Who owns RSPA (RSPA)
Which tracked institutional funds hold RSPA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 RSPA is one-sided between 2025-Q4 and 2026-Q1: 28 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
RSPA’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RSPA 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 69 tracked filers holding RSPA, 58 increased or opened the position and 19 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 RSPA 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 5
- MORGAN STANLEY$20M
- Matthew Goff Investment Advisor, LLC$14M
- RAYMOND JAMES FINANCIAL INC$2M
- ARMSTRONG ADVISORY GROUP, INC$962K
- FIRST MANHATTAN CO. LLC.$797K
Full exits 1
- Hilton Capital Management, LLC$575K
Largest adds
- LPL Financial LLC$17M
- WELLS FARGO & COMPANY/MN$14M
- JONES FINANCIAL COMPANIES LLLP$6M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$5M
- UBS Group AG$4M
- Cetera Investment Advisers$4M
Largest trims
- Invesco Ltd.$8M
- JANE STREET GROUP, LLC$7M
- CX Institutional$3M
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 |
|---|---|---|---|---|
| Invesco Ltd. trimmed | 4,301,501 | $215M | 42.9% | 2026-Q1 |
| LPL Financial LLC added | 989,261 | $49M | 9.9% | 2026-Q1 |
| CX Institutional trimmed | 929,563 | $46M | 9.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 418,180 | $21M | 4.1% | 2026-Q1 |
| MORGAN STANLEY new | 406,026 | $20M | 4.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 314,637 | $16M | 3.1% | 2026-Q1 |
| Matthew Goff Investment Advisor, LLC new | 71,302 | $14M | 2.7% | 2026-Q1 |
| UBS Group AG added | 252,807 | $13M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 206,517 | $10M | 2.1% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 186,750 | $9M | 1.9% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 167,721 | $8M | 1.7% | 2026-Q1 |
| LANE BROTHERS & CO INC added | 130,067 | $7M | 1.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 89,495 | $4M | 0.9% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 84,290 | $4M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 83,409 | $4M | 0.8% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV added | 70,083 | $4M | 0.7% | 2026-Q1 |
| Advisor OS, LLC added | 70,083 | $4M | 0.7% | 2026-Q1 |
| SageGuard Financial Group, LLC trimmed | 70,073 | $4M | 0.7% | 2026-Q1 |
| Compass Financial Services Inc trimmed | 68,302 | $3M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 61,515 | $3M | 0.6% | 2026-Q1 |
| Prospera Financial Services Inc added | 55,667 | $3M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 53,132 | $3M | 0.5% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 45,198 | $2M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 36,855 | $2M | 0.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 36,540 | $2M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 34,609 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 31,812 | $2M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 30,812 | $2M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 29,320 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 29,282 | $1M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 21,576 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 19,377 | $969K | 0.2% | 2026-Q1 |
| O'ROURKE & COMPANY, Inc added | 19,290 | $964K | 0.2% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC new | 19,248 | $962K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 16,306 | $815K | 0.2% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. new | 15,944 | $797K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 14,830 | $741K | 0.1% | 2026-Q1 |
| Barnett & Company, Inc. added | 14,101 | $705K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 13,050 | $652K | 0.1% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 12,863 | $643K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 12,782 | $639K | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 11,058 | $553K | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 9,669 | $483K | 0.1% | 2026-Q1 |
| Peck Wealth Management, LLC new | 9,280 | $464K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 8,645 | $432K | 0.1% | 2026-Q1 |
| Adalta Capital Management LLC new | 8,000 | $400K | 0.1% | 2026-Q1 |
| Northstar Advisory Group, LLC new | 7,755 | $388K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 6,953 | $348K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 6,583 | $329K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 6,418 | $321K | 0.1% | 2026-Q1 |
| INTEGRITY WEALTH ADVISORS, INC. added | 6,132 | $307K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 5,993 | $300K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 5,519 | $276K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 5,518 | $276K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 5,018 | $251K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 4,462 | $223K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 4,350 | $217K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc new | 4,235 | $212K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 3,884 | $194K | 0.0% | 2026-Q1 |
| BROWN, LISLE/CUMMINGS, INC. added | 3,325 | $166K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 3,215 | $161K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 1,195 | $63K | 0.0% | 2026-Q1 |
| Capital Advisors, Ltd. LLC | 1,118 | $56K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 561 | $28K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 492 | $25K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 415 | $21K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC added | 366 | $18K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 294 | $15K | 0.0% | 2026-Q1 |
| CWM, LLC added | 143 | $7K | 0.0% | 2026-Q1 |
| Audent Global Asset Management, LLC new | 8,930 | $2M | 0.3% | 2025-Q2 stale |
| Virtu Financial LLC added | 29,666 | $1M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 24,133 | $1M | 0.2% | 2025-Q2 stale |
| CIBC WORLD MARKETS CORP new | 5,200 | $901K | 0.2% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 16,229 | $828K | 0.2% | 2025-Q3 stale |
| Hilton Capital Management, LLC new | 11,285 | $575K | 0.1% | 2025-Q4 stale |
| Stenger Family Office, LLC new | 2,324 | $445K | 0.1% | 2025-Q4 stale |
| STEPHENS INC /AR/ | 5,400 | $275K | 0.1% | 2025-Q4 stale |
| Mariner, LLC new | 5,060 | $258K | 0.1% | 2025-Q4 stale |
| Intrua Financial, LLC trimmed | 4,124 | $210K | 0.0% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 3,344 | $170K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 3,059 | $156K | 0.0% | 2025-Q3 stale |
| Sara-Bay Financial new | 700 | $135K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. new | 580 | $30K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC new | 565 | $29K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC new | 519 | $26K | 0.0% | 2025-Q4 stale |
| Perritt Capital Management Inc | 21 | $1K | 0.0% | 2025-Q3 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.