RETURN STACKED US S&F YD ETF (RSSY) Institutional Shareholders
RETURN STACKED US S&F YD ETF (RSSY) 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 $53.47M in RSSY holdings during the latest filing period.
Mather Group, Llc. is currently the largest disclosed institutional shareholder of RSSY tracked by InsiderSet, reporting ownership valued at approximately $10.31M in its June 30, 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 $10.54M, representing an estimated gain of +2.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed RSSY value among the investors covered in this analysis. Major shareholders include Mather Group, Llc., Kim, Llc, Private Advisory Group Llc, and several other long-term asset managers with concentrated positions in RETURN STACKED US S&F YD ETF (RSSY).
This page ranks the largest institutional RSSY 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
14
Total Reported Value
$53.47M
Largest Holder
Mather Group, Llc.
Largest Position
$10.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mather Group, Llc. | 0.09% | 404,017 | $10,312,938 | $10,538,783 | +$225,845 | +2.19% | |
| Kim, Llc | 1.18% | 340,000 | $8,678,840 | $8,868,900 | +$190,060 | +2.19% | |
| Private Advisory Group Llc | 0.43% | 300,995 | $7,683,186 | $7,851,455 | +$168,269 | +2.19% | |
| Mcgrath & Associates, Inc. | 9.88% | 297,185 | $7,585,941 | $7,752,071 | +$166,130 | +2.19% | |
| Innova Wealth Partners | 2.61% | 246,565 | $6,293,815 | $6,431,648 | +$137,833 | +2.19% | |
| Wright Wealth Llc | 2.92% | 190,364 | $4,859,236 | $4,965,645 | +$106,409 | +2.19% | |
| Wj Interests, Llc | 1.08% | 109,594 | $2,797,496 | $2,858,759 | +$61,263 | +2.19% | |
| Accurate Wealth Management, Llc | 0.19% | 77,936 | $1,988,153 | $2,032,961 | +$44,808 | +2.25% | |
| Bravias Capital Group, Llc | 1.05% | 69,613 | $1,776,938 | $1,815,855 | +$38,917 | +2.19% | |
| Steelpeak Wealth, Llc | 0.02% | 28,425 | $725,578 | $741,466 | +$15,888 | +2.19% | |
| Blackdiamond Wealth Management, Llc | 0.24% | 23,539 | $604,011 | $614,015 | +$10,004 | +1.66% | |
| Alphacore Capital Llc | 0.00% | 3,975 | $101,466 | $103,688 | +$2,222 | +2.19% | |
| Cohalo Advisory Llc | 3.60% | 2,334 | $59,582 | $60,882 | +$1,300 | +2.18% | |
| Ubs Group Ag | 0.00% | 296 | $7,556 | $7,721 | +$165 | +2.19% |
Frequently asked questions about RSSY
Who owns the most RSSY stock?
The largest holders of RSSY 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 S&F YD ETF (RSSY).
Is RSSY widely held by superinvestors?
Many widely followed stocks like RSSY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RSSY 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.