RSST Institutional Ownership
Return Stacked U.S. Stocks & Managed Futures ETF
1W: +0.1%
1M: +5.2%
3M: +9.2%
YTD: +25.3%
1Y: +33.4%
3Y: +81.7%
$35.80
+0.42 (+1.20%)
Weekly Expected Move ±1.5%
$35
$35
$36
$36
$37
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — RSST
73
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
183M
Total Invested
17
New Positions
32
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (76 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 2,256,877 | $81M | +63,920 | +2.9% | 9Q | SEC ↗ |
| 2 | CONTINUUM WEALTH ADVISORS, LLC | 543,798 | $19M | +106,738 | +24.4% | 8Q | SEC ↗ |
| 3 | Private Advisory Group LLC | 504,186 | $18M | +55,100 | +12.3% | 9Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 349,738 | $13M | +28,237 | +8.8% | 9Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 333,408 | $12M | -351 | -0.1% | 9Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC | 330,874 | $12M | +24,290 | +7.9% | 9Q | SEC ↗ |
| 7 | Triton Wealth Management, PLLC | 257,300 | $9M | +16,853 | +7.0% | 5Q | SEC ↗ |
| 8 | Integrated Wealth Concepts LLC | 241,536 | $9M | +14,304 | +6.3% | 11Q | SEC ↗ |
| 9 | Innova Wealth Partners | 236,651 | $8M | +29,863 | +14.4% | 7Q | SEC ↗ |
| 10 | BWM Planning, LLC | 229,946 | $8M | +4,481 | +2.0% | 8Q | SEC ↗ |
| 11 | Sigma Planning Corp | 215,405 | $8M | +1,305 | +0.6% | 9Q | SEC ↗ |
| 12 | Brookwood Investment Group LLC | 198,479 | $7M | +40,726 | +25.8% | 2Q | SEC ↗ |
| 13 | WealthTrak Capital Management LLC | 191,732 | $7M | -2,892 | -1.5% | 7Q | SEC ↗ |
| 14 | Fermata Advisors, LLC | 173,074 | $6M | +16,125 | +10.3% | 6Q | SEC ↗ |
| 15 | World Investment Advisors | 161,834 | $6M | — | +0.0% | 11Q | SEC ↗ |
| 16 | Professional Financial Advisors, LLC | 155,835 | $6M | +7,460 | +5.0% | 11Q | SEC ↗ |
| 17 | Wright Wealth LLC | 142,155 | $5M | -907 | -0.6% | 3Q | SEC ↗ |
| 18 | Accurate Wealth Management, LLC | 134,971 | $5M | +2,624 | +2.0% | 8Q | SEC ↗ |
| 19 | McGrath & Associates, Inc. | 129,778 | $5M | +4,452 | +3.6% | 7Q | SEC ↗ |
| 20 | Planned Solutions, Inc. | 114,826 | $4M | -8,199 | -6.7% | 7Q | SEC ↗ |
| 21 | BlackDiamond Wealth Management, LLC | 98,456 | $4M | +5,086 | +5.4% | 12Q | SEC ↗ |
| 22 | CLG LLC NEW | 85,453 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 23 | STAPP WEALTH MANAGEMENT, PLLC | 76,873 | $3M | +2,519 | +3.4% | 5Q | SEC ↗ |
| 24 | Magnolia Private Wealth, LLC | 61,874 | $2M | -23,866 | -27.8% | 7Q | SEC ↗ |
| 25 | MATHER GROUP, LLC. | 53,733 | $2M | +3,050 | +6.0% | 2Q | SEC ↗ |
| 26 | BANK OF MONTREAL /CAN | 47,961 | $2M | +1,540 | +3.3% | 6Q | SEC ↗ |
| 27 | RHS Financial, LLC | 46,477 | $2M | -9,446 | -16.9% | 10Q | SEC ↗ |
| 28 | Bravias Capital Group, LLC | 46,312 | $2M | +10,688 | +30.0% | 7Q | SEC ↗ |
| 29 | Lunt Capital Management, Inc. | 41,791 | $1M | -1,344 | -3.1% | 2Q | SEC ↗ |
| 30 | Optivise Advisory Services LLC NEW | 41,090 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Wealthcare Advisory Partners LLC | 37,119 | $1M | +2,630 | +7.6% | 11Q | SEC ↗ |
| 32 | Advisory Services Network, LLC | 33,457 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 33 | Worth Asset Management, LLC | 31,207 | $1M | +3,449 | +12.4% | 4Q | SEC ↗ |
| 34 | Orion Porfolio Solutions, LLC | 28,532 | $1M | -993 | -3.4% | 10Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 27,243 | $975K | +417 | +1.6% | 8Q | SEC ↗ |
