Who Owns RSBT?
Return Stacked Bonds & Managed Futures ETF — Institutional Ownership & 13F Holdings
$19.28
+0.01 (+0.08%)
Market Cap
$93.7M
Shares Outstanding
4,888,224
Institutional Holders
23
Total Inst. Value
$30.5M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
12
Closed Positions
3
Increased
5
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | $5.2M | 308,337 |
| 2 | World Investment Advisors | $5.0M | 295,104 |
| 3 | Integrated Wealth Concepts LLC | $4.6M | 270,895 |
| 4 | Innova Wealth PartnersNew | $2.5M | 147,367 |
| 5 | BWM Planning, LLCNew | $2.2M | 127,170 |
| 6 | Sigma Planning Corp | $2.1M | 122,720 |
| 7 | NAPA WEALTH MANAGEMENTNew | $2.0M | 118,454 |
| 8 | Professional Financial Advisors, LLCNew | $1.4M | 81,961 |
| 9 | MERCER GLOBAL ADVISORS INC /ADVNew | $1.3M | 75,610 |
| 10 | WealthTrak Capital Management LLC | $1.3M | 74,686 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| World Investment Advisors | +68K | $5.0M |
| Innova Wealth PartnersNew | +147K | $2.5M |
| BWM Planning, LLCNew | +127K | $2.2M |
| NAPA WEALTH MANAGEMENTNew | +118K | $2.0M |
| Professional Financial Advisors, LLCNew | +82K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | -67K | $4.6M |
| ENVESTNET ASSET MANAGEMENT INC | -10K | $5K |
| MML INVESTORS SERVICES, LLC | -10K | $5.2M |
| Sigma Planning Corp | -1K | $2.1M |
| Stratos Wealth Advisors, LLC | -267 | $307K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold RSBT?
As of Q1 2025, 23 institutional investors report holding RSBT (Return Stacked Bonds & Managed Futures ETF) in their 13F filings.
Which hedge fund owns the most RSBT?
The largest institutional holder of RSBT is MML INVESTORS SERVICES, LLC with $5.2M in shares.
Are institutions buying or selling RSBT?
This quarter, 12 institutions opened new positions in RSBT and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.