11 institutions reported holding $16.6M of LISTED FDS TR (RSMV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Triad Wealth Partners, LLC ($11.6M), AE Wealth Management LLC ($2.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.0M), OLD MISSION CAPITAL LLC ($606,583), Gibbs Wealth Management ($462,033). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | $11.6M | 439,207 | Added |
| 2 | AE Wealth Management LLC | $2.3M | 88,057 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 39,184 | Added |
| 4 | OLD MISSION CAPITAL LLC | $606,583 | 22,912 | New |
| 5 | Gibbs Wealth Management | $462,033 | 17,452 | New |
| 6 | IAMS WEALTH MANAGEMENT, LLC | $414,564 | 15,659 | Trimmed |
| 7 | Aptus Capital Advisors, LLC | $65,974 | 2,492 | New |
| 8 | JPMORGAN CHASE & CO | $9,428 | 363 | Added |
| 9 | Sound Income Strategies, LLC | $1,871 | 70 | Hold |
| 10 | UBS Group AG | $0 | 0 | Exited |
| 11 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31