Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 RSPT is one-sided between 2026-Q1 and 2026-Q2: 198 added or opened and 31 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
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 2026-Q1 and 2026-Q2, across 481 tracked filers holding RSPT, 217 increased or opened the position and 186 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 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.
New buyers 28
- Quadrature Capital Ltd$26M
- RFP Financial Group LLC$20M
- Sage Capital Advisors,llc$6M
- Private Advisory Group LLC$6M
- COMPASS FINANCIAL MANAGEMENT LLC$5M
- SYKON CAPITAL LLC$5M
Full exits 20
- RMG Wealth Management LLC$86M
- HighTower Advisors, LLC$17M
- Compass Wealth Management, LLC/GA$15M
- NEVILLE RODIE & SHAW INC$9M
- FRG Family Wealth Advisors LLC$9M
- U.S. Capital Wealth Advisors, LLC$8M
Largest adds
- MORGAN STANLEY$69M
- WELLS FARGO & COMPANY/MN$55M
- LPL Financial LLC$38M
- Baltimore-Washington Financial Advisors, Inc.$36M
- TWO SIGMA INVESTMENTS, LP$30M
- UBS Group AG$26M
Largest trims
- Independent Advisor Alliance$24M
- BNP PARIBAS FINANCIAL MARKETS$2M
- BLAIR WILLIAM & CO/IL$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Redhawk Wealth Advisors, Inc.$983K
- MELFA WEALTH MANAGEMENT, INC.$934K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 4,038,596 | $260M | 11.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,871,608 | $185M | 8.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,553,416 | $165M | 7.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,993,202 | $129M | 5.6% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 1,742,550 | $112M | 4.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,462,261 | $94M | 4.1% | 2026-Q2 |
| Davis Investment Partners, LLC trimmed | 1,251,606 | $81M | 3.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,223,031 | $79M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,197,136 | $77M | 3.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,145,221 | $72M | 3.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 852,226 | $55M | 2.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 829,900 | $54M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 768,805 | $50M | 2.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 697,411 | $45M | 2.0% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 637,078 | $41M | 1.8% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 605,866 | $39M | 1.7% | 2026-Q2 |
| Bouchey Financial Group, Ltd. trimmed | 471,353 | $30M | 1.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 406,259 | $26M | 1.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 395,236 | $25M | 1.1% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 388,662 | $25M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 380,847 | $25M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 370,034 | $24M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 337,546 | $22M | 0.9% | 2026-Q2 |
| RFP Financial Group LLC new | 315,619 | $20M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 296,357 | $19M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 268,901 | $17M | 0.8% | 2026-Q2 |
| Rockport Wealth LLC added | 267,458 | $17M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 249,025 | $16M | 0.7% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 230,180 | $15M | 0.6% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT trimmed | 221,316 | $14M | 0.6% | 2026-Q2 |
| Prasad Wealth Partners, LLC trimmed | 219,860 | $14M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 202,720 | $13M | 0.6% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 199,968 | $13M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 187,823 | $12M | 0.5% | 2026-Q2 |
| Aventus Investment Advisors, Inc. trimmed | 182,929 | $12M | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 180,768 | $12M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 174,796 | $11M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 167,548 | $11M | 0.5% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 161,659 | $10M | 0.5% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 148,202 | $10M | 0.4% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 144,207 | $7M | 0.3% | 2026-Q2 |
| Activest Wealth Management trimmed | 143,952 | $9M | 0.4% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 143,025 | $9M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 138,010 | $9M | 0.4% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added | 134,444 | $9M | 0.4% | 2026-Q2 |
| Cascade Wealth Advisors, Inc trimmed | 131,869 | $9M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 131,012 | $8M | 0.4% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 126,534 | $8M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 126,321 | $8M | 0.4% | 2026-Q2 |
| Destination Wealth Management trimmed | 125,175 | $8M | 0.4% | 2026-Q2 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed | 121,585 | $8M | 0.3% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 118,157 | $8M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 118,100 | $8M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 110,994 | $7M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 110,326 | $7M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 108,439 | $7M | 0.3% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 107,296 | $7M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 106,900 | $7M | 0.3% | 2026-Q2 |
| Live Oak Investment Partners trimmed | 101,226 | $7M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 101,135 | $7M | 0.3% | 2026-Q2 |
| Sage Capital Advisors,llc new | 97,770 | $6M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 95,883 | $6M | 0.3% | 2026-Q2 |
| Private Advisory Group LLC new | 95,424 | $6M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 93,508 | $6M | 0.3% | 2026-Q2 |
| Arch Global Advisors, LLC trimmed | 93,320 | $6M | 0.3% | 2026-Q2 |
| Climber Capital SA trimmed | 91,216 | $5M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 90,337 | $6M | 0.3% | 2026-Q2 |
| Detalus Advisors, LLC trimmed | 90,010 | $6M | 0.3% | 2026-Q2 |
| Creative Planning added | 88,210 | $6M | 0.2% | 2026-Q2 |
| PW Nova Financial Services LLC added | 85,848 | $6M | 0.2% | 2026-Q2 |
| Walker Asset Management, LLC trimmed | 85,430 | $6M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 84,835 | $5M | 0.2% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 84,186 | $5M | 0.2% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 82,101 | $5M | 0.2% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC trimmed | 81,436 | $5M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 78,716 | $5M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 78,640 | $5M | 0.2% | 2026-Q2 |
| Hartford Financial Management Inc. | 78,121 | $5M | 0.2% | 2026-Q2 |
| SYKON CAPITAL LLC new | 76,957 | $5M | 0.2% | 2026-Q2 |
| BFSG, LLC added | 76,898 | $5M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,790 | $5M | 0.2% | 2026-Q2 |
| Apriem Advisors added | 72,565 | $5M | 0.2% | 2026-Q2 |
| Patten Group, Inc. added | 72,033 | $5M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 70,585 | $5M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 70,513 | $5M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 68,100 | $4M | 0.2% | 2026-Q2 |
| Bawa N Mallick Trust | 64,080 | $4M | 0.2% | 2026-Q2 |
| FMR LLC added | 63,969 | $4M | 0.2% | 2026-Q2 |
| Biltmore Family Office, LLC trimmed | 63,325 | $4M | 0.2% | 2026-Q2 |
| Allen Capital Group, LLC trimmed | 62,890 | $4M | 0.2% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 62,717 | $4M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 62,304 | $4M | 0.2% | 2026-Q2 |
| Bullock Wealth Management Group new | 59,731 | $4M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 58,527 | $4M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 57,829 | $4M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 57,339 | $4M | 0.2% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 56,098 | $4M | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 54,721 | $4M | 0.2% | 2026-Q2 |
| Portus Wealth Advisors, LLC added | 52,241 | $3M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 52,147 | $3M | 0.1% | 2026-Q2 |
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.