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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CWM, LLC added | 2,256,877 | $64M | 26.3% | 2026-Q1 |
| Private Advisory Group LLC added | 449,086 | $13M | 5.2% | 2026-Q1 |
| CONTINUUM WEALTH ADVISORS, LLC added | 437,060 | $12M | 5.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 333,759 | $9M | 3.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 321,501 | $9M | 3.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 306,584 | $9M | 3.6% | 2026-Q1 |
| Triton Wealth Management, PLLC added | 240,447 | $7M | 2.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 227,232 | $6M | 2.6% | 2026-Q1 |
| BWM Planning, LLC added | 225,465 | $6M | 2.6% | 2026-Q1 |
| WJ Interests, LLC added | 218,544 | $6M | 2.5% | 2026-Q1 |
| Sigma Planning Corp trimmed | 214,100 | $6M | 2.5% | 2026-Q1 |
| Innova Wealth Partners added | 206,788 | $6M | 2.4% | 2026-Q1 |
| WealthTrak Capital Management LLC trimmed | 194,624 | $6M | 2.3% | 2026-Q1 |
| World Investment Advisors trimmed | 161,834 | $5M | 1.9% | 2026-Q1 |
| Brookwood Investment Group LLC new | 157,753 | $4M | 1.8% | 2026-Q1 |
| Fermata Advisors, LLC added | 156,949 | $4M | 1.8% | 2026-Q1 |
| Professional Financial Advisors, LLC trimmed | 148,375 | $4M | 1.7% | 2026-Q1 |
| Wright Wealth LLC added | 143,062 | $4M | 1.7% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 132,347 | $4M | 1.6% | 2026-Q1 |
| McGrath & Associates, Inc. added | 125,326 | $4M | 1.5% | 2026-Q1 |
| Planned Solutions, Inc. trimmed | 123,025 | $3M | 1.4% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC added | 93,370 | $3M | 1.1% | 2026-Q1 |
| Magnolia Private Wealth, LLC trimmed | 85,740 | $2M | 1.0% | 2026-Q1 |
| STAPP WEALTH MANAGEMENT, PLLC trimmed | 74,354 | $2M | 0.9% | 2026-Q1 |
| RHS Financial, LLC trimmed | 55,923 | $2M | 0.7% | 2026-Q1 |
| MATHER GROUP, LLC. new | 50,683 | $1M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 46,421 | $1M | 0.5% | 2026-Q1 |
| Lunt Capital Management, Inc. new | 43,135 | $1M | 0.5% | 2026-Q1 |
| Bravias Capital Group, LLC added | 35,624 | $1M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 34,489 | $975K | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC | 33,457 | $946K | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 29,525 | $835K | 0.3% | 2026-Q1 |
| Worth Asset Management, LLC trimmed | 27,758 | $785K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. | 26,826 | $759K | 0.3% | 2026-Q1 |
| Oregon Pacific Wealth Management, LLC added | 25,332 | $716K | 0.3% | 2026-Q1 |
| Ascentis Wealth Management, LLC added | 23,893 | $676K | 0.3% | 2026-Q1 |
| SteelPeak Wealth, LLC new | 19,836 | $561K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 14,424 | $408K | 0.2% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 12,175 | $344K | 0.1% | 2026-Q1 |
| MOSELEY INVESTMENT MANAGEMENT INC trimmed | 10,664 | $302K | 0.1% | 2026-Q1 |
| True Wealth Design, LLC trimmed | 7,647 | $216K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 7,598 | $215K | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 6,924 | $196K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 5,383 | $152K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,100 | $113K | 0.0% | 2026-Q1 |
| Cohalo Advisory LLC trimmed | 3,159 | $89K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 2,677 | $76K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 1,260 | $36K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1,078 | $31K | 0.0% | 2026-Q1 |
| Ares Financial Consulting, LLC | 612 | $17K | 0.0% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC | 418 | $12K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 401 | $11K | 0.0% | 2026-Q1 |
| Essential Partners LLC | 265 | $7K | 0.0% | 2026-Q1 |
| Longview Financial Advisors, Inc. new | 225 | $6K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 146 | $4K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 78 | $2K | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC trimmed | 883,426 | $20M | 8.0% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 72,681 | $2M | 0.7% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 59,579 | $1M | 0.5% | 2025-Q1 stale |
| Crossmark Global Holdings, Inc. new | 53,015 | $1M | 0.5% | 2025-Q1 stale |
| M Wealth Management, LLC trimmed | 36,344 | $803K | 0.3% | 2025-Q1 stale |
| Ferguson Shapiro LLC trimmed | 25,742 | $600K | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 24,919 | $550K | 0.2% | 2025-Q1 stale |
| ORG Partners LLC trimmed | 15,960 | $452K | 0.2% | 2025-Q4 stale |
| R. W. Roge & Company, Inc. new | 19,576 | $432K | 0.2% | 2025-Q1 stale |
| Cumberland Partners Ltd | 15,000 | $331K | 0.1% | 2025-Q1 stale |
| Stratos Wealth Advisors, LLC trimmed | 12,441 | $329K | 0.1% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,752 | $326K | 0.1% | 2025-Q1 stale |
| Avior Wealth Management, LLC trimmed | 10,888 | $241K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC new | 10,311 | $240K | 0.1% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,293 | $240K | 0.1% | 2025-Q2 stale |
| HighTower Advisors, LLC trimmed | 10,718 | $237K | 0.1% | 2025-Q1 stale |
| Optivise Advisory Services LLC trimmed | 10,681 | $236K | 0.1% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC trimmed | 1,006 | $27K | 0.0% | 2025-Q3 stale |
| Northwest Capital Management Inc trimmed | 810 | $19K | 0.0% | 2025-Q2 stale |
| CoreCap Advisors, LLC | 551 | $12K | 0.0% | 2025-Q1 stale |
| Luminist Capital LLC | 339 | $10K | 0.0% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 267 | $6K | 0.0% | 2025-Q1 stale |
| Arax Advisory Partners new | 200 | $6K | 0.0% | 2025-Q4 stale |
| Aspect Partners, LLC added | 206 | $5K | 0.0% | 2025-Q1 stale |
| WELLS FARGO & COMPANY/MN new | 49 | $1K | 0.0% | 2025-Q1 stale |
| ASSETMARK, INC new | 21 | $464 | 0.0% | 2025-Q1 stale |
| TCTC Holdings, LLC | 8 | $227 | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 6 | $159 | 0.0% | 2025-Q3 stale |
| Ameritas Investment Partners, Inc. new | 1 | $23 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.