Who Owns FOLIO A/INC I/RT HDG ETF (RISR)? -- Institutional Holders (2026-06-30)

61 institutions reported holding $185.3M of FOLIO A/INC I/RT HDG ETF (RISR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Family Investment Center, Inc. ($48.6M), Reliant Wealth Planning ($16.9M), Janney Montgomery Scott LLC ($11.6M), TRUIST FINANCIAL CORP ($9.0M), Coppell Advisory Solutions LLC ($8.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Family Investment Center, Inc.$48.6M1.3MAdded
2Reliant Wealth Planning$16.9M467,373Added
3Janney Montgomery Scott LLC$11.6M320,086Added
4TRUIST FINANCIAL CORP$9.0M247,629Added
5Coppell Advisory Solutions LLC$8.9M3,398New
6ENVESTNET ASSET MANAGEMENT INC$8.8M244,321Added
7Farther Finance Advisors, LLC$7.2M198,141Added
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.2M169,170Added
9HARBOR INVESTMENT ADVISORY, LLC$5.9M162,869Added
10Smart Money Group LLC$5.5M152,655Trimmed
11Private Wealth Asset Management, LLC$5.3M146,484Trimmed
12Cambridge Investment Research Advisors, Inc.$4.8M132,413Trimmed
13J.W. COLE ADVISORS, INC.$4.5M123,672New
14Nvest Financial, LLC$4.2M115,696New
15Harbour Wealth Management Group, Inc.$4.0M111,066Added
16Berger Financial Group, Inc$3.2M87,124Added
17Sanctuary Advisors, LLC$3.0M83,714Added
18Tidal Investments LLC$2.9M80,439Trimmed
193EDGE Asset Management, LP$2.8M77,769Added
20Pinnacle Financial Partners, Inc.$2.5M69,476Trimmed
21Focus Financial Network, Inc.$2.3M62,358Added
22OSAIC HOLDINGS, INC.$2.0M55,119Added
23FIG FINANCIAL ADVISORY SERVICES INC /ADV$1.9M52,901Added
24Legacy Capital Wealth Partners, LLC$1.7M46,372New
25Kingsview Wealth Management, LLC$1.2M34,342Trimmed

Source: SEC Form 13F filings · as of 2026-06-30