RSST Institutional Ownership & Shareholders
RETURN STACKED US SM FTR ETF (RSST) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $252.16M 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 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 $75.00M, representing an estimated gain of +17.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed RSST value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Continuum Wealth Advisors, Llc, Private Advisory Group 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
67
Total Reported Value
$252.16M
Largest Holder
Cwm, Llc
Largest Position
$63.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
76
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 | $74,996,023 | +$11,171,537 | +17.50% | |
| Continuum Wealth Advisors, Llc | 6.57% | 569,172 | $20,177,158 | $18,913,586 | -$1,263,572 | -6.26% | |
| Private Advisory Group Llc | 0.92% | 504,186 | $16,481,828 | $16,754,101 | +$272,273 | +1.65% | |
| Commonwealth Equity Services, Llc | 0.01% | 308,573 | $10,938,920 | $10,253,881 | -$685,039 | -6.26% | |
| Envestnet Asset Management Inc | 0.00% | 333,408 | $10,899,121 | $11,079,148 | +$180,027 | +1.65% | |
| Mml Investors Services, Llc | 0.02% | 330,874 | $10,816,270 | $10,994,943 | +$178,673 | +1.65% | |
| Innova Wealth Partners | 3.44% | 246,031 | $8,721,783 | $8,175,610 | -$546,173 | -6.26% | |
| Triton Wealth Management, Pllc | 2.58% | 257,300 | $8,395,690 | $8,550,079 | +$154,389 | +1.84% | |
| Integrated Wealth Concepts Llc | 0.05% | 241,536 | $7,895,822 | $8,026,241 | +$130,419 | +1.65% | |
| Bwm Planning, Llc | 1.74% | 229,946 | $7,516,922 | $7,641,106 | +$124,184 | +1.65% | |
| Sigma Planning Corp | 0.19% | 204,572 | $7,252,069 | $6,797,928 | -$454,141 | -6.26% | |
| Brookwood Investment Group Llc | 0.75% | 198,479 | $6,488,279 | $6,595,457 | +$107,178 | +1.65% | |
| Wealthtrak Capital Management Llc | 4.12% | 191,732 | $6,267,719 | $6,371,254 | +$103,535 | +1.65% | |
| Fermata Advisors, Llc | 1.20% | 175,616 | $6,225,583 | $5,835,720 | -$389,863 | -6.26% | |
| Professional Financial Advisors, Llc | 0.93% | 154,835 | $5,488,910 | $5,145,167 | -$343,743 | -6.26% | |
| Wright Wealth Llc | 3.02% | 147,876 | $5,242,214 | $4,913,919 | -$328,295 | -6.26% | |
| Mcgrath & Associates, Inc. | 5.53% | 140,183 | $4,969,473 | $4,658,281 | -$311,192 | -6.26% | |
| Accurate Wealth Management, Llc | 0.42% | 134,044 | $4,857,774 | $4,454,282 | -$403,492 | -8.31% | |
| World Investment Advisors | 0.08% | 161,834 | $4,576,658 | $5,377,744 | +$801,086 | +17.50% | |
| Blackdiamond Wealth Management, Llc | 1.35% | 98,456 | $3,336,670 | $3,271,693 | -$64,977 | -1.95% | |
| Stapp Wealth Management, Pllc | 3.45% | 75,144 | $2,663,855 | $2,497,035 | -$166,820 | -6.26% | |
| Kestra Advisory Services, Llc | 0.01% | 70,945 | $2,515,000 | $2,357,502 | -$157,498 | -6.26% | |
| Planned Solutions, Inc. | 0.68% | 69,618 | $2,467,968 | $2,313,406 | -$154,562 | -6.26% | |
| Magnolia Private Wealth, Llc | 1.11% | 61,874 | $2,022,646 | $2,056,073 | +$33,427 | +1.65% | |
| Mather Group, Llc. | 0.02% | 54,504 | $1,932,167 | $1,811,168 | -$120,999 | -6.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 45,458 | $1,628,760 | $1,510,569 | -$118,191 | -7.26% | |
| Rhs Financial, Llc | 0.54% | 44,663 | $1,583,303 | $1,484,151 | -$99,152 | -6.26% | |
| Bank Of Montreal | 0.00% | 47,961 | $1,567,845 | $1,593,744 | +$25,899 | +1.65% | |
| Lunt Capital Management, Inc. | 0.59% | 43,829 | $1,553,738 | $1,456,438 | -$97,300 | -6.26% | |
