RTRN STACK GLBL STK & BD ETF (RSSB) Institutional Shareholders
RTRN STACK GLBL STK & BD ETF (RSSB) 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 $348.47M in RSSB holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of RSSB tracked by InsiderSet, reporting ownership valued at approximately $108.72M in its March 31, 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 $120.78M, representing an estimated gain of +11.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed RSSB value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Wj Interests, Llc, Ferguson Shapiro Llc, and several other long-term asset managers with concentrated positions in RTRN STACK GLBL STK & BD ETF (RSSB).
This page ranks the largest institutional RSSB 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
41
Total Reported Value
$348.47M
Largest Holder
Cwm, Llc
Largest Position
$108.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.29% | 3,995,437 | $108,715,848 | $120,782,061 | +$12,066,213 | +11.10% | |
| Wj Interests, Llc | 20.23% | 1,705,976 | $52,475,825 | $51,571,654 | -$904,171 | -1.72% | |
| Ferguson Shapiro Llc | 13.21% | 1,451,043 | $44,634,096 | $43,865,030 | -$769,066 | -1.72% | |
| Integrated Wealth Concepts Llc | 0.21% | 1,035,856 | $31,862,939 | $31,313,927 | -$549,012 | -1.72% | |
| Wright Wealth Llc | 11.37% | 615,409 | $18,929,982 | $18,603,814 | -$326,168 | -1.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 499,035 | $15,350,310 | $15,085,828 | -$264,482 | -1.72% | |
| Professional Financial Advisors, Llc | 2.30% | 432,593 | $13,306,556 | $13,077,286 | -$229,270 | -1.72% | |
| Aspect Partners, Llc | 3.32% | 289,040 | $8,890,877 | $8,737,679 | -$153,198 | -1.72% | |
| World Investment Advisors | 0.14% | 307,301 | $8,361,654 | $9,289,709 | +$928,055 | +11.10% | |
| Mather Group, Llc. | 0.05% | 195,562 | $6,015,487 | $5,911,839 | -$103,648 | -1.72% | |
| Blvd Private Wealth, Llc | 3.82% | 167,074 | $5,139,196 | $5,050,647 | -$88,549 | -1.72% | |
| Fermata Advisors, Llc | 1.00% | 160,634 | $4,941,089 | $4,855,966 | -$85,123 | -1.72% | |
| Wealthcare Advisory Partners Llc | 0.09% | 150,731 | $4,636,486 | $4,556,598 | -$79,888 | -1.72% | |
| Action Point Financial Planning, Llc | 0.40% | 121,883 | $3,748,491 | $3,684,523 | -$63,968 | -1.71% | |
| First Business Financial Services, Inc. | 0.28% | 118,108 | $3,633,002 | $3,570,405 | -$62,597 | -1.72% | |
| Accurate Wealth Management, Llc | 0.26% | 88,373 | $2,720,098 | $2,671,516 | -$48,582 | -1.79% | |
| Nicholas Hoffman & Company, Llc. | 0.05% | 75,145 | $2,311,460 | $2,271,633 | -$39,827 | -1.72% | |
| Oregon Pacific Wealth Management, Llc | 1.63% | 56,346 | $1,733,203 | $1,703,340 | -$29,863 | -1.72% | |
| Manhattan West Asset Management, Llc | 0.23% | 45,085 | $1,386,823 | $1,362,920 | -$23,903 | -1.72% | |
| Mml Investors Services, Llc | 0.00% | 40,433 | $1,243,731 | $1,222,290 | -$21,441 | -1.72% | |
| Private Advisory Group Llc | 0.06% | 34,771 | $1,069,556 | $1,051,127 | -$18,429 | -1.72% | |
| Ballast Rock Private Wealth Llc | 0.49% | 34,678 | $1,066,709 | $1,048,316 | -$18,393 | -1.72% | |
| Envestnet Asset Management Inc | 0.00% | 34,665 | $1,066,288 | $1,047,923 | -$18,365 | -1.72% | |
| Jpmorgan Chase & Co | 0.00% | 30,322 | $932,098 | $916,634 | -$15,464 | -1.66% | |
| Astoria Portfolio Advisors Llc. | 0.13% | 25,926 | $797,472 | $783,743 | -$13,729 | -1.72% | |
| Worth Asset Management, Llc | 0.25% | 24,930 | $766,847 | $753,634 | -$13,213 | -1.72% | |
| Bank Of Montreal | 0.00% | 19,831 | $610,002 | $599,491 | -$10,511 | -1.72% | |
| Innova Wealth Partners | 0.18% | 14,212 | $437,161 | $429,629 | -$7,532 | -1.72% | |
| Aptus Capital Advisors, Llc | 0.00% | 11,114 | $341,867 | $335,976 | -$5,891 | -1.72% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,864 | $272,657 | $267,959 | -$4,698 | -1.72% | |
| Sherman Wealth Management Llc | 0.20% | 8,689 | $267,264 | $262,668 | -$4,596 | -1.72% | |
| Barnes Wealth Management Group, Inc | 0.11% | 7,933 | $244,032 | $239,815 | -$4,217 | -1.73% | |
| Betterment Llc | 0.00% | 6,902 | $212,000 | $208,647 | -$3,353 | -1.58% | |
| Inspire Advisors, Llc | 0.01% | 6,581 | $202,443 | $198,944 | -$3,499 | -1.73% | |
| Cohalo Advisory Llc | 4.82% | 2,589 | $79,638 | $78,265 | -$1,373 | -1.72% | |
| Corecap Advisors, Llc | 0.00% | 1,068 | $32,852 | $32,286 | -$566 | -1.72% | |
| True Wealth Design, Llc | 0.01% | 799 | $24,578 | $24,154 | -$424 | -1.73% | |
| Triumph Capital Management | 0.00% | 100 | $3,076 | $3,023 | -$53 | -1.72% | |
| Farther Finance Advisors, Llc | 0.00% | 66 | $2,030 | $1,995 | -$35 | -1.72% | |
| Osaic Holdings, Inc. | 0.00% | 43 | $1,322 | $1,300 | -$22 | -1.67% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 39,779 | $1,224 | $1,202,519 | +$1,201,295 | +98145.03% |
Frequently asked questions about RSSB
Who owns the most RSSB stock?
The largest holders of RSSB 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 STACK GLBL STK & BD ETF (RSSB).
Is RSSB widely held by superinvestors?
Many widely followed stocks like RSSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSSB 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.