§ EQUITY
USDRSSB
RTRN STACK GLBL STK & BD ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
27 increased/new, 11 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CWM, LLC | 4.0M | 0.3% | +6% |
| Ferguson Shapiro LLC | 1.7M | 14.5% | +9% |
| WJ Interests, LLC | 1.6M | 17.0% | +7% |
| Integrated Wealth Concepts LLC | 1.1M | 0.2% | −11% |
| Wright Wealth LLC | 594K | 10.8% | +8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 487K | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for RSSB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.6% · 38 holders
DEALER / BANK0.4% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RSSB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RSSB yet.