Who Owns RETURN STACKED (RSST)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $183.0M of RETURN STACKED (RSST) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONTINUUM WEALTH ADVISORS, LLC ($17.8M), Private Advisory Group LLC ($16.5M), COMMONWEALTH EQUITY SERVICES, LLC ($11.4M), ENVESTNET ASSET MANAGEMENT INC ($10.9M), MML INVESTORS SERVICES, LLC ($10.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONTINUUM WEALTH ADVISORS, LLC$17.8M543,798Added
2Private Advisory Group LLC$16.5M504,186Added
3COMMONWEALTH EQUITY SERVICES, LLC$11.4M349,738Added
4ENVESTNET ASSET MANAGEMENT INC$10.9M333,408Trimmed
5MML INVESTORS SERVICES, LLC$10.8M330,874Added
6Triton Wealth Management, PLLC$8.4M257,300Added
7Integrated Wealth Concepts LLC$7.9M241,536Added
8Innova Wealth Partners$7.7M236,651Added
9BWM Planning, LLC$7.5M229,946Added
10Sigma Planning Corp$7.0M215,405Added
11Brookwood Investment Group LLC$6.5M198,479Added
12WealthTrak Capital Management LLC$6.3M191,732Trimmed
13Fermata Advisors, LLC$5.7M173,074Added
14Professional Financial Advisors, LLC$5.1M155,835Added
15Wright Wealth LLC$4.6M142,155Trimmed
16World Investment Advisors$4.6M161,834Hold
17Accurate Wealth Management, LLC$4.5M134,971Added
18McGrath & Associates, Inc.$4.2M129,778Added
19Planned Solutions, Inc.$3.8M114,826Trimmed
20BlackDiamond Wealth Management, LLC$3.3M98,456Added
21CLG LLC$2.8M85,453New
22STAPP WEALTH MANAGEMENT, PLLC$2.5M76,873Added
23Magnolia Private Wealth, LLC$2.0M61,874Trimmed
24MATHER GROUP, LLC.$1.8M53,733Added
25BANK OF MONTREAL /CAN/$1.6M47,961Added

来源：SEC 13F 申报文件 · 截至 2026-06-30