Listed Funds Trust - RSMV
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | History | Reduced | 201,686 | 5,775 | 0.32% | 0.37% | 1 | -19,089 | -8.65% | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 59,867 | 1,800 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gibbs Wealth Management | History | Reduced | 15,992 | 457 | 0.05% | 0.06% | 3 | -367 | -2.24% | Q3 2026 | Oct 22, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 14,823 | 424 | 0.12% | 0.13% | 4 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HRT FINANCIAL LP | History | No change | 11,218 | 337 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,945 | 117 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 300,693 | 9 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |