RETURN STACKED US SM FTR ETF (RSST) Institutional Ownership Changes & 13F Activity

RETURN STACKED US SM FTR ETF (RSST). 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 Private Advisory Group Llc, Mml Investors Services, Llc, Magnolia Private Wealth, Llc, Triton Wealth Management, Pllc, and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-351-0.1%333,408$10.90MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+14,304+6.3%241,536$7.90MQ2 2026Sep 09, 2026
Ameritas Advisory Services, LlcBuy+6,298—6,298$205.88KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-993-3.4%28,532$932.72KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+63+15.7%464$15.17KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+5,874—5,874$192.02KQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+4,976+71.9%11,900$389.01KQ2 2026Aug 13, 2026
Islay Capital Management, LlcBuy+300—300$9.81KQ2 2026Aug 13, 2026
Downshift Financial, LlcBuy+169—169$5.53KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+5,859—5,859$187.72KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+1,540+3.3%47,961$1.57MQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+723+57.4%1,983$64.82KQ2 2026Aug 12, 2026
Manhattan West Asset Management, LlcBuy+7,824—7,824$255.77KQ2 2026Aug 11, 2026
Blackdiamond Wealth Management, LlcBuy+5,086+5.4%98,456$3.34MQ2 2026Aug 11, 2026
Essential Partners LlcBuy+265—265$8.66KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+200—200$6.54KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+24,290+7.9%330,874$10.82MQ2 2026Aug 07, 2026
Luminist Capital LlcBuy+3,209—3,209$104.35KQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+1,305+0.6%215,405$7.04MQ2 2026Aug 07, 2026
Private Advisory Group LlcBuy+55,100+12.3%504,186$16.48MQ2 2026Aug 06, 2026
Alphacore Capital LlcBuy+3,911—3,911$127.85KQ2 2026Aug 06, 2026
Magnolia Private Wealth, LlcSell-23,866-27.8%61,874$2.02MQ2 2026Aug 05, 2026
Triton Wealth Management, PllcBuy+16,853+7.0%257,300$8.40MQ2 2026Aug 05, 2026
Wealthtrak Capital Management LlcSell-2,892-1.5%191,732$6.27MQ2 2026Aug 04, 2026
Central Trust CoBuy+308—308$10.07KQ2 2026Jul 31, 2026
Bravias Capital Group, LlcBuy+10,688+30.0%46,312$1.51MQ2 2026Jul 30, 2026
Lunt Capital Management, Inc.Sell-1,344-3.1%41,791$1.37MQ2 2026Jul 30, 2026
Claro Advisors Inc.Buy+641+5.3%12,816$418.96KQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+417+1.6%27,243$891.00Q2 2026Jul 30, 2026
Ascentis Wealth Management, LlcBuy+181+0.8%24,074$786.95KQ2 2026Jul 30, 2026
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Frequently asked questions about RSST activity

  • Which institutional owners are buying RSST?

    Institutional owners buying RSST 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 RSST activity?

    "Buy" means an investor increased their reported position in RSST compared to the prior reporting period. This reflects growing exposure to RETURN STACKED US SM FTR ETF (RSST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RSST increasing?

    Institutional interest in RSST 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.