Who owns 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-Q2 13F filings (latest filed 2026-08-27). 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 2026-Q1 and 2026-Q2: 19 added or opened and 5 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 8.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.1pp 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 2026-Q1 and 2026-Q2, across 54 tracked filers holding RISR, 38 increased or opened the position and 18 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 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 6
- Coppell Advisory Solutions LLC$9M
- J.W. COLE ADVISORS, INC.$4M
- Nvest Financial, LLC$4M
- Legacy Capital Wealth Partners, LLC$2M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$1M
- Turner Financial Group, Inc.$864K
Full exits 3
- Cambridge Investment Research Advisors, Inc.$6M
- CITADEL ADVISORS LLC$762K
- Capital Advisors, Ltd. LLC$733K
Largest adds
- Family Investment Center, Inc.$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- Farther Finance Advisors, LLC$4M
- Focus Financial Network, Inc.$1M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$1M
- TRUIST FINANCIAL CORP$1M
Largest trims
- Orion Porfolio Solutions, LLC$7M
- Pinnacle Financial Partners, Inc.$895K
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 | 1,342,182 | $49M | 25.6% | 2026-Q2 |
| Reliant Wealth Planning added | 467,373 | $17M | 8.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 247,629 | $9M | 4.7% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 3,398 | $9M | 4.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 244,321 | $9M | 4.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 198,141 | $7M | 3.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 169,170 | $6M | 3.2% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 162,869 | $6M | 3.1% | 2026-Q2 |
| Smart Money Group LLC trimmed | 152,655 | $6M | 2.9% | 2026-Q2 |
| Private Wealth Asset Management, LLC trimmed | 146,484 | $5M | 2.8% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 123,672 | $4M | 2.4% | 2026-Q2 |
| Nvest Financial, LLC new | 115,696 | $4M | 2.2% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 111,066 | $4M | 2.1% | 2026-Q2 |
| Berger Financial Group, Inc added | 87,124 | $3M | 1.7% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 83,714 | $3M | 1.6% | 2026-Q2 |
| Tidal Investments LLC trimmed | 80,439 | $3M | 1.5% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 77,769 | $3M | 1.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 69,476 | $3M | 1.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 62,358 | $2M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 55,119 | $2M | 1.0% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV added | 52,901 | $2M | 1.0% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC new | 46,372 | $2M | 0.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 34,342 | $1M | 0.7% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 27,930 | $1M | 0.5% | 2026-Q2 |
| Turner Financial Group, Inc. new | 23,874 | $864K | 0.5% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC added | 22,029 | $809K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,429 | $776K | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. added | 17,933 | $649K | 0.3% | 2026-Q2 |
| Encompass More Asset Management added | 14,299 | $518K | 0.3% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 13,911 | $504K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 11,510 | $417K | 0.2% | 2026-Q2 |
| Weaver Consulting Group new | 11,050 | $400K | 0.2% | 2026-Q2 |
| Inspire Advisors, LLC added | 10,460 | $379K | 0.2% | 2026-Q2 |
| Sankala Group LLC added | 10,233 | $377K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 9,247 | $335K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 8,448 | $306K | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 8,314 | $301K | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 7,957 | $288K | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC | 7,016 | $254K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC new | 6,975 | $252K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC new | 6,457 | $234K | 0.1% | 2026-Q2 |
| QUANTIFY CHAOS ADVISORS, LLC added | 6,387 | $231K | 0.1% | 2026-Q2 |
| Dunhill Financial, LLC | 3,437 | $124K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,969 | $107K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. added | 2,232 | $81K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 1,335 | $48K | 0.0% | 2026-Q2 |
| SouthState Bank Corp new | 777 | $28K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 527 | $19K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 365 | $13K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 200 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 91 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 43 | $2K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 14 | $524 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $52 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 169,808 | $6M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 21,046 | $762K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC added | 20,240 | $733K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Claris Financial LLC new | 11,770 | $426K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 8,900 | $322K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Beaumont Financial Advisors, LLC trimmed | 6,561 | $238K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ | 849 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 7,763 | $280K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Belpointe Asset Management LLC trimmed | 6,317 | $228K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CENTAURUS FINANCIAL, INC. new | 2,869 | $104K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 230 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC added | 7 | $253 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 78,847 | $3M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,214 | $975K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC added | 23,214 | $832K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC new | 9,523 | $341K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Mutual Advisors, LLC added | 7,174 | $257K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 1,051 | $38K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA new | 910 | $33K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Noble Wealth Management PBC new | 500 | $18K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 210 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 104 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC | 40 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Semmax Financial Advisors Inc. added | 189,434 | $7M | 3.7% | 2025-Q2 stale (4 quarters behind) |
| Ergawealth Advisors, Inc. added | 18,347 | $671K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Allworth Financial LP trimmed | 2,200 | $80K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CWM, LLC added | 409 | $15K | 0.0% | 2025-Q2 stale (4 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.
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.