RSSB Institutional Ownership & Shareholders
RTRN STACK GLBL STK & BD ETF (RSSB) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $340.86M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
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 $118.98M, representing an estimated gain of +9.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% 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
43
Total Reported Value
$340.86M
Largest Holder
Cwm, Llc
Largest Position
$108.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
58
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 | $118,984,114 | +$10,268,266 | +9.45% | |
| Wj Interests, Llc | 18.49% | 1,729,825 | $51,349,859 | $51,514,189 | +$164,330 | +0.32% | |
| Ferguson Shapiro Llc | 12.41% | 1,420,230 | $42,159,542 | $42,294,449 | +$134,907 | +0.32% | |
| Integrated Wealth Concepts Llc | 0.21% | 1,035,856 | $31,862,939 | $30,847,792 | -$1,015,147 | -3.19% | |
| Wright Wealth Llc | 11.17% | 653,153 | $19,388,835 | $19,450,896 | +$62,061 | +0.32% | |
| Professional Financial Advisors, Llc | 2.22% | 440,417 | $13,073,775 | $13,115,618 | +$41,843 | +0.32% | |
| Aspect Partners, Llc | 3.20% | 284,840 | $8,455,483 | $8,482,535 | +$27,052 | +0.32% | |
| World Investment Advisors | 0.14% | 307,301 | $8,361,654 | $9,151,424 | +$789,770 | +9.45% | |
| Kestra Advisory Services, Llc | 0.02% | 253,690 | $7,530,788 | $7,554,888 | +$24,100 | +0.32% | |
| Mather Group, Llc. | 0.05% | 195,990 | $5,817,964 | $5,836,582 | +$18,618 | +0.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 190,415 | $5,652,470 | $5,670,559 | +$18,089 | +0.32% | |
| Fermata Advisors, Llc | 0.93% | 162,021 | $4,809,606 | $4,824,985 | +$15,379 | +0.32% | |
| Wealthcare Advisory Partners Llc | 0.08% | 150,209 | $4,458,952 | $4,473,224 | +$14,272 | +0.32% | |
| Action Point Financial Planning, Llc | 0.40% | 121,883 | $3,748,491 | $3,629,676 | -$118,815 | -3.17% | |
| First Business Financial Services, Inc. | 0.28% | 118,614 | $3,521,057 | $3,532,325 | +$11,268 | +0.32% | |
| Oregon Pacific Wealth Management, Llc | 2.97% | 108,097 | $3,208,859 | $3,219,129 | +$10,270 | +0.32% | |
| Accurate Wealth Management, Llc | 0.23% | 89,575 | $2,696,213 | $2,667,544 | -$28,670 | -1.06% | |
| Rhs Financial, Llc | 0.87% | 86,746 | $2,575,055 | $2,583,296 | +$8,241 | +0.32% | |
| Nicholas Hoffman & Company, Llc. | 0.04% | 69,181 | $2,053,638 | $2,060,210 | +$6,572 | +0.32% | |
| Manhattan West Asset Management, Llc | 0.23% | 45,085 | $1,386,823 | $1,342,631 | -$44,192 | -3.19% | |
| Mml Investors Services, Llc | 0.00% | 40,433 | $1,243,731 | $1,204,095 | -$39,636 | -3.19% | |
| Private Advisory Group Llc | 0.06% | 34,771 | $1,069,556 | $1,035,480 | -$34,076 | -3.19% | |
| Envestnet Asset Management Inc | 0.00% | 34,665 | $1,066,288 | $1,032,324 | -$33,964 | -3.19% | |
| Ballast Rock Private Wealth Llc | 0.48% | 34,678 | $1,029,429 | $1,032,711 | +$3,282 | +0.32% | |
| Jpmorgan Chase & Co | 0.00% | 30,322 | $932,098 | $902,989 | -$29,109 | -3.12% | |
| Blvd Private Wealth, Llc | 0.66% | 30,050 | $892,035 | $894,889 | +$2,854 | +0.32% | |
| Astoria Portfolio Advisors Llc. | 0.13% | 25,926 | $797,472 | $772,076 | -$25,396 | -3.18% | |
| Bank Of Montreal | 0.00% | 19,831 | $610,002 | $590,567 | -$19,435 | -3.19% | |
| Innova Wealth Partners | 0.17% | 14,212 | $421,883 | $423,233 | +$1,350 | +0.32% | |
| Aptus Capital Advisors, Llc | 0.00% | 11,114 | $341,867 | $330,975 | -$10,892 | -3.19% | |
| Worth Asset Management, Llc | 0.09% | 10,039 | $298,008 | $298,961 | +$953 | +0.32% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,864 | $272,657 | $263,970 | -$8,687 | -3.19% | |
| Sherman Wealth Management Llc | 0.18% | 8,689 | $257,923 | $258,758 | +$835 | +0.32% | |
| Barnes Wealth Management Group, Inc | 0.11% | 7,933 | $244,032 | $236,245 | -$7,787 | -3.19% | |
| Betterment Llc | 0.00% | 6,902 | $212,000 | $205,542 | -$6,458 | -3.05% | |
| Inspire Advisors, Llc | 0.01% | 6,581 | $202,443 | $195,982 | -$6,461 | -3.19% | |
| Cohalo Advisory Llc | 4.22% | 2,589 | $76,855 | $77,100 | +$245 | +0.32% | |
| Corecap Advisors, Llc | 0.00% | 1,068 | $31,704 | $31,805 | +$101 | +0.32% | |
| True Wealth Design, Llc | 0.01% | 799 | $23,719 | $23,794 | +$75 | +0.32% | |
| Triumph Capital Management | 0.00% | 100 | $2,968 | $2,978 | +$10 | +0.34% | |
| Farther Finance Advisors, Llc | 0.00% | 66 | $1,959 | $1,965 | +$6 | +0.33% | |
| Osaic Holdings, Inc. | 0.00% | 43 | $1,322 | $1,281 | -$41 | -3.14% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 39,779 | $1,181 | $1,184,619 | +$1,183,438 | +100206.40% |
Frequently asked questions about RSSB
Who are the largest institutional holders of RSSB?
The largest institutional holders of RSSB reported in the latest SEC Form 13F filings include Cwm, Llc, Wj Interests, Llc, Ferguson Shapiro Llc, Integrated Wealth Concepts Llc, and Wright Wealth Llc. InsiderSet ranks institutional holders by their latest reported RSSB position.
What is RSSB institutional ownership?
This page tracks RSSB positions reported by institutional investment managers through SEC Form 13F. RTRN STACK GLBL STK & BD ETF (RSSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSSB?
InsiderSet currently tracks 43 institutional managers reporting RSSB 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 RSSB shareholders.
How much RSSB stock do institutions own?
Institutional investment managers disclosed approximately $340.86M in RSSB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSSB institutional ownership last updated?
The latest RSSB 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 RSSB 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 RSSB position after the reporting date.
Are institutions buying or selling RSSB?
Institutional buying and selling can be analyzed by comparing RSSB positions across consecutive 13F reporting periods. InsiderSet's RSSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSSB ownership changes.
How has RSSB institutional ownership changed over time?
InsiderSet tracks RSSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.