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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-41,893-15.6%227,232$6.43MQ1 2026May 15, 2026
Morgan StanleySell-2,000-20.8%7,598$214.87KQ1 2026May 15, 2026
Wright Wealth LlcBuy+1,342+0.9%143,062$4.05MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+205+104.6%401$11.34KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+78—78$2.00KQ1 2026May 15, 2026
Cwm, LlcBuy+63,920+2.9%2,256,877$63.82MQ1 2026May 14, 2026
Lunt Capital Management, Inc.Buy+43,135—43,135$1.22MQ1 2026May 13, 2026
Bank Of MontrealBuy+15,973+52.5%46,421$1.31MQ1 2026May 13, 2026
Orion Porfolio Solutions, LlcSell-6,286-17.6%29,525$834.98KQ1 2026May 13, 2026
Wealthtrak Capital Management LlcSell-9,091-4.5%194,624$5.50MQ1 2026May 12, 2026
Blackdiamond Wealth Management, LlcBuy+1,756+1.9%93,370$2.64MQ1 2026May 12, 2026
Private Advisory Group LlcBuy+294,036+189.6%449,086$12.70MQ1 2026May 08, 2026
Continuum Wealth Advisors, LlcBuy+17,870+4.3%437,060$12.36MQ1 2026May 07, 2026
Legacy Wealth Managment, Llc/IdSell-30-0.4%6,924$195.81KQ1 2026May 07, 2026
Steelpeak Wealth, LlcBuy+19,836—19,836$560.96KQ1 2026May 05, 2026
Ubs Group AgBuy+5,383—5,383$152.23KQ1 2026May 05, 2026
Atria Investments, IncSell-3,287-18.6%14,424$407.91KQ1 2026May 05, 2026
Brookwood Investment Group LlcBuy+157,753—157,753$4.46MQ1 2026May 04, 2026
Mml Investors Services, LlcSell-42,664-12.2%306,584$8.67MQ1 2026May 04, 2026
Envestnet Asset Management IncSell-14,790-4.2%333,759$9.44MQ1 2026May 04, 2026
Sigma Planning CorpSell-3,934-1.8%214,100$6.05MQ1 2026May 04, 2026
Triton Wealth Management, PllcBuy+2,793+1.2%240,447$6.89MQ1 2026May 01, 2026
Cohalo Advisory LlcSell-123-3.7%3,159$89.36KQ1 2026Apr 30, 2026
Rhs Financial, LlcSell-8,870-13.7%55,923$1.58MQ1 2026Apr 28, 2026
Ascentis Wealth Management, LlcBuy+6,816+39.9%23,893$675.69KQ1 2026Apr 28, 2026
Ascentis Independent AdvisorsBuy+2,677—2,677$75.70KQ1 2026Apr 28, 2026
Bravias Capital Group, LlcBuy+2,087+6.2%35,624$1.01MQ1 2026Apr 28, 2026
Commonwealth Equity Services, LlcBuy+58,414+22.2%321,501$9.09MQ1 2026Apr 27, 2026
World Investment AdvisorsSell-826-0.5%161,834$4.58MQ1 2026Apr 27, 2026
Innova Wealth PartnersBuy+24,669+13.5%206,788$5.85MQ1 2026Apr 24, 2026
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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.

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