Who owns RSPM
Which tracked institutional funds hold RSPM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPM 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
2 tracked funds added or opened RSPM while 4 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
RSPM’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 RSPM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RSPM 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 69 tracked filers holding RSPM, 25 increased or opened the position and 31 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 RSPM 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.
Full exits 2
- SYKON CAPITAL LLC$1M
- Cambridge Investment Research Advisors, Inc.$502K
Largest adds
- Maltin Wealth Management, Inc.$787K
- Arax Advisory Partners$253K
Largest trims
- Private Advisor Group, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$874K
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 | 308,497 | $12M | 13.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 196,181 | $8M | 8.5% | 2026-Q2 |
| Friedenthal Financial added | 130,830 | $5M | 5.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 114,295 | $4M | 5.0% | 2026-Q2 |
| LPL Financial LLC added | 100,176 | $4M | 4.3% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 98,546 | $4M | 4.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 79,266 | $3M | 3.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 75,951 | $3M | 3.3% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 75,711 | $3M | 3.3% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 50,140 | $2M | 2.2% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 48,525 | $2M | 2.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 44,039 | $2M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 34,436 | $1M | 1.5% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD | 32,715 | $1M | 1.4% | 2026-Q2 |
| Peak Financial Management, Inc. trimmed | 24,604 | $951K | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 23,877 | $923K | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 23,085 | $892K | 1.0% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. | 20,739 | $801K | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 19,951 | $771K | 0.9% | 2026-Q2 |
| UBS Group AG added | 17,131 | $662K | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 13,425 | $519K | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 13,096 | $506K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 12,933 | $500K | 0.6% | 2026-Q2 |
| Hartford Financial Management Inc. | 11,500 | $444K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 11,055 | $427K | 0.5% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,675 | $412K | 0.5% | 2026-Q2 |
| Lido Advisors, LLC added | 10,436 | $403K | 0.5% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10,300 | $398K | 0.4% | 2026-Q2 |
| Walker Asset Management, LLC added | 9,601 | $371K | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,898 | $349K | 0.4% | 2026-Q2 |
| Asset Management Group, Inc. added | 8,370 | $323K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,098 | $313K | 0.4% | 2026-Q2 |
| Capital Square, LLC added | 7,878 | $304K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO | 7,866 | $303K | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 7,718 | $298K | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 7,576 | $293K | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 7,088 | $274K | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 6,905 | $267K | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 6,154 | $238K | 0.3% | 2026-Q2 |
| Yoder Wealth Management, Inc. trimmed | 6,069 | $235K | 0.3% | 2026-Q2 |
| Planning Strategies Inc. new | 6,024 | $233K | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 4,473 | $173K | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 4,395 | $170K | 0.2% | 2026-Q2 |
| Key Financial Inc | 3,010 | $116K | 0.1% | 2026-Q2 |
| FMR LLC | 1,980 | $77K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,585 | $61K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 1,510 | $58K | 0.1% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1,421 | $55K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,172 | $45K | 0.1% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. | 1,020 | $39K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 1,000 | $39K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 975 | $38K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 855 | $33K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 858 | $33K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 783 | $30K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 620 | $24K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 500 | $19K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 476 | $18K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 314 | $12K | 0.0% | 2026-Q2 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 265 | $10K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 200 | $8K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 140 | $5K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 63 | $2K | 0.0% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA | 55 | $2K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 48 | $2K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 35 | $1K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC | 23 | $889 | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. | 19 | $734 | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC | 10 | $386 | 0.0% | 2026-Q2 |
| SYKON CAPITAL LLC added | 38,423 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 12,975 | $502K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CX Institutional added | 7,279 | $281K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| IMC-Chicago, LLC new | 6,915 | $267K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC trimmed | 5,433 | $210K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 1,170 | $45K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PIN OAK INVESTMENT ADVISORS INC | 350 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 335 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. added | 19 | $735 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ALTFEST L J & CO INC new | 129,829 | $4M | 5.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 40,223 | $1M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| Nemes Rush Group LLC new | 805 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 779 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC added | 762 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Lavaca Capital LLC | 450 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TCTC Holdings, LLC | 10 | $341 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Obsidian Personal Planning Solutions LLC trimmed | 60,537 | $2M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 17,727 | $581K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 10,072 | $330K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Live Oak Investment Partners new | 10,080 | $313K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 1,538 | $50K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| North Capital, Inc. added | 1,091 | $36K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 171,340 | $6M | 6.2% | 2025-Q2 stale (4 quarters behind) |
| Trinity Legacy Partners, LLC added | 106,201 | $4M | 4.0% | 2025-Q2 stale (4 quarters behind) |
| MML INVESTORS SERVICES, LLC trimmed | 11,908 | $386K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 8,874 | $288K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Focus Financial Network, Inc. trimmed | 6,244 | $202K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Cullen/Frost Bankers, Inc. new | 3,670 | $119K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| VALLEY WEALTH MANAGERS, INC. added | 190 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Redwood Park Advisors LLC added | 155 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Bristlecone Advisors, LLC | 115 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.