Who owns FISR?
State Street Fixed Income Sector Rotation ETF · State Street
71 institutions reported holding FISR, worth $407.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FISR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $90.9M | 3,544,540 | −814,806 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $89.6M | 3,494,333 | −227,621 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $66.9M | 2,608,300 | −312,241 shares |
| Aspire Private Capital, LLC | Cornelius, NC | $21.8M | 851,703 | −44,889 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $21.8M | 848,331 | +149,824 shares |
| Cerity Partners LLC | New York, NY | $13.5M | 525,658 | −94,134 shares |
| Raleigh Capital Management Inc. | Cary, NC | $12.6M | 490,557 | −28,447 shares |
| HighTower Advisors, LLC | Chicago, IL | $10.6M | 413,378 | −13,630 shares |
| Hibernia Wealth Partners, LLC | Baton Rouge, LA | $10.5M | 409,212 | −349,859 shares |
| Park Avenue Securities LLC | New York, NY | $10.4M | 404,902 | −63,912 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FISR?
71 institutional managers reported holding FISR in Form 13F filings for June 30, 2026, worth $407.8M in total. The largest reported position was held by LPL Financial LLC, at $90.9M.
Did institutions buy or sell FISR last quarter?
Reported 13F value fell 9.4% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FISR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.