RETURN STACKED US SM FTR ETF (RSST) Top Institutional Shareholders
RETURN STACKED US SM FTR ETF (RSST) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $213.39M in RSST holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of RSST tracked by InsiderSet, reporting ownership valued at approximately $63.82M 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 $73.10M, representing an estimated gain of +14.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed RSST value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Private Advisory Group Llc, Continuum Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in RETURN STACKED US SM FTR ETF (RSST).
This page ranks the largest institutional RSST 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
54
Total Reported Value
$213.39M
Largest Holder
Cwm, Llc
Largest Position
$63.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 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 | 0.17% | 2,256,877 | $63,824,486 | $73,100,246 | +$9,275,760 | +14.53% | |
| Private Advisory Group Llc | 0.88% | 449,086 | $12,700,141 | $14,545,896 | +$1,845,755 | +14.53% | |
| Continuum Wealth Advisors, Llc | 5.13% | 437,060 | $12,360,049 | $14,156,373 | +$1,796,324 | +14.53% | |
| Envestnet Asset Management Inc | 0.00% | 333,759 | $9,438,707 | $10,810,454 | +$1,371,747 | +14.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 321,501 | $9,092,040 | $10,413,417 | +$1,321,377 | +14.53% | |
| Mml Investors Services, Llc | 0.02% | 306,584 | $8,670,187 | $9,930,256 | +$1,260,069 | +14.53% | |
| Triton Wealth Management, Pllc | 2.56% | 240,447 | $6,887,618 | $7,788,078 | +$900,460 | +13.07% | |
| Integrated Wealth Concepts Llc | 0.05% | 227,232 | $6,426,131 | $7,360,044 | +$933,913 | +14.53% | |
| Bwm Planning, Llc | 1.68% | 225,465 | $6,376,140 | $7,302,811 | +$926,671 | +14.53% | |
| Wj Interests, Llc | 2.37% | 218,544 | $6,180,424 | $7,078,640 | +$898,216 | +14.53% | |
| Sigma Planning Corp | 0.17% | 214,100 | $6,054,741 | $6,934,699 | +$879,958 | +14.53% | |
| Innova Wealth Partners | 2.78% | 206,788 | $5,847,955 | $6,697,863 | +$849,908 | +14.53% | |
| Wealthtrak Capital Management Llc | 3.93% | 194,624 | $5,503,967 | $6,303,871 | +$799,904 | +14.53% | |
| World Investment Advisors | 0.07% | 161,834 | $4,576,658 | $5,241,803 | +$665,145 | +14.53% | |
| Brookwood Investment Group Llc | 0.57% | 157,753 | $4,461,255 | $5,109,620 | +$648,365 | +14.53% | |
| Fermata Advisors, Llc | 1.00% | 156,949 | $4,438,510 | $5,083,578 | +$645,068 | +14.53% | |
| Professional Financial Advisors, Llc | 0.85% | 148,375 | $4,196,057 | $4,805,866 | +$609,809 | +14.53% | |
| Wright Wealth Llc | 2.71% | 143,062 | $4,045,782 | $4,633,778 | +$587,996 | +14.53% | |
| Accurate Wealth Management, Llc | 0.47% | 132,347 | $3,946,603 | $4,286,719 | +$340,116 | +8.62% | |
| Mcgrath & Associates, Inc. | 5.21% | 125,326 | $3,544,207 | $4,059,309 | +$515,102 | +14.53% | |
| Planned Solutions, Inc. | 1.15% | 123,025 | $3,479,147 | $3,984,780 | +$505,633 | +14.53% | |
