RSSB icon

Return Stacked Global Stocks & Bonds ETF

29 hedge funds and large institutions have $206M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$90.9M
WI
2
WJ Interests
Texas
$44.8M
IWC
3
Integrated Wealth Concepts
Massachusetts
$22.3M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.52M
OPWM
5
Oregon Pacific Wealth Management
Oregon
$7.23M
AP
6
Aspect Partners
Virginia
$6.85M
BPW
7
BLVD Private Wealth
Kentucky
$5.05M
WIA
8
World Investment Advisors
California
$4.44M
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$3.22M
AWM
10
Accurate Wealth Management
Florida
$2.96M
PFA
11
Professional Financial Advisors
Nebraska
$2.19M
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.62M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M
FA
14
Fermata Advisors
California
$1.04M
PAG
15
Private Advisory Group
Washington
$1.01M
Jane Street
16
Jane Street
New York
$718K
WAM
17
Worth Asset Management
Texas
$446K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$229K
MML Investors Services
19
MML Investors Services
Massachusetts
$229K
BWMG
20
Barnes Wealth Management Group
California
$217K
ACA
21
Aptus Capital Advisors
Alabama
$103K
Wells Fargo
22
Wells Fargo
California
$95K
CA
23
Cohalo Advisory
Washington
$72.8K
TWD
24
True Wealth Design
Ohio
$19.7K
FFA
25
Farther Finance Advisors
California
$15.4K