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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-70-48.6%74$2.01KQ1 2026Jul 08, 2026
Barnes Wealth Management Group, IncSell-27-0.3%7,873$214.24KQ1 2026May 18, 2026
Integrated Wealth Concepts LlcSell-135,043-11.3%1,057,468$28.77MQ1 2026May 15, 2026
Wright Wealth LlcBuy+43,706+7.9%594,133$16.17MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+13,130—13,130$357.27KQ1 2026May 15, 2026
Inspire Advisors, LlcBuy+7,979—7,979$217.12KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+121—121$3.00KQ1 2026May 15, 2026
Cwm, LlcBuy+219,707+5.8%3,995,437$108.72MQ1 2026May 14, 2026
Betterment LlcBuy+8,207—8,207$223.00KQ1 2026May 14, 2026
Bank Of MontrealBuy+132+0.7%19,896$541.37KQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+86+38.9%307$8.35KQ1 2026May 13, 2026
Jane Street Group, LlcBuy+104,788—104,788$2.85MQ1 2026May 12, 2026
Zions Bancorporation, National AssociationBuy+1,119—1,119$30.45KQ1 2026May 08, 2026
Steward Partners Investment Advisory, LlcBuy+532—532$14.48KQ1 2026May 08, 2026
Private Advisory Group LlcSell-269-0.8%34,771$946.12KQ1 2026May 08, 2026
Ubs Group AgBuy+165—165$4.49KQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+7,178+30.3%30,846$839.31KQ1 2026May 04, 2026
Mml Investors Services, LlcBuy+5,588+18.2%36,294$987.55KQ1 2026May 04, 2026
First Business Financial Services, Inc.Buy+78,208—78,208$2.13MQ1 2026May 01, 2026
Cohalo Advisory LlcSell-102-3.8%2,613$71.12KQ1 2026Apr 30, 2026
Nicholas Hoffman & Company, Llc.Buy+66,517—66,517$1.81MQ1 2026Apr 29, 2026
World Investment AdvisorsBuy+20,594+7.2%307,301$8.36MQ1 2026Apr 27, 2026
Commonwealth Equity Services, LlcBuy+15,787+3.3%487,384$13.26MQ1 2026Apr 27, 2026
Blvd Private Wealth, LlcSell-18,940-9.9%173,110$4.71MQ1 2026Apr 24, 2026
Innova Wealth PartnersBuy+14,212—14,212$386.71KQ1 2026Apr 24, 2026
Ferguson Shapiro LlcBuy+143,677+9.0%1,743,773$47.45MQ1 2026Apr 23, 2026
Oregon Pacific Wealth Management, LlcSell-27,624-32.6%57,033$1.55MQ1 2026Apr 23, 2026
Accurate Wealth Management, LlcSell-16,524-14.5%97,516$2.79MQ1 2026Apr 23, 2026
Wj Interests, LlcBuy+107,386+7.0%1,631,621$44.40MQ1 2026Apr 21, 2026
Worth Asset Management, LlcSell-18,015-42.4%24,446$665.18KQ1 2026Apr 17, 2026
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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.

RSSB Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet