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-Q2 13F filings (latest filed 2026-08-24). 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
17 tracked funds added or opened RSPU while 20 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 123 tracked filers holding RSPU, 72 increased or opened the position and 59 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 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 4
- Modern Wealth Management, LLC$1M
- FIRST TRUST ADVISORS LP$1M
- Simplicity Wealth,LLC$694K
- Gladstone Institutional Advisory LLC$562K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$7M
- VICTORY FINANCIAL GROUP, LLC$5M
- Baer Investment Advisory LLC$5M
- TWO SIGMA INVESTMENTS, LP$3M
- Arete Wealth Advisors, LLC$3M
- Orographic Financial Advisors, LLC$2M
Largest adds
- MORGAN STANLEY$3M
- NewEdge Advisors, LLC$2M
- REDSTONE WEALTH MANAGEMENT, LLC$1M
- JONES FINANCIAL COMPANIES LLLP$1M
- STUDIO INVESTMENT MANAGEMENT LLC$1M
- RAYMOND JAMES FINANCIAL INC$958K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- Jackson Wealth Management, LLC$2M
- LIBERTY ONE INVESTMENT MANAGEMENT, LLC$2M
- EverSource Wealth Advisors, LLC$2M
- Flaharty Asset Management, LLC$1M
- STIFEL FINANCIAL CORP$828K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 593,610 | $48M | 19.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 420,124 | $34M | 14.0% | 2026-Q2 |
| MORGAN STANLEY added | 219,208 | $18M | 7.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 164,273 | $13M | 5.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 122,710 | $10M | 4.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 112,864 | $9M | 3.8% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. added | 105,068 | $9M | 3.5% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 99,554 | $8M | 3.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 64,966 | $5M | 2.2% | 2026-Q2 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 55,141 | $4M | 1.8% | 2026-Q2 |
| RM Financial Services, LLC added | 50,927 | $4M | 1.7% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 50,249 | $4M | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 49,511 | $4M | 1.6% | 2026-Q2 |
| Friedenthal Financial added | 41,873 | $3M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 41,286 | $3M | 1.4% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 39,555 | $3M | 1.3% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 37,648 | $3M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 34,748 | $3M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 33,107 | $3M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 32,496 | $3M | 1.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 32,313 | $3M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,345 | $3M | 1.0% | 2026-Q2 |
| Dakota Wealth Management trimmed | 29,201 | $2M | 1.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 28,039 | $2M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 23,395 | $2M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 23,390 | $2M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,370 | $2M | 0.8% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 20,212 | $2M | 0.7% | 2026-Q2 |
| MFA Wealth Services added | 19,868 | $2M | 0.7% | 2026-Q2 |
| World Investment Advisors trimmed | 18,777 | $2M | 0.6% | 2026-Q2 |
| Modern Wealth Management, LLC new | 18,386 | $1M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 18,187 | $1M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 17,920 | $1M | 0.6% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 17,492 | $1M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP new | 13,697 | $1M | 0.5% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 13,177 | $1M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 12,245 | $993K | 0.4% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC added | 11,809 | $958K | 0.4% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 11,656 | $946K | 0.4% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 11,492 | $932K | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 11,258 | $913K | 0.4% | 2026-Q2 |
| Berger Financial Group, Inc added | 9,833 | $798K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 8,780 | $712K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 8,750 | $710K | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC new | 8,549 | $694K | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 8,300 | $673K | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 8,128 | $659K | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 7,713 | $626K | 0.3% | 2026-Q2 |
| Sage Capital Management, LLC trimmed | 7,145 | $580K | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 7,012 | $569K | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC new | 6,924 | $562K | 0.2% | 2026-Q2 |
| Walker Asset Management, LLC added | 6,913 | $561K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 6,561 | $532K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 6,519 | $529K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 6,053 | $491K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 5,312 | $431K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 5,240 | $425K | 0.2% | 2026-Q2 |
| Financial Freedom, LLC trimmed | 5,159 | $419K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 5,062 | $411K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 4,913 | $399K | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 4,891 | $397K | 0.2% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 4,697 | $381K | 0.2% | 2026-Q2 |
| Wakefield Asset Management LLLP new | 4,425 | $359K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC new | 4,296 | $349K | 0.1% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 4,079 | $334K | 0.1% | 2026-Q2 |
| Allen Capital Group, LLC | 3,934 | $319K | 0.1% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest | 3,353 | $272K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 3,119 | $253K | 0.1% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 3,016 | $245K | 0.1% | 2026-Q2 |
| Jackson Wealth Management, LLC trimmed | 2,956 | $240K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC | 2,848 | $231K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 2,713 | $220K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 2,669 | $217K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. added | 2,658 | $215K | 0.1% | 2026-Q2 |
| PLANNING DIRECTIONS INC added | 2,614 | $212K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,595 | $211K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 2,579 | $209K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 2,531 | $205K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 2,529 | $205K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC | 2,520 | $204K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,512 | $204K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 2,480 | $201K | 0.1% | 2026-Q2 |
| Stelac Advisory Services LLC trimmed | 2,145 | $174K | 0.1% | 2026-Q2 |
| Financial Perspectives, Inc | 2,112 | $171K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 1,938 | $157K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,925 | $156K | 0.1% | 2026-Q2 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC trimmed | 1,753 | $142K | 0.1% | 2026-Q2 |
| Tradewinds Capital Management, LLC added | 1,702 | $138K | 0.1% | 2026-Q2 |
| FMR LLC added | 1,640 | $133K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 1,273 | $103K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,056 | $86K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 800 | $65K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 713 | $57K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 670 | $54K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 602 | $49K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 557 | $45K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 518 | $42K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 510 | $41K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 487 | $40K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 470 | $38K | 0.0% | 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.