Who owns 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-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 RSST is one-sided between 2026-Q1 and 2026-Q2: 26 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
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 2026-Q1 and 2026-Q2, across 63 tracked filers holding RSST, 46 increased or opened the position and 22 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 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 3
- CLG LLC$3M
- Optivise Advisory Services LLC$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$610K
Full exits 3
- CWM, LLC$64M
- WJ Interests, LLC$6M
- Cambridge Investment Research Advisors, Inc.$759K
Largest adds
- CONTINUUM WEALTH ADVISORS, LLC$5M
- Private Advisory Group LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- MML INVESTORS SERVICES, LLC$2M
- Brookwood Investment Group LLC$2M
- Innova Wealth Partners$2M
Largest trims
- Magnolia Private Wealth, LLC$402K
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 |
|---|---|---|---|---|
| CONTINUUM WEALTH ADVISORS, LLC added | 543,798 | $18M | 6.9% | 2026-Q2 |
| Private Advisory Group LLC added | 504,186 | $16M | 6.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 349,738 | $11M | 4.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 333,408 | $11M | 4.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 330,874 | $11M | 4.2% | 2026-Q2 |
| Triton Wealth Management, PLLC added | 257,300 | $8M | 3.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 241,841 | $8M | 3.1% | 2026-Q2 |
| Innova Wealth Partners added | 236,651 | $8M | 3.0% | 2026-Q2 |
| BWM Planning, LLC added | 229,946 | $8M | 2.9% | 2026-Q2 |
| Sigma Planning Corp added | 215,405 | $7M | 2.7% | 2026-Q2 |
| Brookwood Investment Group LLC added | 198,479 | $6M | 2.5% | 2026-Q2 |
| WealthTrak Capital Management LLC trimmed | 191,732 | $6M | 2.4% | 2026-Q2 |
| Fermata Advisors, LLC added | 173,074 | $6M | 2.2% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 155,835 | $5M | 2.0% | 2026-Q2 |
| Wright Wealth LLC trimmed | 142,155 | $5M | 1.8% | 2026-Q2 |
| World Investment Advisors | 161,834 | $5M | 1.8% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 134,971 | $4M | 1.7% | 2026-Q2 |
| McGrath & Associates, Inc. added | 129,778 | $4M | 1.7% | 2026-Q2 |
| Planned Solutions, Inc. trimmed | 114,826 | $4M | 1.5% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC added | 98,456 | $3M | 1.3% | 2026-Q2 |
| CLG LLC trimmed | 85,453 | $3M | 1.1% | 2026-Q2 |
| STAPP WEALTH MANAGEMENT, PLLC added | 76,873 | $3M | 1.0% | 2026-Q2 |
| Magnolia Private Wealth, LLC trimmed | 61,874 | $2M | 0.8% | 2026-Q2 |
| MATHER GROUP, LLC. added | 53,733 | $2M | 0.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 47,961 | $2M | 0.6% | 2026-Q2 |
| RHS Financial, LLC trimmed | 46,477 | $2M | 0.6% | 2026-Q2 |
| Bravias Capital Group, LLC added | 46,312 | $2M | 0.6% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 41,791 | $1M | 0.5% | 2026-Q2 |
| Optivise Advisory Services LLC added | 41,090 | $1M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 37,119 | $1M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC | 33,457 | $1M | 0.4% | 2026-Q2 |
| Worth Asset Management, LLC added | 31,207 | $1M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 28,532 | $933K | 0.4% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 25,157 | $822K | 0.3% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 498,849 | $817K | 0.3% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 21,659 | $708K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 18,422 | $610K | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 15,393 | $503K | 0.2% | 2026-Q2 |
| Claro Advisors Inc. added | 12,816 | $419K | 0.2% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 11,900 | $389K | 0.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 8,596 | $281K | 0.1% | 2026-Q2 |
| Manhattan West Asset Management, LLC new | 7,824 | $256K | 0.1% | 2026-Q2 |
| True Wealth Design, LLC | 7,647 | $250K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc new | 7,331 | $240K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 6,298 | $206K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 5,874 | $192K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,859 | $188K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC new | 3,911 | $128K | 0.0% | 2026-Q2 |
| Luminist Capital LLC added | 3,209 | $104K | 0.0% | 2026-Q2 |
| Cohalo Advisory LLC trimmed | 3,131 | $102K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,983 | $65K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 980 | $32K | 0.0% | 2026-Q2 |
| Ares Financial Consulting, LLC added | 732 | $24K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 464 | $15K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC | 418 | $14K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 375 | $12K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co new | 308 | $10K | 0.0% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC new | 300 | $10K | 0.0% | 2026-Q2 |
| Essential Partners LLC | 265 | $9K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 200 | $7K | 0.0% | 2026-Q2 |
| Downshift Financial, LLC new | 169 | $6K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 167 | $5K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 165 | $5K | 0.0% | 2026-Q2 |
| CWM, LLC added | 2,256,877 | $64M | 24.9% | 2026-Q1 stale (1 quarter behind) |
| WJ Interests, LLC added | 218,544 | $6M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 26,826 | $759K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MOSELEY INVESTMENT MANAGEMENT INC trimmed | 10,664 | $302K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY trimmed | 7,598 | $215K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 5,383 | $152K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 2,677 | $76K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Longview Financial Advisors, Inc. new | 225 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC | 146 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 78 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ORG Partners LLC trimmed | 15,960 | $452K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TCTC Holdings, LLC | 8 | $227 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Advisors, LLC trimmed | 12,441 | $329K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 6 | $159 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC added | 72,681 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Ferguson Shapiro LLC trimmed | 25,742 | $600K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC new | 10,311 | $240K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,293 | $240K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Northwest Capital Management Inc trimmed | 810 | $19K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Investment Partners, Inc. new | 1 | $23 | 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.