Who owns RISR?
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58 institutions reported holding RISR, worth $190.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RISR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Family Investment Center, Inc. | Saint Joseph, MO | $48.6M | 1,342,182 | +145,197 shares |
| Reliant Wealth Planning | Louisville, KY | $16.9M | 467,373 | +11,299 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $11.6M | 320,086 | +311,186 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $9.6M | 264,826 | +95,018 shares |
| Truist Financial Corp. | Charlotte, NC | $9.0M | 247,629 | +35,580 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $8.9M | 3,398 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.8M | 244,321 | +31,550 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $7.2M | 198,141 | +107,409 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $6.2M | 169,170 | +108,379 shares |
| Harbor Investment Advisory, LLC | Lutherville, MD | $5.9M | 162,869 | +11,800 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 RISR?
58 institutional managers reported holding RISR in Form 13F filings for June 30, 2026, worth $190.1M in total. The largest reported position was held by Family Investment Center, Inc., at $48.6M.
Did institutions buy or sell RISR last quarter?
Reported 13F value rose 36.1% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 3 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 RISR 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.