Who owns RSPU
Which tracked institutional funds hold RSPU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 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 RSPU is one-sided between 2025-Q4 and 2026-Q1: 33 added or opened and 11 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
RSPU’s largest tracked holder by dollar value, LPL Financial LLC, 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 RSPU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RSPU 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 128 tracked filers holding RSPU, 77 increased or opened the position and 37 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 RSPU 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 6
- Baer Investment Advisory LLC$5M
- TWO SIGMA INVESTMENTS, LP$3M
- Arete Wealth Advisors, LLC$3M
- EverSource Wealth Advisors, LLC$2M
- Orographic Financial Advisors, LLC$2M
- SYKON CAPITAL LLC$1M
Full exits 2
- HRT FINANCIAL LP$624K
- CITADEL ADVISORS LLC$527K
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- VICTORY FINANCIAL GROUP, LLC$4M
- BANK OF AMERICA CORP /DE/$4M
- LPL Financial LLC$3M
- AMERIPRISE FINANCIAL INC$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- NewEdge Advisors, LLC$7M
- MORGAN STANLEY$5M
- Bogart Wealth, LLC$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- GOLDMAN SACHS GROUP INC$2M
- American Trust$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 583,563 | $47M | 16.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 426,932 | $35M | 12.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 179,118 | $15M | 5.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 152,506 | $12M | 4.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 124,761 | $10M | 3.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 117,360 | $10M | 3.4% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. trimmed | 93,577 | $8M | 2.7% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 94,394 | $7M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 85,860 | $7M | 2.5% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 59,765 | $5M | 1.7% | 2026-Q1 |
| Baer Investment Advisory LLC new | 59,765 | $5M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 54,287 | $4M | 1.6% | 2026-Q1 |
| RM Financial Services, LLC added | 50,393 | $4M | 1.4% | 2026-Q1 |
| UBS Group AG added | 50,378 | $4M | 1.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 49,653 | $4M | 1.4% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 48,962 | $4M | 1.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 40,807 | $3M | 1.2% | 2026-Q1 |
| Friedenthal Financial added | 40,751 | $3M | 1.2% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. added | 39,157 | $3M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 38,400 | $3M | 1.1% | 2026-Q1 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 36,756 | $3M | 1.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 36,646 | $3M | 1.0% | 2026-Q1 |
| Jackson Wealth Management, LLC added | 33,691 | $3M | 1.0% | 2026-Q1 |
| Dakota Wealth Management trimmed | 31,606 | $3M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 31,143 | $3M | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 30,769 | $2M | 0.9% | 2026-Q1 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC added | 29,104 | $2M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 28,734 | $2M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,474 | $2M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 28,398 | $2M | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 26,152 | $2M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 25,457 | $2M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 23,973 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,886 | $2M | 0.7% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 18,209 | $2M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 21,992 | $2M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 21,654 | $2M | 0.6% | 2026-Q1 |
| Orographic Financial Advisors, LLC new | 21,505 | $2M | 0.6% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 19,617 | $2M | 0.6% | 2026-Q1 |
| World Investment Advisors added | 18,985 | $2M | 0.5% | 2026-Q1 |
| MFA Wealth Services trimmed | 18,579 | $2M | 0.5% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 18,308 | $1M | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 18,265 | $1M | 0.5% | 2026-Q1 |
| SYKON CAPITAL LLC new | 16,839 | $1M | 0.5% | 2026-Q1 |
| American Trust added | 15,193 | $1M | 0.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 14,307 | $1M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 12,147 | $985K | 0.3% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 12,021 | $975K | 0.3% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 11,736 | $952K | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 11,347 | $920K | 0.3% | 2026-Q1 |
| Advisory Alpha, LLC added | 11,296 | $916K | 0.3% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC added | 10,723 | $870K | 0.3% | 2026-Q1 |
| Berger Financial Group, Inc added | 9,809 | $796K | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 9,279 | $753K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 8,293 | $673K | 0.2% | 2026-Q1 |
| Financial Freedom, LLC trimmed | 7,818 | $634K | 0.2% | 2026-Q1 |
| Stelac Advisory Services LLC | 7,712 | $626K | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 7,530 | $611K | 0.2% | 2026-Q1 |
| Sage Capital Management, LLC added | 7,417 | $602K | 0.2% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 7,122 | $578K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 6,923 | $562K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 6,888 | $559K | 0.2% | 2026-Q1 |
| Walker Asset Management, LLC added | 6,581 | $534K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 6,575 | $533K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 6,103 | $495K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 5,936 | $481K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 5,374 | $436K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 4,864 | $395K | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 4,635 | $376K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 4,383 | $356K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 4,618 | $345K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC | 4,044 | $328K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 4,000 | $324K | 0.1% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 3,934 | $319K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 3,731 | $303K | 0.1% | 2026-Q1 |
| GFS Advisors, LLC new | 3,660 | $300K | 0.1% | 2026-Q1 |
| Fearless Solutions, LLC dba Best Invest | 3,353 | $272K | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 3,105 | $252K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC new | 2,848 | $231K | 0.1% | 2026-Q1 |
| Creative Planning added | 2,734 | $222K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,696 | $219K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 2,653 | $215K | 0.1% | 2026-Q1 |
| Uniting Wealth Partners, LLC added | 71,591 | $5M | 1.9% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 58,398 | $4M | 1.5% | 2025-Q2 stale |
| Proficio Capital Partners LLC new | 2,824,217 | $3M | 1.1% | 2025-Q2 stale |
| Baird Financial Group, Inc. trimmed | 17,116 | $1M | 0.5% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 8,348 | $624K | 0.2% | 2025-Q4 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 7,828 | $557K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 7,049 | $527K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 5,666 | $424K | 0.1% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) trimmed | 5,642 | $422K | 0.1% | 2025-Q4 stale |
| Merit Financial Group, LLC new | 4,774 | $366K | 0.1% | 2025-Q3 stale |
| Delos Wealth Advisors, LLC | 5,216 | $363K | 0.1% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 4,712 | $361K | 0.1% | 2025-Q3 stale |
| Clearstead Advisors, LLC trimmed | 4,498 | $345K | 0.1% | 2025-Q3 stale |
| BROOKS, MOORE & ASSOCIATES, INC. trimmed | 4,535 | $339K | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 3,324 | $232K | 0.1% | 2025-Q1 stale |
| Montis Financial, LLC trimmed | 3,088 | $231K | 0.1% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP added | 3,031 | $227K | 0.1% | 2025-Q4 stale |
| Quantinno Capital Management LP new | 2,802 | $215K | 0.1% | 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.