FTVESTUSEQEQLWGHTBUFFETFDEC (RSDE) Institutional Ownership Changes & 13F Activity
FTVESTUSEQEQLWGHTBUFFETFDEC (RSDE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hollencrest Capital Management, Envestnet Asset Management Inc, Old Mission Capital Llc, Osaic Holdings, Inc., and Diligent Investors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | Sell | -500 | -3.3% | 14,500 | $317.84K | Q1 2026 | May 18, 2026 |
| Old Mission Capital Llc | Buy | +38,385 | +389.7% | 48,234 | $1.06M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +27,812 | — | 27,812 | $609.62K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +18,452 | — | 18,452 | $404.47K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +9,951 | +71.6% | 23,850 | $522.80K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -1,698 | -49.8% | 1,715 | $37.59K | Q1 2026 | May 15, 2026 |
| Capital Analysts, Llc | Sell | -2,283 | -14.0% | 13,987 | $307.00K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +18,026 | +21.6% | 101,287 | $2.22M | Q1 2026 | May 13, 2026 |
| Park Square Financial Group, Llc | Buy | +431 | — | 431 | $9.45K | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, Llc | Buy | +600 | +4.9% | 12,847 | $281.61K | Q1 2026 | May 12, 2026 |
| Hollencrest Capital Management | Buy | +83,395 | +3.5% | 2,471,609 | $54.18M | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, Llc | Buy | +22,410 | — | 22,410 | $491.23K | Q1 2026 | May 06, 2026 |
| Envestnet Asset Management Inc | Buy | +56,734 | — | 56,734 | $1.24M | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | Sell | -105 | -0.4% | 24,454 | $536.04K | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | Buy | +17,841 | — | 17,841 | $391.08K | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,255 | +28.5% | 10,180 | $223.15K | Q1 2026 | Apr 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -1,422 | -5.6% | 23,991 | $525.89K | Q1 2026 | Apr 27, 2026 |
| Maltin Wealth Management, Inc. | Buy | +12,405 | +102.1% | 24,554 | $538.23K | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | Buy | +3,352 | +12.2% | 30,914 | $677.64K | Q1 2026 | Apr 16, 2026 |
| Diligent Investors, Llc | Buy | +27,040 | +92.3% | 56,340 | $1.23M | Q1 2026 | Apr 15, 2026 |
| Nbc Securities, Inc. | Sell | -189 | -7.2% | 2,438 | $53.44K | Q1 2026 | Apr 14, 2026 |
| Novem Group | Buy | +26,108 | — | 26,108 | $572.29K | Q1 2026 | Apr 13, 2026 |
| Stephens Inc | Sell | -10,510 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 05, 2026 |
| Camelot Portfolios, Llc | Sell | -3,161 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 29, 2026 |
Frequently asked questions about RSDE activity
Which institutional owners are buying RSDE?
Institutional owners buying RSDE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RSDE activity?
"Buy" means an investor increased their reported position in RSDE compared to the prior reporting period. This reflects growing exposure to FTVESTUSEQEQLWGHTBUFFETFDEC (RSDE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSDE increasing?
Institutional interest in RSDE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.