RSPD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow -9.1% ·
net new positions -3.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +5 | 1.01M | $56.82M | +6 | −2 |
| Q1 2026 | 30 | 0 | 908.80K | $48.57M | +4 | −4 |
| Q4 2025 | 30 | -1 | 1.01M | $57.52M | — | −1 |
| Q3 2025 | 5 | 0 | 227.03K | $13.10M | — | — |
| Q2 2025 | 2 | 0 | 21.40K | $1.14M | — | — |
| Q1 2025 | 1 | 0 | 31.48K | $1.57M | — | — |
| Q4 2024 | 1 | 0 | 5.64K | $301,505 | +1 | −1 |
| Q3 2024 | 1 | -1 | 14.55K | $758,461 | — | −1 |
| Q2 2024 | 2 | — | 29.00K | $1.39M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 199.62K | — | $11.38M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 154.47K | — | $8.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 146.61K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 121.07K | — | $6.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 56.41K | — | $3.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 52.14K | -64.4% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Morgan Stanley ✦ | 43.23K | +11.6% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | UBS Group AG | 38.99K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Focus Partners Wealth | 37.92K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 30.61K | 0.0% | $1.75M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 29.96K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Baird Financial Group, Inc. | 17.57K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 10.22K | — | $589,867 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 10.29K | — | $586,788 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bnp Paribas Financial Markets | 10.00K | — | $570,300 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 9.89K | — | $563,943 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 8.46K | — | $482,759 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 5.76K | — | $328,736 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 4.99K | — | $284,470 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 4.61K | — | $262,659 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 4.52K | — | $257,719 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 2.97K | — | $169,258 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 2.12K | — | $120,801 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 2.06K | — | $117,250 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 1.86K | — | $105,848 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | National Bank Of Canada /Fi/ | 1.11K | — | $63,224 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 507 | — | $28,914 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 254 | -8.0% | $14,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 186 | — | $10,608 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 33 | — | $1,882 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $629,565 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 2.53M shares, $83.82M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.