RHRX Institutional Ownership & Shareholders
RH TACTICAL ROTATION ETF (RHRX) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.09M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Partners Wealth Management, Llc is currently the largest disclosed institutional shareholder of RHRX tracked by InsiderSet, reporting ownership valued at approximately $27.60M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.59M, representing an estimated loss of -0.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed RHRX value among the investors covered in this analysis. Major shareholders include Partners Wealth Management, Llc, Integrity Alliance, Llc., Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in RH TACTICAL ROTATION ETF (RHRX).
This page ranks the largest institutional RHRX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$49.09M
Largest Holder
Partners Wealth Management, Llc
Largest Position
$27.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Partners Wealth Management, Llc | 2.87% | 1,285,309 | $27,595,591 | $27,594,170 | -$1,421 | -0.01% | |
| Integrity Alliance, Llc. | 0.31% | 470,254 | $10,096,353 | $10,095,836 | -$517 | -0.01% | |
| Osaic Holdings, Inc. | 0.00% | 162,694 | $3,585,704 | $3,492,861 | -$92,843 | -2.59% | |
| Lpl Financial Llc | 0.00% | 68,905 | $1,518,673 | $1,479,315 | -$39,358 | -2.59% | |
| Cetera Investment Advisers | 0.00% | 57,477 | $1,266,792 | $1,233,968 | -$32,824 | -2.59% | |
| Mgo One Seven Llc | 0.02% | 57,785 | $1,240,644 | $1,240,580 | -$64 | -0.01% | |
| Avior Wealth Management, Llc | 0.02% | 31,904 | $684,979 | $684,944 | -$35 | -0.01% | |
| Newedge Advisors, Llc | 0.00% | 25,340 | $558,493 | $544,022 | -$14,471 | -2.59% | |
| Wcg Wealth Advisors Llc | 0.01% | 25,237 | $556,224 | $541,811 | -$14,413 | -2.59% | |
| Ifp Advisors, Inc | 0.01% | 25,448 | $546,369 | $546,341 | -$28 | -0.01% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 24,113 | $517,706 | $517,680 | -$26 | -0.01% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 21,315 | $469,783 | $457,610 | -$12,173 | -2.59% | |
| Centaurus Financial, Inc. | 0.01% | 10,880 | $240,000 | $233,582 | -$6,418 | -2.67% | |
| Integrity Advisory Solutions, Llc | 0.02% | 9,604 | $206,198 | $206,187 | -$11 | -0.01% | |
| Ubs Group Ag | 0.00% | 72 | $1,587 | $1,546 | -$41 | -2.60% |
Frequently asked questions about RHRX
Who are the largest institutional holders of RHRX?
The largest institutional holders of RHRX reported in the latest SEC Form 13F filings include Partners Wealth Management, Llc, Integrity Alliance, Llc., Osaic Holdings, Inc., Lpl Financial Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported RHRX position.
What is RHRX institutional ownership?
This page tracks RHRX positions reported by institutional investment managers through SEC Form 13F. RH TACTICAL ROTATION ETF (RHRX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RHRX?
InsiderSet currently tracks 15 institutional managers reporting RHRX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RHRX shareholders.
How much RHRX stock do institutions own?
Institutional investment managers disclosed approximately $49.09M in RHRX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RHRX institutional ownership last updated?
The latest RHRX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RHRX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RHRX position after the reporting date.
Are institutions buying or selling RHRX?
Institutional buying and selling can be analyzed by comparing RHRX positions across consecutive 13F reporting periods. InsiderSet's RHRX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RHRX ownership changes.
How has RHRX institutional ownership changed over time?
InsiderSet tracks RHRX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.