RTRN STACK GLBL STK & BD ETF (RSSB) Institutional Ownership Changes & 13F Activity
RTRN STACK GLBL STK & BD ETF (RSSB). 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 Cwm, Llc, Ferguson Shapiro Llc, Integrated Wealth Concepts Llc, Wj Interests, Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -70 | -48.6% | 74 | $2.01K | Q1 2026 | Jul 08, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -27 | -0.3% | 7,873 | $214.24K | Q1 2026 | May 18, 2026 |
| Integrated Wealth Concepts Llc | Sell | -135,043 | -11.3% | 1,057,468 | $28.77M | Q1 2026 | May 15, 2026 |
| Wright Wealth Llc | Buy | +43,706 | +7.9% | 594,133 | $16.17M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +13,130 | — | 13,130 | $357.27K | Q1 2026 | May 15, 2026 |
| Inspire Advisors, Llc | Buy | +7,979 | — | 7,979 | $217.12K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +121 | — | 121 | $3.00K | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +219,707 | +5.8% | 3,995,437 | $108.72M | Q1 2026 | May 14, 2026 |
| Betterment Llc | Buy | +8,207 | — | 8,207 | $223.00K | Q1 2026 | May 14, 2026 |
| Bank Of Montreal | Buy | +132 | +0.7% | 19,896 | $541.37K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +86 | +38.9% | 307 | $8.35K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +104,788 | — | 104,788 | $2.85M | Q1 2026 | May 12, 2026 |
| Zions Bancorporation, National Association | Buy | +1,119 | — | 1,119 | $30.45K | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +532 | — | 532 | $14.48K | Q1 2026 | May 08, 2026 |
| Private Advisory Group Llc | Sell | -269 | -0.8% | 34,771 | $946.12K | Q1 2026 | May 08, 2026 |
| Ubs Group Ag | Buy | +165 | — | 165 | $4.49K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +7,178 | +30.3% | 30,846 | $839.31K | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Buy | +5,588 | +18.2% | 36,294 | $987.55K | Q1 2026 | May 04, 2026 |
| First Business Financial Services, Inc. | Buy | +78,208 | — | 78,208 | $2.13M | Q1 2026 | May 01, 2026 |
| Cohalo Advisory Llc | Sell | -102 | -3.8% | 2,613 | $71.12K | Q1 2026 | Apr 30, 2026 |
| Nicholas Hoffman & Company, Llc. | Buy | +66,517 | — | 66,517 | $1.81M | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | Buy | +20,594 | +7.2% | 307,301 | $8.36M | Q1 2026 | Apr 27, 2026 |
| Commonwealth Equity Services, Llc | Buy | +15,787 | +3.3% | 487,384 | $13.26M | Q1 2026 | Apr 27, 2026 |
| Blvd Private Wealth, Llc | Sell | -18,940 | -9.9% | 173,110 | $4.71M | Q1 2026 | Apr 24, 2026 |
| Innova Wealth Partners | Buy | +14,212 | — | 14,212 | $386.71K | Q1 2026 | Apr 24, 2026 |
| Ferguson Shapiro Llc | Buy | +143,677 | +9.0% | 1,743,773 | $47.45M | Q1 2026 | Apr 23, 2026 |
| Oregon Pacific Wealth Management, Llc | Sell | -27,624 | -32.6% | 57,033 | $1.55M | Q1 2026 | Apr 23, 2026 |
| Accurate Wealth Management, Llc | Sell | -16,524 | -14.5% | 97,516 | $2.79M | Q1 2026 | Apr 23, 2026 |
| Wj Interests, Llc | Buy | +107,386 | +7.0% | 1,631,621 | $44.40M | Q1 2026 | Apr 21, 2026 |
| Worth Asset Management, Llc | Sell | -18,015 | -42.4% | 24,446 | $665.18K | Q1 2026 | Apr 17, 2026 |
Frequently asked questions about RSSB activity
Which institutional owners are buying RSSB?
Institutional owners buying RSSB 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 RSSB activity?
"Buy" means an investor increased their reported position in RSSB compared to the prior reporting period. This reflects growing exposure to RTRN STACK GLBL STK & BD ETF (RSSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSSB increasing?
Institutional interest in RSSB 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.