Who owns RSSB?
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43 institutions reported holding RSSB, worth $243.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RSSB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WJ Interests, LLC | Sugar Land, TX | $52.5M | 1,705,976 | +74,355 shares |
| Ferguson Shapiro LLC | Decatur, GA | $44.6M | 1,451,043 | −292,730 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $31.9M | 1,035,859 | −21,609 shares |
| Wright Wealth LLC | Atlanta, GA | $18.9M | 615,409 | +21,276 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $15.4M | 499,035 | +11,651 shares |
| Professional Financial Advisors, LLC | North Platte, NE | $13.3M | 432,593 | +5,711 shares |
| Aspect Partners, LLC | Fairfax, VA | $8.9M | 289,040 | +9,229 shares |
| World Investment Advisors | Lincroft, NJ | $8.4M | 307,301 | No change |
| Mather Group, LLC. | Chicago, IL | $6.0M | 195,562 | +136,927 shares |
| BLVD Private Wealth, LLC | Prospect, KY | $5.1M | 167,074 | −6,036 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 RSSB?
43 institutional managers reported holding RSSB in Form 13F filings for June 30, 2026, worth $243.9M in total. The largest reported position was held by WJ Interests, LLC, at $52.5M.
Did institutions buy or sell RSSB last quarter?
Reported 13F value rose 15.6% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 6 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 RSSB 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.