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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

163
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on RSPG is one-sided between 2025-Q4 and 2026-Q1: 55 added or opened and 8 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

RSPG’s largest tracked holder by dollar value, UBS Group AG, 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 2025-Q4 and 2026-Q1, across 163 tracked filers holding RSPG, 90 increased or opened the position and 63 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 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 16

  • Cresset Asset Management, LLC$10M
  • LEE JOHNSON CAPITAL MANAGEMENT, LLC$7M
  • Concurrent Investment Advisors, LLC$5M
  • Ocean Park Asset Management, LLC$5M
  • MARSHALL WACE, LLP$3M
  • Courage Miller Partners, LLC$2M

Full exits 3

  • Fortis Advisors, LLC$3M
  • CITADEL ADVISORS LLC$754K
  • Sylvest Advisors, LLC$549K

Largest adds

  • UBS Group AG$21M
  • MORGAN STANLEY$16M
  • LPL Financial LLC$12M
  • BNP PARIBAS FINANCIAL MARKETS$12M
  • MATAURO, LLC$11M
  • RAYMOND JAMES FINANCIAL INC$7M

Largest trims

  • BANK OF AMERICA CORP /DE/$9M
  • Flaharty Asset Management, LLC$8M
  • Ethos Financial Group, LLC$864K
  • WELLS FARGO & COMPANY/MN$451K
  • Clearstead Advisors, LLC$273K

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).

