Who owns RH Tactical Rotation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RHRX from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 791,471 shares of RH Tactical Rotation ETF worth $17.2M — about 96.4% of shares outstanding; the largest disclosed holder is PARTNERS WEALTH MANAGEMENT, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$17.2M
value, 2026 filers
96.4%
of shares outstanding (791,471 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RHRX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PARTNERS WEALTH MANAGEMENT, LLC | 216,965 | $4.8M | 4.7% | 26.4% | +11.3% |
| 2 | OSAIC HOLDINGS, INC. | 162,694 | $3.6M | 0.0% | 19.8% | +8595.6% |
| 3 | INTEGRITY ALLIANCE, LLC. | 146,569 | $3.2M | 0.1% | 17.9% | -4.4% |
| 4 | LPL Financial LLC | 68,905 | $1.5M | 0.0% | 8.4% | +34.1% |
| 5 | Cetera Investment Advisers | 57,477 | $1.3M | 0.0% | 7% | -32.9% |
| 6 | Avior Wealth Management, LLC | 31,904 | $703,164 | 0.0% | 3.9% | 0.0% |
| 7 | NewEdge Advisors, LLCNEW | 25,340 | $558,493 | 0.0% | 3.1% | new |
| 8 | WCG Wealth Advisors LLCNEW | 25,237 | $556,224 | 0.0% | 3.1% | new |
| 9 | Prime Capital Investment Advisors, LLC | 24,113 | $531,451 | 0.0% | 2.9% | -9.3% |
| 10 | Stratos Wealth Partners, LTD. | 21,315 | $469,783 | 0.0% | 2.6% | 0.0% |
| 11 | CENTAURUS FINANCIAL, INC. | 10,880 | $240 | 0.0% | 1.3% | 0.0% |
| 12 | UBS Group AGNEW | 72 | $1,587 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.