| 36 | Oregon Pacific Wealth Management, LLC | 25,157 | $901K | -175 | -0.7% | 7Q | SEC ↗ |
| 37 | Ascentis Wealth Management, LLC | 24,989 | $895K | +1,096 | +4.6% | 7Q | SEC ↗ |
| 38 | SteelPeak Wealth, LLC | 21,659 | $775K | +1,823 | +9.2% | 2Q | SEC ↗ |
| 39 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 18,422 | $660K | — | +0.0% | 1Q | SEC ↗ |
| 40 | WELLINGTON-ALTUS USA INC. | 17,817 | $638K | -2,110 | -10.6% | 1Q | SEC ↗ |
| 41 | Atria Investments, Inc | 15,393 | $551K | +969 | +6.7% | 7Q | SEC ↗ |
| 42 | Claro Advisors Inc. | 12,816 | $459K | +641 | +5.3% | 6Q | SEC ↗ |
| 43 | Legacy Wealth Managment, LLC/ID | 11,900 | $426K | +4,976 | +71.9% | 4Q | SEC ↗ |
| 44 | MOSELEY INVESTMENT MANAGEMENT INC | 10,664 | $382K | -113 | -1.0% | 8Q | SEC ↗ |
| 45 | Foguth Wealth Management, LLC. | 8,596 | $308K | +1,503 | +21.2% | 2Q | SEC ↗ |
| 46 | Manhattan West Asset Management, LLC NEW | 7,824 | $280K | — | +0.0% | 1Q | SEC ↗ |
| 47 | True Wealth Design, LLC | 7,647 | $274K | — | +0.0% | 5Q | SEC ↗ |
| 48 | Barnes Wealth Management Group, Inc NEW | 7,331 | $262K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Ameritas Advisory Services, LLC NEW | 6,298 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Steward Partners Investment Advisory, NEW | 5,874 | $210K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| CLG LLC | 85,453 | $3M |
| Optivise Advisory Services LLC | 41,090 | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 18,422 | $660K |
| Manhattan West Asset Management, LL | 7,824 | $280K |
| Barnes Wealth Management Group, Inc | 7,331 | $262K |
| Ameritas Advisory Services, LLC | 6,298 | $225K |
| Steward Partners Investment Advisor | 5,874 | $210K |
| AlphaCore Capital LLC | 3,911 | $140K |
| Luminist Capital LLC | 3,209 | $115K |
| Physician Wealth Advisors, Inc. | 375 | $13K |
| CENTRAL TRUST Co | 308 | $11K |
| ISLAY CAPITAL MANAGEMENT, LLC | 300 | $11K |
| Arax Advisory Partners | 200 | $7K |
| Downshift Financial, LLC | 169 | $6K |
| COMPASS FINANCIAL MANAGEMENT LLC | 167 | $6K |
| IFP Advisors, Inc | 165 | $6K |
| MERCER GLOBAL ADVISORS INC /ADV | 12 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WJ Interests, LLC | 218,544 | $8M |
| MORGAN STANLEY | 7,598 | $272K |
| UBS Group AG | 5,383 | $193K |
| Ascentis Independent Advisors | 2,677 | $96K |
| Longview Financial Advisors, Inc. | 225 | $8K |
| AE Wealth Management LLC | 146 | $5K |
| ROYAL BANK OF CANADA | 78 | $3K |
| TCTC Holdings, LLC | 8 | $0K |
Biggest Increases (20)
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Magnolia Private Wealth, LLC | -23,866 | -27.8% | 61,874 |
| RHS Financial, LLC | -9,446 | -16.9% | 46,477 |
| Planned Solutions, Inc. | -8,199 | -6.7% | 114,826 |
| WealthTrak Capital Management LLC | -2,892 | -1.5% | 191,732 |
| WELLINGTON-ALTUS USA INC. | -2,110 | -10.6% | 17,817 |
| Lunt Capital Management, Inc. | -1,344 | -3.1% | 41,791 |
| Orion Porfolio Solutions, LLC | -993 | -3.4% | 28,532 |
| Wright Wealth LLC | -907 | -0.6% | 142,155 |
| ENVESTNET ASSET MANAGEMENT INC | -351 | -0.1% | 333,408 |
| Oregon Pacific Wealth Management, L | -175 | -0.7% | 25,157 |
| MOSELEY INVESTMENT MANAGEMENT INC | -113 | -1.0% | 10,664 |
| Farther Finance Advisors, LLC | -98 | -9.1% | 980 |
| Cohalo Advisory LLC | -28 | -0.9% | 3,131 |