Who Owns Return Stacked Bonds & Managed Futures ETF (RSBT)?Hedge Fund & Institutional Holders

$18.96-0.13 (-0.68%)Financial ServicesBATS

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$7.000699339023054e+52T

% of Float Held

—

QoQ Change in Holders

+9 / -0

Price History

$15.45$16.52$17.60$18.68$19.75Sep 24Jun 25Mar 26

RSBT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BWM Planning, LLCNew Position+218K+$3.9M
Wright Wealth LLCNew Position+137K+$2.4M
Trailhead Planners LLCNew Position+87K+$1.6M
Professional Financial Advisors, LLCNew Position+84K+$1.5M
Accurate Wealth Management, LLCNew Position+67K+$1.2M
SteelPeak Wealth, LLCNew Position+32K+$580K
Worth Asset Management, LLCNew Position+18K+$327K
Betterment LLCIncreased+597+$23K
CWM, LLCNew Position+740+$13K
COMMONWEALTH EQUITY SERVICES, LLCNew Position+14K+$0
Aptus Capital Advisors, LLCIncreased+2K+$-26.4M
Fermata Advisors, LLCIncreased+19K+$-293.5M
WealthTrak Capital Management LLCIncreased+3K+$-1.7B
Innova Wealth PartnersIncreased+17K+$-2.7B
Integrated Wealth Concepts LLCIncreased+109K+$-5.4B

RSBT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
World Investment AdvisorsDecreased-64K-$7.9B
JANE STREET GROUP, LLCDecreased-30K-$790.9M
Farther Finance Advisors, LLCDecreased-81-$39.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Integrated Wealth Concepts LLC418,615$7.0M0.08%Share
2World Investment Advisors390,283$7.0M0.13%Share
3BWM Planning, LLC217,801$3.9M1.04%Share
4Innova Wealth Partners170,443$3.1M1.54%Share
5Wright Wealth LLC133,894$2.4M1.56%Share
6WealthTrak Capital Management LLC99,378$1.8M1.27%Share
7Trailhead Planners LLC87,465$1.6M1.54%Share
8Professional Financial Advisors, LLC83,760$1.5M0.31%Share
9Accurate Wealth Management, LLC66,842$1.2M0.16%Share
10Fermata Advisors, LLC35,953$644K0.15%Share
11SteelPeak Wealth, LLC32,390$580K0.02%Share
12Betterment LLC24,695$443K0.00%Share
13Worth Asset Management, LLC10,268$184K0.08%Share
14Worth Asset Management, LLC7,908$141K0.06%Share
15Wright Wealth LLC2,733$48K0.03%Share
16Farther Finance Advisors, LLC2,166$38K0.00%Share
17CWM, LLC740$13K0.00%Share
18Worth Asset Management, LLC139$2K0.00%Share
19Aptus Capital Advisors, LLC3,128$00.00%Share
20TCTC Holdings, LLC11$00.00%Share
21JANE STREET GROUP, LLC14,930$00.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC14,251$00.00%Share

RSBT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$31.5M+9
Q3 202510$18.8B-10
Q2 202520$22.0B-3
Q1 202523$30.0B+9
Q4 202414$326.8B+7
Q3 20247$11.4T+0
Q2 20247$10.4T+3
Q1 20244$10.9B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 22 institutional investors hold RSBT (Return Stacked Bonds & Managed Futures ETF). The largest holder is Integrated Wealth Concepts LLC with $7.0M in shares. This quarter, 9 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own RSBT?

As of Q4 2025, 22 institutional investors report holding RSBT (Return Stacked Bonds & Managed Futures ETF) in their 13F filings.

Who is the largest institutional holder of RSBT?

The largest institutional holder of RSBT is Integrated Wealth Concepts LLC with $7.0M in shares.

Is institutional ownership of RSBT increasing or decreasing?

This quarter, 9 institutions opened new positions in RSBT and 0 closed their positions.