Who owns RSSY?
Institutional ownership of RSSY from SEC Form 13F filings across 8 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.
8
13F holders
$24.3M
value, 2026 filers
951,698
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 RSSY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | 404,017 | $10.3M | 0.1% | — | +453.9% |
| 2 | Private Advisory Group LLC | 300,995 | $7.7M | 0.4% | — | -2.8% |
| 3 | WJ Interests, LLC | 109,594 | $2.8M | 1.1% | — | -5.9% |
| 4 | Accurate Wealth Management, LLC | 77,936 | $2.0M | 0.2% | — | -13.0% |
| 5 | SteelPeak Wealth, LLC | 28,425 | $725,578 | 0.0% | — | +8.9% |
| 6 | AE Wealth Management LLCNEW | 26,460 | $675,418 | 0.0% | — | new |
| 7 | AlphaCore Capital LLCNEW | 3,975 | $101,466 | 0.0% | — | new |
| 8 | UBS Group AGNEW | 296 | $7,556 | 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.