RSMV Institutional Ownership
Relative Strength Managed Volatility Strategy ETF
1W: -1.1%
1M: -0.7%
3M: -2.7%
YTD: +4.4%
1Y: +7.3%
$28.64
+0.10 (+0.34%)
Weekly Expected Move ±1.3%
$28
$28
$29
$29
$29
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RSMV
10
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
2
New Positions
1
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coppell Advisory Solutions LLC NEW | 300,693 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Triad Wealth Partners, LLC | 220,775 | 6M | -218,432 | -49.7% | 5Q | SEC ↗ |
| 3 | AE Wealth Management LLC | 59,867 | 2M | -28,190 | -32.0% | 4Q | SEC ↗ |
| 4 | Gibbs Wealth Management NEW | 17,452 | 500K | — | +0.0% | 1Q | SEC ↗ |
| 5 | IAMS WEALTH MANAGEMENT, LLC | 14,823 | 424K | -836 | -5.3% | 5Q | SEC ↗ |
| 6 | HRT FINANCIAL LP NEW | 11,218 | 321K | — | +0.0% | 1Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 3,945 | 113K | +3,582 | +986.8% | 4Q | SEC ↗ |
| 8 | Sound Income Strategies, LLC | 0 | 0K | -70 | -100.0% | 3Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC | 0 | 0K | -22,912 | -100.0% | 1Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -39,184 | -100.0% | 4Q | SEC ↗ |
| 11 | UBS Group AG | 0 | 0K | -237 | -100.0% | 4Q | SEC ↗ |
| 12 | Aptus Capital Advisors, LLC | 0 | 0K | -2,492 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 300,693 | 9M |
| Gibbs Wealth Management | 17,452 | 500K |
| HRT FINANCIAL LP | 11,218 | 321K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 39,184 | 1M |
| OLD MISSION CAPITAL LLC | 22,912 | 656K |
| Aptus Capital Advisors, LLC | 2,492 | 71K |
| UBS Group AG | 237 | 7K |
| Sound Income Strategies, LLC | 70 | 2K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +3,582 | +986.8% | 3,945 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Triad Wealth Partners, LLC | -218,432 | -49.7% | 220,775 |
| AE Wealth Management LLC | -28,190 | -32.0% | 59,867 |
| IAMS WEALTH MANAGEMENT, LLC | -836 | -5.3% | 14,823 |