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SS FI Sector Rotation (FISR)

CUSIP: 78470P507 | NYSE | 168 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Aspire Private Capital, LLC983,487
5.0% of portfolio›$24.0M
Park Avenue Securities LLC640,855
0.0% of portfolio›$15.6K
Raleigh Capital Management Inc.640,556
4.9% of portfolio›$15.6M
Landmark Wealth Management, Inc.481,731
3.9% of portfolio›$11.8M
Hibernia Wealth Partners, LLC454,818
5.8% of portfolio›$11.1M
Signal Advisors Wealth, LLC246,642
0.3% of portfolio›$6.0M
Lockerman Financial Group, Inc.165,698
5.8% of portfolio›$4.0M
Legacy Wealth Partners, LLC156,575
0.8% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.135,690
0.0% of portfolio›$3.3K
Axxcess Wealth Management, LLC93,475
0.1% of portfolio›$2.3M
International Private Wealth Advisors LLC92,436
0.9% of portfolio›$2.3M
Valtinson Bruner Financial Planning LLC86,328
0.5% of portfolio›$2.1M
Balboa Wealth Partners53,317
0.2% of portfolio›$1.3M
WealthPoint Financial, LLC48,983
0.9% of portfolio›$1.2M
Creative Financial Designs Inc37,318
0.0% of portfolio›$910.9K
Outlook Wealth Advisors, LLC35,805
0.2% of portfolio›$874.0K
Global Financial Private Client, LLC32,916
0.2% of portfolio›$803.5K
Worth Financial Advisory Group, LLC19,681
0.2% of portfolio›$480.4K
Kelly Financial Services LLC18,610
0.1% of portfolio›$454.3K
Balefire, LLC18,093
0.1% of portfolio›$441.7K
Absolute Capital Management, LLC17,922
0.1% of portfolio›$437.5K
October Effect Ltd17,148
0.4% of portfolio›$418.6K
Virtue Capital Management, LLC17,078
0.1% of portfolio›$416.9K
Integrity Wealth Partners, LLC15,698
0.3% of portfolio›$383.2K
Capital Asset Advisory Services LLC15,001
0.0% of portfolio›$372.3K
Aegis Wealth Management, Inc.13,771
0.2% of portfolio›$336.2K
Triumph Capital Management11,961
0.1% of portfolio›$292.0K
Quadcap Wealth Management, LLC11,495
0.0% of portfolio›$280.6K
MSH Capital Advisors LLC10,778
0.0% of portfolio›$263.1K
Atria Investments, Inc10,142
0.0% of portfolio›$247.6K
Kraft, Davis & Associates, LLC8,860
0.0% of portfolio›$217.8K
FWG Investments, Llc.8,461
0.1% of portfolio›$206.5K
Brown, Lisle Ings, Inc.5,101
0.0% of portfolio›$124.5K
Richardson Financial Services Inc.3,094
0.0% of portfolio›$75.5K
Farther Finance Advisors, LLC3,075
0.0% of portfolio›$75.1K
Private Trust Co NA2,239
0.0% of portfolio›$54.7K
Buck Wealth Strategies, LLC726
0.0% of portfolio›$17.7K
Covestor Ltd682
0.0% of portfolio›$17
Lloyd Advisory Services, Llc.175
0.0% of portfolio›$4.3K
Quest 10 Wealth Builders, Inc.109
0.0% of portfolio›$2.7K
Kingdom Financial Group Llc.105
0.0% of portfolio›$2.6K
Rossby Financial, LCC76
0.0% of portfolio›$1.9K
Reap Financial Group, LLC74
0.0% of portfolio›$1.8K
Evolution Wealth Management Inc.72
0.0% of portfolio›$1.8K
Key Capital Management, Inc30
0.0% of portfolio›$732
Networth Advisors, LLC14
0.0% of portfolio›$342
StyleTurnoverLocationFiled
Aspire Private Capital, LLC
983,487$24.0M5.0%ETFMediumCornelius, NC2026-11-05
Park Avenue Securities LLC
640,855$15.6K0.0%ETFMediumNew York, NY2026-10-26
Raleigh Capital Management Inc.
640,556$15.6M4.9%CoreMediumCary, NC2026-10-28
Landmark Wealth Management, Inc.
481,731$11.8M3.9%ETFLowNormal, IL2026-11-04
Hibernia Wealth Partners, LLC
454,818$11.1M5.8%ETFVery LowBaton Rouge, LA2026-10-29
Signal Advisors Wealth, LLC
246,642$6.0M0.3%ETFLowDetroit, MI2026-10-13
Lockerman Financial Group, Inc.
