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-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.
How the tape is positioned
The tracked-fund tape on RSPM is one-sided between 2025-Q4 and 2026-Q1: 18 added or opened and 2 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
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 2025-Q4 and 2026-Q1, across 70 tracked filers holding RSPM, 36 increased or opened the position and 23 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 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 2
- Courage Miller Partners, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 2
- ALTFEST L J & CO INC$4M
- GOLDMAN SACHS GROUP INC$1M
Largest adds
- BANK OF AMERICA CORP /DE/$3M
- NTV Asset Management LLC$2M
- ROYAL BANK OF CANADA$2M
- Private Advisor Group, LLC$1M
- Cetera Investment Advisers$887K
- WELLS FARGO & COMPANY/MN$831K
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 | 306,662 | $12M | 12.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 197,283 | $8M | 8.3% | 2026-Q1 |
| Friedenthal Financial trimmed | 127,927 | $5M | 5.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 112,082 | $4M | 4.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 95,879 | $4M | 4.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 84,749 | $3M | 3.6% | 2026-Q1 |
| NTV Asset Management LLC added | 78,232 | $3M | 3.3% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 78,123 | $3M | 3.3% | 2026-Q1 |
| MORGAN STANLEY added | 76,162 | $3M | 3.2% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 51,346 | $2M | 2.2% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 50,035 | $2M | 2.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 49,354 | $2M | 2.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 44,968 | $2M | 1.9% | 2026-Q1 |
| SYKON CAPITAL LLC added | 38,423 | $1M | 1.6% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD | 32,715 | $1M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,700 | $1M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 29,587 | $1M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 29,063 | $1M | 1.2% | 2026-Q1 |
| Peak Financial Management, Inc. trimmed | 24,680 | $954K | 1.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 23,963 | $934K | 1.0% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. trimmed | 20,739 | $802K | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,033 | $659K | 0.7% | 2026-Q1 |
| UBS Group AG added | 16,211 | $627K | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 13,441 | $520K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 13,065 | $505K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 12,975 | $502K | 0.5% | 2026-Q1 |
| Hartford Financial Management Inc. | 11,500 | $445K | 0.5% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 10,770 | $416K | 0.5% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10,300 | $398K | 0.4% | 2026-Q1 |
| Walker Asset Management, LLC added | 9,205 | $356K | 0.4% | 2026-Q1 |
| Lido Advisors, LLC added | 8,816 | $341K | 0.4% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 8,325 | $322K | 0.4% | 2026-Q1 |
| Yoder Wealth Management, Inc. trimmed | 8,162 | $316K | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 8,016 | $310K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 7,866 | $299K | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 7,687 | $297K | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 7,552 | $292K | 0.3% | 2026-Q1 |
| Capital Square, LLC new | 7,295 | $288K | 0.3% | 2026-Q1 |
| CX Institutional added | 7,279 | $281K | 0.3% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 6,915 | $267K | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,739 | $256K | 0.3% | 2026-Q1 |
| Arax Advisory Partners | 6,548 | $253K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 5,433 | $210K | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 4,055 | $157K | 0.2% | 2026-Q1 |
| Key Financial Inc | 3,010 | $116K | 0.1% | 2026-Q1 |
| FMR LLC added | 1,980 | $77K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,574 | $61K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 1,510 | $58K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 1,452 | $56K | 0.1% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. new | 1,421 | $55K | 0.1% | 2026-Q1 |
| MAI Capital Management | 1,170 | $45K | 0.0% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. | 1,020 | $39K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 975 | $38K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 783 | $30K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 620 | $24K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 500 | $19K | 0.0% | 2026-Q1 |
| PIN OAK INVESTMENT ADVISORS INC | 350 | $14K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 356 | $14K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 335 | $13K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 314 | $12K | 0.0% | 2026-Q1 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 265 | $10K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 200 | $8K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 193 | $8K | 0.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 88 | $3K | 0.0% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA | 55 | $2K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT new | 48 | $2K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. | 35 | $1K | 0.0% | 2026-Q1 |
| AlphaCore Capital LLC | 23 | $889 | 0.0% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 19 | $735 | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 171,340 | $6M | 6.0% | 2025-Q2 stale |
| ALTFEST L J & CO INC new | 129,829 | $4M | 4.8% | 2025-Q4 stale |
| Trinity Legacy Partners, LLC added | 106,201 | $4M | 3.9% | 2025-Q2 stale |
| Obsidian Personal Planning Solutions LLC trimmed | 60,537 | $2M | 2.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 40,223 | $1M | 1.5% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 32,000 | $1M | 1.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 17,727 | $581K | 0.6% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC trimmed | 11,908 | $386K | 0.4% | 2025-Q2 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 10,072 | $330K | 0.4% | 2025-Q3 stale |
| Live Oak Investment Partners new | 10,080 | $313K | 0.3% | 2025-Q3 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 8,874 | $288K | 0.3% | 2025-Q2 stale |
| Clearstead Advisors, LLC added | 8,204 | $280K | 0.3% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. added | 8,094 | $276K | 0.3% | 2025-Q4 stale |
| Dale Q Rice Investment Management Ltd new | 8,218 | $261K | 0.3% | 2025-Q1 stale |
| Schechter Investment Advisors, LLC | 6,548 | $208K | 0.2% | 2025-Q1 stale |
| Focus Financial Network, Inc. trimmed | 6,244 | $202K | 0.2% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC added | 4,984 | $162K | 0.2% | 2025-Q2 stale |
| Cullen/Frost Bankers, Inc. new | 3,670 | $119K | 0.1% | 2025-Q2 stale |
| PRIVATE TRUST CO NA | 3,040 | $96K | 0.1% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 1,538 | $50K | 0.1% | 2025-Q3 stale |
| North Capital, Inc. added | 1,091 | $36K | 0.0% | 2025-Q3 stale |
| BlackRock, Inc. added | 1,002 | $32K | 0.0% | 2025-Q1 stale |
| Nemes Rush Group LLC new | 805 | $27K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC added | 779 | $27K | 0.0% | 2025-Q4 stale |
| CWM, LLC added | 762 | $26K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 700 | $22K | 0.0% | 2025-Q1 stale |
| Lavaca Capital LLC | 450 | $15K | 0.0% | 2025-Q4 stale |
| Continuum Advisory, LLC | 440 | $14K | 0.0% | 2025-Q1 stale |
| VALLEY WEALTH MANAGERS, INC. added | 190 | $6K | 0.0% | 2025-Q2 stale |
| Redwood Park Advisors LLC added | 155 | $5K | 0.0% | 2025-Q2 stale |
| Bristlecone Advisors, LLC | 115 | $4K | 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.