RETURN STACKED US SM FTR ETF (RSST) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $233.40M 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 $75.38M, representing an estimated gain of +18.10% 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
58
Total Reported Value
$233.40M
Largest Holder
Cwm, Llc
Largest Position
$63.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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 | $75,379,692 | +$11,555,206 | +18.10% | |
| Continuum Wealth Advisors, Llc | 6.00% | 543,798 | $17,776,748 | $18,162,853 | +$386,105 | +2.17% | |
| Private Advisory Group Llc | 0.88% | 449,086 | $12,700,141 | $14,999,472 | +$2,299,331 | +18.10% | |
| Commonwealth Equity Services, Llc | 0.01% | 349,738 | $11,432,930 | $11,681,249 | +$248,319 | +2.17% | |
| Envestnet Asset Management Inc | 0.00% | 333,408 | $10,899,121 | $11,135,827 | +$236,706 | +2.17% | |
| Mml Investors Services, Llc | 0.02% | 306,584 | $8,670,187 | $10,239,906 | +$1,569,719 | +18.10% | |
| Innova Wealth Partners | 3.20% | 236,651 | $7,736,110 | $7,904,143 | +$168,033 | +2.17% | |
| Bwm Planning, Llc | 1.74% | 229,946 | $7,516,922 | $7,680,196 | +$163,274 | +2.17% | |
| Triton Wealth Management, Pllc | 2.56% | 240,447 | $6,887,618 | $8,030,930 | +$1,143,312 | +16.60% | |
| Brookwood Investment Group Llc | 0.75% | 198,479 | $6,488,279 | $6,629,199 | +$140,920 | +2.17% | |
| Integrated Wealth Concepts Llc | 0.05% | 227,232 | $6,426,131 | $7,589,549 | +$1,163,418 | +18.10% | |
| Wealthtrak Capital Management Llc | 4.12% | 191,732 | $6,267,719 | $6,403,849 | +$136,130 | +2.17% | |
| Sigma Planning Corp | 0.17% | 214,100 | $6,054,741 | $7,150,940 | +$1,096,199 | +18.10% | |
| Fermata Advisors, Llc | 1.14% | 173,074 | $5,657,780 | $5,780,672 | +$122,892 | +2.17% | |
| Professional Financial Advisors, Llc | 0.88% | 155,835 | $5,094,255 | $5,204,889 | +$110,634 | +2.17% | |
| Wright Wealth Llc | 2.79% | 142,155 | $4,647,060 | $4,747,977 | +$100,917 | +2.17% | |
| World Investment Advisors | 0.07% | 161,834 | $4,576,658 | $5,405,256 | +$828,598 | +18.10% | |
| Accurate Wealth Management, Llc | 0.43% | 134,971 | $4,469,549 | $4,508,031 | +$38,482 | +0.86% | |
| Mcgrath & Associates, Inc. | 5.53% | 129,778 | $4,242,428 | $4,334,585 | +$92,157 | +2.17% | |
| Planned Solutions, Inc. | 1.08% | 114,826 | $3,753,662 | $3,835,188 | +$81,526 | +2.17% | |
| Clg Llc | 0.61% | 85,453 | $2,793,459 | $2,854,130 | +$60,671 | +2.17% | |
| Blackdiamond Wealth Management, Llc | 1.27% | 93,370 | $2,640,501 | $3,118,558 | +$478,057 | +18.10% | |
| Stapp Wealth Management, Pllc | 3.28% | 76,873 | $2,512,978 | $2,567,558 | +$54,580 | +2.17% | |
| Magnolia Private Wealth, Llc | 1.62% | 85,740 | $2,424,714 | $2,863,716 | +$439,002 | +18.11% | |
| Mather Group, Llc. | 0.02% | 53,733 | $1,756,532 | $1,794,682 | +$38,150 | +2.17% | |
| Rhs Financial, Llc | 0.75% | 55,923 | $1,581,502 | $1,867,828 | +$286,326 | +18.10% | |
| Bravias Capital Group, Llc | 0.90% | 46,312 | $1,513,947 | $1,546,821 | +$32,874 | +2.17% | |
| Lunt Capital Management, Inc. | 0.50% | 41,791 | $1,366,148 | $1,395,819 | +$29,671 | +2.17% | |
| Optivise Advisory Services Llc | 0.68% | 41,090 | $1,343,232 | $1,372,406 | +$29,174 | +2.17% | |
| Bank Of Montreal | 0.00% | 46,421 | $1,312,786 | $1,550,461 | +$237,675 | +18.10% | |
| Wealthcare Advisory Partners Llc | 0.02% | 37,119 | $1,213,420 | $1,239,775 | +$26,355 | +2.17% | |
| Worth Asset Management, Llc | 0.33% | 31,207 | $1,020,156 | $1,042,314 | +$22,158 | +2.17% | |
| Advisory Services Network, Llc | 0.01% | 33,457 | $946,178 | $1,117,464 | +$171,286 | +18.10% | |
| Orion Porfolio Solutions, Llc | 0.01% | 29,525 | $834,978 | $986,135 | +$151,157 | +18.10% | |
| Oregon Pacific Wealth Management, Llc | 0.77% | 25,157 | $822,382 | $840,244 | +$17,862 | +2.17% | |
| Steelpeak Wealth, Llc | 0.02% | 21,659 | $708,029 | $723,411 | +$15,382 | +2.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,422 | $610,045 | $615,295 | +$5,250 | +0.86% | |
| Atria Investments, Inc | 0.01% | 15,393 | $503,197 | $514,126 | +$10,929 | +2.17% | |
| Claro Advisors Inc. | 0.04% | 12,816 | $418,958 | $428,054 | +$9,096 | +2.17% | |
| Moseley Investment Management Inc | 0.10% | 10,664 | $301,578 | $356,178 | +$54,600 | +18.10% | |
| Foguth Wealth Management, Llc. | 0.03% | 8,596 | $281,261 | $287,106 | +$5,845 | +2.08% | |
| True Wealth Design, Llc | 0.06% | 7,647 | $249,981 | $255,410 | +$5,429 | +2.17% | |
| Barnes Wealth Management Group, Inc | 0.11% | 7,331 | $239,650 | $244,855 | +$5,205 | +2.17% | |
| Morgan Stanley | 0.00% | 7,598 | $214,871 | $253,773 | +$38,902 | +18.10% | |
| Legacy Wealth Managment, Llc/Id | 0.10% | 6,924 | $195,811 | $231,262 | +$35,451 | +18.10% | |
| Ubs Group Ag | 0.00% | 5,383 | $152,231 | $179,792 | +$27,561 | +18.10% | |
| Cohalo Advisory Llc | 6.19% | 3,131 | $102,367 | $104,575 | +$2,208 | +2.16% | |
| Ascentis Independent Advisors | 0.01% | 2,677 | $75,704 | $89,412 | +$13,708 | +18.11% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,260 | $35,633 | $42,084 | +$6,451 | +18.10% | |
| Farther Finance Advisors, Llc | 0.00% | 980 | $32,033 | $32,732 | +$699 | +2.18% |
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.