Who owns RSHO
Which tracked institutional funds hold RSHO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSHO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 RSHO is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 4 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
RSHO’s largest tracked holder by dollar value, WADDELL & ASSOCIATES, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RSHO 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 2025-Q4 and 2026-Q1, across 35 tracked filers holding RSHO, 24 increased or opened the position and 9 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 RSHO between the 2025-Q4 and 2026-Q1 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 6
- Cooper Capital Advisors LLC$8M
- FLOW TRADERS U.S. LLC$2M
- JANE STREET GROUP, LLC$1M
- Kovack Advisors, Inc.$1M
- MORGAN STANLEY$626K
- RAYMOND JAMES FINANCIAL INC$587K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- LPL Financial LLC$4M
- UBS Group AG$1M
- Advisory Services Network, LLC$1M
- Inspire Advisors, LLC$543K
- ROYAL BANK OF CANADA$438K
Largest trims
- Thrivent Financial for Lutherans$62M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$714K
- Willow Financial LLC$643K
- HARBOUR INVESTMENTS, INC.$567K
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 |
|---|---|---|---|---|
| Thrivent Financial for Lutherans trimmed | 358,185 | $18M | 12.1% | 2026-Q1 |
| UBS Group AG added | 203,736 | $10M | 6.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 175,658 | $9M | 5.9% | 2026-Q1 |
| Cooper Capital Advisors LLC new | 162,603 | $8M | 5.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 83,316 | $4M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 81,583 | $4M | 2.8% | 2026-Q1 |
| Inspire Advisors, LLC added | 73,183 | $4M | 2.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 48,972 | $2M | 1.7% | 2026-Q1 |
| Willow Financial LLC trimmed | 45,068 | $2M | 1.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 30,134 | $2M | 1.0% | 2026-Q1 |
| WealthBridge Capital Management, LLC added | 27,039 | $1M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 26,753 | $1M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 26,084 | $1M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 25,025 | $1M | 0.8% | 2026-Q1 |
| Kovack Advisors, Inc. new | 23,600 | $1M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 12,572 | $626K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 11,783 | $587K | 0.4% | 2026-Q1 |
| GEM Asset Management, LLC | 6,819 | $339K | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,476 | $322K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. new | 6,373 | $317K | 0.2% | 2026-Q1 |
| Resurgent Financial Advisors LLC | 5,757 | $287K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,608 | $279K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 5,477 | $273K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,093 | $254K | 0.2% | 2026-Q1 |
| WILLNER & HELLER, LLC new | 4,527 | $225K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 4,332 | $216K | 0.1% | 2026-Q1 |
| Worth Asset Management, LLC new | 4,170 | $208K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,626 | $181K | 0.1% | 2026-Q1 |
| MATHER GROUP, LLC. new | 800 | $40K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 780 | $40K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 768 | $38K | 0.0% | 2026-Q1 |
| HHM Wealth Advisors, LLC | 490 | $24K | 0.0% | 2026-Q1 |
| TD Capital Management LLC new | 134 | $7K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 112 | $6K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 6 | $299 | 0.0% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC new | 2,095,949 | $71M | 48.2% | 2025-Q1 stale |
| IHT Wealth Management, LLC added | 22,456 | $992K | 0.7% | 2025-Q3 stale |
| Park Edge Advisors, LLC trimmed | 10,595 | $470K | 0.3% | 2025-Q4 stale |
| COMERICA BANK new | 12,399 | $421K | 0.3% | 2025-Q1 stale |
| Crew Capital Management, Ltd. trimmed | 10,634 | $361K | 0.2% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 6,292 | $271K | 0.2% | 2025-Q3 stale |
| Private Advisor Group, LLC new | 5,473 | $235K | 0.2% | 2025-Q3 stale |
| Turning Point Benefit Group, Inc. | 451 | $20K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 300 | $13K | 0.0% | 2025-Q3 stale |
| Vermillion & White Wealth Management Group, LLC | 241 | $11K | 0.0% | 2025-Q4 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP new | 284 | $10K | 0.0% | 2025-Q2 stale |
| Cape Investment Advisory, Inc. added | 201 | $9K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.