RUSC Institutional Ownership & Shareholders
RSL INV-US SML CP EQT ETF-$I (RUSC) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $86.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of RUSC tracked by InsiderSet, reporting ownership valued at approximately $31.37M 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 $29.53M, representing an estimated loss of -5.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed RUSC value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Arkadios Wealth Advisors, and several other long-term asset managers with concentrated positions in RSL INV-US SML CP EQT ETF-$I (RUSC).
This page ranks the largest institutional RUSC 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
23
Total Reported Value
$86.28M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$31.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 803,473 | $31,370,564 | $29,526,829 | -$1,843,735 | -5.88% | |
| Lpl Financial Llc | 0.00% | 409,200 | $15,976,668 | $15,037,691 | -$938,977 | -5.88% | |
| Arkadios Wealth Advisors | 0.24% | 401,700 | $15,683,855 | $14,762,073 | -$921,782 | -5.88% | |
| Cetera Investment Advisers | 0.01% | 301,058 | $11,754,430 | $11,063,580 | -$690,850 | -5.88% | |
| Anchor Capital Advisors Llc | 0.12% | 104,934 | $4,097,012 | $3,856,220 | -$240,792 | -5.88% | |
| Baird Financial Group, Inc. | 0.00% | 84,950 | $3,316,762 | $3,121,828 | -$194,934 | -5.88% | |
| Ankerstar Wealth, Llc | 0.78% | 23,796 | $929,084 | $874,479 | -$54,605 | -5.88% | |
| Truist Financial Corp | 0.00% | 16,940 | $613,773 | $622,528 | +$8,755 | +1.43% | |
| Benjamin Edwards Inc | 0.01% | 15,558 | $607,395 | $571,741 | -$35,654 | -5.87% | |
| Susquehanna International Group, Llp | 0.00% | 11,078 | $432,526 | $407,105 | -$25,421 | -5.88% | |
| Bank Of New York Mellon Corp | 0.00% | 10,789 | $421,242 | $396,485 | -$24,757 | -5.88% | |
| Sanctuary Advisors, Llc | 0.00% | 6,810 | $265,888 | $250,261 | -$15,627 | -5.88% | |
| Principal Securities, Inc. | 0.00% | 6,145 | $239,936 | $225,823 | -$14,113 | -5.88% | |
| Sigfig Wealth Management, Llc | 0.01% | 6,552 | $237,392 | $240,779 | +$3,387 | +1.43% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 5,605 | $218,840 | $205,978 | -$12,862 | -5.88% | |
| Us Bancorp \De\ | 0.00% | 1,363 | $53,217 | $50,089 | -$3,128 | -5.88% | |
| Harbour Investments, Inc. | 0.00% | 684 | $26,706 | $25,136 | -$1,570 | -5.88% | |
| Osaic Holdings, Inc. | 0.00% | 430 | $16,786 | $15,802 | -$984 | -5.86% | |
| Rossby Financial, Lcc | 0.00% | 245 | $9,566 | $9,004 | -$562 | -5.88% | |
| Ifp Advisors, Inc | 0.00% | 152 | $5,507 | $5,586 | +$79 | +1.43% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 24 | $768 | $882 | +$114 | +14.84% | |
| Signature Equity Partners, Llc | 0.00% | 20 | $725 | $735 | +$10 | +1.38% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14 | $547 | $514 | -$33 | -5.94% |
Frequently asked questions about RUSC
Who are the largest institutional holders of RUSC?
The largest institutional holders of RUSC reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Arkadios Wealth Advisors, Cetera Investment Advisers, and Anchor Capital Advisors Llc. InsiderSet ranks institutional holders by their latest reported RUSC position.
What is RUSC institutional ownership?
This page tracks RUSC positions reported by institutional investment managers through SEC Form 13F. RSL INV-US SML CP EQT ETF-$I (RUSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RUSC?
InsiderSet currently tracks 23 institutional managers reporting RUSC 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 RUSC shareholders.
How much RUSC stock do institutions own?
Institutional investment managers disclosed approximately $86.28M in RUSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RUSC institutional ownership last updated?
The latest RUSC 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 RUSC 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 RUSC position after the reporting date.
Are institutions buying or selling RUSC?
Institutional buying and selling can be analyzed by comparing RUSC positions across consecutive 13F reporting periods. InsiderSet's RUSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RUSC ownership changes.
How has RUSC institutional ownership changed over time?
InsiderSet tracks RUSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.