Who owns Return Stacked Global Stocks & Bonds ETF?
Institutional ownership of RSSB from SEC Form 13F filings across 25 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.
25
13F holders
$141.3M
value, 2026 filers
40.7%
of shares outstanding (4.7M sh)
5
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 RSSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WJ Interests, LLC | 1.7M | $52.5M | 20.2% | 14.7% | +4.6% |
| 2 | Integrated Wealth Concepts LLC | 1.0M | $31.9M | 0.2% | 8.9% | -2.0% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 499,035 | $15.4M | 0.0% | 4.3% | +2.4% |
| 4 | World Investment Advisors | 307,301 | $8.4M | 0.1% | 2.7% | 0.0% |
| 5 | Aspect Partners, LLC | 289,040 | $8.9M | 3.3% | 2.5% | +3.3% |
| 6 | MATHER GROUP, LLC. | 195,562 | $6.0M | 0.1% | 1.7% | +233.5% |
| 7 | Wealthcare Advisory Partners LLC | 150,731 | $4.6M | 0.1% | 1.3% | +6.2% |
| 8 | FIDUCIARY FINANCIAL ADVISORSNEW | 121,915 | $3.7M | 0.4% | 1.1% | new |
| 9 | Accurate Wealth Management, LLC | 88,373 | $2.7M | 0.3% | 0.8% | -9.4% |
| 10 | Cambridge Investment Research Advisors, Inc. | 79,558 | $2,448 | 0.0% | 0.7% | +100.0% |
| 11 | Manhattan West Asset Management, LLCNEW | 45,085 | $1.4M | 0.2% | 0.4% | new |
| 12 | MML INVESTORS SERVICES, LLC | 40,433 | $1.2M | 0.0% | 0.3% | +11.4% |
| 13 | Private Advisory Group LLC | 34,771 | $1.1M | 0.1% | 0.3% | 0.0% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 34,665 | $1.1M | 0.0% | 0.3% | +12.4% |
| 15 | JPMORGAN CHASE & CO | 30,322 | $932,098 | 0.0% | 0.3% | +30.1% |
| 16 | BANK OF MONTREAL /CAN/ | 19,831 | $610,002 | 0.0% | 0.2% | -0.3% |
| 17 | Aptus Capital Advisors, LLC | 11,114 | $341,867 | 0.0% | 0.1% | +59.2% |
| 18 | Steward Partners Investment Advisory, LLC | 8,864 | $272,657 | 0.0% | 0.1% | +1566.2% |
| 19 | Betterment LLC | 6,902 | $212 | 0.0% | 0.1% | -15.9% |
| 20 | Inspire Advisors, LLC | 6,581 | $202,443 | 0.0% | 0.1% | -17.5% |
| 21 | MERCER GLOBAL ADVISORS INC /ADVNEW | 3,534 | $108,717 | 0.0% | 0% | new |
| 22 | AE Wealth Management LLC | 144 | $4,429 | 0.0% | 0% | -53.1% |
| 23 | Triumph Capital Management | 100 | $3,076 | 0.0% | 0% | 0.0% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | 70 | $2,153 | 0.0% | 0% | new |
| 25 | OSAIC HOLDINGS, INC.NEW | 43 | $1,322 | 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.