Listed Fds Tr (RSMV) institutional ownership
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 6 |
|---|---|
| Shares held | 611,321 |
| Reported value | $18.9m |
| Quarter flows | 2 new, 1 added, 3 trimmed, 5 exited |
Top 6 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Coppell Advisory Solutions LLC | 300,693 | $9.9m | 1.0% |
| Triad Wealth Partners, LLC | 220,775 | $6.3m | 0.4% |
| AE Wealth Management LLC | 59,867 | $1.8m | 0.0% |
| IAMS WEALTH MANAGEMENT, LLC | 14,823 | $445,777 | 0.1% |
| HRT FINANCIAL LP | 11,218 | $337,000 | 0.0% |
| JPMORGAN CHASE & CO | 3,945 | $117,474 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RSMV"). RSMV price history · All 13F data