Who owns RISR (RISR)
Which tracked institutional funds hold RISR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RISR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RISR is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 4 trimmed or exited — on balance accumulating.
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
RISR’s largest tracked holder by dollar value, Family Investment Center, Inc., sizes it at 8.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RISR 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 2025-Q4 and 2026-Q1, across 46 tracked filers holding RISR, 31 increased or opened the position and 19 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 RISR between the 2025-Q4 and 2026-Q1 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 3
- Orion Porfolio Solutions, LLC$7M
- Pinnacle Financial Partners, Inc.$3M
- Farther Finance Advisors, LLC$3M
Full exits 2
- J.W. COLE ADVISORS, INC.$5M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$4M
Largest adds
- Family Investment Center, Inc.$11M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Cambridge Investment Research Advisors, Inc.$2M
- HARBOR INVESTMENT ADVISORY, LLC$2M
- Private Wealth Asset Management, LLC$2M
- Sanctuary Advisors, LLC$822K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8M
- CITADEL ADVISORS LLC$834K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Family Investment Center, Inc. added | 1,196,985 | $43M | 26.2% | 2026-Q1 |
| Reliant Wealth Planning added | 456,074 | $17M | 10.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 212,771 | $8M | 4.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 212,049 | $8M | 4.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 196,469 | $7M | 4.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 169,808 | $6M | 3.7% | 2026-Q1 |
| Smart Money Group LLC added | 152,706 | $6M | 3.3% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC added | 151,069 | $5M | 3.3% | 2026-Q1 |
| Private Wealth Asset Management, LLC added | 146,722 | $5M | 3.2% | 2026-Q1 |
| Harbour Wealth Management Group, Inc. added | 109,093 | $4M | 2.4% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. new | 94,157 | $3M | 2.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 90,732 | $3M | 2.0% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 83,309 | $3M | 1.8% | 2026-Q1 |
| Tidal Investments LLC trimmed | 80,967 | $3M | 1.8% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 76,733 | $3M | 1.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 75,180 | $3M | 1.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 60,791 | $2M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 48,419 | $2M | 1.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 39,360 | $1M | 0.9% | 2026-Q1 |
| Focus Financial Network, Inc. added | 22,438 | $813K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 21,046 | $762K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 20,596 | $746K | 0.5% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 20,240 | $733K | 0.4% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC added | 14,515 | $526K | 0.3% | 2026-Q1 |
| Encompass More Asset Management added | 12,230 | $443K | 0.3% | 2026-Q1 |
| Claris Financial LLC new | 11,770 | $426K | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 10,786 | $391K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 10,418 | $377K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 8,900 | $322K | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 8,883 | $322K | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 8,010 | $290K | 0.2% | 2026-Q1 |
| Sankala Group LLC added | 7,010 | $256K | 0.2% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 7,016 | $254K | 0.2% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 6,561 | $238K | 0.1% | 2026-Q1 |
| QUANTIFY CHAOS ADVISORS, LLC added | 6,292 | $228K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. new | 5,938 | $215K | 0.1% | 2026-Q1 |
| Dunhill Financial, LLC new | 3,437 | $124K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,885 | $105K | 0.1% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. trimmed | 2,183 | $79K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC added | 1,885 | $68K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 849 | $31K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 335 | $12K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 247 | $9K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 100 | $4K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 14 | $525 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $34 | 0.0% | 2026-Q1 |
| Semmax Financial Advisors Inc. added | 189,434 | $7M | 4.2% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 142,756 | $5M | 3.1% | 2025-Q4 stale |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC new | 103,976 | $4M | 2.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 78,847 | $3M | 1.7% | 2025-Q3 stale |
| Coppell Advisory Solutions LLC new | 36,785 | $1M | 0.8% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,214 | $975K | 0.6% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 24,974 | $895K | 0.5% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 23,214 | $832K | 0.5% | 2025-Q3 stale |
| Ergawealth Advisors, Inc. added | 18,347 | $671K | 0.4% | 2025-Q2 stale |
| Private Advisor Group, LLC new | 9,523 | $341K | 0.2% | 2025-Q3 stale |
| Thrivent Financial for Lutherans new | 7,763 | $280K | 0.2% | 2025-Q4 stale |
| Fermata Advisors, LLC new | 7,404 | $269K | 0.2% | 2025-Q1 stale |
| Mutual Advisors, LLC added | 7,174 | $257K | 0.2% | 2025-Q3 stale |
| Geneos Wealth Management Inc. new | 6,470 | $235K | 0.1% | 2025-Q1 stale |
| Belpointe Asset Management LLC trimmed | 6,317 | $228K | 0.1% | 2025-Q4 stale |
| CENTAURUS FINANCIAL, INC. new | 2,869 | $104K | 0.1% | 2025-Q4 stale |
| Allworth Financial LP trimmed | 2,200 | $80K | 0.0% | 2025-Q2 stale |
| TUCKER ASSET MANAGEMENT LLC added | 1,465 | $53K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 1,051 | $38K | 0.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA added | 910 | $33K | 0.0% | 2025-Q3 stale |
| Noble Wealth Management PBC new | 500 | $18K | 0.0% | 2025-Q3 stale |
| CWM, LLC added | 409 | $15K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 230 | $8K | 0.0% | 2025-Q4 stale |
| Advisory Services Network, LLC added | 210 | $8K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 182 | $7K | 0.0% | 2025-Q1 stale |
| JONES FINANCIAL COMPANIES LLLP new | 104 | $4K | 0.0% | 2025-Q3 stale |
| Creekmur Asset Management LLC | 40 | $1K | 0.0% | 2025-Q3 stale |
| FMR LLC added | 7 | $253 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.
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.