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Return Stacked Global Stocks & Bonds ETF

23 hedge funds and large institutions have $185M invested in Return Stacked Global Stocks & Bonds ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
12
Reduced
5
Closed
1
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
$80.3M 3,427,200 +273,888 +9%
WI
2
WJ Interests
Texas
$38.6M 1,648,630 +267,464 +19%
IWC
3
Integrated Wealth Concepts
Massachusetts
$21.4M 913,069 -186,745 -17%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.24M 351,752 +2,682 +0.8%
OPWM
5
Oregon Pacific Wealth Management
Oregon
$6.74M 287,766 +28,246 +11%
AP
6
Aspect Partners
Virginia
$5.85M 249,652 -5,291 -2%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$4.98M 212,360 +212,360 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.08M 174,085 -16,657 -9%
WIA
9
World Investment Advisors
California
$3M 128,058 +46,906 +58%
RA
10
RFG Advisory
Alabama
$2.86M 122,130 -11,478 -9%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$2.47M 105,533 +41,326 +64%
AWM
12
Accurate Wealth Management
Florida
$2.4M 108,276 +91,388 +541%
PFA
13
Professional Financial Advisors
Nebraska
$1.89M 80,490 +829 +1%
FA
14
Fermata Advisors
California
$595K 25,382 +16,479 +185%
Jane Street
15
Jane Street
New York
$409K 17,439 -5,966 -25%
WAM
16
Worth Asset Management
Texas
$373K 15,920 +2,894 +22%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$287K 12,243 +1,508 +14%
FFA
18
Farther Finance Advisors
California
$44.5K 1,889 +1,889 New
NCM
19
Northwest Capital Management
Oregon
$8.34K 356 +73 +26%
CA
20
Continuum Advisory
Idaho
$6.87K 293
Wells Fargo
21
Wells Fargo
California
$6.72K 287 +287 New
UBS Group
22
UBS Group
Switzerland
$2.06K 88 +88 New
EWA
23
EverSource Wealth Advisors
Alabama
$1.97K 84 +84 New
CP
24
Cumberland Partners
Ontario, Canada
-15,000 Closed
CFGS
25
Concourse Financial Group Securities
Alabama