Who owns RSPT (RSPT)
Which tracked institutional funds hold RSPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPT 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
59 tracked funds added or opened RSPT while 49 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
RSPT’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 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes RSPT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RSPT 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 410 tracked filers holding RSPT, 157 increased or opened the position and 168 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 RSPT 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 17
- RMG Wealth Management LLC$86M
- Vestmark Advisory Solutions, Inc.$6M
- Live Oak Investment Partners$5M
- Arch Global Advisors, LLC$4M
- Gateway Wealth Partners, LLC$3M
- BNP PARIBAS FINANCIAL MARKETS$2M
Full exits 9
- Tower Research Capital LLC (TRC)$2M
- COMERICA BANK$1M
- Creegan & Nassoura Financial Group, LLC$1M
- CIBC Private Wealth Group LLC$854K
- AXXCESS WEALTH MANAGEMENT, LLC$686K
- Advisors Preferred, LLC$645K
Largest adds
- BANK OF AMERICA CORP /DE/$49M
- Independent Advisor Alliance$24M
- MORGAN STANLEY$20M
- AQR CAPITAL MANAGEMENT LLC$9M
- Summit Trail Advisors, LLC$6M
- Cetera Investment Advisers$5M
Largest trims
- WELLS FARGO & COMPANY/MN$16M
- TWO SIGMA INVESTMENTS, LP$13M
- AMERIPRISE FINANCIAL INC$12M
- Chicago Wealth Management, Inc.$10M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- ROYAL BANK OF CANADA$3M
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 | 5,230,024 | $237M | 13.0% | 2026-Q1 |
| MORGAN STANLEY added | 2,571,242 | $116M | 6.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,418,069 | $109M | 6.0% | 2026-Q1 |
| LPL Financial LLC added | 1,993,742 | $90M | 4.9% | 2026-Q1 |
| RMG Wealth Management LLC added | 1,467,902 | $86M | 4.7% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 1,696,302 | $77M | 4.2% | 2026-Q1 |
| UBS Group AG added | 1,503,174 | $68M | 3.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,274,550 | $58M | 3.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,261,214 | $57M | 3.1% | 2026-Q1 |
| Davis Investment Partners, LLC trimmed | 1,253,783 | $57M | 3.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,154,015 | $50M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 792,682 | $36M | 2.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 719,795 | $33M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 638,910 | $29M | 1.6% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 605,362 | $27M | 1.5% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 568,887 | $26M | 1.4% | 2026-Q1 |
| Independent Advisor Alliance added | 545,754 | $25M | 1.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 520,400 | $24M | 1.3% | 2026-Q1 |
| Bouchey Financial Group Ltd trimmed | 473,778 | $23M | 1.2% | 2026-Q1 |
| StoneX Group Inc. trimmed | 449,252 | $20M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 417,361 | $19M | 1.0% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 412,510 | $19M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 386,191 | $17M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 341,701 | $15M | 0.8% | 2026-Q1 |
| Compass Wealth Management, LLC/GA added | 338,008 | $15M | 0.8% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 331,655 | $15M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 293,155 | $13M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 280,724 | $13M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 255,806 | $12M | 0.6% | 2026-Q1 |
| Rockport Wealth LLC added | 242,380 | $11M | 0.6% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 228,153 | $10M | 0.6% | 2026-Q1 |
| Aventus Investment Advisors, Inc. trimmed | 206,531 | $9M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 202,720 | $9M | 0.5% | 2026-Q1 |
| NEVILLE RODIE & SHAW INC added | 201,350 | $9M | 0.5% | 2026-Q1 |
| FRG Family Wealth Advisors LLC trimmed | 200,900 | $9M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 195,621 | $9M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 191,433 | $9M | 0.5% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 185,636 | $8M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 182,152 | $8M | 0.5% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 181,795 | $8M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 180,485 | $8M | 0.4% | 2026-Q1 |
| Cascade Wealth Advisors, Inc trimmed | 132,813 | $8M | 0.4% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 157,369 | $7M | 0.4% | 2026-Q1 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed | 150,424 | $7M | 0.4% | 2026-Q1 |
| Activest Wealth Management added | 149,805 | $7M | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC added | 148,313 | $7M | 0.4% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 145,513 | $7M | 0.4% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 144,207 | $7M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 144,066 | $7M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 138,198 | $6M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 134,829 | $6M | 0.3% | 2026-Q1 |
| Destination Wealth Management trimmed | 130,356 | $6M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 129,355 | $6M | 0.3% | 2026-Q1 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC trimmed | 128,256 | $6M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 126,430 | $6M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 126,366 | $6M | 0.3% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 125,322 | $6M | 0.3% | 2026-Q1 |
| SAGE RHINO CAPITAL LLC trimmed | 122,599 | $6M | 0.3% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 122,298 | $6M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 119,093 | $5M | 0.3% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 114,614 | $5M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 114,396 | $5M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 111,562 | $5M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 110,851 | $5M | 0.3% | 2026-Q1 |
| Live Oak Investment Partners added | 101,871 | $5M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 100,946 | $5M | 0.3% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC trimmed | 99,203 | $4M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 98,130 | $4M | 0.2% | 2026-Q1 |
| Detalus Advisors, LLC trimmed | 97,816 | $4M | 0.2% | 2026-Q1 |
| Arch Global Advisors, LLC new | 94,770 | $4M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 89,132 | $4M | 0.2% | 2026-Q1 |
| Climber Capital SA trimmed | 95,170 | $4M | 0.2% | 2026-Q1 |
| Walker Asset Management, LLC added | 87,368 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 86,733 | $4M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 86,659 | $4M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 83,979 | $4M | 0.2% | 2026-Q1 |
| PW Nova Financial Services LLC trimmed | 82,979 | $4M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 93,367 | $4M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 79,243 | $4M | 0.2% | 2026-Q1 |
| Hartford Financial Management Inc. trimmed | 78,121 | $4M | 0.2% | 2026-Q1 |
| BFSG, LLC added | 75,784 | $3M | 0.2% | 2026-Q1 |
| Apriem Advisors added | 71,554 | $3M | 0.2% | 2026-Q1 |
| Empirical Asset Management, LLC added | 68,612 | $3M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 68,406 | $3M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 67,555 | $3M | 0.2% | 2026-Q1 |
| Patten Group, Inc. added | 65,058 | $3M | 0.2% | 2026-Q1 |
| Bawa N Mallick Trust | 64,080 | $3M | 0.2% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 63,416 | $3M | 0.2% | 2026-Q1 |
| Biltmore Family Office, LLC | 63,380 | $3M | 0.2% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 61,691 | $3M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 61,210 | $3M | 0.2% | 2026-Q1 |
| FMR LLC added | 60,659 | $3M | 0.2% | 2026-Q1 |
| Horizon Wealth Management, LLC added | 1,090,352 | $49M | 2.7% | 2025-Q3 stale |
| Graypoint LLC trimmed | 414,211 | $14M | 0.8% | 2025-Q1 stale |
| Smith Anglin Financial, LLC added | 264,096 | $11M | 0.6% | 2025-Q2 stale |
| Banco Santander, S.A. added | 178,956 | $6M | 0.3% | 2025-Q1 stale |
| Yarbrough Capital, LLC added | 91,640 | $4M | 0.2% | 2025-Q2 stale |
| Harel Insurance Investments & Financial Services Ltd. | 91,300 | $4M | 0.2% | 2025-Q2 stale |
| MBL Wealth, LLC trimmed | 86,274 | $3M | 0.2% | 2025-Q1 stale |
| Capital Market Strategies LLC trimmed | 68,568 | $3M | 0.2% | 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.