Who owns RSSX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of RSSX from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 355,020 shares of RSSX worth $8.2M; the largest disclosed holder is Integrated Wealth Concepts LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$8.2M
value, 2026 filers
355,020
shares disclosed
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of RSSX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 127,901 | $2.9M | 0.0% | — | 0.0% |
| 2 | SteelPeak Wealth, LLC | 62,200 | $1.4M | 0.0% | — | -1.5% |
| 3 | Accurate Wealth Management, LLC | 37,993 | $921,316 | 0.1% | — | +35.7% |
| 4 | Innova Wealth Partners | 36,166 | $831,095 | 0.3% | — | -1.2% |
| 5 | BANK OF MONTREAL /CAN/ | 21,712 | $498,942 | 0.0% | — | -0.3% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,544 | $449,121 | 0.0% | — | +8.9% |
| 7 | Wealthcare Advisory Partners LLC | 18,929 | $434,988 | 0.0% | — | +2.4% |
| 8 | MATHER GROUP, LLC. | 15,060 | $346,079 | 0.0% | — | -34.1% |
| 9 | Worth Asset Management, LLC | 14,504 | $333,302 | 0.1% | — | -9.8% |
| 10 | UBS Group AGNEW | 689 | $15,833 | 0.0% | — | new |
| 11 | IFP Advisors, IncNEW | 299 | $6,871 | 0.0% | — | new |
| 12 | MERCER GLOBAL ADVISORS INC /ADVNEW | 23 | $529 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.