Who owns RSDE
Which tracked institutional funds hold RSDE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSDE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RSDE is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RSDE’s largest tracked holder by dollar value, HOLLENCREST CAPITAL MANAGEMENT, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RSDE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 27 tracked filers holding RSDE, 14 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RSDE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Maia Wealth LLC$3M
- Farther Finance Advisors, LLC$2M
- FIDUCIARY FINANCIAL ADVISORS$2M
Largest adds
- OSAIC HOLDINGS, INC.$759K
- Maltin Wealth Management, Inc.$283K
Largest trims
- HOLLENCREST CAPITAL MANAGEMENT$16M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 1,639,997 | $39M | 59.0% | 2026-Q2 |
| Maia Wealth LLC new | 129,000 | $3M | 4.6% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 104,151 | $2M | 3.7% | 2026-Q2 |
| Cetera Investment Advisers added | 102,285 | $2M | 3.7% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 75,580 | $2M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 58,536 | $1M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 58,281 | $1M | 2.1% | 2026-Q2 |
| Diligent Investors, LLC | 56,340 | $1M | 2.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 41,616 | $977K | 1.5% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 34,968 | $821K | 1.3% | 2026-Q2 |
| Brookstone Capital Management added | 33,776 | $793K | 1.2% | 2026-Q2 |
| NOVEM GROUP trimmed | 24,436 | $574K | 0.9% | 2026-Q2 |
| Sigma Planning Corp trimmed | 22,866 | $537K | 0.8% | 2026-Q2 |
| Clearstead Advisors, LLC | 22,410 | $526K | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,775 | $488K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,476 | $434K | 0.7% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED | 13,533 | $318K | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 13,147 | $309K | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 12,918 | $303K | 0.5% | 2026-Q2 |
| US BANCORP \DE\ new | 10,792 | $253K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC | 10,180 | $239K | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 9,500 | $223K | 0.3% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 2,438 | $57K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,149 | $50K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 1,320 | $31K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 1,215 | $29K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 240 | $6K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,452 | $404K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group new | 17,841 | $391K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC trimmed | 13,987 | $307K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Park Square Financial Group, LLC new | 431 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| STEPHENS INC /AR/ trimmed | 10,510 | $229K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Camelot Portfolios, LLC new | 3,161 | $69K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 16,582 | $358K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG new | 199 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| First Heartland Consultants, Inc. trimmed | 134,234 | $3M | 4.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 73,479 | $2M | 2.3% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.