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RET STA in ST & MA FU ETF (RSIT)

CUSIP: 88636Y839 | NYSE | 9 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Mather Group, Llc.640,003
0.1% of portfolio›$13.9M
WJ Interests, LLC588,123
4.6% of portfolio›$12.8M
Fermata Advisors, LLC88,383
0.4% of portfolio›$1.9M
Innova Wealth Partners81,695
0.7% of portfolio›$1.8M
Ascentis Wealth Management, LLC16,774
0.1% of portfolio›$364.3K
Ascentis Independent Advisors1,367
0.0% of portfolio›$29.7K
Aspect Partners, LLC356
0.0% of portfolio›$7.7K
Essential Partners LLC62
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Mather Group, Llc.
640,003$13.9M0.1%ETFMediumChicago, IL2026-10-14
WJ Interests, LLC
588,123$12.8M4.6%ETFLowSugar Land, TX2026-10-14
Fermata Advisors, LLC
88,383$1.9M0.4%ETFLowSonoma, CA2026-10-13
Innova Wealth Partners
81,695$1.8M0.7%ETFHighNewtown, PA2026-10-21
Ascentis Wealth Management, LLC
16,774$364.3K0.1%GrowthLowDallas, TX2026-11-03
Ascentis Independent Advisors
1,367$29.7K0.0%GrowthLowDallas, TX2026-11-03
Aspect Partners, LLC
356$7.7K0.0%ETFMediumFairfax, VA2026-10-20
Essential Partners LLC
62$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14