Who owns RSBA?
Institutional ownership of RSBA from SEC Form 13F filings across 11 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.
11
13F holders
$27.8M
value, 2026 filers
1.3M
shares disclosed
1
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 RSBA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Marex Group Ltd | 399,787 | $8.4M | 0.0% | — | 0.0% |
| 2 | MAI Capital Management | 255,301 | $5.4M | 0.0% | — | -1.0% |
| 3 | Wealthcare Advisory Partners LLC | 168,575 | $3.5M | 0.1% | — | -66.0% |
| 4 | STAPP WEALTH MANAGEMENT, PLLC | 129,765 | $2.7M | 3.6% | — | +1.3% |
| 5 | Sigma Planning Corp | 112,369 | $2.4M | 0.1% | — | -3.4% |
| 6 | Hilltop Holdings Inc. | 95,000 | $2.0M | 0.2% | — | 0.0% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 72,853 | $1.5M | 0.0% | — | +1.3% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 43,343 | $908,920 | 0.0% | — | new |
| 9 | BANK OF MONTREAL /CAN/ | 26,783 | $563,849 | 0.0% | — | -0.3% |
| 10 | JANE STREET GROUP, LLC | 13,009 | $273,872 | 0.0% | — | -67.0% |
| 11 | MATHER GROUP, LLC. | 1,804 | $37,979 | 0.0% | — | -99.2% |
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.