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Institutional Ownership · SEC Form 13F

Who owns RSST (RSST)


Which tracked institutional funds hold RSST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSST company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

56
Institutional holders
7,566,338
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened RSST while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

RSST’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.2% 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 RSST 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 2025-Q4 and 2026-Q1, across 56 tracked filers holding RSST, 27 increased or opened the position and 26 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 RSST between the 2025-Q4 and 2026-Q1 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

  • Brookwood Investment Group LLC$4M
  • MATHER GROUP, LLC.$1M
  • Lunt Capital Management, Inc.$1M
  • SteelPeak Wealth, LLC$561K

Largest adds

  • Private Advisory Group LLC$8M
  • Fermata Advisors, LLC$2M
  • CWM, LLC$2M
  • COMMONWEALTH EQUITY SERVICES, LLC$2M
  • Innova Wealth Partners$685K
  • BWM Planning, LLC$681K

Largest trims

  • Professional Financial Advisors, LLC$2M
  • MML INVESTORS SERVICES, LLC$1M
  • Integrated Wealth Concepts LLC$1M
  • ENVESTNET ASSET MANAGEMENT INC$443K
  • Magnolia Private Wealth, LLC$272K
  • WealthTrak Capital Management LLC$271K

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).

FundSharesReported value% of valueQuarter
CWM, LLC added2,256,877$64M26.3%2026-Q1
Private Advisory Group LLC added449,086$13M5.2%2026-Q1
CONTINUUM WEALTH ADVISORS, LLC added437,060$12M5.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed333,759$9M3.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added321,501$9M3.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed306,584$9M3.6%2026-Q1
Triton Wealth Management, PLLC added240,447$7M2.8%2026-Q1
Integrated Wealth Concepts LLC trimmed227,232$6M2.6%2026-Q1
BWM Planning, LLC added225,465$6M2.6%2026-Q1
WJ Interests, LLC added218,544$6M2.5%2026-Q1
Sigma Planning Corp trimmed214,100$6M2.5%2026-Q1
Innova Wealth Partners added206,788$6M2.4%2026-Q1
WealthTrak Capital Management LLC trimmed194,624$6M2.3%2026-Q1
World Investment Advisors trimmed161,834$5M1.9%2026-Q1
Brookwood Investment Group LLC new157,753$4M1.8%2026-Q1
Fermata Advisors, LLC added156,949$4M1.8%2026-Q1
Professional Financial Advisors, LLC trimmed148,375$4M1.7%2026-Q1
Wright Wealth LLC added143,062$4M1.7%2026-Q1
Accurate Wealth Management, LLC trimmed132,347$4M1.6%2026-Q1
McGrath & Associates, Inc. added125,326$4M1.5%2026-Q1
Planned Solutions, Inc. trimmed123,025$3M1.4%2026-Q1
BlackDiamond Wealth Management, LLC added93,370$3M1.1%2026-Q1
Magnolia Private Wealth, LLC trimmed85,740$2M1.0%2026-Q1
STAPP WEALTH MANAGEMENT, PLLC trimmed74,354$2M0.9%2026-Q1
RHS Financial, LLC trimmed55,923$2M0.7%2026-Q1
MATHER GROUP, LLC. new50,683$1M0.6%2026-Q1
BANK OF MONTREAL /CAN/ added46,421$1M0.5%2026-Q1
Lunt Capital Management, Inc. new43,135$1M0.5%2026-Q1
Bravias Capital Group, LLC added35,624$1M0.4%2026-Q1
