RTRN STACK GLBL STK & BD ETF (RSSB) Institutional Ownership Changes & 13F Activity

RTRN STACK GLBL STK & BD ETF (RSSB). 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 Ferguson Shapiro Llc, Mather Group, Llc., Action Point Financial Planning, Llc, Wj Interests, Llc, and Manhattan West Asset Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-21,612-2.0%1,035,856$31.86MQ2 2026Sep 09, 2026
Action Point Financial Planning, LlcBuy+121,883121,883$3.75MQ2 2026Aug 14, 2026
Betterment LlcSell-1,305-15.9%6,902$212.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4343$1.32KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+8,332+1566.2%8,864$272.66KQ2 2026Aug 13, 2026
Inspire Advisors, LlcSell-1,398-17.5%6,581$202.44KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+30,32230,322$932.10KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+4,131+59.2%11,114$341.87KQ2 2026Aug 12, 2026
Bank Of MontrealSell-65-0.3%19,831$610.00KQ2 2026Aug 12, 2026
Manhattan West Asset Management, LlcBuy+45,08545,085$1.39MQ2 2026Aug 11, 2026
Ballast Rock Private Wealth LlcBuy+8,800+34.0%34,678$1.07MQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+4,139+11.4%40,433$1.24MQ2 2026Aug 07, 2026
Nicholas Hoffman & Company, Llc.Buy+8,628+13.0%75,145$2.31MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+3,819+12.4%34,665$1.07MQ2 2026Aug 03, 2026
Wj Interests, LlcBuy+74,355+4.6%1,705,976$52.48MQ2 2026Jul 30, 2026
Wright Wealth LlcBuy+21,276+3.6%615,409$18.93MQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcBuy+11,651+2.4%499,035$15.35MQ2 2026Jul 29, 2026
First Business Financial Services, Inc.Buy+39,900+51.0%118,108$3.63MQ2 2026Jul 28, 2026
Astoria Portfolio Advisors Llc.Buy+25,92625,926$797.47KQ2 2026Jul 28, 2026
Mather Group, Llc.Buy+136,927+233.5%195,562$6.02MQ2 2026Jul 27, 2026
Barnes Wealth Management Group, IncBuy+60+0.8%7,933$244.03KQ2 2026Jul 24, 2026
Cohalo Advisory LlcSell-24-0.9%2,589$79.64KQ2 2026Jul 24, 2026
Blvd Private Wealth, LlcSell-6,036-3.5%167,074$5.14MQ2 2026Jul 23, 2026
Oregon Pacific Wealth Management, LlcSell-687-1.2%56,346$1.73MQ2 2026Jul 22, 2026
Farther Finance Advisors, LlcSell-305-82.2%66$2.03KQ2 2026Jul 17, 2026
Aspect Partners, LlcBuy+9,229+3.3%289,040$8.89MQ2 2026Jul 16, 2026
Accurate Wealth Management, LlcSell-9,143-9.4%88,373$2.72MQ2 2026Jul 15, 2026
Ferguson Shapiro LlcSell-292,730-16.8%1,451,043$44.63MQ2 2026Jul 09, 2026
Wealthcare Advisory Partners LlcBuy+8,860+6.2%150,731$4.64MQ2 2026Jul 09, 2026
Professional Financial Advisors, LlcBuy+5,711+1.3%432,593$13.31MQ2 2026Jul 09, 2026
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Frequently asked questions about RSSB activity

  • Which institutional owners are buying RSSB?

    Institutional owners buying RSSB 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 RSSB activity?

    "Buy" means an investor increased their reported position in RSSB compared to the prior reporting period. This reflects growing exposure to RTRN STACK GLBL STK & BD ETF (RSSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RSSB increasing?

    Institutional interest in RSSB 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.