| Bravias Capital Group, Llc | 0.90% | 46,312 | $1,513,947 | $1,538,948 | +$25,001 | +1.65% | |
| Optivise Advisory Services Llc | 0.67% | 38,229 | $1,355,218 | $1,270,350 | -$84,868 | -6.26% | |
| Wealthcare Advisory Partners Llc | 0.02% | 36,096 | $1,279,611 | $1,199,470 | -$80,141 | -6.26% | |
| Advisory Services Network, Llc | 0.01% | 33,457 | $1,093,725 | $1,111,776 | +$18,051 | +1.65% | |
| Worth Asset Management, Llc | 0.29% | 27,878 | $988,275 | $926,386 | -$61,889 | -6.26% | |
| Ascentis Wealth Management, Llc | 0.16% | 26,671 | $945,458 | $886,277 | -$59,181 | -6.26% | |
| Orion Porfolio Solutions, Llc | 0.01% | 28,532 | $932,723 | $948,118 | +$15,395 | +1.65% | |
| Oregon Pacific Wealth Management, Llc | 0.80% | 24,427 | $865,937 | $811,709 | -$54,228 | -6.26% | |
| Steelpeak Wealth, Llc | 0.02% | 21,881 | $775,678 | $727,106 | -$48,572 | -6.26% | |
| Atria Investments, Inc | 0.01% | 17,278 | $612,505 | $574,148 | -$38,357 | -6.26% | |
| Claro Advisors Inc. | 0.05% | 13,341 | $472,942 | $443,321 | -$29,621 | -6.26% | |
| Legacy Wealth Managment, Llc/Id | 0.16% | 11,900 | $389,011 | $395,437 | +$6,426 | +1.65% | |
| Foguth Wealth Management, Llc. | 0.03% | 9,567 | $332,740 | $317,911 | -$14,829 | -4.46% | |
| Moseley Investment Management Inc | 0.10% | 10,664 | $301,578 | $354,365 | +$52,787 | +17.50% | |
| True Wealth Design, Llc | 0.06% | 7,647 | $271,087 | $254,110 | -$16,977 | -6.26% | |
| Manhattan West Asset Management, Llc | 0.04% | 7,824 | $255,773 | $259,992 | +$4,219 | +1.65% | |
| Barnes Wealth Management Group, Inc | 0.11% | 7,331 | $239,650 | $243,609 | +$3,959 | +1.65% | |
| Ameritas Advisory Services, Llc | 0.00% | 6,298 | $205,882 | $209,283 | +$3,401 | +1.65% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,874 | $192,021 | $195,193 | +$3,172 | +1.65% | |
| Jpmorgan Chase & Co | 0.00% | 5,859 | $187,722 | $194,695 | +$6,973 | +3.71% | |
| Alphacore Capital Llc | 0.00% | 3,911 | $127,851 | $129,963 | +$2,112 | +1.65% |
Frequently asked questions about RSST
Who are the largest institutional holders of RSST?
The largest institutional holders of RSST reported in the latest SEC Form 13F filings include Cwm, Llc, Continuum Wealth Advisors, Llc, Private Advisory Group Llc, Commonwealth Equity Services, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported RSST position.
What is RSST institutional ownership?
This page tracks RSST positions reported by institutional investment managers through SEC Form 13F. RETURN STACKED US SM FTR ETF (RSST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSST?
InsiderSet currently tracks 67 institutional managers reporting RSST 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 RSST shareholders.
How much RSST stock do institutions own?
Institutional investment managers disclosed approximately $252.16M in RSST holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSST institutional ownership last updated?
The latest RSST 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 RSST 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 RSST position after the reporting date.
Are institutions buying or selling RSST?
Institutional buying and selling can be analyzed by comparing RSST positions across consecutive 13F reporting periods. InsiderSet's RSST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSST ownership changes.
How has RSST institutional ownership changed over time?
InsiderSet tracks RSST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.