Who Owns RSSB?
Return Stacked Global Stocks & Bonds ETF — Institutional Ownership & 13F Holdings
$29.68
-0.02 (-0.07%)
Market Cap
$331.0M
Shares Outstanding
11,577,565
Institutional Holders
23
Total Inst. Value
$96.1M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
11
Closed Positions
2
Increased
7
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WJ Interests, LLC | $38.6M | 1,648,630 |
| 2 | Integrated Wealth Concepts LLC | $21.4M | 913,069 |
| 3 | Oregon Pacific Wealth Management, LLCNew | $6.7M | 287,766 |
| 4 | Aspect Partners, LLCNew | $5.8M | 249,652 |
| 5 | MERCER GLOBAL ADVISORS INC /ADVNew | $5.0M | 212,360 |
| 6 | Cambridge Investment Research Advisors, Inc. | $4.1M | 174,085 |
| 7 | World Investment Advisors | $3.0M | 128,058 |
| 8 | RFG Advisory, LLC | $2.9M | 122,130 |
| 9 | Wealthcare Advisory Partners LLC | $2.5M | 105,533 |
| 10 | Accurate Wealth Management, LLC | $2.4M | 108,276 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WJ Interests, LLC | +267K | $38.6M |
| Oregon Pacific Wealth Management, LLCNew | +288K | $6.7M |
| Aspect Partners, LLCNew | +250K | $5.8M |
| MERCER GLOBAL ADVISORS INC /ADVNew | +212K | $5.0M |
| World Investment Advisors | +47K | $3.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | -187K | $21.4M |
| Cambridge Investment Research Advisors, Inc. | -17K | $4.1M |
| RFG Advisory, LLC | -11K | $2.9M |
| JANE STREET GROUP, LLC | -6K | $409K |
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Frequently Asked Questions
How many institutional investors hold RSSB?
As of Q1 2025, 23 institutional investors report holding RSSB (Return Stacked Global Stocks & Bonds ETF) in their 13F filings.
Which hedge fund owns the most RSSB?
The largest institutional holder of RSSB is WJ Interests, LLC with $38.6M in shares.
Are institutions buying or selling RSSB?
This quarter, 11 institutions opened new positions in RSSB and 2 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.