RSDE Institutional Ownership & Shareholders
FTVESTUSEQEQLWGHTBUFFETFDEC (RSDE) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hollencrest Capital Management is currently the largest disclosed institutional shareholder of RSDE tracked by InsiderSet, reporting ownership valued at approximately $38.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.66M, representing an estimated gain of +2.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed RSDE value among the investors covered in this analysis. Major shareholders include Hollencrest Capital Management, Maia Wealth Llc, Farther Finance Advisors, Llc, and several other long-term asset managers with concentrated positions in FTVESTUSEQEQLWGHTBUFFETFDEC (RSDE).
This page ranks the largest institutional RSDE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$58.54M
Largest Holder
Hollencrest Capital Management
Largest Position
$38.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hollencrest Capital Management | 2.53% | 1,639,997 | $38,516,477 | $39,655,127 | +$1,138,650 | +2.96% | |
| Maia Wealth Llc | 0.39% | 119,963 | $2,814,380 | $2,900,705 | +$86,325 | +3.07% | |
| Farther Finance Advisors, Llc | 0.02% | 119,419 | $2,801,618 | $2,887,551 | +$85,933 | +3.07% | |
| Cetera Investment Advisers | 0.00% | 102,285 | $2,402,235 | $2,473,251 | +$71,016 | +2.96% | |
| Envestnet Asset Management Inc | 0.00% | 58,536 | $1,374,759 | $1,415,400 | +$40,641 | +2.96% | |
| Osaic Holdings, Inc. | 0.00% | 58,281 | $1,368,889 | $1,409,235 | +$40,346 | +2.95% | |
| Action Point Financial Planning, Llc | 0.15% | 57,810 | $1,357,639 | $1,397,846 | +$40,207 | +2.96% | |
| Diligent Investors, Llc | 0.26% | 50,340 | $1,180,997 | $1,217,221 | +$36,224 | +3.07% | |
| Old Mission Capital Llc | 0.02% | 41,616 | $977,380 | $1,006,275 | +$28,895 | +2.96% | |
| Maltin Wealth Management, Inc. | 0.27% | 34,968 | $820,363 | $845,526 | +$25,163 | +3.07% | |
| Novem Group | 0.06% | 23,836 | $559,202 | $576,354 | +$17,152 | +3.07% | |
| Sigma Planning Corp | 0.01% | 22,642 | $531,190 | $547,484 | +$16,294 | +3.07% | |
| Clearstead Advisors, Llc | 0.00% | 22,410 | $526,315 | $541,874 | +$15,559 | +2.96% | |
| Susquehanna International Group, Llp | 0.00% | 18,476 | $433,922 | $446,750 | +$12,828 | +2.96% | |
| Capital Analysts, Llc | 0.01% | 13,987 | $329,000 | $338,206 | +$9,206 | +2.80% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,612 | $319,340 | $329,138 | +$9,798 | +3.07% | |
| Silver Oak Securities, Incorporated | 0.02% | 13,533 | $317,832 | $327,228 | +$9,396 | +2.96% | |
| Kingsview Wealth Management, Llc | 0.00% | 13,147 | $308,767 | $317,894 | +$9,127 | +2.96% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 12,918 | $303,388 | $312,357 | +$8,969 | +2.96% | |
| Us Bancorp \De\ | 0.00% | 10,792 | $253,458 | $260,951 | +$7,493 | +2.96% | |
| Kestra Advisory Services, Llc | 0.00% | 10,180 | $238,827 | $246,152 | +$7,325 | +3.07% | |
| Brookstone Capital Management | 0.00% | 9,851 | $231,108 | $238,197 | +$7,089 | +3.07% | |
| Arkadios Wealth Advisors | 0.00% | 9,500 | $223,114 | $229,710 | +$6,596 | +2.96% | |
| Balboa Wealth Partners | 0.03% | 9,038 | $212,035 | $218,539 | +$6,504 | +3.07% | |
| Nbc Securities, Inc. | 0.00% | 2,438 | $57,196 | $58,951 | +$1,755 | +3.07% | |
| Harbour Investments, Inc. | 0.00% | 2,149 | $50,471 | $51,963 | +$1,492 | +2.96% | |
| Capital Investment Advisory Services, Llc | 0.00% | 1,215 | $28,504 | $29,379 | +$875 | +3.07% |
Frequently asked questions about RSDE
Who are the largest institutional holders of RSDE?
The largest institutional holders of RSDE reported in the latest SEC Form 13F filings include Hollencrest Capital Management, Maia Wealth Llc, Farther Finance Advisors, Llc, Cetera Investment Advisers, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported RSDE position.
What is RSDE institutional ownership?
This page tracks RSDE positions reported by institutional investment managers through SEC Form 13F. FTVESTUSEQEQLWGHTBUFFETFDEC (RSDE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSDE?
InsiderSet currently tracks 27 institutional managers reporting RSDE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RSDE shareholders.
How much RSDE stock do institutions own?
Institutional investment managers disclosed approximately $58.54M in RSDE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSDE institutional ownership last updated?
The latest RSDE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RSDE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RSDE position after the reporting date.
Are institutions buying or selling RSDE?
Institutional buying and selling can be analyzed by comparing RSDE positions across consecutive 13F reporting periods. InsiderSet's RSDE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSDE ownership changes.
How has RSDE institutional ownership changed over time?
InsiderSet tracks RSDE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.