ETF Holders

Who owns RSMV?

Other

Relative Strength Managed Volatility Strategy ETF · Relative

6 institutions reported holding RSMV, worth $18.9M, in Form 13F filings for June 30, 2026.

13F holders
6
Institutional value
$18.9M
Change from prior quarter
+17.4%
+$2.8M, with price moves
New and sold-out firms
2 / 4
1 added, 3 trimmed

Top 6 institutional holders of RSMV

FirmLocationValueSharesChange
Coppell Advisory Solutions LLCCoppell, TX$9.9M300,693New position
Triad Wealth Partners, LLCLawrence, KS$6.3M220,775−218,432 shares
AE Wealth Management LLCTopeka, KS$1.8M59,867−28,190 shares
IAMS Wealth Management, LLCOmaha, NE$446K14,823−836 shares
HRT Financial LPNew York, NY$337K11,218New position
JPMorgan Chase & CoNew York, NY$117K3,945+3,582 shares

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns RSMV?

6 institutional managers reported holding RSMV in Form 13F filings for June 30, 2026, worth $18.9M in total. The largest reported position was held by Coppell Advisory Solutions LLC, at $9.9M.

Did institutions buy or sell RSMV last quarter?

Reported 13F value rose 17.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 4 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is RSMV ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.