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Foliobe Altr IN&IN H ETF-Usd (RISR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Family Investment Center, Inc.
INCREASED
Shares1,430,120 from 1,342,182
Change+87,938 (+7%)
Value$53.0M (+$4.4M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares296,536 from 169,170
Change+127,366 (+75%)
Value$11.0M (+$4.9M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares287,854 from 123,672
Change+164,182 (+133%)
Value$10.7M (+$6.2M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares251,428 from 247,629
Change+3,799 (+2%)
Value$9.3M (+$353.7K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares238,744 from 198,141
Change+40,603 (+20%)
Value$8.8M (+$1.7M)
Filed 2026-10-08
Harbor Investment Advisory, LLC
INCREASED
Shares188,191 from 162,869
Change+25,322 (+16%)
Value$7.0M (+$1.1M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares137,957 from 132,413
Change+5,544 (+4%)
Value$5.1K (-$4.8M)
Filed 2026-11-02
FIG Financial Advisory Services Inc
INCREASED
Shares95,027 from 52,901
Change+42,126 (+80%)
Value$3.5M (+$1.6M)
Filed 2026-10-07
Bullseye Investment Management, LLC
NEW
Shares84,720
Change+84,720
Value$3.1M
Filed 2026-10-29
3Edge Asset Management, LP
INCREASED
Shares79,798 from 77,769
Change+2,029 (+3%)
Value$3.0M (+$142.1K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares79,409 from 62,358
Change+17,051 (+27%)
Value$2.9M (+$685.6K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares63,413 from 21,429
Change+41,984 (+196%)
Value$2.4M (+$1.6M)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares56,682 from 46,372
Change+10,310 (+22%)
Value$2.1M (+$422.0K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
NEW
Shares30,699
Change+30,699
Value$1.1M
Filed 2026-11-02
Capital Advisors, Ltd. LLC
INCREASED
Shares23,378 from 20,115
Change+3,263 (+16%)
Value$866 (+$138)
Filed 2026-10-27
IFP Advisors, Inc
NEW
Shares23,114
Change+23,114
Value$856.6K
Filed 2026-10-16
Weaver Consulting Group
INCREASED
Shares17,300 from 11,050
Change+6,250 (+57%)
Value$641.1K (+$241.1K)
Filed 2026-10-07
Encompass More Asset Management
DECREASED
Shares12,896 from 14,299
Change-1,403 (-10%)
Value$477.9K (-$39.7K)
Filed 2026-10-16
Quantify Chaos Advisors, LLC
INCREASED
Shares11,254 from 6,387
Change+4,867 (+76%)
Value$417.1K (+$185.9K)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares10,762
Change+10,762
Value$399
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares7,799 from 7,957
Change-158 (-2%)
Value$289.0K (+$988)
Filed 2026-10-15
Oregon Pacific Wealth Management, LLC
NEW
Shares7,674
Change+7,674
Value$284.4K
Filed 2026-10-20
Worth Asset Management, LLC
INCREASED
Shares7,146 from 6,457
Change+689 (+11%)
Value$264.8K (+$31.1K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares7,016 from 7,016
Change0 (0%)
Value$260.0K (+$6.0K)
Filed 2026-10-16
Andina Capital Management, LLC
NEW
Shares5,532
Change+5,532
Value$205.0K
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,313 from 1,587
Change-274 (-17%)
Value$48.7K (-$8.8K)
Filed 2026-10-07
Highline Wealth Partners LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$13.5K (+$314)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
NEW
Shares270
Change+270
Value$10.0K
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.4K (+$172)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$537 (+$13)
Filed 2026-10-30
One Plus One Wealth Management, LLC
CLOSED
Shares0 from 27,930
Change-27,930 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$48.3K)
Filed 2026-10-29
CoreCap Advisors, LLC
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-08
Reliant Wealth Planning
N/A
Shares— from 467,373
Change-467,373 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 320,086
Change-320,086 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 244,321
Change-244,321 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 152,655
Change-152,655 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 146,484
Change-146,484 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 115,696
Change-115,696 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 111,066
Change-111,066 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 87,124
Change-87,124 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 83,714
Change-83,714 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 80,439
Change-80,439 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 69,476
Change-69,476 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,119
Change-55,119 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 34,342
Change-34,342 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 23,874
Change-23,874 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 22,029
Change-22,029 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,933
Change-17,933 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 10,460
Change-10,460 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 10,233
Change-10,233 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,448
Change-8,448 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 777
Change-777 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 43
Change-43 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Family Investment Center, Inc.
INCREASED1,430,1201,342,182+87,938+7%$48.6M$53.0M+$4.4M2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED296,536169,170+127,366+75%$6.2M$11.0M+$4.9M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED287,854123,672+164,182+133%$4.5M$10.7M+$6.2M2026-11-05
Truist Financial Corp
INCREASED251,428247,629+3,799+2%$9.0M$9.3M+$353.7K2026-10-30
Farther Finance Advisors, LLC
INCREASED238,744198,141+40,603+20%$7.2M$8.8M+$1.7M2026-10-08
Harbor Investment Advisory, LLC
INCREASED188,191162,869+25,322+16%$5.9M$7.0M+$1.1M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED137,957132,413+5,544+4%$4.8M$5.1K-$4.8M2026-11-02
FIG Financial Advisory Services Inc
INCREASED95,02752,901+42,126+80%$1.9M$3.5M+$1.6M2026-10-07
Bullseye Investment Management, LLC
NEW84,720—+84,720——$3.1M—2026-10-29
3Edge Asset Management, LP
INCREASED79,79877,769+2,029+3%$2.8M$3.0M+$142.1K2026-10-30
Focus Financial Network, Inc.
