RSSY Institutional Ownership
Return Stacked U.S. Stocks & Fu
1W: +1.3%
YTD: +2.1%
$26.61
+0.10 (+0.38%)
Overview
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Institutional Ownership — RSSY
16
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
54M
Total Invested
3
New Positions
5
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | 404,017 | $11M | +331,079 | +453.9% | 2Q | SEC ↗ |
| 2 | KIM, LLC | 340,000 | $9M | -1,245,000 | -78.5% | 9Q | SEC ↗ |
| 3 | Private Advisory Group LLC | 300,995 | $8M | -8,608 | -2.8% | 8Q | SEC ↗ |
| 4 | McGrath & Associates, Inc. | 297,185 | $8M | +13,167 | +4.6% | 7Q | SEC ↗ |
| 5 | Innova Wealth Partners | 246,565 | $7M | +45,461 | +22.6% | 7Q | SEC ↗ |
| 6 | Wright Wealth LLC | 190,364 | $5M | -3,785 | -1.9% | 3Q | SEC ↗ |
| 7 | WJ Interests, LLC | 109,594 | $3M | -6,865 | -5.9% | 4Q | SEC ↗ |
| 8 | Accurate Wealth Management, LLC | 77,936 | $2M | -11,621 | -13.0% | 8Q | SEC ↗ |
| 9 | Bravias Capital Group, LLC | 69,613 | $2M | +18,741 | +36.8% | 7Q | SEC ↗ |
| 10 | SteelPeak Wealth, LLC | 28,425 | $756K | +2,319 | +8.9% | 2Q | SEC ↗ |
| 11 | AE Wealth Management LLC NEW | 26,460 | $704K | — | +0.0% | 1Q | SEC ↗ |
| 12 | BlackDiamond Wealth Management, LLC | 23,539 | $626K | — | +0.0% | 6Q | SEC ↗ |
| 13 | AlphaCore Capital LLC NEW | 3,975 | $106K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cohalo Advisory LLC | 2,334 | $62K | -22 | -0.9% | 7Q | SEC ↗ |
| 15 | UBS Group AG NEW | 296 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -30,608 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| AE Wealth Management LLC | 26,460 | $704K |
| AlphaCore Capital LLC | 3,975 | $106K |
| UBS Group AG | 296 | $8K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 30,608 | $814K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | +331,079 | +453.9% | 404,017 |
| Innova Wealth Partners | +45,461 | +22.6% | 246,565 |
| Bravias Capital Group, LLC | +18,741 | +36.8% | 69,613 |
| McGrath & Associates, Inc. | +13,167 | +4.6% | 297,185 |
| SteelPeak Wealth, LLC | +2,319 | +8.9% | 28,425 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KIM, LLC | -1,245,000 | -78.5% | 340,000 |
| Accurate Wealth Management, LLC | -11,621 | -13.0% | 77,936 |
| Private Advisory Group LLC | -8,608 | -2.8% | 300,995 |
| WJ Interests, LLC | -6,865 | -5.9% | 109,594 |
| Wright Wealth LLC | -3,785 | -1.9% | 190,364 |
| Cohalo Advisory LLC | -22 | -0.9% | 2,334 |