Among active 13F managers last quarter, 2 opened and 5 added, while none reduced or exited; the largest holder to move was BWM Planning, LLC (+15%).
18 tracked 13F filers disclose a position in RSBT as of the latest SEC 13F filings, a combined $37.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 403K | $7.7M | ▲+6.5% Added · +25K sh | Q2 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 293K | $5.6M | ▲+8.0% Added · +22K sh | Q2 2026 | |
| 3 | Innova Wealth Partners | 245K | $4.7M | ▲+8.0% Added · +18K sh | Q2 2026 | |
| 4 | BWM Planning, LLC | 203K | $3.9M | ▲+15% Added · +27K sh | Q2 2026 | |
| 5 | Mather Group, LLC. | 160K | $3.0M | ▲New +160K sh | Q1 2026 | |
| 6 | Trailhead Planners LLC | 147K | $2.8M | ▲+45% Added · +46K sh | Q2 2026 | |
| 7 | Wright Wealth LLC | 142K | $2.7M | ▲+3.9% Added · +5K sh | Q2 2026 | |
| 8 | WealthTrak Capital Management LLC | 103K | $2.0M | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 9 | Fermata Advisors, LLC | 91K | $1.7M | ▲+104% Added · +46K sh | Q2 2026 | |
| 10 | SteelPeak Wealth, LLC | 68K | $1.3M | ▲+8.4% Added · +5K sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 57K | $1.1M | ▲+297% Added · +42K sh | Q1 2026 | |
| 12 | Manhattan West Asset Management, LLC | 20K | $372K | ▲New +20K sh | Q2 2026 | |
| 13 | Professional Financial Advisors, LLC | 15K | $287K | ▼−1.8% Reduced · −281 sh | Q2 2026 | |
| 14 | Accurate Wealth Management, LLC | 13K | $256K | ▼−54% Reduced · −16K sh | Q2 2026 | |
| 15 | Aptus Capital Advisors, LLC | 5K | $102K | ▲+72% Added · +2K sh | Q2 2026 | |
| 16 | Wealth Enhancement Trust Services, Inc. | 4K | $77K | ▲New +4K sh | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | 2K | $41K | —Held | Q1 2026 | |
| 18 | CWM, LLC | 740 | $14K | —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, 2 funds opened a new position in RSBT and 5 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 8 funds | $704.0M |
| Nvidia CorpNVDA | 8 funds | $649.1M |
| Vanguard S&P 500 ETFVOO | 8 funds | $431.1M |
| Microsoft CorpMSFT | 8 funds | $379.9M |
| Amazon.com IncAMZN | 8 funds | $319.0M |
| Vanguard Total Stock MKT ETFVTI | 8 funds | $242.6M |
| Alphabet Inc-CL AGOOGL | 8 funds | $210.9M |
| JPMorgan Chase & CoJPM | 8 funds | $161.4M |
| Vanguard Ftse Developed ETFVEA | 7 funds | $396.3M |
| Vanguard Value ETFVTV | 7 funds | $348.3M |
| Broadcom IncAVGO | 7 funds | $213.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $171.3M |
Ranked by how many of RSBT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RSBT.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 192 funds | $314.6M |
| RSSTmc | 62 funds | $230.2M |
| YMAXmc | 48 funds | $10.7M |
| RSSBRET STCKD GL STK | 42 funds | $293.0M |
| YMAGYIELDMAX MAGNIFI | 34 funds | $20.6M |
| QQQYDEFIANCE NASDAQ | 23 funds | $6.8M |
| SMCOII HILT SMAL MI ETF | 19 funds | $64.7M |
| RSBTthis pageRTN STACKED BD | 18 funds | $37.4M |
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.