37 tracked 13F filers disclose a position in RSSB as of the latest SEC 13F filings, a combined $280.3M 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 | CWM, LLC | $108.7M | 4.0M | ▲+5.8% Added · +220K sh | Q1 2026 | |
| 2 | WJ Interests, LLC | $52.5M | 1.7M | ▲+4.5% Added · +74K sh | Q2 2026 | |
| 3 | Integrated Wealth Concepts LLC | $28.8M | 1.1M | ▼−11% Reduced · −135K sh | Q1 2026 | |
| 4 | Wright Wealth LLC | $18.9M | 615K | ▲+3.6% Added · +21K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 487K | ▲+3.3% Added · +16K sh | Q1 2026 | |
| 6 | Professional Financial Advisors, LLC | $13.3M | 433K | ▲+1.3% Added · +6K sh | Q2 2026 | |
| 7 | Aspect Partners, LLC | $8.9M | 289K | ▲+3.3% Added · +9K sh | Q2 2026 | |
| 8 | BLVD Private Wealth, LLC | $5.1M | 167K | ▼−3.5% Reduced · −6K sh | Q2 2026 | |
| 9 | Fermata Advisors, LLC | $4.9M | 161K | ▲+18% Added · +24K sh | Q2 2026 | |
| 10 | Wealthcare Advisory Partners LLC | $4.6M | 151K | ▲+6.2% Added · +9K sh | Q2 2026 | |
| 11 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $3.6M | 118K | ▲+51% Added · +40K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $2.9M | 105K | ▲New +105K sh | Q1 2026 | |
| 13 | Accurate Wealth Management, LLC | $2.7M | 88K | ▼−9.4% Reduced · −9K sh | Q2 2026 | |
| 14 | Nicholas Hoffman & Company, LLC. | $2.3M | 75K | ▲+13% Added · +9K sh | Q2 2026 | |
| 15 | MATHER GROUP, LLC. | $1.6M | 59K | ▲New +59K sh | Q1 2026 | |
| 16 | Oregon Pacific Wealth Management, LLC | $1.7M | 56K | ▼−1.2% Reduced · −687 sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $988K | 36K | ▲+18% Added · +6K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $839K | 31K | ▲+30% Added · +7K sh | Q1 2026 | |
| 19 | Astoria Portfolio Advisors LLC. | $797K | 26K | ▲New +26K sh | Q2 2026 | |
| 20 | Worth Asset Management, LLC | $767K | 25K | ▲+2.0% Added · +484 sh | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $617K | 23K | ▲+80% Added · +10K sh | Q1 2026 | |
| 22 | BANK OF MONTREAL /CAN/ | $541K | 20K | ▲+0.7% Added · +132 sh | Q1 2026 | |
| 23 | Innova Wealth Partners | $437K | 14K | —Held | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $357K | 13K | ▲New +13K sh | Q1 2026 | |
| 25 | Sherman Wealth Management LLC | $267K | 9K | ▲+4.7% Added · +390 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, 3 funds opened a new position in RSSB and 7 added to an existing one, while 1 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 14 funds | $478.0M |
| JPMORGAN CHASE & COJPM | 14 funds | $193.8M |
| INTL BUSINESS MACHINES CORPIBM | 14 funds | $53.0M |
| APPLE INCAAPL | 13 funds | $809.3M |
| NVIDIA CORPNVDA | 13 funds | $745.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $563.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $393.1M |
| AMAZON.COM INCAMZN | 13 funds | $348.0M |
| ALPHABET INC-CL CGOOG | 13 funds | $347.6M |
| BROADCOM INCAVGO | 13 funds | $286.3M |
| ALPHABET INC-CL AGOOGL | 13 funds | $226.5M |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $165.7M |
Ranked by how many of RSSB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 153 funds | $182.2M |
| RSSTmc | 47 funds | $191.9M |
| YMAXmc | 41 funds | $10.9M |
| RSSBthis pageRET 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 |
| RSBTRTN 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 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.