Who owns RSPG
Which tracked institutional funds hold RSPG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
18 tracked funds added or opened RSPG while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
RSPG’s largest tracked holder by dollar value, MORGAN STANLEY, 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 RSPG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RSPG 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 142 tracked filers holding RSPG, 60 increased or opened the position and 86 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 RSPG 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 8
- Modern Wealth Management, LLC$22M
- Private Advisory Group LLC$4M
- TWO SIGMA INVESTMENTS, LP$2M
- Lane Generational LLC$1M
- Vanguard Capital Wealth Advisors$1M
- XTX Topco Ltd$577K
Full exits 16
- LEE JOHNSON CAPITAL MANAGEMENT, LLC$7M
- Concurrent Investment Advisors, LLC$5M
- Ocean Park Asset Management, LLC$5M
- MARSHALL WACE, LLP$3M
- HighTower Advisors, LLC$3M
- Empowered Funds, LLC$2M
Largest adds
- Sanctuary Advisors, LLC$2M
- JPMORGAN CHASE & CO$2M
- Cresset Asset Management, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$906K
- Ethos Financial Group, LLC$816K
- WELLS FARGO & COMPANY/MN$683K
Largest trims
- Flaharty Asset Management, LLC$25M
- UBS Group AG$23M
- BANK OF AMERICA CORP /DE/$16M
- BNP PARIBAS FINANCIAL MARKETS$11M
- LPL Financial LLC$6M
- RAYMOND JAMES FINANCIAL INC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 345,657 | $34M | 11.2% | 2026-Q2 |
| MATAURO, LLC added | 311,503 | $31M | 10.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 242,859 | $24M | 7.9% | 2026-Q2 |
| Modern Wealth Management, LLC new | 220,963 | $22M | 7.2% | 2026-Q2 |
| UBS Group AG trimmed | 197,562 | $19M | 6.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 146,920 | $14M | 4.8% | 2026-Q2 |
| Cresset Asset Management, LLC added | 122,886 | $12M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 108,806 | $11M | 3.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 71,506 | $7M | 2.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 70,793 | $7M | 2.3% | 2026-Q2 |
| Arkfeld Wealth Strategies, L.L.C. trimmed | 69,392 | $7M | 2.2% | 2026-Q2 |
| Guild Investment Management, Inc. added | 58,760 | $6M | 1.9% | 2026-Q2 |
| OARSMAN CAPITAL, INC. added | 56,517 | $6M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 49,545 | $5M | 1.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 41,717 | $4M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 39,268 | $4M | 1.3% | 2026-Q2 |
| Private Advisory Group LLC new | 37,376 | $4M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 34,792 | $3M | 1.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 32,074 | $3M | 1.0% | 2026-Q2 |
| Financial Guidance Group, Inc. added | 32,024 | $3M | 1.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 30,842 | $3M | 1.0% | 2026-Q2 |
| Davis Investment Partners, LLC added | 30,053 | $3M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 29,975 | $3M | 1.0% | 2026-Q2 |
| Ethos Financial Group, LLC added | 29,921 | $3M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,922 | $3M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 28,414 | $3M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 27,185 | $3M | 0.9% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 25,677 | $3M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 24,341 | $2M | 0.8% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 23,993 | $2M | 0.8% | 2026-Q2 |
| TABLEAUX LLC added | 22,800 | $2M | 0.7% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 20,472 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,326 | $2M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 20,008 | $2M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 18,500 | $2M | 0.6% | 2026-Q2 |
| SHAKER INVESTMENTS LLC/OH trimmed | 18,110 | $2M | 0.6% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 16,436 | $2M | 0.5% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 16,395 | $2M | 0.5% | 2026-Q2 |
| Somerset Trust Co added | 13,982 | $1M | 0.5% | 2026-Q2 |
| Lane Generational LLC new | 13,586 | $1M | 0.4% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 13,317 | $1M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,931 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,814 | $1M | 0.4% | 2026-Q2 |
| Hills Bank & Trust Co added | 12,659 | $1M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 11,781 | $1M | 0.4% | 2026-Q2 |
| Vanguard Capital Wealth Advisors new | 11,242 | $1M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 10,542 | $1M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 9,638 | $944K | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC | 8,258 | $809K | 0.3% | 2026-Q2 |
| Northwest Wealth Advisors, LLC trimmed | 7,662 | $751K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,483 | $753K | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 7,408 | $726K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 7,305 | $716K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 7,169 | $702K | 0.2% | 2026-Q2 |
| Walker Asset Management, LLC added | 6,698 | $656K | 0.2% | 2026-Q2 |
| Friedenthal Financial trimmed | 6,416 | $629K | 0.2% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 6,039 | $592K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 5,891 | $577K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 5,862 | $574K | 0.2% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. trimmed | 5,694 | $558K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 5,491 | $538K | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 5,443 | $533K | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 5,404 | $529K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 5,387 | $528K | 0.2% | 2026-Q2 |
| StoneX Group Inc. new | 5,326 | $524K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,288 | $518K | 0.2% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT trimmed | 5,240 | $513K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 5,219 | $511K | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 5,068 | $497K | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 4,767 | $467K | 0.2% | 2026-Q2 |
| Centurion Wealth Management LLC | 4,600 | $451K | 0.1% | 2026-Q2 |
| Capital Wealth Alliance, LLC | 4,508 | $442K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 4,471 | $438K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 4,382 | $429K | 0.1% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC added | 4,355 | $427K | 0.1% | 2026-Q2 |
| SFMG, LLC trimmed | 4,211 | $413K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 3,971 | $389K | 0.1% | 2026-Q2 |
| CITIGROUP INC new | 3,937 | $386K | 0.1% | 2026-Q2 |
| NWAM LLC trimmed | 3,842 | $376K | 0.1% | 2026-Q2 |
| Indivisible Partners trimmed | 3,729 | $365K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 3,728 | $365K | 0.1% | 2026-Q2 |
| Allied Private Wealth LLC new | 3,621 | $369K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 3,550 | $348K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 3,489 | $342K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 3,460 | $339K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 3,342 | $327K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 3,292 | $322K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 3,216 | $315K | 0.1% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK | 3,060 | $300K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 3,012 | $295K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 3,000 | $294K | 0.1% | 2026-Q2 |
| Strategic Advisors LLC trimmed | 2,986 | $293K | 0.1% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 2,898 | $284K | 0.1% | 2026-Q2 |
| AMJ Financial Wealth Management | 2,751 | $301K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 2,654 | $260K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENT MANAGEMENT LLC | 2,571 | $252K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 2,509 | $246K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 2,501 | $245K | 0.1% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. added | 2,461 | $241K | 0.1% | 2026-Q2 |
| REICON WEALTH ADVISORS, LLC trimmed | 2,412 | $236K | 0.1% | 2026-Q2 |
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.