LISTED FDS TR (RSMV)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
4
Reporting holders
$8.7M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | $6.3M | 220,775 | 0.37% | 5q | -49.7%-$6.2M |
| AE Wealth Management LLC | $1.8M | 59,867 | 0.01% | 4q | -32.0%-$847.8K |
| IAMS WEALTH MANAGEMENT, LLC | $445.8K | 14,823 | 0.13% | 5q | -5.3%-$25.1K |
| JPMORGAN CHASE & CO | $117.5K | 3,945 | 0.00% | 4q | +986.8%+$106.7K |
| Coppell Advisory Solutions LLC | $9.9K | 300,693 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $337 | 11,218 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $8.7M | 299,410 | 0 | 1 | 3 | 0.0% |
| Q1 2026 | 9 | $16.6M | 625,396 | 3 | 3 | 2 | 0.0% |
| Q4 2025 | 8 | $70.8M | 2,576,712 | 0 | 3 | 4 | 0.0% |
| Q3 2025 | 10 | $61.7M | 2,323,128 | 3 | 2 | 5 | 0.0% |
| Q2 2025 | 7 | $59.8M | 2,426,826 | 5 | 1 | 1 | 0.0% |
| Q1 2025 | 3 | $2.2M | 90,367 | 3 | 0 | 0 | 0.0% |