RSBT Institutional Ownership
Return Stacked Bonds & Managed Futures ETF
1W: -0.5%
1M: +2.0%
3M: +1.8%
YTD: +7.7%
1Y: +10.7%
3Y: +9.6%
$19.49
+0.01 (+0.05%)
Weekly Expected Move ±1.0%
$19
$19
$19
$20
$20
Overview
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Holdings
Changes
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Institutional Ownership — RSBT
22
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
3
New Positions
14
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | 468,556 | 9M | +308,805 | +193.3% | 2Q | SEC ↗ |
| 2 | Integrated Wealth Concepts LLC | 403,047 | 8M | +24,667 | +6.5% | 11Q | SEC ↗ |
| 3 | World Investment Advisors | 385,308 | 8M | — | +0.0% | 11Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 293,144 | 6M | +21,756 | +8.0% | 2Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 262,392 | 5M | +205,852 | +364.1% | 6Q | SEC ↗ |
| 6 | Innova Wealth Partners | 245,069 | 5M | +18,083 | +8.0% | 7Q | SEC ↗ |
| 7 | BWM Planning, LLC | 202,643 | 4M | +26,639 | +15.1% | 8Q | SEC ↗ |
| 8 | Trailhead Planners LLC | 146,697 | 3M | +45,754 | +45.3% | 3Q | SEC ↗ |
| 9 | Wright Wealth LLC | 141,559 | 3M | +5,376 | +3.9% | 3Q | SEC ↗ |
| 10 | WealthTrak Capital Management LLC | 102,664 | 2M | +1,796 | +1.8% | 7Q | SEC ↗ |
| 11 | Fermata Advisors, LLC | 90,821 | 2M | +46,221 | +103.6% | 4Q | SEC ↗ |
| 12 | SteelPeak Wealth, LLC | 67,699 | 1M | +5,223 | +8.4% | 3Q | SEC ↗ |
| 13 | Betterment LLC | 26,836 | 523K | +135 | +0.5% | 7Q | SEC ↗ |
| 14 | Manhattan West Asset Management, LLC NEW | 19,525 | 381K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Professional Financial Advisors, LLC | 15,083 | 294K | -281 | -1.8% | 11Q | SEC ↗ |
| 16 | Accurate Wealth Management, LLC | 13,489 | 263K | -15,987 | -54.2% | 7Q | SEC ↗ |
| 17 | Aptus Capital Advisors, LLC | 5,372 | 105K | +2,244 | +71.7% | 5Q | SEC ↗ |
| 18 | Wealth Enhancement Trust Services, Inc NEW | 4,055 | 79K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC | 2,342 | 46K | +176 | +8.1% | 6Q | SEC ↗ |
| 20 | Luminist Capital LLC NEW | 1,587 | 31K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CWM, LLC | 740 | 14K | — | +0.0% | 6Q | SEC ↗ |
| 22 | TCTC Holdings, LLC | 0 | 0K | -11 | -100.0% | 7Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 0 | 0K | -14,930 | -100.0% | 3Q | SEC ↗ |
| 24 | Worth Asset Management, LLC | 0 | 0K | -22,613 | -100.0% | 3Q | SEC ↗ |
| 25 | Kovack Advisors, Inc. | 0 | 0K | -20,101 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Manhattan West Asset Management, LL | 19,525 | 381K |
| Wealth Enhancement Trust Services, | 4,055 | 79K |
| Luminist Capital LLC | 1,587 | 31K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Worth Asset Management, LLC | 22,613 | 441K |
| Kovack Advisors, Inc. | 20,101 | 392K |
| JANE STREET GROUP, LLC | 14,930 | 291K |
| TCTC Holdings, LLC | 11 | 0K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | +308,805 | +193.3% | 468,556 |
| COMMONWEALTH EQUITY SERVICES, LLC | +205,852 | +364.1% | 262,392 |
| Fermata Advisors, LLC | +46,221 | +103.6% | 90,821 |
| Trailhead Planners LLC | +45,754 | +45.3% | 146,697 |
| BWM Planning, LLC | +26,639 | +15.1% | 202,643 |
| Integrated Wealth Concepts LLC | +24,667 | +6.5% | 403,047 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +21,756 | +8.0% | 293,144 |
| Innova Wealth Partners | +18,083 | +8.0% | 245,069 |
| Wright Wealth LLC | +5,376 | +3.9% | 141,559 |
| SteelPeak Wealth, LLC | +5,223 | +8.4% | 67,699 |
| Aptus Capital Advisors, LLC | +2,244 | +71.7% | 5,372 |
| WealthTrak Capital Management LLC | +1,796 | +1.8% | 102,664 |
| Farther Finance Advisors, LLC | +176 | +8.1% | 2,342 |
| Betterment LLC | +135 | +0.5% | 26,836 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Accurate Wealth Management, LLC | -15,987 | -54.2% | 13,489 |
| Professional Financial Advisors, LL | -281 | -1.8% | 15,083 |