Who owns RSBT?
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20 institutions reported holding RSBT, worth $55.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RSBT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mather Group, LLC. | Chicago, IL | $8.9M | 468,556 | +308,805 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $7.7M | 403,254 | +24,874 shares |
| World Investment Advisors | Lincroft, NJ | $7.3M | 385,308 | No change |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $5.6M | 293,144 | +21,756 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $5.0M | 262,392 | +205,852 shares |
| Innova Wealth Partners | Newtown, PA | $4.7M | 245,069 | +18,083 shares |
| BWM Planning, LLC | The Woodlands, TX | $3.9M | 202,643 | +26,639 shares |
| Trailhead Planners LLC | Edina, MN | $2.8M | 146,697 | +45,754 shares |
| Wright Wealth LLC | Atlanta, GA | $2.7M | 141,559 | +5,376 shares |
| WealthTrak Capital Management LLC | Virginia Beach, VA | $2.0M | 102,664 | +1,796 shares |
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 RSBT?
20 institutional managers reported holding RSBT in Form 13F filings for June 30, 2026, worth $55.1M in total. The largest reported position was held by Mather Group, LLC., at $8.9M.
Did institutions buy or sell RSBT last quarter?
Reported 13F value rose 31.5% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 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 RSBT 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.