Among active 13F managers last quarter, 4 opened and 8 added, while 2 reduced; the largest holder to move was WJ Interests, LLC (+4.5%).
42 tracked 13F filers disclose a position in RSSB as of the latest SEC 13F filings, a combined $293.0M 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 | CWM, LLC | 4.0M | $108.7M | ▲+5.8% Added · +220K sh | Q1 2026 | |
| 2 | WJ Interests, LLC | 1.7M | $52.5M | ▲+4.5% Added · +74K sh | Q2 2026 | |
| 3 | Integrated Wealth Concepts LLC | 1.0M | $31.9M | ▼−2.0% Reduced · −22K sh | Q2 2026 | |
| 4 | Wright Wealth LLC | 615K | $18.9M | ▲+3.6% Added · +21K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 487K | $13.3M | ▲+3.3% Added · +16K sh | Q1 2026 | |
| 6 | Professional Financial Advisors, LLC | 433K | $13.3M | ▲+1.3% Added · +6K sh | Q2 2026 | |
| 7 | Aspect Partners, LLC | 289K | $8.9M | ▲+3.3% Added · +9K sh | Q2 2026 | |
| 8 | BLVD Private Wealth, LLC | 167K | $5.1M | ▼−3.5% Reduced · −6K sh | Q2 2026 | |
| 9 | Fermata Advisors, LLC | 161K | $4.9M | ▲+18% Added · +24K sh | Q2 2026 | |
| 10 | Wealthcare Advisory Partners LLC | 151K | $4.6M | ▲+6.2% Added · +9K sh | Q2 2026 | |
| 11 | Fiduciary Financial Advisors | 122K | $3.7M | ▲New +122K sh | Q2 2026 | |
| 12 | First Business Financial Services, Inc. | 118K | $3.6M | ▲+51% Added · +40K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 105K | $2.9M | ▲New +105K sh | Q1 2026 | |
| 14 | Accurate Wealth Management, LLC | 88K | $2.7M | ▼−9.4% Reduced · −9K sh | Q2 2026 | |
| 15 | Nicholas Hoffman & Company, LLC. | 75K | $2.3M | ▲+13% Added · +9K sh | Q2 2026 | |
| 16 | Mather Group, LLC. | 59K | $1.6M | ▲New +59K sh | Q1 2026 | |
| 17 | Oregon Pacific Wealth Management, LLC | 56K | $1.7M | ▼−1.2% Reduced · −687 sh | Q2 2026 | |
| 18 | RHS Financial, LLC | 55K | $1.7M | ▲New +55K sh | Q2 2026 | |
| 19 | Manhattan West Asset Management, LLC | 45K | $1.4M | ▲New +45K sh | Q2 2026 | |
| 20 | MML Investors Services, LLC | 40K | $1.2M | ▲+11% Added · +4K sh | Q2 2026 | |
| 21 | Private Advisory Group LLC | 35K | $1.1M | —Held | Q2 2026 | |
| 22 | Ballast Rock Private Wealth LLC | 35K | $1.1M | ▲+34% Added · +9K sh | Q2 2026 | |
| 23 | Envestnet Asset Management Inc | 31K | $839K | ▲+30% Added · +7K sh | Q1 2026 | |
| 24 | Astoria Portfolio Advisors LLC. | 26K | $797K | ▲New +26K sh | Q2 2026 | |
| 25 | Worth Asset Management, LLC | 25K | $767K | ▲+2.0% Added · +484 sh | Q2 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, 4 funds opened a new position in RSSB and 8 added to an existing one, while 2 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 17 funds | $556.0M |
| Apple IncAAPL | 16 funds | $967.4M |
| Nvidia CorpNVDA | 16 funds | $919.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $591.4M |
| Alphabet Inc-CL CGOOG | 16 funds | $453.3M |
| Amazon.com IncAMZN | 16 funds | $449.7M |
| Alphabet Inc-CL AGOOGL | 16 funds | $283.8M |
| JPMorgan Chase & CoJPM | 16 funds | $232.3M |
| Meta Platforms Inc-Class AMETA | 16 funds | $187.9M |
| Micron Technology IncMU | 16 funds | $172.6M |
| Walmart IncWMT | 16 funds | $141.9M |
| Advanced Micro DevicesAMD | 16 funds | $137.5M |
Ranked by how many of RSSB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RSSB.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 192 funds | $314.6M |
| RSSTmc | 62 funds | $230.2M |
| YMAXmc | 48 funds | $10.7M |
| RSSBthis pageRET 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 |
| RSBTRTN 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 RSSB
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/RSSB/capital-change-brief"
Use Arkolith's capital_change_brief for RSSB. 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 RSSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.