$927K0.0%-28.8%0.557%
7/16/2025Beaumont 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%
5/8/2023Triumph 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%
11/1/2022Triumph Capital Management7,186$227K0.1%+4.8%0.267%
10/20/2022First Heartland Consultants Inc.266,627$8.41M0.7%-17.5%10.580%
10/7/2022Worth 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%
8/2/2022Triumph 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%
7/8/2022Worth Asset Management LLC9,038$293K0.2%+106.9%0.223%
4/21/2022First Heartland Consultants Inc.8,650$258K0.0%N/A0.395%


RISR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RISR shares?

During the previous two years, 9 institutional investors and hedge funds held shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF. The most heavily invested institutionals were Reliant Wealth Planning ($15.94M), Harbor Investment Advisory LLC ($5.47M), Private Wealth Asset Management LLC ($3.54M), Belpointe Asset Management LLC ($927K), OLD Mission Capital LLC ($569K), Janney Montgomery Scott LLC ($322K), and Beaumont Financial Advisors LLC ($238K).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?

Of the 9 institutional investors that purchased FolioBeyond Alternative Income and Interest Rate Hedge ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Reliant Wealth Planning ($441.42K), Harbor Investment Advisory LLC ($150.40K), Private Wealth Asset Management LLC ($73.88K), Belpointe Asset Management LLC ($35.59K), Janney Montgomery Scott LLC ($8.90K), Beaumont Financial Advisors LLC ($7.63K), and Sankala Group LLC ($5.07K).

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

Institutional investors have bought a total of 723,664 shares in the last 24 months. This purchase volume represents approximately $26.03M in transactions.

Which of FolioBeyond Alternative Income and Interest Rate Hedge ETF's major shareholders have been selling company stock?

The following institutional investors have sold FolioBeyond Alternative Income and Interest Rate Hedge ETF stock in the last 24 months: Beaumont Financial Advisors LLC ($11.85K), and Belpointe Asset Management LLC ($10.24K).

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

Institutional investors have sold a total of 22,095 shares in the last 24 months. This volume of shares sold represents approximately $801.59K in transactions.


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This page (NYSEARCA:RISR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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