Among active 13F managers last quarter, 7 opened and 12 added, while 6 reduced; the largest holder to move was Family Investment Center, Inc. (+12%).
51 tracked 13F filers disclose a position in RISR as of the latest SEC 13F filings, a combined $149.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Family Investment Center, Inc. | 1.3M | $48.6M | ▲+12% Added · +145K sh | Q2 2026 | |
| 2 | Reliant Wealth Planning | 467K | $16.9M | ▲+2.5% Added · +11K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 213K | $7.7M | ▲+97% Added · +105K sh | Q1 2026 | |
| 4 | Truist Financial Corp | 212K | $7.7M | ▲+5.0% Added · +10K sh | Q1 2026 | |
| 5 | Wealth Enhancement Advisory Services, LLC | 169K | $6.2M | ▲+178% Added · +108K sh | Q2 2026 | |
| 6 | Harbor Investment Advisory, LLC | 163K | $5.9M | ▲+7.8% Added · +12K sh | Q2 2026 | |
| 7 | Smart Money Group LLC | 153K | $5.5M | ▼~0% Reduced · −51 sh | Q2 2026 | |
| 8 | Private Wealth Asset Management, LLC | 146K | $5.3M | ▼−0.2% Reduced · −238 sh | Q2 2026 | |
| 9 | J.W. Cole Advisors, Inc. | 124K | $4.5M | ▲Added Added · +124K sh | Q2 2026 | |
| 10 | Nvest Financial, LLC | 116K | $4.2M | ▲New +116K sh | Q2 2026 | |
| 11 | Harbour Wealth Management Group, Inc. | 111K | $4.0M | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 12 | Farther Finance Advisors, LLC | 91K | $3.3M | ▲New +91K sh | Q1 2026 | |
| 13 | Berger Financial Group, Inc | 87K | $3.2M | ▲+4.6% Added · +4K sh | Q2 2026 | |
| 14 | Sanctuary Advisors, LLC | 84K | $3.0M | ▲+11% Added · +9K sh | Q2 2026 | |
| 15 | Tidal Investments LLC | 80K | $2.9M | ▼−0.7% Reduced · −528 sh | Q2 2026 | |
| 16 | 3EDGE Asset Management, LP | 78K | $2.8M | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 17 | Pinnacle Financial Partners, Inc. | 69K | $2.5M | ▼−26% Reduced · −25K sh | Q2 2026 | |
| 18 | Fig Financial Advisory Services Inc | 53K | $1.9M | ▲+228% Added · +37K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 48K | $1.8M | ▲+0.8% Added · +408 sh | Q1 2026 | |
| 20 | Legacy Capital Wealth Partners, LLC | 46K | $1.7M | ▲New +46K sh | Q2 2026 | |
| 21 | Kingsview Wealth Management, LLC | 34K | $1.2M | ▼−13% Reduced · −5K sh | Q2 2026 | |
| 22 | One Plus One Wealth Management, LLC | 28K | $1.0M | ▲New +28K sh | Q2 2026 | |
| 23 | Focus Financial Network, Inc. | 22K | $813K | ▲+0.4% Added · +87 sh | Q1 2026 | |
| 24 | BlackDiamond Wealth Management, LLC | 22K | $809K | ▲+52% Added · +8K sh | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | 21K | $776K | ▲+4.0% Added · +833 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in RISR and 12 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 25 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 25 funds | $858.0M |
| Walmart IncWMT | 25 funds | $304.3M |
| Apple IncAAPL | 24 funds | $2.1B |
| Nvidia CorpNVDA | 24 funds | $1.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $1.1B |
| Microsoft CorpMSFT | 24 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 24 funds | $954.4M |
| Amazon.com IncAMZN | 24 funds | $930.6M |
| Alphabet Inc-CL CGOOG | 24 funds | $536.4M |
| Broadcom IncAVGO | 24 funds | $503.8M |
| Meta Platforms Inc-Class AMETA | 24 funds | $337.9M |
Ranked by how many of RISR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RISR.
| Class | 13F holders | Value held |
|---|---|---|
| GRNYmc | 308 funds | $1.8B |
| SPUSmc | 90 funds | $215.8M |
| SFYmc | 64 funds | $329.8M |
| SPSKmc | 64 funds | $120.3M |
| NANCmc | 53 funds | $8.0M |
| RISRthis pageUIT EXCHANGE TRADED | 51 funds | $149.3M |
| JSTCcommon | 44 funds | $127.1M |
| HFGMUNLIMITED HFGM | 31 funds | $95.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RISR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RISR/capital-change-brief"
Use Arkolith's capital_change_brief for RISR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RISR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.