RETURN STACKED US SM FTR ETF RSST
$32.22
-1.2% 52w: $21.68 – $34.76
Latest 13F among current holders filed 34 days ago (Jun 1, 2026)
Price — last 12 months
research preview data21.6828.2234.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
+5 QoQ
13F value
$214.5M
+9.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSST?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 2.3M | $63.8M | 0.2% | +2.9% |
| Private Advisory Group LLC | Other | 449.1K | $12.7M | 0.9% | +189.6% |
| CONTINUUM WEALTH ADVISORS, LLC | Wealth advisor | 437.1K | $12.4M | 5.1% | +4.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 333.8K | $9.4M | 0.0% | -4.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 321.5K | $9.1M | 0.0% | +22.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 306.6K | $8.7M | 0.0% | -12.2% |
| Triton Wealth Management, PLLC | Wealth advisor | 240.4K | $6.9M | 2.6% | +1.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 227.2K | $6.4M | 0.1% | -15.6% |
| BWM Planning, LLC | Wealth advisor | 225.5K | $6.4M | 1.7% | +12.2% |
| WJ Interests, LLC | Wealth advisor | 218.5K | $6.2M | 2.4% | +10.8% |
| Sigma Planning Corp | Wealth advisor | 214.1K | $6.1M | 0.2% | -1.8% |
| Innova Wealth Partners | Wealth advisor | 206.8K | $5.8M | 2.8% | +13.5% |
| WealthTrak Capital Management LLC | Wealth advisor | 194.6K | $5.5M | 3.9% | -4.5% |
| World Investment Advisors | Wealth advisor | 161.8K | $4.6M | 0.1% | -0.5% |
| Brookwood Investment Group LLC | Wealth advisor | 157.8K | $4.5M | 0.6% | New |
| Fermata Advisors, LLC | Wealth advisor | 156.9K | $4.4M | 1.0% | +104.1% |
| Professional Financial Advisors, LLC | Wealth advisor | 148.4K | $4.2M | 0.9% | -31.5% |
| Wright Wealth LLC | Wealth advisor | 143.1K | $4.0M | 2.7% | +0.9% |
| Accurate Wealth Management, LLC | Other | 132.3K | $3.9M | 0.5% | -2.7% |
| McGrath & Associates, Inc. | Wealth advisor | 125.3K | $3.5M | 5.2% | +5.9% |
| Planned Solutions, Inc. | Wealth advisor | 123.0K | $3.5M | 1.1% | -1.4% |
| BlackDiamond Wealth Management, LLC | Wealth advisor | 93.4K | $2.6M | 1.3% | +1.9% |
| Magnolia Private Wealth, LLC | Wealth advisor | 85.7K | $2.4M | 1.6% | -9.9% |
| STAPP WEALTH MANAGEMENT, PLLC | Wealth advisor | 74.4K | $2.1M | 2.7% | -1.2% |
| RHS Financial, LLC | Wealth advisor | 55.9K | $1.6M | 0.7% | -13.7% |
| MATHER GROUP, LLC. | Wealth advisor | 50.7K | $1.4M | 0.0% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 46.4K | $1.3M | 0.0% | +52.5% |
| Lunt Capital Management, Inc. | Wealth advisor | 43.1K | $1.2M | 0.5% | New |
| Bravias Capital Group, LLC | Wealth advisor | 35.6K | $1.0M | 0.7% | +6.2% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 34.5K | $975K | 0.0% | +15.0% |
| Advisory Services Network, LLC | Diversified mechanical | 33.5K | $946K | 0.0% | Held |
| Orion Porfolio Solutions, LLC | Wealth advisor | 29.5K | $835K | 0.0% | -17.6% |
| Worth Asset Management, LLC | Wealth advisor | 27.8K | $785K | 0.3% | -2.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 26.8K | $759K | 0.0% | Held |
| Oregon Pacific Wealth Management, LLC | Wealth advisor | 25.3K | $716K | 0.7% | +101.6% |
| Ascentis Wealth Management, LLC | Other | 23.9K | $676K | 0.1% | +34.9% |
| SteelPeak Wealth, LLC | Other | 19.8K | $561K | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 14.4K | $408K | 0.0% | -18.6% |
| Claro Advisors Inc. | Wealth advisor | 12.2K | $344K | 0.0% | 0.0% |
| MOSELEY INVESTMENT MANAGEMENT INC | Other | 10.7K | $302K | 0.1% | -1.0% |
| Foguth Wealth Management, LLC. | Wealth advisor | 7.1K | $240K | 0.0% | New |
| True Wealth Design, LLC | Wealth advisor | 7.6K | $216K | 0.1% | -1.2% |
| MORGAN STANLEY | Bank broker | 7.6K | $215K | 0.0% | -20.8% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 6.9K | $196K | 0.1% | -0.4% |
| UBS Group AG | Bank broker | 5.4K | $152K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 4.1K | $113K | 0.0% | +0.9% |
| Cohalo Advisory LLC | Wealth advisor | 3.2K | $89K | 6.3% | -3.7% |
| Ascentis Independent Advisors | Other | 2.7K | $76K | 0.0% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 1.3K | $36K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 1.1K | $31K | 0.0% | -32.2% |
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.