RTRN STACK GLBL STK & BD ETF RSSB
$30.58
-0.2% 52w: $24.10 – $31.19
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.1027.6531.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
44
+5 QoQ
13F value
$319.8M
+5.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 4.0M | $108.7M | 0.3% | +5.8% |
| Ferguson Shapiro LLC | Wealth advisor | 1.7M | $47.4M | 14.5% | +9.0% |
| WJ Interests, LLC | Wealth advisor | 1.6M | $44.4M | 17.0% | +7.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 1.1M | $28.8M | 0.2% | -11.3% |
| Wright Wealth LLC | Wealth advisor | 594.1K | $16.2M | 10.8% | +7.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 487.4K | $13.3M | 0.0% | +3.3% |
| Professional Financial Advisors, LLC | Wealth advisor | 426.9K | $11.6M | 2.4% | +379.4% |
| World Investment Advisors | Wealth advisor | 307.3K | $8.4M | 0.1% | +7.2% |
| Aspect Partners, LLC | Wealth advisor | 279.8K | $7.6M | 3.1% | +6.8% |
| BLVD Private Wealth, LLC | Wealth advisor | 173.1K | $4.7M | 4.1% | -9.9% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 141.9K | $3.9M | 0.1% | +15.5% |
| Fermata Advisors, LLC | Wealth advisor | 136.6K | $3.7M | 0.8% | +101.8% |
| JANE STREET GROUP, LLC | Market maker | 104.8K | $2.9M | 0.0% | New |
| Accurate Wealth Management, LLC | Other | 97.5K | $2.8M | 0.3% | -14.5% |
| First Business Financial Services, Inc. | Wealth advisor | 78.2K | $2.1M | 0.2% | New |
| Nicholas Hoffman & Company, LLC. | Wealth advisor | 66.5K | $1.8M | 0.0% | New |
| MATHER GROUP, LLC. | Wealth advisor | 58.6K | $1.6M | 0.0% | New |
| Oregon Pacific Wealth Management, LLC | Wealth advisor | 57.0K | $1.6M | 1.6% | -32.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 39.8K | $1.1M | 0.0% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 36.3K | $988K | 0.0% | +18.2% |
| Private Advisory Group LLC | Other | 34.8K | $946K | 0.1% | -0.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 30.8K | $839K | 0.0% | +30.3% |
| Ballast Rock Private Wealth LLC | Wealth advisor | 25.9K | $704K | 0.4% | +194.5% |
| Worth Asset Management, LLC | Wealth advisor | 24.4K | $665K | 0.2% | -42.4% |
| JPMORGAN CHASE & CO | Bank broker | 23.3K | $617K | 0.0% | +79.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 19.9K | $541K | 0.0% | +0.7% |
| Innova Wealth Partners | Wealth advisor | 14.2K | $387K | 0.2% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 13.1K | $357K | 0.0% | New |
| Sherman Wealth Management LLC | Wealth advisor | 8.3K | $226K | 0.2% | New |
| Betterment LLC | Wealth advisor | 8.2K | $223K | 0.0% | New |
| Inspire Advisors, LLC | Wealth advisor | 8.0K | $217K | 0.0% | New |
| Barnes Wealth Management Group, Inc | Wealth advisor | 7.9K | $214K | 0.1% | -0.3% |
| Aptus Capital Advisors, LLC | Wealth advisor | 7.0K | $190K | 0.0% | Held |
| Cohalo Advisory LLC | Wealth advisor | 2.6K | $71K | 5.0% | -3.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Wealth advisor | 1.1K | $30K | 0.0% | New |
| CoreCap Advisors, LLC | Wealth advisor | 1.1K | $29K | 0.0% | Held |
| True Wealth Design, LLC | Wealth advisor | 799 | $22K | 0.0% | +6.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 532 | $14K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 371 | $10K | 0.0% | -15.3% |
| AE Wealth Management LLC | Wealth advisor | 307 | $8K | 0.0% | +38.9% |
| UBS Group AG | Bank broker | 165 | $4K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 121 | $3K | 0.0% | New |
| Triumph Capital Management | Wealth advisor | 100 | $3K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 74 | $2K | 0.0% | -48.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.