16 tracked 13F filers disclose a position in RSBT as of the latest SEC 13F filings, a combined $33.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $7.1M | 378K | ▼−9.6% Reduced · −40K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 293K | ▲+8.0% Added · +22K sh | Q2 2026 | |
| 3 | Innova Wealth Partners | $4.7M | 245K | ▲+8.0% Added · +18K sh | Q2 2026 | |
| 4 | BWM Planning, LLC | $3.9M | 203K | ▲+15% Added · +27K sh | Q2 2026 | |
| 5 | MATHER GROUP, LLC. | $3.0M | 160K | ▲New +160K sh | Q1 2026 | |
| 6 | Wright Wealth LLC | $2.7M | 142K | ▲+3.9% Added · +5K sh | Q2 2026 | |
| 7 | WealthTrak Capital Management LLC | $2.0M | 103K | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 8 | Fermata Advisors, LLC | $1.7M | 91K | ▲+104% Added · +46K sh | Q2 2026 | |
| 9 | SteelPeak Wealth, LLC | $1.3M | 68K | ▲+8.4% Added · +5K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 57K | ▲+297% Added · +42K sh | Q1 2026 | |
| 11 | Professional Financial Advisors, LLC | $287K | 15K | ▼−1.8% Reduced · −281 sh | Q2 2026 | |
| 12 | Accurate Wealth Management, LLC | $256K | 13K | ▼−54% Reduced · −16K sh | Q2 2026 | |
| 13 | Wealth Enhancement Trust Services, Inc. | $77K | 4K | ▲New +4K sh | Q2 2026 | |
| 14 | Aptus Capital Advisors, LLC | $59K | 3K | —Held | Q1 2026 | |
| 15 | Farther Finance Advisors, LLC | $41K | 2K | —Held | Q1 2026 | |
| 16 | CWM, LLC | $14K | 740 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in RSBT and 3 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $632.4M |
| NVIDIA CORPNVDA | 6 funds | $565.9M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $411.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 6 funds | $373.2M |
| MICROSOFT CORPMSFT | 6 funds | $353.9M |
| AMAZON.COM INCAMZN | 6 funds | $272.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $236.7M |
| BROADCOM INCAVGO | 6 funds | $166.0M |
| ALPHABET INC-CL AGOOGL | 6 funds | $163.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $151.8M |
| VANGUARD SMALL-CAP VALUE ETFVBR | 6 funds | $148.4M |
| JPMORGAN CHASE & COJPM | 6 funds | $139.5M |
Ranked by how many of RSBT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 154 funds | $185.6M |
| RSSTmc | 47 funds | $191.9M |
| YMAXmc | 41 funds | $10.9M |
| RSSBRET STCKD GL STK | 37 funds | $280.3M |
| YMAGYIELDMAX MAGNIFI | 30 funds | $17.2M |
| SMCOII HILT SMAL MI ETF | 17 funds | $61.5M |
| QQQYDEFIANCE NASDAQ | 17 funds | $4.6M |
| RSBTthis pageRTN STACKED BD | 16 funds | $33.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RSBT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RSBT/capital-change-brief"
Use Arkolith's capital_change_brief for RSBT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RSBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.