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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -21,612 | -2.0% | 1,035,856 | $31.86M | Q2 2026 | Sep 09, 2026 |
| Action Point Financial Planning, Llc | Buy | +121,883 | — | 121,883 | $3.75M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -1,305 | -15.9% | 6,902 | $212.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +43 | — | 43 | $1.32K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +8,332 | +1566.2% | 8,864 | $272.66K | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Sell | -1,398 | -17.5% | 6,581 | $202.44K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +30,322 | — | 30,322 | $932.10K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +4,131 | +59.2% | 11,114 | $341.87K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Sell | -65 | -0.3% | 19,831 | $610.00K | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, Llc | Buy | +45,085 | — | 45,085 | $1.39M | Q2 2026 | Aug 11, 2026 |
| Ballast Rock Private Wealth Llc | Buy | +8,800 | +34.0% | 34,678 | $1.07M | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +4,139 | +11.4% | 40,433 | $1.24M | Q2 2026 | Aug 07, 2026 |
| Nicholas Hoffman & Company, Llc. | Buy | +8,628 | +13.0% | 75,145 | $2.31M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +3,819 | +12.4% | 34,665 | $1.07M | Q2 2026 | Aug 03, 2026 |
| Wj Interests, Llc | Buy | +74,355 | +4.6% | 1,705,976 | $52.48M | Q2 2026 | Jul 30, 2026 |
| Wright Wealth Llc | Buy | +21,276 | +3.6% | 615,409 | $18.93M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +11,651 | +2.4% | 499,035 | $15.35M | Q2 2026 | Jul 29, 2026 |
| First Business Financial Services, Inc. | Buy | +39,900 | +51.0% | 118,108 | $3.63M | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +25,926 | — | 25,926 | $797.47K | Q2 2026 | Jul 28, 2026 |
| Mather Group, Llc. | Buy | +136,927 | +233.5% | 195,562 | $6.02M | Q2 2026 | Jul 27, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +60 | +0.8% | 7,933 | $244.03K | Q2 2026 | Jul 24, 2026 |
| Cohalo Advisory Llc | Sell | -24 | -0.9% | 2,589 | $79.64K | Q2 2026 | Jul 24, 2026 |
| Blvd Private Wealth, Llc | Sell | -6,036 | -3.5% | 167,074 | $5.14M | Q2 2026 | Jul 23, 2026 |
| Oregon Pacific Wealth Management, Llc | Sell | -687 | -1.2% | 56,346 | $1.73M | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Sell | -305 | -82.2% | 66 | $2.03K | Q2 2026 | Jul 17, 2026 |
| Aspect Partners, Llc | Buy | +9,229 | +3.3% | 289,040 | $8.89M | Q2 2026 | Jul 16, 2026 |
| Accurate Wealth Management, Llc | Sell | -9,143 | -9.4% | 88,373 | $2.72M | Q2 2026 | Jul 15, 2026 |
| Ferguson Shapiro Llc | Sell | -292,730 | -16.8% | 1,451,043 | $44.63M | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +8,860 | +6.2% | 150,731 | $4.64M | Q2 2026 | Jul 09, 2026 |
| Professional Financial Advisors, Llc | Buy | +5,711 | +1.3% | 432,593 | $13.31M | Q2 2026 | Jul 09, 2026 |
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.