ETF Holders

Niles Investment Management, LLC ETF holdings

Plantation, FL

Reported $47.6M in 2 ETFs in its Form 13F for June 30, 2026.

ETF value
$47.6M
ETFs held
2
Change from prior quarter
+112.1%
With price moves
ETFs as a share of its 13F
38.6%
of $123.5M

Top 2 of 2 ETF holdings

TickerFundValueSharesChange
RSPInvesco S&P 500 Equal Weight ETF$36.0M169,388New position
IWMiShares Russell 2000 ETF$11.6M38,523New position

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002016708. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Niles Investment Management, LLC own?

Niles Investment Management, LLC reported 2 ETF positions worth $47.6M in its Form 13F for June 30, 2026. The largest was RSP, at $36.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.