Wealthcare Advisory Partners LLC added34,489$975K0.4%2026-Q1
Advisory Services Network, LLC33,457$946K0.4%2026-Q1
Orion Porfolio Solutions, LLC trimmed29,525$835K0.3%2026-Q1
Worth Asset Management, LLC trimmed27,758$785K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc.26,826$759K0.3%2026-Q1
Oregon Pacific Wealth Management, LLC added25,332$716K0.3%2026-Q1
Ascentis Wealth Management, LLC added23,893$676K0.3%2026-Q1
SteelPeak Wealth, LLC new19,836$561K0.2%2026-Q1
Atria Investments, Inc trimmed14,424$408K0.2%2026-Q1
Claro Advisors Inc. trimmed12,175$344K0.1%2026-Q1
MOSELEY INVESTMENT MANAGEMENT INC trimmed10,664$302K0.1%2026-Q1
True Wealth Design, LLC trimmed7,647$216K0.1%2026-Q1
MORGAN STANLEY trimmed7,598$215K0.1%2026-Q1
Legacy Wealth Managment, LLC/ID trimmed6,924$196K0.1%2026-Q1
UBS Group AG trimmed5,383$152K0.1%2026-Q1
JPMORGAN CHASE & CO added4,100$113K0.0%2026-Q1
Cohalo Advisory LLC trimmed3,159$89K0.0%2026-Q1
Ascentis Independent Advisors new2,677$76K0.0%2026-Q1
Aptus Capital Advisors, LLC1,260$36K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed1,078$31K0.0%2026-Q1
Ares Financial Consulting, LLC612$17K0.0%2026-Q1
MPWM ADVISORY SOLUTIONS, LLC418$12K0.0%2026-Q1
OSAIC HOLDINGS, INC. added401$11K0.0%2026-Q1
Essential Partners LLC265$7K0.0%2026-Q1
Longview Financial Advisors, Inc. new225$6K0.0%2026-Q1
AE Wealth Management LLC146$4K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed78$2K0.0%2026-Q1
Orion Portfolio Solutions, LLC trimmed883,426$20M8.0%2025-Q1 stale
FLOW TRADERS U.S. LLC added72,681$2M0.7%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC trimmed59,579$1M0.5%2025-Q1 stale
Crossmark Global Holdings, Inc. new53,015$1M0.5%2025-Q1 stale
M Wealth Management, LLC trimmed36,344$803K0.3%2025-Q1 stale
Ferguson Shapiro LLC trimmed25,742$600K0.2%2025-Q2 stale
JANE STREET GROUP, LLC added24,919$550K0.2%2025-Q1 stale
ORG Partners LLC trimmed15,960$452K0.2%2025-Q4 stale
R. W. Roge & Company, Inc. new19,576$432K0.2%2025-Q1 stale
Cumberland Partners Ltd15,000$331K0.1%2025-Q1 stale
Stratos Wealth Advisors, LLC trimmed12,441$329K0.1%2025-Q3 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed14,752$326K0.1%2025-Q1 stale
Avior Wealth Management, LLC trimmed10,888$241K0.1%2025-Q1 stale
CITADEL ADVISORS LLC new10,311$240K0.1%2025-Q2 stale
MERCER GLOBAL ADVISORS INC /ADV trimmed10,293$240K0.1%2025-Q2 stale
HighTower Advisors, LLC trimmed10,718$237K0.1%2025-Q1 stale
Optivise Advisory Services LLC trimmed10,681$236K0.1%2025-Q1 stale
Ameritas Advisory Services, LLC trimmed1,006$27K0.0%2025-Q3 stale
Northwest Capital Management Inc trimmed810$19K0.0%2025-Q2 stale
CoreCap Advisors, LLC551$12K0.0%2025-Q1 stale
Luminist Capital LLC339$10K0.0%2025-Q4 stale
COLDSTREAM CAPITAL MANAGEMENT INC new267$6K0.0%2025-Q1 stale
Arax Advisory Partners new200$6K0.0%2025-Q4 stale
Aspect Partners, LLC added206$5K0.0%2025-Q1 stale
WELLS FARGO & COMPANY/MN new49$1K0.0%2025-Q1 stale
ASSETMARK, INC new21$4640.0%2025-Q1 stale
TCTC Holdings, LLC8$2270.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC. added6$1590.0%2025-Q3 stale
Ameritas Investment Partners, Inc. new1$230.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership