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Institutional Ownership · SEC Form 13F

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.

410
Institutional holders
42,034,818
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added5,230,024$237M13.0%2026-Q1
MORGAN STANLEY added2,571,242$116M6.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,418,069$109M6.0%2026-Q1
LPL Financial LLC added1,993,742$90M4.9%2026-Q1
RMG Wealth Management LLC added1,467,902$86M4.7%2026-Q1
Baltimore-Washington Financial Advisors, Inc. added1,696,302$77M4.2%2026-Q1
UBS Group AG added1,503,174$68M3.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,274,550$58M3.2%2026-Q1
ROYAL BANK OF CANADA trimmed1,261,214$57M3.1%2026-Q1
Davis Investment Partners, LLC trimmed1,253,783$57M3.1%2026-Q1
JPMORGAN CHASE & CO trimmed1,154,015$50M2.7%2026-Q1
OSAIC HOLDINGS, INC. added792,682$36M2.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed719,795$33M1.8%2026-Q1
GOLDMAN SACHS GROUP INC added638,910$29M1.6%2026-Q1
Baker Avenue Asset Management, LP added605,362$27M1.5%2026-Q1
Summit Trail Advisors, LLC added568,887$26M1.4%2026-Q1
Independent Advisor Alliance added545,754$25M1.4%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed520,400$24M1.3%2026-Q1
Bouchey Financial Group Ltd trimmed473,778$23M1.2%2026-Q1
StoneX Group Inc. trimmed449,252$20M1.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed417,361$19M1.0%2026-Q1
PGIM Custom Harvest LLC trimmed412,510$19M1.0%2026-Q1
HighTower Advisors, LLC trimmed386,191$17M1.0%2026-Q1
Cetera Investment Advisers added341,701$15M0.8%2026-Q1
Compass Wealth Management, LLC/GA added338,008$15M0.8%2026-Q1
Prasad Wealth Partners, LLC added331,655$15M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed293,155$13M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed280,724$13M0.7%2026-Q1
Mariner, LLC trimmed255,806$12M0.6%2026-Q1
Rockport Wealth LLC added242,380$11M0.6%2026-Q1
CONDOR CAPITAL MANAGEMENT trimmed228,153$10M0.6%2026-Q1
Aventus Investment Advisors, Inc. trimmed206,531$9M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added202,720$9M0.5%2026-Q1
NEVILLE RODIE & SHAW INC added201,350$9M0.5%2026-Q1
FRG Family Wealth Advisors LLC trimmed200,900$9M0.5%2026-Q1
Farther Finance Advisors, LLC trimmed195,621$9M0.5%2026-Q1
STIFEL FINANCIAL CORP added191,433$9M0.5%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed185,636$8M0.5%2026-Q1
Federation des caisses Desjardins du Quebec trimmed182,152$8M0.5%2026-Q1
PATTEN & PATTEN INC/TN trimmed181,795$8M0.5%2026-Q1
Janney Montgomery Scott LLC added180,485$8M0.4%2026-Q1
Cascade Wealth Advisors, Inc trimmed132,813$8M0.4%2026-Q1
Yoder Wealth Management, Inc. added157,369$7M0.4%2026-Q1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed150,424$7M0.4%2026-Q1
Activest Wealth Management added149,805$7M0.4%2026-Q1
HB Wealth Management, LLC added148,313$7M0.4%2026-Q1
Joseph P. Lucia & Associates, LLC trimmed145,513$7M0.4%2026-Q1
ATLAS CAPITAL ADVISORS INC. trimmed144,207$7M0.4%2026-Q1
Kestra Advisory Services, LLC added144,066$7M0.4%2026-Q1
Vestmark Advisory Solutions, Inc. added138,198$6M0.3%2026-Q1
Allworth Financial LP trimmed134,829$6M0.3%2026-Q1
Destination Wealth Management trimmed130,356$6M0.3%2026-Q1
Fifth Third Securities, Inc. added129,355$6M0.3%2026-Q1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC trimmed128,256$6M0.3%2026-Q1
Advisory Services Network, LLC trimmed126,430$6M0.3%2026-Q1
Lido Advisors, LLC trimmed126,366$6M0.3%2026-Q1
VISTA INVESTMENT MANAGEMENT added125,322$6M0.3%2026-Q1
SAGE RHINO CAPITAL LLC trimmed122,599$6M0.3%2026-Q1
Redhawk Wealth Advisors, Inc. trimmed122,298$6M0.3%2026-Q1
Thrivent Financial for Lutherans added119,093$5M0.3%2026-Q1
Legacy Private Trust Co. trimmed114,614$5M0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed114,396$5M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added111,562$5M0.3%2026-Q1
Quantinno Capital Management LP trimmed110,851$5M0.3%2026-Q1
Live Oak Investment Partners added101,871$5M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed100,946$5M0.3%2026-Q1
ISLAY CAPITAL MANAGEMENT, LLC trimmed99,203$4M0.2%2026-Q1
Rockefeller Capital Management L.P. added98,130$4M0.2%2026-Q1
Detalus Advisors, LLC trimmed97,816$4M0.2%2026-Q1
Arch Global Advisors, LLC new94,770$4M0.2%2026-Q1
PARK AVENUE SECURITIES LLC trimmed89,132$4M0.2%2026-Q1
Climber Capital SA trimmed95,170$4M0.2%2026-Q1
Walker Asset Management, LLC added87,368$4M0.2%2026-Q1
Creative Planning added86,733$4M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed86,659$4M0.2%2026-Q1
Private Advisor Group, LLC trimmed83,979$4M0.2%2026-Q1
PW Nova Financial Services LLC trimmed82,979$4M0.2%2026-Q1
Corient Private Wealth LLC trimmed93,367$4M0.2%2026-Q1
STEPHENS INC /AR/ trimmed79,243$4M0.2%2026-Q1
Hartford Financial Management Inc. trimmed78,121$4M0.2%2026-Q1
BFSG, LLC added75,784$3M0.2%2026-Q1
Apriem Advisors added71,554$3M0.2%2026-Q1
Empirical Asset Management, LLC added68,612$3M0.2%2026-Q1
Koshinski Asset Management, Inc. trimmed68,406$3M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added67,555$3M0.2%2026-Q1
Patten Group, Inc. added65,058$3M0.2%2026-Q1
Bawa N Mallick Trust64,080$3M0.2%2026-Q1
Allen Capital Group, LLC trimmed63,416$3M0.2%2026-Q1
Biltmore Family Office, LLC63,380$3M0.2%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed61,691$3M0.2%2026-Q1
Cerity Partners LLC trimmed61,210$3M0.2%2026-Q1
FMR LLC added60,659$3M0.2%2026-Q1
Horizon Wealth Management, LLC added1,090,352$49M2.7%2025-Q3 stale
Graypoint LLC trimmed414,211$14M0.8%2025-Q1 stale
Smith Anglin Financial, LLC added264,096$11M0.6%2025-Q2 stale
Banco Santander, S.A. added178,956$6M0.3%2025-Q1 stale
Yarbrough Capital, LLC added91,640$4M0.2%2025-Q2 stale
Harel Insurance Investments & Financial Services Ltd.91,300$4M0.2%2025-Q2 stale
MBL Wealth, LLC trimmed86,274$3M0.2%2025-Q1 stale
Capital Market Strategies LLC trimmed68,568$3M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership