% of shares outstanding is not shown for RISR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for RISR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Family Investment Center, Inc. | 177K | 739K | 797K | 869K | 904K | 1.2M | $43M |
| Reliant Wealth Planning | — | — | — | 438K | 441K | 456K | $17M |
| ENVESTNET ASSET MANAGEMENT INC | 48K | 55K | 88K | 108K | 108K | 213K | $8M |
| TRUIST FINANCIAL CORP | 154K | 165K | 185K | 204K | 202K | 212K | $8M |
| Orion Porfolio Solutions, LLC | — | — | — | — | — | 196K | $7M |
| Cambridge Investment Research Advisors, Inc. | 51K | 54K | 60K | 98K | 108K | 170K | $6M |
| Smart Money Group LLC | 144K | 151K | 147K | 143K | 147K | 153K | $6M |
| HARBOR INVESTMENT ADVISORY, LLC | 500 | 665 | 4K | 64K | 98K | 151K | $5M |
| Private Wealth Asset Management, LLC | — | 24K | 56K | 67K | 98K | 147K | $5M |
| Harbour Wealth Management Group, Inc. | — | — | — | — | 94K | 109K | $4M |
| Pinnacle Financial Partners, Inc. | — | — | — | — | — | 94K | $3M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 91K | $3M |
| Berger Financial Group, Inc | — | — | — | 60K | 85K | 83K | $3M |
| Tidal Investments LLC | 7K | 103K | 94K | 96K | 85K | 81K | $3M |
| 3EDGE Asset Management, LP | — | 83K | 84K | 84K | 74K | 77K | $3M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 46 | 3,867,979 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Family Investment Center, Inc. | +292,936 | $11M | ADD |
| Orion Porfolio Solutions, LLC | +196,469 | $7M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +104,955 | $4M | ADD |
| Pinnacle Financial Partners, Inc. | +94,157 | $3M | OPEN |
| Farther Finance Advisors, LLC | +90,732 | $3M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −211,470 | $8M | TRIM |
| J.W. COLE ADVISORS, INC. | −142,756 | $5M | CLOSE |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | −103,976 | $4M | CLOSE |
| CITADEL ADVISORS LLC | −23,151 | $838,529 | TRIM |
| Thrivent Financial for Lutherans | −7,763 | $281,176 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| — |
| $140M |
| 2025-Q4 | 44 | 3,308,962 | — | $120M |
| 2025-Q3 | 44 | 3,346,053 | — | $120M |
| 2025-Q2 | 39 | 3,052,397 | — | $112M |
| 2025-Q1 | 39 | 2,016,376 | — | $73M |
| 2024-Q4 | 34 | 1,221,231 | — | $45M |
| 2024-Q3 | 30 | 796,730 | — | $27M |
| 2024-Q2 | 28 | 1,083,907 | — | $38M |
| 2024-Q1 | 30 | 1,083,090 | — | $36M |
| 2023-Q4 | 26 | 1,091,029 | — | $34M |
| 2023-Q3 | 25 | 1,369,697 | — | $46M |
| 2023-Q2 | 19 | 1,081,909 | — | $35M |
| 2023-Q1 | 24 | 1,253,073 | — | $39M |
| 2022-Q4 | 25 | 1,886,588 | — | $59M |
| 2022-Q3 | 25 | 1,869,342 | — | $59M |
| 2022-Q2 | 36 | 2,603,084 | — | $84M |
| 2022-Q1 | 8 | 141,277 | — | $4M |
| 2021-Q4 | 3 | 36,914 | — | $922,233 |
