# LISTED FDS TR (RSMV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/RSMV/

- Reporting holders: 5
- Reported value: $9.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Triad Wealth Partners, LLC](https://holderbook.com/funds/2012717-triad-wealth-partners-llc/) | $6.3M | 220,775 | 0.4% | 5 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $1.8M | 59,867 | 0.0% | 4 |
| [IAMS WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1998182-iams-wealth-management-llc/) | $445.8K | 14,823 | 0.1% | 5 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $337.0K | 11,218 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $117.5K | 3,945 | 0.0% | 4 |
| [Coppell Advisory Solutions LLC](https://holderbook.com/funds/1848433-coppell-advisory-solutions-llc/) | $9.9K | 300,693 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $9.0M |
| Q1 2026 | 9 | $16.6M |
| Q4 2025 | 8 | $70.8M |
| Q3 2025 | 10 | $61.7M |
| Q2 2025 | 7 | $59.8M |
| Q1 2025 | 3 | $2.2M |