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
+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 Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$90.9M +$1.12M +42,587 +1%
WI
2
WJ Interests
Texas
$44.8M +$1.56M +59,462 +4%
IWC
3
Integrated Wealth Concepts
Massachusetts
$22.3M -$1.65M -62,955 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.52M +$303K +11,575 +3%
OPWM
5
Oregon Pacific Wealth Management
Oregon
$7.23M -$313K -11,939 -4%
AP
6
Aspect Partners
Virginia
$6.85M +$303K +11,565 +5%
BPW
7
BLVD Private Wealth
Kentucky
$5.05M +$5.05M +192,663 New
WIA
8
World Investment Advisors
California
$4.44M +$1.09M +41,499 +32%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$3.22M +$455K +17,343 +16%
AWM
10
Accurate Wealth Management
Florida
$2.96M +$114K +4,345 +4%
PFA
11
Professional Financial Advisors
Nebraska
$2.19M +$79.5K +3,034 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.62M -$3.94M -150,473 -71%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M -$3.47M -132,565 -76%
FA
14
Fermata Advisors
California
$1.04M +$371K +14,173 +56%
PAG
15
Private Advisory Group
Washington
$1.01M +$1.01M +38,442 New
Jane Street
16
Jane Street
New York
$718K +$261K +9,973 +57%
WAM
17
Worth Asset Management
Texas
$446K +$28.8K +1,099 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$229K +$229K +8,744 New
MML Investors Services
19
MML Investors Services
Massachusetts
$229K +$229K +8,744 New
BWMG
20
Barnes Wealth Management Group
California
$217K +$217K +8,278 New
ACA
21
Aptus Capital Advisors
Alabama
$103K +$103K +3,937 New
Wells Fargo
22
Wells Fargo
California
$95K +$87.5K +3,338 +1,163%
CA
23
Cohalo Advisory
Washington
$72.8K +$72.8K +2,778 New
TWD
24
True Wealth Design
Ohio
$19.7K +$19.7K +752 New
FFA
25
Farther Finance Advisors
California
$15.4K -$34.1K -1,300 -69%