Institutional Ownership Tidal ETF Tr Foliobeyond Risin (RISR)
This table provides information about the institutional ownership of Tidal ETF Tr Foliobeyond Risin (RISR). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
797,374
shares
|
$29.4 Million
7.39% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
248,246
shares
|
$9.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
238,991
shares
|
$8.81 Million
0.11% of portfolio
|
Q2 2025
Added 3779.72%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
206,565
shares
|
$7.61 Million
0.24% of portfolio
|
Q1 2025
Added 30.17%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
184,629
shares
|
$6.81 Million
0.01% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
147,339
shares
|
$5.43 Million
4.95% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
131,435
shares
|
$4.84 Million
4.18% of portfolio
|
Q3 2022
Added 3.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
102,848
shares
|
$3.79 Million
0.04% of portfolio
|
Q1 2025
Added 1466.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
88,452
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
Added 61.59%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
84,300
shares
|
$3.11 Million
0.22% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,093
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
59,500
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
56,114
shares
|
$2.07 Million
0.27% of portfolio
|
Q2 2025
Added 133.32%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
36,785
shares
|
$1.36 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
34,200
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
25,345
shares
|
$934,216
0.04% of portfolio
|
Q2 2025
Reduced 28.78%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,136
shares
|
$815,932
0.0% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
21,363
shares
|
$787,440
0.1% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,808
shares
|
$730,122
0.03% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
18,412
shares
|
$678,666
0.06% of portfolio
|
Q2 2025
Added 70.69%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
18,347
shares
|
$676,270
0.3% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,710
shares
|
$615,930
0.0% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
15,021
shares
|
$553,674
0.45% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,555
shares
|
$536,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
14,126
shares
|
$520,684
0.15% of portfolio
|
Q1 2025
Added 417.44%
|