FolioBeyond Alternative Income and Interest Rate Hedge
RISR • ARCA
FolioBeyond Alternative Income and Interest Rate Hedge is an exchange-traded fund on ARCA. As of Q3 2025, 42 institutional investors hold shares in this ETF, with total holdings valued at $114.3M. Family Investment Center, Inc. is the largest holder with a position valued at $31.1M.
Overview
Overview of institutional ownership in RISR as of Q3 2025
All Institutions
- Institutions
- 42
- Value Held
- $114.3M
- Shares Held
- 3.2M
- Avg Position
- $2.7M
- Median Position
- $796.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in RISR as of Q3 2025
| Institution | Position Value |
|---|---|
 Family Investment Center, Inc. RIA/Wealth | $31.1M 6.47% of portfolio |
 Reliant Wealth Planning RIA/Wealth | $15.7M 5.55% of portfolio |
$9.8M 0.01% of portfolio | |
J J.W. COLE ADVISORS, INC. Institution | $8.4M 0.16% of portfolio |
 BB&T CORP Institution | $7.3M 0.01% of portfolio |
 Smart Money Group LLC RIA/Wealth | $5.1M 3.85% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $3.9M 0.00% of portfolio |
$3.5M 0.01% of portfolio | |
 Toroso Investments, LLC ETF Provider | $3.4M 0.01% of portfolio |
 3EDGE Asset Management, LP Long Only Manager | $3.0M 0.17% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RISR in Q3 2025
- Traded
- +$21.3M
- Buyers
- 31
- Sellers
- 14
- Total Bought
- +$32.8M
- Total Sold
- −$11.5M
- Avg Position
- $2.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Reliant Wealth Planning RIA/Wealth | +$15.7M +438.4K shares |
J JANE STREET GROUP, LLC Institution | +$2.8M +78.8K shares |
Family Investment Center, Inc. RIA/Wealth | +$2.6M +71.5K shares |
B Berger Financial Group, Inc RIA/Wealth | +$2.2M +60.4K shares |
 HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | +$2.2M +60.1K shares |
+$1.4M +38.9K shares | |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$975.4K +27.2K shares |
O OLD MISSION CAPITAL LLC Institution | +$832.0K +23.2K shares |
+$780.3K +21.6K shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$694.8K +19.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A ATRIA INVESTMENTS LLC Institution | −$7.2M −202.0K shares |
 Inspire Advisors, LLC RIA/Wealth | −$1.2M −33.3K shares |
 Belpointe Asset Management LLC RIA/Wealth | −$926.9K −25.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$880.2K −24.1K shares |
 Ergawealth Advisors, Inc. RIA/Wealth | −$670.9K −18.3K shares |
B Beaumont Financial Advisors, LLC Institution | −$214.6K −6.0K shares |
Smart Money Group LLC RIA/Wealth | −$158.7K −4.4K shares |
 Hanson McClain, Inc. RIA/Wealth | −$80.5K −2.2K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$29.5K −822.0 shares |
 CWM, LLC RIA/Wealth | −$15.0K −409.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RISR in Q3 2025
- New Positions
- 5
- New Value
- $18.2M
- Exited Positions
- 7
- Exited Value
- $3.8M
New Positions
| Institution | Position Value |
|---|---|
Reliant Wealth Planning RIA/Wealth | $15.7M 438.4K shares |
B Berger Financial Group, Inc RIA/Wealth | $2.2M 60.4K shares |
 Private Advisor Group, LLC RIA/Wealth | $341.3K 9.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $3.7K 104.0 shares |
 WELLS FARGO & COMPANY/MN Institution | $34.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Inspire Advisors, LLC RIA/Wealth | $1.2M 33.3K shares |
Belpointe Asset Management LLC RIA/Wealth | $926.9K 25.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $880.2K 24.1K shares |
Ergawealth Advisors, Inc. RIA/Wealth | $670.9K 18.3K shares |
Hanson McClain, Inc. RIA/Wealth | $80.5K 2.2K shares |
CWM, LLC RIA/Wealth | $15.0K 409.0 shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $1.6K 43.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in RISR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RISR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Family Investment Center, Inc. RIA/Wealth | 6.47% $31.1M |
Reliant Wealth Planning RIA/Wealth | 5.55% $15.7M |
Smart Money Group LLC RIA/Wealth | 3.85% $5.1M |
 BlackDiamond Wealth Management Inc. RIA/Wealth | 0.31% $554.3K |
 Private Wealth Asset Management, LLC RIA/Wealth | 0.29% $2.4M |
HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | 0.19% $2.3M |
3EDGE Asset Management, LP Long Only Manager | 0.17% $3.0M |
J J.W. COLE ADVISORS, INC. Institution | 0.16% $8.4M |
B Berger Financial Group, Inc RIA/Wealth | 0.13% $2.2M |
 Capital Advisors, Ltd. LLC RIA/Wealth | 0.09% $757.6K |