INCREASED79,40962,358+17,051+27%$2.3M$2.9M+$685.6K2026-10-14
Kestra Advisory Services, LLC
INCREASED63,41321,429+41,984+196%$775.7K$2.4M+$1.6M2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED56,68246,372+10,310+22%$1.7M$2.1M+$422.0K2026-10-21
Commonwealth Equity Services, LLC
NEW30,699—+30,699——$1.1M—2026-11-02
Capital Advisors, Ltd. LLC
INCREASED23,37820,115+3,263+16%$728$866+$1382026-10-27
IFP Advisors, Inc
NEW23,114—+23,114——$856.6K—2026-10-16
Weaver Consulting Group
INCREASED17,30011,050+6,250+57%$400.0K$641.1K+$241.1K2026-10-07
Encompass More Asset Management
DECREASED12,89614,299-1,403-10%$517.6K$477.9K-$39.7K2026-10-16
Quantify Chaos Advisors, LLC
INCREASED11,2546,387+4,867+76%$231.2K$417.1K+$185.9K2026-11-04
Thrivent Financial for Lutherans
NEW10,762—+10,762——$399—2026-11-05
Atria Investments, Inc
DECREASED7,7997,957-158-2%$288.0K$289.0K+$9882026-10-15
Oregon Pacific Wealth Management, LLC
NEW7,674—+7,674——$284.4K—2026-10-20
Worth Asset Management, LLC
INCREASED7,1466,457+689+11%$233.7K$264.8K+$31.1K2026-10-07
Onyx Bridge Wealth Group LLC
UNCHANGED7,0167,01600%$254.0K$260.0K+$6.0K2026-10-16
Andina Capital Management, LLC
NEW5,532—+5,532——$205.0K—2026-10-21
Wealth Enhancement Trust Services, Inc.
DECREASED1,3131,587-274-17%$57.4K$48.7K-$8.8K2026-10-07
Highline Wealth Partners LLC
UNCHANGED36536500%$13.2K$13.5K+$3142026-10-19
Financial Network Wealth Advisors LLC
NEW270—+270——$10.0K—2026-10-28
Triumph Capital Management
UNCHANGED20020000%$7.2K$7.4K+$1722026-10-14
Spire Wealth Management
UNCHANGED141400%$524$537+$132026-10-30
One Plus One Wealth Management, LLC
CLOSED027,930-27,930-100%$1.0M$0-$1.0M2026-10-16
Tucker Asset Management LLC
CLOSED01,335-1,335-100%$48.3K$0-$48.3K2026-10-29
CoreCap Advisors, LLC
CLOSED0527-527-100%$19.1K$0-$19.1K2026-10-08
Reliant Wealth Planning
N/A—467,373-467,373-100%$16.9M———
Janney Montgomery Scott LLC
N/A—320,086-320,086-100%$11.6M———
Envestnet Asset Management Inc
N/A—244,321-244,321-100%$8.8M———
Smart Money Group LLC
N/A—152,655-152,655-100%$5.5M———
Private Wealth Asset Management, LLC
N/A—146,484-146,484-100%$5.3M———
Nvest Financial, LLC
N/A—115,696-115,696-100%$4.2M———
Harbour Wealth Management Group, Inc.
N/A—111,066-111,066-100%$4.0M———
Berger Financial Group, Inc
N/A—87,124-87,124-100%$3.2M———
Sanctuary Advisors, LLC
N/A—83,714-83,714-100%$3.0M———
Tidal Investments LLC
N/A—80,439-80,439-100%$2.9M———
Pinnacle Financial Partners, Inc.
N/A—69,476-69,476-100%$2.5M———
Osaic Holdings, Inc.
N/A—55,119-55,119-100%$2.0M———
Kingsview Wealth Management, LLC
N/A—34,342-34,342-100%$1.2M———
Turner Financial Group, Inc.
N/A—23,874-23,874-100%$864.2K———
BlackDiamond Wealth Management, LLC
N/A—22,029-22,029-100%$809.4K———
Savvy Advisors, Inc.
N/A—17,933-17,933-100%$649.2K———
Level Four Advisory Services, LLC
N/A—13,911-13,911-100%$503.6K———
Flow Traders U.S. LLC
N/A—12,822-12,822-100%$464.0K———
MML Investors Services, LLC
N/A—11,510-11,510-100%$416.7K———
Inspire Advisors, LLC
N/A—10,460-10,460-100%$378.6K———
Sankala Group LLC
N/A—10,233-10,233-100%$377.2K———
Goldman Sachs Group Inc
N/A—9,247-9,247-100%$334.7K———
AE Wealth Management LLC
N/A—8,448-8,448-100%$305.8K———
Orion Porfolio Solutions, LLC
N/A—8,314-8,314-100%$301.0K———
CreativeOne Wealth, LLC
N/A—6,975-6,975-100%$252.5K———
Dunhill Financial, LLC
N/A—3,437-3,437-100%$124.4K———
Coppell Advisory Solutions LLC
N/A—3,398-3,398-100%$8.9M———
Morgan Stanley
N/A—2,969-2,969-100%$107.5K———
SouthState Bank Corp
N/A—777-777-100%$28.1K———
Harbour Investments, Inc.
N/A—91-91-100%$3.3K———
JPMorgan Chase & Co
N/A—43-43-100%$1.6K———
Wells Fargo & Company
N/A—1-1-100%$52———
Showing 65 of 65 institutions