Who owns RSSX?
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13 institutions reported holding RSSX, worth $9.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RSSX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | $2.9M | 127,901 | +1 shares |
| SteelPeak Wealth, LLC | Woodland Hills, CA | $1.4M | 62,200 | −963 shares |
| Accurate Wealth Management, LLC | Wesley Chapel, FL | $921K | 37,993 | +9,999 shares |
| Innova Wealth Partners | Newtown, PA | $831K | 36,166 | −447 shares |
| CLG LLC | Long Beach, CA | $631K | 27,448 | −103,370 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $499K | 21,712 | −64 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $449K | 19,544 | +1,603 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $435K | 18,929 | +449 shares |
| Mather Group, LLC. | Chicago, IL | $346K | 15,060 | −7,784 shares |
| Worth Asset Management, LLC | Dallas, TX | $333K | 14,504 | −1,578 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 RSSX?
13 institutional managers reported holding RSSX in Form 13F filings for June 30, 2026, worth $9.0M in total. The largest reported position was held by Integrated Wealth Concepts LLC, at $2.9M.
Did institutions buy or sell RSSX last quarter?
Reported 13F value fell 20.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 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 RSSX 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.