RETRN STCKD BD & MRGR AR ETF (RSBA) Institutional Ownership Changes & 13F Activity
RETRN STCKD BD & MRGR AR ETF (RSBA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mather Group, Llc., Wealthcare Advisory Partners Llc, Stapp Wealth Management, Pllc, Sigma Planning Corp, and Mai Capital Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mai Capital Management | Buy | +95,848 | +59.2% | 257,757 | $5.35M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +22,585 | — | 22,585 | $468.79K | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | Buy | +95,000 | — | 95,000 | $1.97M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +18,490 | +2512.2% | 19,226 | $399.06K | Q1 2026 | May 14, 2026 |
| Marex Group Plc | Buy | +88,000 | +28.2% | 399,787 | $8.30M | Q1 2026 | May 13, 2026 |
| Bank Of Montreal | Buy | +26,868 | — | 26,868 | $557.69K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +39,375 | — | 39,375 | $817.29K | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +5,830 | +10.3% | 62,532 | $1.30M | Q1 2026 | May 07, 2026 |
| Ubs Group Ag | Buy | +374 | — | 374 | $7.76K | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | Buy | +105,468 | +966.4% | 116,382 | $2.42M | Q1 2026 | May 04, 2026 |
| Commonwealth Equity Services, Llc | Buy | +71,946 | — | 71,946 | $1.49M | Q1 2026 | Apr 27, 2026 |
| Innova Wealth Partners | Buy | +42,699 | — | 42,699 | $886.28K | Q1 2026 | Apr 24, 2026 |
| Oregon Pacific Wealth Management, Llc | Buy | +86,028 | — | 86,028 | $1.79M | Q1 2026 | Apr 23, 2026 |
| Stapp Wealth Management, Pllc | Buy | +128,143 | — | 128,143 | $2.66M | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +214,589 | +76.2% | 496,018 | $10.30M | Q1 2026 | Apr 14, 2026 |
| Mather Group, Llc. | Buy | +226,407 | — | 226,407 | $4.70M | Q1 2026 | Apr 13, 2026 |
| Professional Financial Advisors, Llc | Buy | +11,095 | — | 11,095 | $230.29K | Q1 2026 | Apr 13, 2026 |
| Worth Asset Management, Llc | Sell | -10,270 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 14, 2026 |
Frequently asked questions about RSBA activity
Which institutional owners are buying RSBA?
Institutional owners buying RSBA 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 RSBA activity?
"Buy" means an investor increased their reported position in RSBA compared to the prior reporting period. This reflects growing exposure to RETRN STCKD BD & MRGR AR ETF (RSBA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSBA increasing?
Institutional interest in RSBA 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.