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Rtrn Stck Bnds & MNG Futures (RSBT)

CUSIP: 88636J105 | NYSE | 44 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC617,512
0.0% of portfolio›$12.0M
Mather Group, Llc.466,620
0.1% of portfolio›$9.1M
Wealth Enhancement Advisory Services, LLC320,327
0.0% of portfolio›$6.2M
Innova Wealth Partners269,030
2.0% of portfolio›$5.2M
Wright Wealth LLC148,175
1.7% of portfolio›$2.9M
Kestra Advisory Services, LLC113,324
0.0% of portfolio›$2.2M
Fermata Advisors, LLC90,023
0.3% of portfolio›$1.8M
SteelPeak Wealth, LLC67,580
0.0% of portfolio›$1.3M
Wedbush Securities Inc35,062
0.0% of portfolio›$683
Accurate Wealth Management, LLC11,771
0.0% of portfolio›$231.5K
Professional Financial Advisors, LLC11,248
0.0% of portfolio›$219.0K
Farther Finance Advisors, LLC2,813
0.0% of portfolio›$54.8K
Wealth Enhancement Trust Services, Inc.2,576
0.0% of portfolio›$50.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
617,512$12.0M0.0%ETFLowWaltham, MA2026-11-02
Mather Group, Llc.
466,620$9.1M0.1%ETFMediumChicago, IL2026-10-14
Wealth Enhancement Advisory Services, LLC
320,327$6.2M0.0%CoreLowPlymouth, MN2026-10-13
Innova Wealth Partners
269,030$5.2M2.0%ETFHighNewtown, PA2026-10-21
Wright Wealth LLC
148,175$2.9M1.7%ETFLowAtlanta, GA2026-10-29
Kestra Advisory Services, LLC
113,324$2.2M0.0%CoreLowAustin, TX2026-11-02
Fermata Advisors, LLC
90,023$1.8M0.3%ETFLowSonoma, CA2026-10-13
SteelPeak Wealth, LLC
67,580$1.3M0.0%GrowthHighWoodland Hills, CA2026-10-16
Wedbush Securities Inc
35,062$6830.0%CoreLowPasadena, CA2026-10-22
Accurate Wealth Management, LLC
11,771$231.5K0.0%CoreMediumWesley Chapel, FL2026-10-20
Professional Financial Advisors, LLC
11,248$219.0K0.0%ETFMediumNorth Platte, NE2026-10-13
Farther Finance Advisors, LLC
2,813$54.8K0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Trust Services, Inc.
2,576$50.2K0.0%GrowthMediumSioux Falls, SD2026-10-07