ETF Holders

Who owns RSST?

US large cap

Return Stacked U.S. Stocks & Managed Futures ETF · Return

64 institutions reported holding RSST, worth $183.4M, in Form 13F filings for June 30, 2026.

13F holders
64
Institutional value
$183.4M
Change from prior quarter
+22.2%
+$33.3M, with price moves
New and sold-out firms
17 / 7
31 added, 11 trimmed

Top 10 institutional holders of RSST

FirmLocationValueSharesChange
Continuum Wealth Advisors, LLCSaratoga Springs, NY$17.8M543,798+106,738 shares
Private Advisory Group LLCRedmond, WA$16.5M504,186+55,100 shares
Commonwealth Equity Services, LLCWaltham, MA$11.4M349,738+28,237 shares
Envestnet Asset Management Inc.Berwyn, PA$10.9M333,408−351 shares
MML Investors Services, LLCSpringfield, MA$10.8M330,874+24,290 shares
Triton Wealth Management, PLLCSun City, AZ$8.4M257,300+16,853 shares
Integrated Wealth Concepts LLCWaltham, MA$7.9M241,841+14,609 shares
Innova Wealth PartnersNewtown, PA$7.7M236,651+29,863 shares
BWM Planning, LLCThe Woodlands, TX$7.5M229,946+4,481 shares
Sigma Planning CorpAnn Arbor, MI$7.0M215,405+1,305 shares
54 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 RSST?

64 institutional managers reported holding RSST in Form 13F filings for June 30, 2026, worth $183.4M in total. The largest reported position was held by Continuum Wealth Advisors, LLC, at $17.8M.

Did institutions buy or sell RSST last quarter?

Reported 13F value rose 22.2% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 7 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 RSST 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.