Who owns RSPS (RSPS)
Which tracked institutional funds hold RSPS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
15 tracked funds added or opened RSPS while 9 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
RSPS’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 RSPS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RSPS 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 116 tracked filers holding RSPS, 54 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 RSPS 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 7
- Thrivent Financial for Lutherans$8M
- Cresset Asset Management, LLC$8M
- SBE LLC DBA CEDAR COVE WEALTH PARTNERS$5M
- Federation des caisses Desjardins du Quebec$1M
- CITADEL ADVISORS LLC$818K
- Sunbeam Capital Management, LLC$661K
Full exits 2
- TWO SIGMA INVESTMENTS, LP$3M
- CONSOLIDATED CAPITAL MANAGEMENT, LLC$2M
Largest adds
- MORGAN STANLEY$2M
- BANK OF AMERICA CORP /DE/$1M
- First International Bank of Israel Ltd.$887K
- Cetera Investment Advisers$827K
- JPMORGAN CHASE & CO$509K
- WELLS FARGO & COMPANY/MN$435K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44M
- UBS Group AG$2M
- HighTower Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- LPL Financial LLC$603K
- Clearstead Advisors, LLC$454K
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 | 298,298 | $9M | 7.3% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 280,128 | $8M | 6.9% | 2026-Q1 |
| Cresset Asset Management, LLC new | 263,040 | $8M | 6.5% | 2026-Q1 |
| MORGAN STANLEY added | 258,301 | $8M | 6.3% | 2026-Q1 |
| Cetera Investment Advisers added | 200,974 | $6M | 4.9% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS new | 172,457 | $5M | 4.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 163,470 | $5M | 4.0% | 2026-Q1 |
| First International Bank of Israel Ltd. added | 126,500 | $4M | 3.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 110,504 | $3M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 96,349 | $3M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 95,072 | $3M | 2.3% | 2026-Q1 |
| UBS Group AG trimmed | 90,124 | $3M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 88,647 | $3M | 2.2% | 2026-Q1 |
| WealthBridge Capital Management, LLC trimmed | 58,690 | $2M | 1.4% | 2026-Q1 |
| Friedenthal Financial added | 57,517 | $2M | 1.4% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 54,725 | $2M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 53,095 | $2M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 52,693 | $2M | 1.3% | 2026-Q1 |
| Stelac Advisory Services LLC | 52,358 | $2M | 1.3% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 50,675 | $1M | 1.2% | 2026-Q1 |
| SYKON CAPITAL LLC added | 46,943 | $1M | 1.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 45,275 | $1M | 1.1% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 41,164 | $1M | 1.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 37,494 | $1M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 34,114 | $1M | 0.8% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 32,886 | $970K | 0.8% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 31,718 | $936K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 29,954 | $884K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 27,730 | $818K | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 27,534 | $812K | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 26,967 | $796K | 0.7% | 2026-Q1 |
| Hills Bank & Trust Co added | 25,656 | $757K | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 24,000 | $708K | 0.6% | 2026-Q1 |
| Sunbeam Capital Management, LLC new | 22,423 | $661K | 0.6% | 2026-Q1 |
| PLANNING DIRECTIONS INC trimmed | 21,610 | $637K | 0.5% | 2026-Q1 |
| Carnegie Investment Counsel added | 21,450 | $633K | 0.5% | 2026-Q1 |
| REDSTONE WEALTH MANAGEMENT, LLC trimmed | 21,370 | $630K | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP | 21,114 | $623K | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 20,898 | $616K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 20,784 | $614K | 0.5% | 2026-Q1 |
| Brookwood Investment Group LLC added | 20,153 | $595K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,108 | $593K | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 19,033 | $561K | 0.5% | 2026-Q1 |
| Walker Asset Management, LLC added | 18,544 | $547K | 0.5% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 17,515 | $517K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 17,482 | $516K | 0.4% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 17,303 | $510K | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 16,650 | $491K | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 16,260 | $480K | 0.4% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED | 16,150 | $476K | 0.4% | 2026-Q1 |
| Optas, LLC added | 15,554 | $459K | 0.4% | 2026-Q1 |
| PGIM Custom Harvest LLC | 15,472 | $456K | 0.4% | 2026-Q1 |
| Lido Advisors, LLC added | 14,778 | $436K | 0.4% | 2026-Q1 |
| TSFG, LLC trimmed | 14,146 | $417K | 0.3% | 2026-Q1 |
| Private Wealth Group, LLC | 14,118 | $416K | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 12,497 | $369K | 0.3% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 12,477 | $368K | 0.3% | 2026-Q1 |
| Royal Fund Management, LLC trimmed | 12,193 | $360K | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 11,970 | $353K | 0.3% | 2026-Q1 |
| CX Institutional added | 11,840 | $349K | 0.3% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 11,035 | $326K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 10,900 | $322K | 0.3% | 2026-Q1 |
| QTR Family Wealth, LLC trimmed | 10,978 | $321K | 0.3% | 2026-Q1 |
| Sage Capital Management, LLC trimmed | 10,527 | $311K | 0.3% | 2026-Q1 |
| Fearless Solutions, LLC dba Best Invest | 10,500 | $310K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 10,498 | $308K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 10,261 | $303K | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,880 | $291K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 9,702 | $287K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. new | 9,635 | $284K | 0.2% | 2026-Q1 |
| Strive Financial Group ,LLC added | 9,362 | $276K | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 9,017 | $266K | 0.2% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT trimmed | 8,781 | $259K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 8,410 | $248K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 8,188 | $242K | 0.2% | 2026-Q1 |
| Empirical Asset Management, LLC | 7,360 | $217K | 0.2% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 7,265 | $214K | 0.2% | 2026-Q1 |
| StoneX Group Inc. new | 7,238 | $214K | 0.2% | 2026-Q1 |
| Weaver Capital Management LLC | 6,884 | $203K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 95,200 | $3M | 2.3% | 2025-Q4 stale |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC new | 59,836 | $2M | 1.4% | 2025-Q4 stale |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 52,718 | $2M | 1.3% | 2025-Q3 stale |
| Live Oak Investment Partners trimmed | 17,385 | $522K | 0.4% | 2025-Q3 stale |
| TFG Advisers LLC trimmed | 13,861 | $415K | 0.3% | 2025-Q2 stale |
| Blackston Financial Advisory Group, LLC trimmed | 13,083 | $392K | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 12,366 | $359K | 0.3% | 2025-Q4 stale |
| Affiance Financial, LLC trimmed | 10,315 | $318K | 0.3% | 2025-Q1 stale |
| Koshinski Asset Management, Inc. trimmed | 9,985 | $299K | 0.2% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 9,649 | $286K | 0.2% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC added | 8,394 | $259K | 0.2% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 8,762 | $254K | 0.2% | 2025-Q4 stale |
| Fortune Financial Advisors, LLC trimmed | 8,021 | $240K | 0.2% | 2025-Q2 stale |
| Creative Planning trimmed | 7,866 | $228K | 0.2% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,405 | $228K | 0.2% | 2025-Q1 stale |
| Retirement Planning Group, LLC | 7,479 | $217K | 0.2% | 2025-Q4 stale |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 7,210 | $211K | 0.2% | 2025-Q3 stale |
| Monument Capital Management trimmed | 6,871 | $206K | 0.2% | 2025-Q2 stale |
| Advisory Alpha, LLC trimmed | 6,956 | $204K | 0.2% | 2025-Q3 stale |
| Certified Advisory Corp trimmed | 6,600 | $203K | 0.2% | 2025-Q1 stale |
| Csenge Advisory Group trimmed | 6,929 | $203K | 0.2% | 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.