Who owns RSBT
Which tracked institutional funds hold RSBT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSBT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RSBT is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RSBT’s largest tracked holder by dollar value, MATHER GROUP, LLC., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RSBT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 19 tracked filers holding RSBT, 16 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RSBT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- Betterment LLC$503K
Largest adds
- MATHER GROUP, LLC.$6M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- Trailhead Planners LLC$890K
- Fermata Advisors, LLC$889K
- Integrated Wealth Concepts LLC$545K
- BWM Planning, LLC$541K
Largest trims
- Accurate Wealth Management, LLC$306K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MATHER GROUP, LLC. added | 468,556 | $9M | 15.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 403,254 | $8M | 13.4% | 2026-Q2 |
| World Investment Advisors | 385,308 | $7M | 12.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 293,144 | $6M | 9.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 262,392 | $5M | 8.7% | 2026-Q2 |
| Innova Wealth Partners added | 245,069 | $5M | 8.1% | 2026-Q2 |
| BWM Planning, LLC added | 202,643 | $4M | 6.7% | 2026-Q2 |
| Trailhead Planners LLC added | 146,697 | $3M | 4.9% | 2026-Q2 |
| Wright Wealth LLC added | 141,559 | $3M | 4.7% | 2026-Q2 |
| WealthTrak Capital Management LLC added | 102,664 | $2M | 3.4% | 2026-Q2 |
| Fermata Advisors, LLC added | 90,821 | $2M | 3.0% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 67,699 | $1M | 2.3% | 2026-Q2 |
| Manhattan West Asset Management, LLC new | 19,525 | $372K | 0.6% | 2026-Q2 |
| Professional Financial Advisors, LLC trimmed | 15,083 | $287K | 0.5% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 13,489 | $256K | 0.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 5,372 | $102K | 0.2% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 4,055 | $77K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,342 | $45K | 0.1% | 2026-Q2 |
| Luminist Capital LLC new | 1,587 | $30K | 0.1% | 2026-Q2 |
| Betterment LLC added | 26,701 | $503K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Worth Asset Management, LLC added | 22,613 | $426K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Kovack Advisors, Inc. new | 20,101 | $379K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 740 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 14,930 | $268K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| TCTC Holdings, LLC | 11 | $197 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Advisors, LLC trimmed | 17,999 | $314K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 21,559 | $349K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Oregon Pacific Wealth Management, LLC trimmed | 21,341 | $346K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| CARDIFF PARK ADVISORS, LLC | 2,920 | $47K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WELLS FARGO & COMPANY/MN added | 2,735 | $44K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG trimmed | 7 | $113 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.