FundSharesReported value% of valueQuarter
UBS Group AG added385,035$42M10.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed363,231$40M9.5%2026-Q1
MORGAN STANLEY added341,442$37M8.9%2026-Q1
MATAURO, LLC added292,212$32M7.7%2026-Q1
Flaharty Asset Management, LLC trimmed243,438$27M6.4%2026-Q1
LPL Financial LLC added190,563$21M5.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added136,826$15M3.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added130,869$14M3.4%2026-Q1
Cresset Asset Management, LLC new94,614$10M2.5%2026-Q1
Arkfeld Wealth Strategies, L.L.C. trimmed100,850$10M2.4%2026-Q1
Farther Finance Advisors, LLC trimmed71,228$8M1.8%2026-Q1
Stonebridge Financial Group, LLC added66,795$7M1.7%2026-Q1
LEE JOHNSON CAPITAL MANAGEMENT, LLC new62,328$7M1.6%2026-Q1
Guild Investment Management, Inc. trimmed58,410$6M1.5%2026-Q1
OARSMAN CAPITAL, INC. trimmed56,008$6M1.5%2026-Q1
Concurrent Investment Advisors, LLC new46,052$5M1.2%2026-Q1
ROYAL BANK OF CANADA added41,264$5M1.1%2026-Q1
Ocean Park Asset Management, LLC added41,114$5M1.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed38,094$4M1.0%2026-Q1
OSAIC HOLDINGS, INC. added35,611$4M0.9%2026-Q1
Aptus Capital Advisors, LLC added31,376$3M0.8%2026-Q1
Financial Guidance Group, Inc. added31,326$3M0.8%2026-Q1
Davis Investment Partners, LLC trimmed30,007$3M0.8%2026-Q1
Baird Financial Group, Inc. trimmed29,795$3M0.8%2026-Q1
IHT Wealth Management, LLC trimmed27,108$3M0.7%2026-Q1
Kestra Advisory Services, LLC added26,673$3M0.7%2026-Q1
Joseph P. Lucia & Associates, LLC trimmed26,145$3M0.7%2026-Q1
MARSHALL WACE, LLP added25,540$3M0.7%2026-Q1
HighTower Advisors, LLC added25,060$3M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added24,720$3M0.6%2026-Q1
Courage Miller Partners, LLC trimmed21,053$2M0.6%2026-Q1
Cetera Investment Advisers trimmed20,988$2M0.5%2026-Q1
TABLEAUX LLC new20,719$2M0.5%2026-Q1
GOLDMAN SACHS GROUP INC20,008$2M0.5%2026-Q1
Ethos Financial Group, LLC trimmed19,095$2M0.5%2026-Q1
SHAKER INVESTMENTS LLC/OH new18,242$2M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,606$2M0.5%2026-Q1
JPMORGAN CHASE & CO added17,168$2M0.5%2026-Q1
Empowered Funds, LLC new17,011$2M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed16,849$2M0.4%2026-Q1
Keating Financial Advisory Services, Inc. trimmed16,395$2M0.4%2026-Q1
SYKON CAPITAL LLC trimmed15,271$2M0.4%2026-Q1
Sanctuary Advisors, LLC added15,268$2M0.4%2026-Q1
Synergy Asset Management, LLC added14,418$2M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed13,841$2M0.4%2026-Q1
Somerset Trust Co added13,817$2M0.4%2026-Q1
PGIM Custom Harvest LLC trimmed13,811$2M0.4%2026-Q1
Hills Bank & Trust Co added11,107$1M0.3%2026-Q1
STEPHENS INC /AR/ trimmed9,734$1M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added9,232$1M0.2%2026-Q1
Northwest Wealth Advisors, LLC added9,254$1M0.2%2026-Q1
Tower Research Capital LLC (TRC) added8,275$906K0.2%2026-Q1
Gotham Asset Management, LLC8,258$904K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed7,758$849K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed7,857$838K0.2%2026-Q1
ROTHSCHILD INVESTMENT LLC trimmed7,406$811K0.2%2026-Q1
Arkadios Wealth Advisors trimmed7,230$791K0.2%2026-Q1
StoneCrest Wealth Management, Inc. trimmed7,166$784K0.2%2026-Q1
Mariner, LLC added7,132$781K0.2%2026-Q1
Friedenthal Financial added7,092$776K0.2%2026-Q1
Rockefeller Capital Management L.P. added7,067$774K0.2%2026-Q1
Walker Asset Management, LLC trimmed6,568$719K0.2%2026-Q1
HRT FINANCIAL LP trimmed6,396$700K0.2%2026-Q1
Ferguson Shapiro LLC added6,130$671K0.2%2026-Q1
McKinley Carter Wealth Services, Inc. trimmed5,861$642K0.2%2026-Q1
Longview Financial Advisors, Inc. trimmed5,788$634K0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed5,732$628K0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added5,585$611K0.1%2026-Q1
Pinnacle Financial Partners, Inc. added5,480$601K0.1%2026-Q1
FMR LLC trimmed5,278$578K0.1%2026-Q1
VISTA INVESTMENT MANAGEMENT trimmed5,270$577K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed4,951$542K0.1%2026-Q1
SFMG, LLC4,858$532K0.1%2026-Q1
Independent Advisor Alliance added4,808$526K0.1%2026-Q1
AMERIPRISE FINANCIAL INC added4,777$523K0.1%2026-Q1
Geneos Wealth Management Inc. added4,712$516K0.1%2026-Q1
Prosperitas Financial LLC4,623$506K0.1%2026-Q1
Centurion Wealth Management LLC4,600$504K0.1%2026-Q1
MAI Capital Management trimmed4,572$500K0.1%2026-Q1
Capital Wealth Alliance, LLC trimmed4,508$493K0.1%2026-Q1
CIBC WORLD MARKET INC. added4,460$488K0.1%2026-Q1
Indivisible Partners added4,371$478K0.1%2026-Q1
Janney Montgomery Scott LLC trimmed4,318$473K0.1%2026-Q1
Finivi Inc. new4,299$471K0.1%2026-Q1
FLORIDA FINANCIAL ADVISORS, LLC new4,125$452K0.1%2026-Q1
WealthPlan Investment Management, LLC new3,994$437K0.1%2026-Q1
&PARTNERS trimmed3,874$424K0.1%2026-Q1
NWAM LLC trimmed3,862$423K0.1%2026-Q1
Strategic Advisors LLC trimmed3,814$418K0.1%2026-Q1
Raub Brock Capital Management LP trimmed84,645$7M1.7%2025-Q1 stale
Mason & Associates Inc added40,406$3M0.7%2025-Q2 stale
Fortis Advisors, LLC trimmed35,205$3M0.7%2025-Q4 stale
WIN ADVISORS, INC new36,405$3M0.6%2025-Q2 stale
BECK CAPITAL MANAGEMENT, LLC added32,149$3M0.6%2025-Q1 stale
Evernest Financial Advisors, LLC added23,894$2M0.5%2025-Q1 stale
CITADEL ADVISORS LLC added9,477$754K0.2%2025-Q4 stale
CMC Financial Group trimmed7,883$645K0.2%2025-Q1 stale
Requisite Capital Management, LLC7,403$606K0.1%2025-Q1 stale
Sylvest Advisors, LLC added6,904$549K0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed5,843$465K0.1%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership