Who owns Return Stacked Global Stocks & Bonds ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RSSB from SEC Form 13F filings across 43 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, 43 institutions disclosed 7.9M shares of Return Stacked Global Stocks & Bonds ETF worth $242.7M — about 68.4% of shares outstanding; the largest disclosed holder is WJ Interests, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$242.7M
value, 2026 filers
68.4%
of shares outstanding (7.9M sh)
6
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 | Ferguson Shapiro LLC | 1.5M | $44.6M | 13.1% | 12.5% | -16.8% |
| 3 | Integrated Wealth Concepts LLC | 1.0M | $31.9M | 0.2% | 8.9% | -2.0% |
| 4 | Wright Wealth LLC | 615,409 | $18.9M | 11.4% | 5.3% | +3.6% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 499,035 | $15.4M | 0.0% | 4.3% | +2.4% |
| 6 | Professional Financial Advisors, LLC | 432,593 | $13.3M | 2.3% | 3.7% | +1.3% |
| 7 | World Investment Advisors | 307,301 | $8.4M | 0.1% | 2.7% | 0.0% |
| 8 | Aspect Partners, LLC | 289,040 | $8.9M | 3.3% | 2.5% | +3.3% |
| 9 | MATHER GROUP, LLC. | 195,562 | $6.0M | 0.1% | 1.7% | +233.5% |
| 10 | BLVD Private Wealth, LLC | 167,074 | $5.1M | 3.8% | 1.4% | -3.5% |
| 11 | Fermata Advisors, LLC | 160,634 | $4.9M | 1.0% | 1.4% | +17.6% |
| 12 | Wealthcare Advisory Partners LLC | 150,731 | $4.6M | 0.1% | 1.3% | +6.2% |
| 13 | FIDUCIARY FINANCIAL ADVISORSNEW | 121,915 | $3.7M | 0.4% | 1.1% | new |
| 14 | First Business Financial Services, Inc. | 118,108 | $3.6M | 0.3% | 1% | +51.0% |
| 15 | Accurate Wealth Management, LLC | 88,373 | $2.7M | 0.3% | 0.8% | -9.4% |
| 16 | Nicholas Hoffman & Company, LLC. | 75,145 | $2.3M | 0.0% | 0.6% | +13.0% |
| 17 | Oregon Pacific Wealth Management, LLC | 56,346 | $1.7M | 1.6% | 0.5% | -1.2% |
| 18 | RHS Financial, LLCNEW | 54,570 | $1.7M | 0.7% | 0.5% | new |
| 19 | Manhattan West Asset Management, LLCNEW | 45,085 | $1.4M | 0.2% | 0.4% | new |
| 20 | MML INVESTORS SERVICES, LLC | 40,433 | $1.2M | 0.0% | 0.3% | +11.4% |
| 21 | Cambridge Investment Research Advisors, Inc. | 39,779 | $1.2M | 0.0% | 0.3% | 0.0% |
| 22 | Private Advisory Group LLC | 34,771 | $1.1M | 0.1% | 0.3% | 0.0% |
| 23 | Ballast Rock Private Wealth LLC | 34,678 | $1.1M | 0.5% | 0.3% | +34.0% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 34,665 | $1.1M | 0.0% | 0.3% | +12.4% |
| 25 | JPMORGAN CHASE & CO | 30,322 | $932,098 | 0.0% | 0.3% | +30.1% |
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.