Return Stacked Global Stocks & Bonds ETF (RSSB)

ETF ยท Cboe BZX

Return Stacked Global Stocks & Bonds ETF (RSSB) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 4, 2023.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
December 4, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 43 institutions reported holding RSSB, with 7.9 million shares worth $242.7 million in aggregate. The largest reported holder was WJ Interests, with 1.7 million shares worth $52.5 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
WJ Interests1,705,976$52MAdded 4.56%
Ferguson Shapiro1,451,043$45MReduced 16.79%
Integrated Wealth Concepts1,035,859$32MReduced 2.04%
Wright Wealth615,409$19MAdded 3.58%
Commonwealth Equity Services499,035$15MAdded 2.39%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is RSSB?

Return Stacked Global Stocks & Bonds ETF (RSSB) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 4, 2023.

Who are the largest institutional holders of RSSB?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of RSSB were WJ Interests, Ferguson Shapiro and Integrated Wealth Concepts.

How many institutions own RSSB?

43 institutions reported a position in RSSB for the quarter ended June 30, 2026, worth $242.7 million in total.

Did institutions buy or sell RSSB last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for RSSB.

Every reported institutional holder, plus insider and congressional trades in RSSB, on SentiSense.