ETF Holders

Who owns RHRX?

Other

RH Tactical Rotation ETF · RH

12 institutions reported holding RHRX, worth $17.4M, in Form 13F filings for June 30, 2026.

13F holders
12
Institutional value
$17.4M
Change from prior quarter
+54.4%
+$6.1M, with price moves
New and sold-out firms
3 / 1
3 added, 3 trimmed

Top 10 institutional holders of RHRX

FirmLocationValueSharesChange
Partners Wealth Management, LLCCarmel By The Sea, CA$4.8M216,965+22,029 shares
Osaic Holdings, Inc.Scottsdale, AZ$3.6M162,694+160,823 shares
Integrity Alliance, LLC.Urbandale, IA$3.2M146,569−6,780 shares
LPL Financial LLCFort Mill, SC$1.5M68,905+17,540 shares
Cetera Investment AdvisersSchaumburg, IL$1.3M57,477−28,190 shares
Avior Wealth Management, LLCOmaha, NE$703K31,904No change
NewEdge Advisors, LLCNew Orleans, LA$558K25,340New position
WCG Wealth Advisors LLCLas Vegas, NV$556K25,237New position
Prime Capital Investment Advisors, LLCOverland Park, KS$531K24,113−2,465 shares
Stratos Wealth Partners, LTD.Beachwood, OH$470K21,315No change
2 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns RHRX?

12 institutional managers reported holding RHRX in Form 13F filings for June 30, 2026, worth $17.4M in total. The largest reported position was held by Partners Wealth Management, LLC, at $4.8M.

Did institutions buy or sell RHRX last quarter?

Reported 13F value rose 54.4% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is RHRX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.