RSBA Institutional Ownership & Shareholders
RETRN STCKD BD & MRGR AR ETF (RSBA) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Marex Group Plc is currently the largest disclosed institutional shareholder of RSBA tracked by InsiderSet, reporting ownership valued at approximately $8.42M in its June 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 $8.18M, representing an estimated loss of -2.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed RSBA value among the investors covered in this analysis. Major shareholders include Marex Group Plc, Mai Capital Management, Wealthcare Advisory Partners Llc, and several other long-term asset managers with concentrated positions in RETRN STCKD BD & MRGR AR ETF (RSBA).
This page ranks the largest institutional RSBA 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
16
Total Reported Value
$31.91M
Largest Holder
Marex Group Plc
Largest Position
$8.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Marex Group Plc | 0.07% | 399,787 | $8,416,516 | $8,179,642 | -$236,874 | -2.81% | |
| Mai Capital Management | 0.02% | 255,301 | $5,374,730 | $5,223,458 | -$151,272 | -2.81% | |
| Wealthcare Advisory Partners Llc | 0.05% | 162,246 | $3,217,333 | $3,319,553 | +$102,220 | +3.18% | |
| Stapp Wealth Management, Pllc | 3.26% | 127,112 | $2,520,631 | $2,600,712 | +$80,081 | +3.18% | |
| Sigma Planning Corp | 0.06% | 119,010 | $2,359,966 | $2,434,945 | +$74,979 | +3.18% | |
| Hilltop Holdings Inc. | 0.16% | 95,000 | $1,999,988 | $1,943,700 | -$56,288 | -2.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 72,853 | $1,533,740 | $1,490,572 | -$43,168 | -2.81% | |
| Oregon Pacific Wealth Management, Llc | 1.36% | 73,810 | $1,463,652 | $1,510,153 | +$46,501 | +3.18% | |
| Innova Wealth Partners | 0.55% | 70,565 | $1,399,294 | $1,443,760 | +$44,466 | +3.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 55,767 | $1,112,273 | $1,140,993 | +$28,720 | +2.58% | |
| Legacy Wealth Managment, Llc/Id | 0.43% | 49,064 | $1,032,920 | $1,003,849 | -$29,071 | -2.81% | |
| Bank Of Montreal | 0.00% | 26,783 | $563,849 | $547,980 | -$15,869 | -2.81% | |
| Cwm, Llc | 0.00% | 19,226 | $399,065 | $393,364 | -$5,701 | -1.43% | |
| Jane Street Group, Llc | 0.00% | 13,009 | $273,872 | $266,164 | -$7,708 | -2.81% | |
| Professional Financial Advisors, Llc | 0.03% | 10,256 | $203,376 | $209,838 | +$6,462 | +3.18% | |
| Mather Group, Llc. | 0.00% | 1,804 | $35,773 | $36,910 | +$1,137 | +3.18% |
Frequently asked questions about RSBA
Who are the largest institutional holders of RSBA?
The largest institutional holders of RSBA reported in the latest SEC Form 13F filings include Marex Group Plc, Mai Capital Management, Wealthcare Advisory Partners Llc, Stapp Wealth Management, Pllc, and Sigma Planning Corp. InsiderSet ranks institutional holders by their latest reported RSBA position.
What is RSBA institutional ownership?
This page tracks RSBA positions reported by institutional investment managers through SEC Form 13F. RETRN STCKD BD & MRGR AR ETF (RSBA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSBA?
InsiderSet currently tracks 16 institutional managers reporting RSBA 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 RSBA shareholders.
How much RSBA stock do institutions own?
Institutional investment managers disclosed approximately $31.91M in RSBA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSBA institutional ownership last updated?
The latest RSBA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 RSBA 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 RSBA position after the reporting date.
Are institutions buying or selling RSBA?
Institutional buying and selling can be analyzed by comparing RSBA positions across consecutive 13F reporting periods. InsiderSet's RSBA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSBA ownership changes.
How has RSBA institutional ownership changed over time?
InsiderSet tracks RSBA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.