RSMV — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (RSMV)? 10 institutions reported holding $9.01M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Triad Wealth Partners, LLC ($6.3M), AE Wealth Management LLC ($1.8M), Iams Wealth Management, LLC ($445,777).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | $6.3M | 220,775 | Trimmed |
| 2 | AE Wealth Management LLC | $1.8M | 59,867 | Trimmed |
| 3 | IAMS WEALTH MANAGEMENT, LLC | $445,777 | 14,823 | Trimmed |
| 4 | HRT FINANCIAL LP | $337,000 | 11,218 | New |
| 5 | JPMORGAN CHASE & CO | $117,474 | 3,945 | Added |
| 6 | Coppell Advisory Solutions LLC | $9,903 | 300,693 | New |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 8 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 9 | Aptus Capital Advisors, LLC | $0 | 0 | Exited |
| 10 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30