RETURN STACKED US SM FTR ETF (RSST) Institutional Ownership Changes & 13F Activity
RETURN STACKED US SM FTR ETF (RSST). 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 Private Advisory Group Llc, Brookwood Investment Group Llc, Cwm, Llc, Commonwealth Equity Services, Llc, and Lunt Capital Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -41,893 | -15.6% | 227,232 | $6.43M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -2,000 | -20.8% | 7,598 | $214.87K | Q1 2026 | May 15, 2026 |
| Wright Wealth Llc | Buy | +1,342 | +0.9% | 143,062 | $4.05M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +205 | +104.6% | 401 | $11.34K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +78 | — | 78 | $2.00K | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +63,920 | +2.9% | 2,256,877 | $63.82M | Q1 2026 | May 14, 2026 |
| Lunt Capital Management, Inc. | Buy | +43,135 | — | 43,135 | $1.22M | Q1 2026 | May 13, 2026 |
| Bank Of Montreal | Buy | +15,973 | +52.5% | 46,421 | $1.31M | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -6,286 | -17.6% | 29,525 | $834.98K | Q1 2026 | May 13, 2026 |
| Wealthtrak Capital Management Llc | Sell | -9,091 | -4.5% | 194,624 | $5.50M | Q1 2026 | May 12, 2026 |
| Blackdiamond Wealth Management, Llc | Buy | +1,756 | +1.9% | 93,370 | $2.64M | Q1 2026 | May 12, 2026 |
| Private Advisory Group Llc | Buy | +294,036 | +189.6% | 449,086 | $12.70M | Q1 2026 | May 08, 2026 |
| Continuum Wealth Advisors, Llc | Buy | +17,870 | +4.3% | 437,060 | $12.36M | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, Llc/Id | Sell | -30 | -0.4% | 6,924 | $195.81K | Q1 2026 | May 07, 2026 |
| Steelpeak Wealth, Llc | Buy | +19,836 | — | 19,836 | $560.96K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Buy | +5,383 | — | 5,383 | $152.23K | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | Sell | -3,287 | -18.6% | 14,424 | $407.91K | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group Llc | Buy | +157,753 | — | 157,753 | $4.46M | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Sell | -42,664 | -12.2% | 306,584 | $8.67M | Q1 2026 | May 04, 2026 |
| Envestnet Asset Management Inc | Sell | -14,790 | -4.2% | 333,759 | $9.44M | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | Sell | -3,934 | -1.8% | 214,100 | $6.05M | Q1 2026 | May 04, 2026 |
| Triton Wealth Management, Pllc | Buy | +2,793 | +1.2% | 240,447 | $6.89M | Q1 2026 | May 01, 2026 |
| Cohalo Advisory Llc | Sell | -123 | -3.7% | 3,159 | $89.36K | Q1 2026 | Apr 30, 2026 |
| Rhs Financial, Llc | Sell | -8,870 | -13.7% | 55,923 | $1.58M | Q1 2026 | Apr 28, 2026 |
| Ascentis Wealth Management, Llc | Buy | +6,816 | +39.9% | 23,893 | $675.69K | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | Buy | +2,677 | — | 2,677 | $75.70K | Q1 2026 | Apr 28, 2026 |
| Bravias Capital Group, Llc | Buy | +2,087 | +6.2% | 35,624 | $1.01M | Q1 2026 | Apr 28, 2026 |
| Commonwealth Equity Services, Llc | Buy | +58,414 | +22.2% | 321,501 | $9.09M | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | Sell | -826 | -0.5% | 161,834 | $4.58M | Q1 2026 | Apr 27, 2026 |
| Innova Wealth Partners | Buy | +24,669 | +13.5% | 206,788 | $5.85M | Q1 2026 | Apr 24, 2026 |
Frequently asked questions about RSST activity
Which institutional owners are buying RSST?
Institutional owners buying RSST 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 RSST activity?
"Buy" means an investor increased their reported position in RSST compared to the prior reporting period. This reflects growing exposure to RETURN STACKED US SM FTR ETF (RSST) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSST increasing?
Institutional interest in RSST 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.