Who owns Return Stacked Bonds & Futures Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RSBY from SEC Form 13F filings across 4 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, 4 institutions disclosed 1.8M shares of Return Stacked Bonds & Futures Yield ETF worth $32.3M — about 48.7% of shares outstanding; the largest disclosed holder is KIM, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$32.3M
value, 2026 filers
48.7%
of shares outstanding (1.8M sh)
0
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 RSBY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | KIM, LLC | 1.3M | $23.3M | 2.3% | 35.1% | -49.6% |
| 2 | MATHER GROUP, LLC. | 308,185 | $5.7M | 0.0% | 8.6% | -6.1% |
| 3 | Innova Wealth Partners | 107,167 | $2.0M | 0.8% | 3% | +79.1% |
| 4 | SteelPeak Wealth, LLC | 72,691 | $1.3M | 0.0% | 2% | +7.7% |
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. Research, not investment advice.