Who Owns RETURN STACKED BONDS & MANAGED FUTURES ETF (RSBT)? -- Institutional Holders (2026-06-30)

22 institutions reported holding $55.1M of RETURN STACKED BONDS & MANAGED FUTURES ETF (RSBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MATHER GROUP, LLC. ($8.9M), Integrated Wealth Concepts LLC ($7.7M), World Investment Advisors ($7.3M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($5.6M), COMMONWEALTH EQUITY SERVICES, LLC ($5.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MATHER GROUP, LLC.	$8.9M	468,556	Added
2	Integrated Wealth Concepts LLC	$7.7M	403,047	Added
3	World Investment Advisors	$7.3M	385,308	Hold
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.6M	293,144	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$5.0M	262,392	Added
6	Innova Wealth Partners	$4.7M	245,069	Added
7	BWM Planning, LLC	$3.9M	202,643	Added
8	Trailhead Planners LLC	$2.8M	146,697	Added
9	Wright Wealth LLC	$2.7M	141,559	Added
10	WealthTrak Capital Management LLC	$2.0M	102,664	Added
11	Fermata Advisors, LLC	$1.7M	90,821	Added
12	SteelPeak Wealth, LLC	$1.3M	67,699	Added
13	Betterment LLC	$511,000	26,836	Added
14	Manhattan West Asset Management, LLC	$371,773	19,525	New
15	Professional Financial Advisors, LLC	$287,180	15,083	Trimmed
16	Accurate Wealth Management, LLC	$255,751	13,489	Trimmed
17	Aptus Capital Advisors, LLC	$102,283	5,372	Added
18	Wealth Enhancement Trust Services, Inc.	$77,207	4,055	New
19	Farther Finance Advisors, LLC	$44,582	2,342	Added
20	Luminist Capital LLC	$30,217	1,587	New
21	Kovack Advisors, Inc.	$0	0	Exited
22	Worth Asset Management, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30