Who owns RSSE
Which tracked institutional funds hold RSSE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSSE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
3 tracked funds added or opened RSSE while 4 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
RSSE’s largest tracked holder by dollar value, Keystone Wealth Services, LLC, sizes it at 10.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RSSE 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 19 tracked filers holding RSSE, 5 increased or opened the position and 14 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 RSSE 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.
Full exits 1
- CITADEL ADVISORS LLC$927K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$1M
- Maltin Wealth Management, Inc.$451K
- TRUIST FINANCIAL CORP$305K
Largest trims
- OLD MISSION CAPITAL LLC$413K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$355K
- HARBOUR INVESTMENTS, INC.$335K
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 |
|---|---|---|---|---|
| Maltin Wealth Management, Inc. trimmed | 437,348 | $10M | 10.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 283,275 | $7M | 7.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 216,453 | $5M | 5.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 126,536 | $3M | 3.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 91,325 | $2M | 2.3% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 68,893 | $2M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 66,840 | $2M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,381 | $796K | 0.9% | 2026-Q2 |
| Brookstone Capital Management added | 34,313 | $794K | 0.9% | 2026-Q2 |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 28,097 | $650K | 0.7% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 21,182 | $490K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 18,631 | $431K | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 10,834 | $251K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 9,935 | $230K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 5,653 | $131K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,397 | $79K | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 1,420 | $33K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1,311 | $30K | 0.0% | 2026-Q2 |
| Strive Financial Group ,LLC | 251 | $6K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 43,097 | $927K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 17,199 | $370K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 15,641 | $337K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC | 12,425 | $267K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 4,800 | $103K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Keystone Wealth Services, LLC new | 1,054,146 | $55M | 59.0% | 2025-Q4 stale (2 quarters behind) |
| Advisory Services Network, LLC added | 49,110 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| STEPHENS INC /AR/ trimmed | 10,641 | $228K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| VestGen Advisors, LLC new | 9,824 | $210K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Savvy Advisors, Inc. new | 9,732 | $208K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors new | 18,047 | $382K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| IFP Advisors, Inc | 3,750 | $79K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 2,500 | $53K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Rockefeller Capital Management L.P. new | 700 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 314 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.