Who owns RSSB
Which tracked institutional funds hold RSSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSSB 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 RSSB is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 4 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
RSSB’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RSSB 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 41 tracked filers holding RSSB, 25 increased or opened the position and 19 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 RSSB 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.
New buyers 4
- FIDUCIARY FINANCIAL ADVISORS$4M
- RHS Financial, LLC$2M
- Manhattan West Asset Management, LLC$1M
- Astoria Portfolio Advisors LLC.$797K
Full exits 3
- CWM, LLC$109M
- JANE STREET GROUP, LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- WJ Interests, LLC$8M
- MATHER GROUP, LLC.$4M
- Integrated Wealth Concepts LLC$3M
- Wright Wealth LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Professional Financial Advisors, LLC$2M
Largest trims
- Ferguson Shapiro LLC$3M
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 |
|---|---|---|---|---|
| WJ Interests, LLC added | 1,705,976 | $52M | 14.5% | 2026-Q2 |
| Ferguson Shapiro LLC trimmed | 1,451,043 | $45M | 12.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 1,035,859 | $32M | 8.8% | 2026-Q2 |
| Wright Wealth LLC added | 615,409 | $19M | 5.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 499,035 | $15M | 4.2% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 432,593 | $13M | 3.7% | 2026-Q2 |
| Aspect Partners, LLC added | 289,040 | $9M | 2.5% | 2026-Q2 |
| World Investment Advisors | 307,301 | $8M | 2.3% | 2026-Q2 |
| MATHER GROUP, LLC. added | 195,562 | $6M | 1.7% | 2026-Q2 |
| BLVD Private Wealth, LLC trimmed | 167,074 | $5M | 1.4% | 2026-Q2 |
| Fermata Advisors, LLC added | 160,634 | $5M | 1.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 150,731 | $5M | 1.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 121,915 | $4M | 1.0% | 2026-Q2 |
| First Business Financial Services, Inc. added | 118,108 | $4M | 1.0% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 88,373 | $3M | 0.8% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. added | 75,145 | $2M | 0.6% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 56,346 | $2M | 0.5% | 2026-Q2 |
| RHS Financial, LLC new | 54,570 | $2M | 0.5% | 2026-Q2 |
| Manhattan West Asset Management, LLC new | 45,085 | $1M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 40,433 | $1M | 0.3% | 2026-Q2 |
| Private Advisory Group LLC | 34,771 | $1M | 0.3% | 2026-Q2 |
| Ballast Rock Private Wealth LLC added | 34,678 | $1M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 34,665 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 30,322 | $932K | 0.3% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. new | 25,926 | $797K | 0.2% | 2026-Q2 |
| Worth Asset Management, LLC added | 24,930 | $767K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 19,831 | $610K | 0.2% | 2026-Q2 |
| Innova Wealth Partners | 14,212 | $437K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 11,114 | $342K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 8,864 | $273K | 0.1% | 2026-Q2 |
| Sherman Wealth Management LLC added | 8,689 | $267K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 7,933 | $244K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 6,581 | $202K | 0.1% | 2026-Q2 |
| Cohalo Advisory LLC trimmed | 2,589 | $80K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,068 | $33K | 0.0% | 2026-Q2 |
| True Wealth Design, LLC | 799 | $25K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 144 | $4K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 100 | $3K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 70 | $2K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 66 | $2K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 43 | $1K | 0.0% | 2026-Q2 |
| CWM, LLC added | 3,995,437 | $109M | 30.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 104,788 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 39,779 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 13,130 | $357K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC new | 8,207 | $223K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 1,119 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 165 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA new | 121 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN trimmed | 74 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Avos Capital Management, LLC added | 124,239 | $3M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC new | 16,947 | $477K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AQR CAPITAL MANAGEMENT LLC new | 10,141 | $285K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Foguth Wealth Management, LLC. new | 8,458 | $239K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FIRST TRUST ADVISORS LP new | 7,771 | $219K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC new | 7,295 | $205K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 7,284 | $205K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY added | 161 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NAPA WEALTH MANAGEMENT new | 41,568 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 61,887 | $2M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Northwest Capital Management Inc added | 434 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| EverSource Wealth Advisors, LLC | 84 | $2K | 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.