RSMV LISTED FDS TR: institutional ownership and insider trading

7 funds reported holding $9.45M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $68.6K, with 2 new positions and 4 funds selling out.

Largest institutional holders of RSMV

  1. Triad Wealth Partners, LLC — $6.30M
  2. AE Wealth Management LLC — $1.80M
  3. Gibbs Wealth Management — $458K
  4. IAMS WEALTH MANAGEMENT, LLC — $424K
  5. HRT FINANCIAL LP — $337K
  6. JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $117K
  7. Coppell Advisory Solutions LLC — $9.90K

Who owns the most RSMV stock?

The largest institutional holders of LISTED FDS TR in the latest 13F filings are Triad Wealth Partners, LLC ($6.30M), AE Wealth Management LLC ($1.80M), Gibbs Wealth Management ($458K).

All RSMV 13F holders