RTRN STCK BNDS & MNG FUTURES (RSBT) Institutional Shareholders
RTRN STCK BNDS & MNG FUTURES (RSBT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $55.09M in RSBT holdings during the latest filing period.
Mather Group, Llc. is currently the largest disclosed institutional shareholder of RSBT tracked by InsiderSet, reporting ownership valued at approximately $8.92M 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 $9.12M, representing an estimated gain of +2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed RSBT value among the investors covered in this analysis. Major shareholders include Mather Group, Llc., Integrated Wealth Concepts Llc, World Investment Advisors, and several other long-term asset managers with concentrated positions in RTRN STCK BNDS & MNG FUTURES (RSBT).
This page ranks the largest institutional RSBT 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
21
Total Reported Value
$55.09M
Largest Holder
Mather Group, Llc.
Largest Position
$8.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mather Group, Llc. | 0.08% | 468,556 | $8,921,306 | $9,118,100 | +$196,794 | +2.21% | |
| Integrated Wealth Concepts Llc | 0.05% | 403,047 | $7,674,008 | $7,843,295 | +$169,287 | +2.21% | |
| World Investment Advisors | 0.12% | 385,308 | $7,263,055 | $7,498,094 | +$235,039 | +3.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 293,144 | $5,558,010 | $5,704,582 | +$146,572 | +2.64% | |
| Commonwealth Equity Services, Llc | 0.01% | 262,392 | $4,995,940 | $5,106,148 | +$110,208 | +2.21% | |
| Innova Wealth Partners | 1.93% | 245,069 | $4,666,114 | $4,769,043 | +$102,929 | +2.21% | |
| Bwm Planning, Llc | 0.89% | 202,643 | $3,858,315 | $3,943,433 | +$85,118 | +2.21% | |
| Trailhead Planners Llc | 2.70% | 146,697 | $2,793,111 | $2,854,724 | +$61,613 | +2.21% | |
| Wright Wealth Llc | 1.62% | 141,559 | $2,695,284 | $2,754,738 | +$59,454 | +2.21% | |
| Wealthtrak Capital Management Llc | 1.29% | 102,664 | $1,954,723 | $1,997,841 | +$43,118 | +2.21% | |
| Fermata Advisors, Llc | 0.35% | 90,821 | $1,729,225 | $1,767,377 | +$38,152 | +2.21% | |
| Steelpeak Wealth, Llc | 0.03% | 67,699 | $1,288,986 | $1,317,423 | +$28,437 | +2.21% | |
| Betterment Llc | 0.00% | 26,836 | $511,000 | $522,229 | +$11,229 | +2.20% | |
| Manhattan West Asset Management, Llc | 0.06% | 19,525 | $371,773 | $379,957 | +$8,184 | +2.20% | |
| Professional Financial Advisors, Llc | 0.05% | 15,083 | $287,180 | $293,515 | +$6,335 | +2.21% | |
| Accurate Wealth Management, Llc | 0.02% | 13,489 | $255,751 | $262,496 | +$6,745 | +2.64% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,372 | $102,283 | $104,539 | +$2,256 | +2.21% | |
| Wealth Enhancement Trust Services, Inc. | 0.01% | 4,055 | $77,207 | $78,910 | +$1,703 | +2.21% | |
| Farther Finance Advisors, Llc | 0.00% | 2,342 | $44,582 | $45,575 | +$993 | +2.23% | |
| Luminist Capital Llc | 0.03% | 1,587 | $30,217 | $30,883 | +$666 | +2.20% | |
| Cwm, Llc | 0.00% | 740 | $13,949 | $14,400 | +$451 | +3.24% |
Frequently asked questions about RSBT
Who owns the most RSBT stock?
The largest holders of RSBT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for RTRN STCK BNDS & MNG FUTURES (RSBT).
Is RSBT widely held by superinvestors?
Many widely followed stocks like RSBT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSBT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.