RSBT Institutional Ownership & Shareholders
RTRN STCK BNDS & MNG FUTURES (RSBT) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.88M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of RSBT tracked by InsiderSet, reporting ownership valued at approximately $12.02M 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 $11.88M, representing an estimated loss of -1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed RSBT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Mather Group, Llc., Integrated Wealth Concepts Llc, 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
23
Total Reported Value
$65.88M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$12.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 617,512 | $12,022,950 | $11,884,018 | -$138,932 | -1.16% | |
| Mather Group, Llc. | 0.08% | 466,620 | $9,085,091 | $8,980,102 | -$104,989 | -1.16% | |
| Integrated Wealth Concepts Llc | 0.05% | 403,047 | $7,674,008 | $7,756,640 | +$82,632 | +1.08% | |
| World Investment Advisors | 0.12% | 385,308 | $7,263,055 | $7,415,252 | +$152,197 | +2.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 320,327 | $6,249,580 | $6,164,693 | -$84,887 | -1.36% | |
| Innova Wealth Partners | 2.07% | 269,030 | $5,238,017 | $5,177,482 | -$60,535 | -1.16% | |
| Bwm Planning, Llc | 0.89% | 202,643 | $3,858,315 | $3,899,865 | +$41,550 | +1.08% | |
| Wright Wealth Llc | 1.66% | 148,175 | $2,884,974 | $2,851,628 | -$33,346 | -1.16% | |
| Trailhead Planners Llc | 2.70% | 146,697 | $2,793,111 | $2,823,184 | +$30,073 | +1.08% | |
| Kestra Advisory Services, Llc | 0.01% | 113,324 | $2,206,418 | $2,180,920 | -$25,498 | -1.16% | |
| Wealthtrak Capital Management Llc | 1.29% | 102,664 | $1,954,723 | $1,975,769 | +$21,046 | +1.08% | |
| Fermata Advisors, Llc | 0.34% | 90,023 | $1,752,741 | $1,732,493 | -$20,248 | -1.16% | |
| Steelpeak Wealth, Llc | 0.03% | 67,580 | $1,315,780 | $1,300,577 | -$15,203 | -1.16% | |
| Betterment Llc | 0.00% | 26,836 | $511,000 | $516,459 | +$5,459 | +1.07% | |
| Manhattan West Asset Management, Llc | 0.06% | 19,525 | $371,773 | $375,759 | +$3,986 | +1.07% | |
| Accurate Wealth Management, Llc | 0.02% | 11,771 | $231,536 | $226,533 | -$5,003 | -2.16% | |
| Professional Financial Advisors, Llc | 0.04% | 11,248 | $218,999 | $216,468 | -$2,531 | -1.16% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,372 | $102,283 | $103,384 | +$1,101 | +1.08% | |
| Farther Finance Advisors, Llc | 0.00% | 2,813 | $54,768 | $54,136 | -$632 | -1.15% | |
| Wealth Enhancement Trust Services, Inc. | 0.01% | 2,576 | $50,155 | $49,575 | -$580 | -1.16% | |
| Luminist Capital Llc | 0.03% | 1,587 | $30,217 | $30,542 | +$325 | +1.07% | |
| Cwm, Llc | 0.00% | 740 | $13,949 | $14,241 | +$292 | +2.10% | |
| Wedbush Securities Inc | 0.02% | 35,062 | $683 | $674,768 | +$674,085 | +98694.76% |
Frequently asked questions about RSBT
Who are the largest institutional holders of RSBT?
The largest institutional holders of RSBT reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Mather Group, Llc., Integrated Wealth Concepts Llc, World Investment Advisors, and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported RSBT position.
What is RSBT institutional ownership?
This page tracks RSBT positions reported by institutional investment managers through SEC Form 13F. RTRN STCK BNDS & MNG FUTURES (RSBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSBT?
InsiderSet currently tracks 23 institutional managers reporting RSBT 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 RSBT shareholders.
How much RSBT stock do institutions own?
Institutional investment managers disclosed approximately $65.88M in RSBT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSBT institutional ownership last updated?
The latest RSBT 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 RSBT 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 RSBT position after the reporting date.
Are institutions buying or selling RSBT?
Institutional buying and selling can be analyzed by comparing RSBT positions across consecutive 13F reporting periods. InsiderSet's RSBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSBT ownership changes.
How has RSBT institutional ownership changed over time?
InsiderSet tracks RSBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.