Who Owns RETURN STACKED GLOBAL STOCKS & BONDS ETF (RSSB)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $242.7M of RETURN STACKED GLOBAL STOCKS & BONDS ETF (RSSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: WJ Interests, LLC ($52.5M), Ferguson Shapiro LLC ($44.6M), Integrated Wealth Concepts LLC ($31.9M), Wright Wealth LLC ($18.9M), COMMONWEALTH EQUITY SERVICES, LLC ($15.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WJ Interests, LLC	$52.5M	1.7M	Added
2	Ferguson Shapiro LLC	$44.6M	1.5M	Trimmed
3	Integrated Wealth Concepts LLC	$31.9M	1.0M	Trimmed
4	Wright Wealth LLC	$18.9M	615,409	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$15.4M	499,035	Added
6	Professional Financial Advisors, LLC	$13.3M	432,593	Added
7	Aspect Partners, LLC	$8.9M	289,040	Added
8	World Investment Advisors	$8.4M	307,301	Hold
9	MATHER GROUP, LLC.	$6.0M	195,562	Added
10	BLVD Private Wealth, LLC	$5.1M	167,074	Trimmed
11	Fermata Advisors, LLC	$4.9M	160,634	Added
12	Wealthcare Advisory Partners LLC	$4.6M	150,731	Added
13	ACTION POINT FINANCIAL PLANNING, LLC	$3.7M	121,915	New
14	FIRST BUSINESS FINANCIAL SERVICES, INC.	$3.6M	118,108	Added
15	Accurate Wealth Management, LLC	$2.7M	88,373	Trimmed
16	Nicholas Hoffman & Company, LLC.	$2.3M	75,145	Added
17	Oregon Pacific Wealth Management, LLC	$1.7M	56,346	Trimmed
18	RHS Financial, LLC	$1.7M	54,570	New
19	Manhattan West Asset Management, LLC	$1.4M	45,085	New
20	MML INVESTORS SERVICES, LLC	$1.2M	40,433	Added
21	Cambridge Investment Research Advisors, Inc.	$1.2M	39,779	Hold
22	Private Advisory Group LLC	$1.1M	34,771	Hold
23	Ballast Rock Private Wealth LLC	$1.1M	34,678	Added
24	ENVESTNET ASSET MANAGEMENT INC	$1.1M	34,665	Added
25	JPMORGAN CHASE & CO	$932,098	30,322	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30