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Institutional Ownership · SEC Form 13F

Who owns RSSS (RSSS)


Which tracked institutional funds hold RSSS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSSS 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.

39
Institutional holders
11,604,156
Shares held (tracked funds)
35.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on RSSS is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 9 trimmed or exited — on balance reducing.

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

RSSS’s largest tracked holder by dollar value, NEEDHAM INVESTMENT MANAGEMENT LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in RSSS 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 39 tracked filers holding RSSS, 19 increased or opened the position and 18 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 RSSS 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 2

  • VANGUARD CAPITAL MANAGEMENT LLC$3M
  • North Star Investment Management Corp.$754K

Full exits 2

  • VANGUARD GROUP INC$4M
  • Perritt Capital Management Inc$1M

Largest adds

  • Navalign, LLC$278K

Largest trims

  • NEEDHAM INVESTMENT MANAGEMENT LLC$2M
  • PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$2M
  • Rothschild Wealth LLC$933K
  • Topline Capital Management, LLC$588K
  • Luxor Capital Group, LP$443K
  • BARD ASSOCIATES INC$420K

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
NEEDHAM INVESTMENT MANAGEMENT LLC added3,155,000$7M17.4%2026-Q1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added2,552,455$6M14.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,133,471$3M6.2%2026-Q1
Luxor Capital Group, LP651,959$1M3.6%2026-Q1
BARD ASSOCIATES INC trimmed608,402$1M3.4%2026-Q1
Topline Capital Management, LLC trimmed461,177$1M2.5%2026-Q1
PARTHENON LLC392,284$887K2.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added335,159$758K1.8%2026-Q1
North Star Investment Management Corp. new333,518$754K1.8%2026-Q1
Dynamic Advisor Solutions LLC added317,692$718K1.8%2026-Q1
Navalign, LLC added251,126$568K1.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed176,900$400K1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new151,365$342K0.8%2026-Q1
LPL Financial LLC146,307$331K0.8%2026-Q1
BlackRock, Inc. added120,238$272K0.7%2026-Q1
Hillsdale Investment Management Inc. trimmed86,000$194K0.5%2026-Q1
4Thought Financial Group Inc. trimmed83,406$188K0.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added77,962$176K0.4%2026-Q1
Integrated Quantitative Investments LLC72,500$164K0.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed65,835$147K0.4%2026-Q1
STATE STREET CORP58,807$133K0.3%2026-Q1
NORTHERN TRUST CORP56,619$128K0.3%2026-Q1
Rothschild Wealth LLC trimmed51,300$116K0.3%2026-Q1
GOLDMAN SACHS GROUP INC added46,627$105K0.3%2026-Q1
Greenhaven Road Investment Management, L.P.38,477$87K0.2%2026-Q1
CITADEL ADVISORS LLC added35,740$81K0.2%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP35,000$79K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed34,862$79K0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC18,069$41K0.1%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC new16,313$37K0.1%2026-Q1
XTX Topco Ltd trimmed12,711$29K0.1%2026-Q1
STIFEL FINANCIAL CORP new11,000$25K0.1%2026-Q1
Financial Management Professionals, Inc. new5,416$12K0.0%2026-Q1
Vanguard Global Advisers, LLC new5,356$12K0.0%2026-Q1
UBS Group AG added3,723$8K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,272$3K0.0%2026-Q1
Allworth Financial LP104$2360.0%2026-Q1
Caitong International Asset Management Co., Ltd trimmed3$70.0%2026-Q1
WELLS FARGO & COMPANY/MN1$20.0%2026-Q1
Cove Street Capital, LLC trimmed1,335,627$5M12.2%2025-Q3 stale
VANGUARD GROUP INC added1,264,105$4M9.1%2025-Q4 stale
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed587,442$2M4.1%2025-Q2 stale
Perritt Capital Management Inc356,818$1M2.6%2025-Q4 stale
Hodges Capital Management Inc. added185,500$692K1.7%2025-Q3 stale
Legato Capital Management LLC trimmed174,521$501K1.2%2025-Q2 stale
WHITE PINE CAPITAL LLC trimmed119,435$445K1.1%2025-Q3 stale
DHK Financial Advisors, Inc.118,761$341K0.8%2025-Q2 stale
Ridgewood Investments LLC78,151$292K0.7%2025-Q3 stale
HighTower Advisors, LLC trimmed68,336$201K0.5%2025-Q4 stale
ASHFORD CAPITAL MANAGEMENT INC new50,000$186K0.5%2025-Q3 stale
Heron Bay Capital Management added43,306$162K0.4%2025-Q3 stale
GSA CAPITAL PARTNERS LLP trimmed22,068$82K0.2%2025-Q3 stale
JANE STREET GROUP, LLC added25,826$76K0.2%2025-Q4 stale
HRT FINANCIAL LP new15,856$59K0.1%2025-Q3 stale
OSAIC HOLDINGS, INC. new13,900$54K0.1%2025-Q3 stale
OCCUDO QUANTITATIVE STRATEGIES LP trimmed19,316$51K0.1%2025-Q1 stale
SG Americas Securities, LLC new16,396$43K0.1%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed11,360$42K0.1%2025-Q3 stale
Evernest Financial Advisors, LLC new12,208$35K0.1%2025-Q2 stale
BANK OF AMERICA CORP /DE/ added10,989$32K0.1%2025-Q4 stale
Ancora Advisors LLC new3,490$10K0.0%2025-Q4 stale
NewEdge Advisors, LLC trimmed3,370$10K0.0%2025-Q4 stale
MORGAN STANLEY added1,932$6K0.0%2025-Q4 stale
Spire Wealth Management trimmed1,374$5K0.0%2025-Q3 stale
ROYAL BANK OF CANADA trimmed1,695$4K0.0%2025-Q1 stale
JONES FINANCIAL COMPANIES LLLP new500$2K0.0%2025-Q3 stale
FMR LLC trimmed500$2K0.0%2025-Q3 stale
Marquette Asset Management, LLC new451$2K0.0%2025-Q3 stale
BNP PARIBAS FINANCIAL MARKETS trimmed468$1K0.0%2025-Q4 stale
TFC Financial Management, Inc.250$7180.0%2025-Q2 stale
American Capital Advisory, LLC new100$3730.0%2025-Q3 stale
JPMORGAN CHASE & CO trimmed64$1660.0%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new41$1070.0%2025-Q1 stale
SALEM INVESTMENT COUNSELORS INC new35$1010.0%2025-Q2 stale
CITIGROUP INC trimmed1$40.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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