Who owns RSSY?
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15 institutions reported holding RSSY, worth $54.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RSSY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mather Group, LLC. | Chicago, IL | $10.3M | 404,017 | +331,079 shares |
| KIM, LLC | Wichita, KS | $8.7M | 340,000 | −1,245,000 shares |
| Private Advisory Group LLC | Redmond, WA | $7.7M | 300,995 | −8,608 shares |
| McGrath & Associates, Inc. | Asheville, NC | $7.6M | 297,185 | +13,167 shares |
| Innova Wealth Partners | Newtown, PA | $6.3M | 246,565 | +45,461 shares |
| Wright Wealth LLC | Atlanta, GA | $4.9M | 190,364 | −3,785 shares |
| WJ Interests, LLC | Sugar Land, TX | $2.8M | 109,594 | −6,865 shares |
| Accurate Wealth Management, LLC | Wesley Chapel, FL | $2.0M | 77,936 | −11,621 shares |
| Bravias Capital Group, LLC | Iselin, NJ | $1.8M | 69,613 | +18,741 shares |
| SteelPeak Wealth, LLC | Woodland Hills, CA | $726K | 28,425 | +2,319 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 RSSY?
15 institutional managers reported holding RSSY in Form 13F filings for June 30, 2026, worth $54.2M in total. The largest reported position was held by Mather Group, LLC., at $10.3M.
Did institutions buy or sell RSSY last quarter?
Reported 13F value fell 18.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 RSSY 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.