RSSB

Rtrn Stack Glbl Stk & Bd ETF

+$17.4M

Net Activity

Institutions Holding

44

Popularity Rank

#6307

Avg Weight

1.41%

Total Value

$319.8M

Ownership Trend

44 institutions currently hold RSSB, with 30 net buyers and 18 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

18

Net Buying Institutions

30

Key Holders

Key Holders

Top 5 by Value

CL
Cwm, LLC
$108.7M
FS
Ferguson Shapiro LLC
$47.4M
WI
WJ Interests, LLC
$44.4M
IW
Integrated Wealth Concepts LLC
$28.8M
WW
Wright Wealth LLC
$16.2M

Top 5 by Conviction

WI
WJ Interests, LLC
17.05%
FS
Ferguson Shapiro LLC
14.45%
WW
Wright Wealth LLC
10.82%
CA
Cohalo Advisory LLC
5.03%
BP
BLVD Private Wealth, LLC
4.09%
View all 44 holding institutions

Quarterly Activity

Recent Activity

+$278.7M

Total Buy Value

$52.0M

Total Sell Value

New buy13
Trim11
Add17
Sold out7

30

Net Buyers

18

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding RTRN STACK GLBL STK & BD ETF (RSSB)?
Major stakeholders currently include Cwm, LLC ($108.7M), Ferguson Shapiro LLC ($47.4M), WJ Interests, LLC ($44.4M). Based on the latest 13F filings, there are a total of 44 tracked investment funds and institutions maintaining positions in RSSB.
What is the overall institutional sentiment toward RSSB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $17.4M, driven by 30 managers accumulating shares while 18 reduced their exposure.
Which institutions have been selling or reducing their RSSB positions?
In the latest period, 11 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $52.0M.
Are there any notable investors adding RSSB to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $278.7M.

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