Listed Funds Trust - RSMV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | History | New | 1,857,979 | 49,343 | 5.23% | — | 1 | +1,857,979 | New | Q3 2025 | Nov 14, 2025 |
| Triad Wealth Partners, LLC | History | Reduced | 262,465 | 6,989 | 0.9% | 2.11% | 2 | -160,219 | -37.91% | Q3 2025 | Oct 30, 2025 |
| AE Wealth Management LLC | History | New | 125,000 | 3,328 | 0.02% | — | 3 | +125,000 | New | Q3 2025 | Nov 03, 2025 |
| OLD MISSION CAPITAL LLC | History | Added to | 36,209 | 964 | 0.02% | 0.0% | 4 | +26,423 | 270.01% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,688 | 391 | 0.0% | 0.0% | 5 | +5,810 | 65.44% | Q3 2025 | Nov 14, 2025 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 14,016 | 373 | 0.15% | 0.56% | 6 | -35,375 | -71.62% | Q3 2025 | Oct 15, 2025 |
| Gibbs Wealth Management | History | Reduced | 11,129 | 296 | 0.07% | 0.1% | 7 | -8,946 | -44.56% | Q3 2025 | Oct 30, 2025 |
| UBS Group AG | History | Reduced | 884 | 23 | 0.0% | 0.0% | 8 | -4,242 | -82.75% | Q3 2025 | Nov 13, 2025 |
| JPMORGAN CHASE & CO | History | New | 344 | 9 | 0.0% | — | 9 | +344 | New | Q3 2025 | Nov 26, 2025 |
| Sound Income Strategies, LLC | History | New | 70 | 1 | 0.0% | — | 10 | +70 | New | Q3 2025 | Oct 10, 2025 |