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Institutional Ownership · SEC Form 13F

Who owns RISN


Which tracked institutional funds hold RISN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RISN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

21
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

3 tracked funds added or opened RISN while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

RISN’s largest tracked holder by dollar value, Inspire Advisors, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in RISN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 21 tracked filers holding RISN, 13 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in RISN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • Avior Wealth Management, LLC$4M
  • LPL Financial LLC$2M

Full exits 2

  • NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2M
  • CITADEL ADVISORS LLC$568K

Largest adds

  • Revisor Wealth Management LLC$655K

Largest trims

  • Inspire Advisors, LLC$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Inspire Advisors, LLC trimmed2,025,711$62M84.5%2026-Q2
Avior Wealth Management, LLC new115,050$4M4.8%2026-Q2
LPL Financial LLC new61,946$2M2.6%2026-Q2
Revisor Wealth Management LLC added34,316$1M1.4%2026-Q2
GTS SECURITIES LLC trimmed11,679$359K0.5%2026-Q2
Inspire Investing, LLC9,741$299K0.4%2026-Q2
AE Wealth Management LLC added8,551$263K0.4%2026-Q2
Arax Advisory Partners6,154$189K0.3%2026-Q2
Westside Investment Management, Inc.4,340$133K0.2%2026-Q2
Global Retirement Partners, LLC3,927$121K0.2%2026-Q2
Steward Partners Investment Advisory, LLC new3,408$105K0.1%2026-Q2
AdvisorNet Financial, Inc added3,295$101K0.1%2026-Q2
HARBOUR INVESTMENTS, INC. added3,066$94K0.1%2026-Q2
OSAIC HOLDINGS, INC.2,146$66K0.1%2026-Q2
Continuum Advisory, LLC trimmed1,462$45K0.1%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added1,208$37K0.1%2026-Q2
EverSource Wealth Advisors, LLC trimmed823$25K0.0%2026-Q2
Bare Financial Services, Inc638$20K0.0%2026-Q2
Institute for Wealth Management, LLC. new253$8K0.0%2026-Q2
Allworth Financial LP10$3080.0%2026-Q2
MORGAN STANLEY added4$1470.0%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added57,312$2M2.2%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC new19,804$568K0.8%2026-Q1 stale (1 quarter behind)
Ascentis Independent Advisors added9,880$283K0.4%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,130$233K0.3%2026-Q1 stale (1 quarter behind)
Root Financial Partners, LLC new3,131$90K0.1%2026-Q1 stale (1 quarter behind)
Advisory Services Network, LLC trimmed300$9K0.0%2026-Q1 stale (1 quarter behind)
GOLDMAN SACHS GROUP INC added8,791$255K0.3%2025-Q4 stale (2 quarters behind)
UBS Group AG trimmed22$6390.0%2025-Q4 stale (2 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership