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 31 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
179,739
shares
|
$6.08 Million
0.3% of portfolio
|
Q2 2024
Added 3.25%
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
165,581
shares
|
$5.6 Million
2.35% of portfolio
|
Q2 2024
Reduced 19.6%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
138,827
shares
|
$4.7 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
131,435
shares
|
$4.45 Million
4.18% of portfolio
|
Q3 2022
Added 3.46%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
111,912
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2024
Added 15.8%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
72,571
shares
|
$2.46 Million
1.21% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
67,849
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2024
Added 2.11%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
64,685
shares
|
$2.19 Million
0.7% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
53,637
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
38,246
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 08, 2024 Q2 2024 |
36,387
shares
|
$1.23 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
28,633
shares
|
$968,940
0.73% of portfolio
|
Q2 2024
Added 7.79%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,522
shares
|
$897,504
0.0% of portfolio
|
Q2 2024
Reduced 39.2%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
22,650
shares
|
$766,476
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,064
shares
|
$475,925
0.0% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
12,898
shares
|
$436,468
0.0% of portfolio
|
Q2 2024
Added 15.46%
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 19, 2024 Q2 2024 |
9,995
shares
|
$338,230
0.11% of portfolio
|
Q2 2024
Reduced 31.64%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
9,562
shares
|
$323,578
0.01% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
7,555
shares
|
$255,661
0.01% of portfolio
|
Q2 2024
Added 1.61%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
7,110
shares
|
$240,602
0.0% of portfolio
|
Q2 2024
Added 0.34%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
6,973
shares
|
$235,966
0.04% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,597
shares
|
$121,722
0.0% of portfolio
|
Q1 2024
Reduced 71.73%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,026
shares
|
$102,399
0.0% of portfolio
|
Q2 2024
Reduced 56.25%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,691
shares
|
$91,063
0.0% of portfolio
|
Q4 2021
Added 16.35%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
900
shares
|
$30,456
0.0% of portfolio
|
Q2 2024
New holding
|