RSBT institutional holders
Toroso Investments LLC/United States · 13F, 2026Q2
| Managers holding | 20 |
|---|---|
| Shares held | 2,898,095 |
| Reported value | $55.1m |
| Quarter flows | 3 new, 14 added, 2 trimmed, 3 exited |
Top 20 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| MATHER GROUP, LLC. | 468,556 | $8.9m | 0.1% |
| Integrated Wealth Concepts LLC | 403,254 | $7.7m | 0.0% |
| World Investment Advisors | 385,308 | $7.3m | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 293,144 | $5.6m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 262,392 | $5.0m | 0.0% |
| Innova Wealth Partners | 245,069 | $4.7m | 1.9% |
| BWM Planning, LLC | 202,643 | $3.9m | 0.9% |
| Trailhead Planners LLC | 146,697 | $2.8m | 2.7% |
| Wright Wealth LLC | 141,559 | $2.7m | 1.6% |
| WealthTrak Capital Management LLC | 102,664 | $2.0m | 1.3% |
| Fermata Advisors, LLC | 90,821 | $1.7m | 0.3% |
| SteelPeak Wealth, LLC | 67,699 | $1.3m | 0.0% |
| Betterment LLC | 26,836 | $511,000 | 0.0% |
| Manhattan West Asset Management, LLC | 19,525 | $371,773 | 0.1% |
| Professional Financial Advisors, LLC | 15,083 | $287,180 | 0.0% |
| Accurate Wealth Management, LLC | 13,489 | $255,751 | 0.0% |
| Aptus Capital Advisors, LLC | 5,372 | $102,283 | 0.0% |
| Wealth Enhancement Trust Services, Inc. | 4,055 | $77,207 | 0.0% |
| Farther Finance Advisors, LLC | 2,342 | $44,582 | 0.0% |
| Luminist Capital LLC | 1,587 | $30,217 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RSBT"). RSBT price history · All 13F data