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.

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
9
Increased
14
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$90.9M 3,469,787 +42,587 +1%
WI
2
WJ Interests
Texas
$44.8M 1,708,092 +59,462 +4%
IWC
3
Integrated Wealth Concepts
Massachusetts
$22.3M 850,114 -62,955 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.52M 363,327 +11,575 +3%
OPWM
5
Oregon Pacific Wealth Management
Oregon
$7.23M 275,827 -11,939 -4%
AP
6
Aspect Partners
Virginia
$6.85M 261,217 +11,565 +5%
BPWL
7
BLVD Private Wealth, LLC
Kentucky
$5.05M 192,663 +192,663 New
WIA
8
World Investment Advisors
California
$4.44M 169,557 +41,499 +32%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$3.22M 122,876 +17,343 +16%
AWM
10
Accurate Wealth Management
Florida
$2.96M 112,621 +4,345 +4%
PFA
11
Professional Financial Advisors
Nebraska
$2.19M 83,524 +3,034 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.62M 61,887 -150,473 -71%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M 41,520 -132,565 -76%
FA
14
Fermata Advisors
California
$1.04M 39,555 +14,173 +56%
PAG
15
Private Advisory Group
Washington
$1.01M 38,442 +38,442 New
Jane Street
16
Jane Street
New York
$718K 27,412 +9,973 +57%
WAM
17
Worth Asset Management
Texas
$446K 17,019 +1,099 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$229K 8,744 +8,744 New
MML Investors Services
19
MML Investors Services
Massachusetts
$229K 8,744 +8,744 New
BWMG
20
Barnes Wealth Management Group
California
$217K 8,278 +8,278 New
ACA
21
Aptus Capital Advisors
Alabama
$103K 3,937 +3,937 New
Wells Fargo
22
Wells Fargo
California
$95K 3,625 +3,338 +1,163%
CA
23
Cohalo Advisory
Washington
$72.8K 2,778 +2,778 New
TWD
24
True Wealth Design
Ohio
$19.7K 752 +752 New
FFA
25
Farther Finance Advisors
California
$15.4K 589 -1,300 -69%