Who owns Research Solutions (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-Q2 13F filings (latest filed 2026-09-22). 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 RSSS is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 1 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 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 35 tracked filers holding RSSS, 14 increased or opened the position and 13 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 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.
Largest trims
- Topline Capital Management, LLC$1M
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 |
|---|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | 3,155,000 | $7M | 18.1% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2,552,455 | $6M | 14.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,147,020 | $3M | 6.6% | 2026-Q2 |
| Luxor Capital Group, LP | 651,959 | $2M | 3.7% | 2026-Q2 |
| BARD ASSOCIATES INC added | 608,979 | $1M | 3.5% | 2026-Q2 |
| PARTHENON LLC | 392,284 | $910K | 2.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 365,599 | $848K | 2.1% | 2026-Q2 |
| North Star Investment Management Corp. added | 357,000 | $828K | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 295,106 | $685K | 1.7% | 2026-Q2 |
| Navalign, LLC trimmed | 196,126 | $455K | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 173,881 | $403K | 1.0% | 2026-Q2 |
| LPL Financial LLC | 146,307 | $339K | 0.8% | 2026-Q2 |
| BlackRock, Inc. added | 143,288 | $332K | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 105,990 | $246K | 0.6% | 2026-Q2 |
| 4Thought Financial Group Inc. | 83,406 | $194K | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 82,442 | $191K | 0.5% | 2026-Q2 |
| Integrated Quantitative Investments LLC | 72,500 | $168K | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 61,042 | $142K | 0.3% | 2026-Q2 |
| STATE STREET CORP | 58,807 | $136K | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC | 51,300 | $119K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 44,008 | $102K | 0.3% | 2026-Q2 |
| Greenhaven Road Investment Management, L.P. | 38,477 | $89K | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 35,000 | $81K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 28,003 | $65K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 25,904 | $60K | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18,069 | $42K | 0.1% | 2026-Q2 |
| Topline Capital Management, LLC trimmed | 11,430 | $27K | 0.1% | 2026-Q2 |
| UBS Group AG added | 6,588 | $15K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 5,356 | $12K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 4,725 | $11K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 500 | $1K | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 231 | $536 | 0.0% | 2026-Q2 |
| Allworth Financial LP | 104 | $242 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 5 | $12 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $2 | 0.0% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 86,000 | $194K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 65,835 | $147K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,862 | $79K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| BOOTHBAY FUND MANAGEMENT, LLC new | 16,313 | $37K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd trimmed | 12,711 | $29K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| STIFEL FINANCIAL CORP new | 11,000 | $25K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financial Management Professionals, Inc. new | 5,416 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,264,105 | $4M | 9.2% | 2025-Q4 stale (2 quarters behind) |
| Perritt Capital Management Inc | 356,818 | $1M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC trimmed | 68,336 | $201K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 25,826 | $76K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 10,989 | $32K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Ancora Advisors LLC new | 3,490 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY added | 1,932 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 468 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cove Street Capital, LLC trimmed | 1,335,627 | $5M | 12.3% | 2025-Q3 stale (3 quarters behind) |
| Hodges Capital Management Inc. added | 185,500 | $692K | 1.7% | 2025-Q3 stale (3 quarters behind) |
| WHITE PINE CAPITAL LLC trimmed | 119,435 | $445K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Ridgewood Investments LLC | 78,151 | $292K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| ASHFORD CAPITAL MANAGEMENT INC new | 50,000 | $186K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Heron Bay Capital Management added | 43,306 | $162K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 22,068 | $82K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 15,856 | $59K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OSAIC HOLDINGS, INC. new | 13,900 | $54K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC trimmed | 11,360 | $42K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Spire Wealth Management trimmed | 1,374 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 500 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FMR LLC new | 500 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Marquette Asset Management, LLC new | 451 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| American Capital Advisory, LLC new | 100 | $373 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITIGROUP INC trimmed | 1 | $4 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 587,442 | $2M | 4.2% | 2025-Q2 stale (4 quarters behind) |
| Legato Capital Management LLC trimmed | 174,521 | $501K | 1.2% | 2025-Q2 stale (4 quarters behind) |
| DHK Financial Advisors, Inc. | 118,761 | $341K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Evernest Financial Advisors, LLC new | 12,208 | $35K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| TFC Financial Management, Inc. | 250 | $718 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| SALEM INVESTMENT COUNSELORS INC new | 35 | $101 | 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.