Who owns RSPF
Which tracked institutional funds hold RSPF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 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
8 tracked funds added or opened RSPF while 21 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
RSPF’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 gap the other way — the median holder sizes RSPF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RSPF 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 95 tracked filers holding RSPF, 40 increased or opened the position and 47 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 RSPF 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 1
- TWO SIGMA INVESTMENTS, LP$1M
Full exits 1
- SYKON CAPITAL LLC$887K
Largest adds
- MORGAN STANLEY$2M
- AMERIPRISE FINANCIAL INC$824K
- GOLDMAN SACHS GROUP INC$733K
- COMMONWEALTH EQUITY SERVICES, LLC$612K
- RAYMOND JAMES FINANCIAL INC$546K
- Hills Bank & Trust Co$521K
Largest trims
- NewEdge Advisors, LLC$12M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- Cetera Investment Advisers$5M
- LPL Financial LLC$2M
- NATIONAL BANK OF CANADA /FI/$1M
- UBS Group AG$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 252,117 | $18M | 12.6% | 2026-Q1 |
| Joseph Group Capital Management added | 107,983 | $8M | 5.4% | 2026-Q1 |
| MORGAN STANLEY added | 99,324 | $7M | 5.0% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 78,825 | $6M | 3.9% | 2026-Q1 |
| Davis Investment Partners, LLC added | 66,324 | $5M | 3.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 65,924 | $5M | 3.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 62,748 | $4M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 53,849 | $4M | 2.7% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 51,087 | $4M | 2.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 50,105 | $4M | 2.5% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 44,502 | $3M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 44,431 | $3M | 2.2% | 2026-Q1 |
| UBS Group AG trimmed | 41,288 | $3M | 2.1% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 39,208 | $3M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 37,425 | $3M | 1.9% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 36,111 | $3M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 30,735 | $2M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 26,194 | $2M | 1.3% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 22,740 | $2M | 1.1% | 2026-Q1 |
| Walker Asset Management, LLC added | 21,765 | $2M | 1.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 20,838 | $1M | 1.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 19,272 | $1M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 17,949 | $1M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 17,910 | $1M | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 17,000 | $1M | 0.8% | 2026-Q1 |
| Hills Bank & Trust Co added | 16,898 | $1M | 0.8% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 16,897 | $1M | 0.8% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 14,866 | $1M | 0.7% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 14,232 | $1M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 14,058 | $1M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,059 | $932K | 0.7% | 2026-Q1 |
| Pacific Sun Financial Corp added | 12,850 | $917K | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 12,471 | $861K | 0.6% | 2026-Q1 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 11,814 | $843K | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 11,545 | $825K | 0.6% | 2026-Q1 |
| Lido Advisors, LLC added | 11,526 | $823K | 0.6% | 2026-Q1 |
| FRG Family Wealth Advisors LLC trimmed | 11,375 | $812K | 0.6% | 2026-Q1 |
| MAI Capital Management added | 10,846 | $774K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 10,543 | $753K | 0.5% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 10,414 | $743K | 0.5% | 2026-Q1 |
| EVOKE WEALTH, LLC | 10,029 | $716K | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 7,919 | $565K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 7,916 | $565K | 0.4% | 2026-Q1 |
| Friedenthal Financial added | 7,808 | $557K | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 7,623 | $544K | 0.4% | 2026-Q1 |
| Empirical Asset Management, LLC | 7,202 | $514K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,809 | $486K | 0.3% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 6,680 | $477K | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 7,091 | $472K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,388 | $456K | 0.3% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 5,898 | $421K | 0.3% | 2026-Q1 |
| CX Institutional added | 5,658 | $404K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 5,267 | $376K | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC | 5,025 | $359K | 0.3% | 2026-Q1 |
| Harbor Asset Planning, Inc. added | 4,759 | $340K | 0.2% | 2026-Q1 |
| FMR LLC added | 4,732 | $338K | 0.2% | 2026-Q1 |
| One Charles Private Wealth Services, LLC trimmed | 4,718 | $337K | 0.2% | 2026-Q1 |
| Asset One Wealth Management LLC | 4,235 | $326K | 0.2% | 2026-Q1 |
| IMA Advisory Services, Inc. | 3,985 | $284K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 3,725 | $266K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 3,391 | $242K | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA | 3,122 | $223K | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 2,200 | $157K | 0.1% | 2026-Q1 |
| HHM Wealth Advisors, LLC trimmed | 1,800 | $129K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC | 1,625 | $116K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 1,200 | $86K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 1,168 | $83K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,163 | $83K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 1,101 | $79K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 798 | $57K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 792 | $57K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 707 | $50K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 678 | $48K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 31,827 | $47K | 0.0% | 2026-Q1 |
| Banque Transatlantique SA new | 572 | $41K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 93,919 | $7M | 5.1% | 2025-Q3 stale |
| ForthRight Wealth Management, LLC trimmed | 31,678 | $2M | 1.6% | 2025-Q1 stale |
| SHAKER INVESTMENTS LLC/OH new | 25,835 | $2M | 1.3% | 2025-Q1 stale |
| Sandbox Financial Partners, LLC added | 21,613 | $2M | 1.2% | 2025-Q3 stale |
| Live Oak Investment Partners added | 26,418 | $1M | 0.9% | 2025-Q3 stale |
| IHT Wealth Management, LLC trimmed | 17,947 | $1M | 0.9% | 2025-Q1 stale |
| Thrivent Financial for Lutherans new | 16,135 | $1M | 0.9% | 2025-Q3 stale |
| SYKON CAPITAL LLC new | 11,294 | $887K | 0.6% | 2025-Q4 stale |
| Cascade Wealth Advisors, Inc | 12,300 | $835K | 0.6% | 2025-Q1 stale |
| TRUIST FINANCIAL CORP added | 8,617 | $656K | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 7,522 | $585K | 0.4% | 2025-Q3 stale |
| Freedom Investment Management, Inc. trimmed | 7,638 | $581K | 0.4% | 2025-Q2 stale |
| SeaCrest Wealth Management, LLC trimmed | 7,134 | $517K | 0.4% | 2025-Q1 stale |
| Strategic Blueprint, LLC trimmed | 6,141 | $478K | 0.3% | 2025-Q3 stale |
| Sebold Capital Management, Inc. added | 5,873 | $447K | 0.3% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,293 | $337K | 0.2% | 2025-Q4 stale |
| PFG Investments, LLC trimmed | 4,141 | $300K | 0.2% | 2025-Q1 stale |
| MCDONALD PARTNERS LLC | 3,575 | $281K | 0.2% | 2025-Q4 stale |
| Accordant Advisory Group Inc new | 3,477 | $270K | 0.2% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 3,264 | $256K | 0.2% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC added | 3,219 | $250K | 0.2% | 2025-Q3 stale |
| McAdam, LLC | 2,718 | $213K | 0.1% | 2025-Q4 stale |
| Promus Capital, LLC | 2,028 | $158K | 0.1% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 1,896 | $147K | 0.1% | 2025-Q3 stale |
| ORG Partners LLC added | 657 | $51K | 0.0% | 2025-Q3 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.