RTRN STCK BNDS & MNG FUTURES (RSBT) Institutional Ownership Changes & 13F Activity
RTRN STCK BNDS & MNG FUTURES (RSBT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mather Group, Llc., Commonwealth Equity Services, Llc, Fermata Advisors, Llc, Trailhead Planners Llc, and Bwm Planning, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +24,667 | +6.5% | 403,047 | $7.67M | Q2 2026 | Sep 09, 2026 |
| Betterment Llc | Buy | +135 | +0.5% | 26,836 | $511.00K | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2,244 | +71.7% | 5,372 | $102.28K | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, Llc | Buy | +19,525 | — | 19,525 | $371.77K | Q2 2026 | Aug 11, 2026 |
| Luminist Capital Llc | Buy | +1,587 | — | 1,587 | $30.22K | Q2 2026 | Aug 07, 2026 |
| Trailhead Planners Llc | Buy | +45,754 | +45.3% | 146,697 | $2.79M | Q2 2026 | Aug 06, 2026 |
| Wealthtrak Capital Management Llc | Buy | +1,796 | +1.8% | 102,664 | $1.95M | Q2 2026 | Aug 04, 2026 |
| Commonwealth Equity Services, Llc | Buy | +205,852 | +364.1% | 262,392 | $5.00M | Q2 2026 | Jul 29, 2026 |
| Wright Wealth Llc | Buy | +5,376 | +3.9% | 141,559 | $2.70M | Q2 2026 | Jul 29, 2026 |
| Mather Group, Llc. | Buy | +308,805 | +193.3% | 468,556 | $8.92M | Q2 2026 | Jul 27, 2026 |
| Bwm Planning, Llc | Buy | +26,639 | +15.1% | 202,643 | $3.86M | Q2 2026 | Jul 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | Buy | +4,055 | — | 4,055 | $77.21K | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Buy | +176 | +8.1% | 2,342 | $44.58K | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +21,756 | +8.0% | 293,144 | $5.56M | Q2 2026 | Jul 15, 2026 |
| Innova Wealth Partners | Buy | +18,083 | +8.0% | 245,069 | $4.67M | Q2 2026 | Jul 15, 2026 |
| Accurate Wealth Management, Llc | Sell | -15,987 | -54.2% | 13,489 | $255.75K | Q2 2026 | Jul 15, 2026 |
| Steelpeak Wealth, Llc | Buy | +5,223 | +8.4% | 67,699 | $1.29M | Q2 2026 | Jul 13, 2026 |
| Professional Financial Advisors, Llc | Sell | -281 | -1.8% | 15,083 | $287.18K | Q2 2026 | Jul 09, 2026 |
| Fermata Advisors, Llc | Buy | +46,221 | +103.6% | 90,821 | $1.73M | Q2 2026 | Jul 07, 2026 |
| Cwm, Llc | Sell | -740 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | Sell | -20,101 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Worth Asset Management, Llc | Sell | -22,613 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 17, 2026 |
Frequently asked questions about RSBT activity
Which institutional owners are buying RSBT?
Institutional owners buying RSBT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RSBT activity?
"Buy" means an investor increased their reported position in RSBT compared to the prior reporting period. This reflects growing exposure to RTRN STCK BNDS & MNG FUTURES (RSBT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSBT increasing?
Institutional interest in RSBT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.