| Blackdiamond Wealth Management, Llc | 1.27% | 93,370 | $2,640,501 | $3,024,254 | +$383,753 | +14.53% | |
| Magnolia Private Wealth, Llc | 1.62% | 85,740 | $2,424,714 | $2,777,119 | +$352,405 | +14.53% | |
| Stapp Wealth Management, Pllc | 2.68% | 74,354 | $2,102,731 | $2,408,326 | +$305,595 | +14.53% | |
| Rhs Financial, Llc | 0.75% | 55,923 | $1,581,502 | $1,811,346 | +$229,844 | +14.53% | |
| Mather Group, Llc. | 0.01% | 50,683 | $1,433,315 | $1,641,622 | +$208,307 | +14.53% | |
| Bank Of Montreal | 0.00% | 46,421 | $1,312,786 | $1,503,576 | +$190,790 | +14.53% | |
| Lunt Capital Management, Inc. | 0.47% | 43,135 | $1,219,858 | $1,397,143 | +$177,285 | +14.53% | |
| Bravias Capital Group, Llc | 0.66% | 35,624 | $1,007,454 | $1,153,861 | +$146,407 | +14.53% | |
| Wealthcare Advisory Partners Llc | 0.02% | 34,489 | $975,349 | $1,117,099 | +$141,750 | +14.53% | |
| Advisory Services Network, Llc | 0.01% | 33,457 | $946,178 | $1,083,672 | +$137,494 | +14.53% | |
| Orion Porfolio Solutions, Llc | 0.01% | 29,525 | $834,978 | $956,315 | +$121,337 | +14.53% | |
| Worth Asset Management, Llc | 0.29% | 27,758 | $784,997 | $899,082 | +$114,085 | +14.53% | |
| Oregon Pacific Wealth Management, Llc | 0.75% | 25,332 | $716,389 | $820,503 | +$104,114 | +14.53% | |
| Ascentis Wealth Management, Llc | 0.13% | 23,893 | $675,692 | $773,894 | +$98,202 | +14.53% | |
| Steelpeak Wealth, Llc | 0.02% | 19,836 | $560,959 | $642,488 | +$81,529 | +14.53% | |
| Atria Investments, Inc | 0.00% | 14,424 | $407,911 | $467,193 | +$59,282 | +14.53% | |
| Claro Advisors Inc. | 0.04% | 12,175 | $344,305 | $394,348 | +$50,043 | +14.53% | |
| Moseley Investment Management Inc | 0.10% | 10,664 | $301,578 | $345,407 | +$43,829 | +14.53% | |
| True Wealth Design, Llc | 0.06% | 7,647 | $216,258 | $247,686 | +$31,428 | +14.53% | |
| Morgan Stanley | 0.00% | 7,598 | $214,871 | $246,099 | +$31,228 | +14.53% | |
| Legacy Wealth Managment, Llc/Id | 0.10% | 6,924 | $195,811 | $224,268 | +$28,457 | +14.53% | |
| Ubs Group Ag | 0.00% | 5,383 | $152,231 | $174,355 | +$22,124 | +14.53% | |
| Cohalo Advisory Llc | 6.32% | 3,159 | $89,360 | $102,320 | +$12,960 | +14.50% | |
| Ascentis Independent Advisors | 0.01% | 2,677 | $75,704 | $86,708 | +$11,004 | +14.54% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,260 | $35,633 | $40,811 | +$5,178 | +14.53% | |
| Farther Finance Advisors, Llc | 0.00% | 1,078 | $30,806 | $34,916 | +$4,110 | +13.34% | |
| Ares Financial Consulting, Llc | 0.01% | 612 | $17,491 | $19,823 | +$2,332 | +13.33% | |
| Mpwm Advisory Solutions, Llc | 0.01% | 418 | $11,821 | $13,539 | +$1,718 | +14.53% | |
| Osaic Holdings, Inc. | 0.00% | 401 | $11,340 | $12,988 | +$1,648 | +14.54% |
Frequently asked questions about RSST
Who owns the most RSST stock?
The largest holders of RSST 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 RETURN STACKED US SM FTR ETF (RSST).
Is RSST widely held by superinvestors?
Many widely followed stocks like RSST appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSST 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.