165,698$4.0M5.8%ETFMediumNewport Beach, CA2026-10-19
Legacy Wealth Partners, LLC
156,575$3.8M0.8%ETFHighLakewood, CO2026-10-15
Cambridge Investment Research Advisors, Inc.
135,690$3.3K0.0%ETFLowFairfield, IA2026-11-02
Axxcess Wealth Management, LLC
93,475$2.3M0.1%CoreLowCarlsbad, CA2026-10-21
International Private Wealth Advisors LLC
92,436$2.3M0.9%CoreMediumSan Diego, CA2026-11-05
Valtinson Bruner Financial Planning LLC
86,328$2.1M0.5%ETFLowNew Brighton, MN2026-11-02
Balboa Wealth Partners
53,317$1.3M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
WealthPoint Financial, LLC
48,983$1.2M0.9%ETFMediumCramerton, NC2026-11-03
Creative Financial Designs Inc
37,318$910.9K0.0%ETFMediumKokomo, IN2026-11-04
Outlook Wealth Advisors, LLC
35,805$874.0K0.2%ETFMediumShenandoah, TX2026-10-28
Global Financial Private Client, LLC
32,916$803.5K0.2%GrowthLowSarasota, FL2026-10-15
Worth Financial Advisory Group, LLC
19,681$480.4K0.2%GrowthVery LowCharlotte, NC2026-10-19
Kelly Financial Services LLC
18,610$454.3K0.1%ETFMediumBraintree, MA2026-10-20
Balefire, LLC
18,093$441.7K0.1%ETFMediumDallas, TX2026-10-09
Absolute Capital Management, LLC
17,922$437.5K0.1%ETFMediumPittsburgh, PA2026-10-16
October Effect Ltd
17,148$418.6K0.4%GrowthHighVirginia Beach, VA2026-10-20
Virtue Capital Management, LLC
17,078$416.9K0.1%GrowthHighBrentwood, TN2026-10-29
Integrity Wealth Partners, LLC
15,698$383.2K0.3%ETFN/AWalnut Creek, CA2026-10-14
Capital Asset Advisory Services LLC
15,001$372.3K0.0%ETFLowWilliamston, MI2026-10-30
Aegis Wealth Management, Inc.
13,771$336.2K0.2%ETFMediumGuthrie Center, IA2026-10-26
Triumph Capital Management
11,961$292.0K0.1%ETFMediumDenver, CO2026-10-14
Quadcap Wealth Management, LLC
11,495$280.6K0.0%ETFLowFrisco, TX2026-11-02
MSH Capital Advisors LLC
10,778$263.1K0.0%CoreLowScottsdale, AZ2026-11-03
Atria Investments, Inc
10,142$247.6K0.0%CoreMediumCharlotte, NC2026-10-15
Kraft, Davis & Associates, LLC
8,860$217.8K0.0%ETFMediumSt. Louis, MO2026-10-21
FWG Investments, Llc.
8,461$206.5K0.1%ETFMediumLexington, KY2026-11-03
Brown, Lisle Ings, Inc.
5,101$124.5K0.0%CoreVery LowProvidence, RI2026-10-16
Richardson Financial Services Inc.
3,094$75.5K0.0%GrowthMediumMedway, MA2026-10-30
Farther Finance Advisors, LLC
3,075$75.1K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
2,239$54.7K0.0%CoreLowCleveland, OH2026-10-20
Buck Wealth Strategies, LLC
726$17.7K0.0%ValueMediumDenver, CO2026-10-28
Covestor Ltd
682$170.0%ValueHighLondon, United Kingdom2026-10-30
Lloyd Advisory Services, Llc.
175$4.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Quest 10 Wealth Builders, Inc.
109$2.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Kingdom Financial Group Llc.
105$2.6K0.0%ETFMediumPeoria, AZ2026-11-04
Rossby Financial, LCC
76$1.9K0.0%ETFMediumMelbourne, FL2026-11-05
Reap Financial Group, LLC
74$1.8K0.0%ETFLowAustin, TX2026-11-02
Evolution Wealth Management Inc.
72$1.8K0.0%ETFMediumFort Myers, FL2026-10-28
Key Capital Management, Inc
30$7320.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Networth Advisors, LLC
14$3420.0%ETFMediumCanonsburg, PA2026-11-03