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 SEC filings.
Institutional ownership of RSBY from SEC Form 13F filings across 3 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, 3 institutions disclosed 488,043 shares of Return Stacked Bonds & Futures Yield ETF worth $9.0M — about 13.5% of shares outstanding; the largest disclosed holder is MATHER GROUP, LLC.. Source: SEC Form 13F filings, parsed by EvidInvest.
3
13F holders
$9.0M
value, 2026 filers
13.5%
of shares outstanding (488,043 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 | MATHER GROUP, LLC. | 308,185 | $5.7M | 0.0% | 8.6% | -6.1% |
| 2 | Innova Wealth Partners | 107,167 | $2.0M | 0.8% | 3% | +79.1% |
| 3 | 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 · options positioning · supply chain. Research, not investment advice.