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Security record · archived quarter

RSPD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
30Tracked holders
-1Δ holders
1.01MShares held
$57.52MReported value
+0New positions
−1Exits
Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +5 1.12M $62.78M +6 −1
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗
3 Wells Fargo & Company/Mn 154.47K $8.81M 0.0% n/c 1 SEC ↗
4 Raymond James Financial Inc 146.61K $8.36M 0.0% n/c 1 SEC ↗
5 Raymond James Financial Inc 146.61K $8.36M 0.0% n/c 1 SEC ↗
6 HighTower Advisors, LLC 121.07K $6.90M 0.0% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 56.41K $3.22M 0.0% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 56.41K $3.22M 0.0% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 56.41K $3.22M 0.0% n/c 1 SEC ↗
10 JPMorgan Chase 52.14K -64.4% $2.97M 0.0% ▼ Trim 2 SEC ↗
11 JPMorgan Chase 52.14K -64.4% $2.97M 0.0% ▼ Trim 2 SEC ↗
12 JPMorgan Chase 52.14K -64.4% $2.97M 0.0% ▼ Trim 2 SEC ↗
13 Morgan Stanley 43.23K +11.6% $2.47M 0.0% ▲ Add 2 SEC ↗
14 Morgan Stanley 43.23K +11.6% $2.47M 0.0% ▲ Add 2 SEC ↗
15 Morgan Stanley 43.23K +11.6% $2.47M 0.0% ▲ Add 2 SEC ↗
16 UBS Group AG 38.99K $2.22M 0.0% n/c 1 SEC ↗
17 UBS Group AG 38.99K $2.22M 0.0% n/c 1 SEC ↗
18 Focus Partners Wealth 37.92K $2.16M 0.0% n/c 1 SEC ↗
19 Goldman Sachs Group 30.61K 0.0% $1.75M 0.0% Held 2 SEC ↗
20 Royal Bank Of Canada 29.96K $1.71M 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 29.96K $1.71M 0.0% n/c 1 SEC ↗
22 Baird Financial Group, Inc. 17.57K $1.00M 0.0% n/c 1 SEC ↗
23 Lido Advisors, LLC 10.22K $589,867 0.0% n/c 1 SEC ↗
24 Corient Private Wealth LP 10.29K $586,788 0.0% n/c 1 SEC ↗
25 Corient Private Wealth LP 10.29K $586,788 0.0% n/c 1 SEC ↗
26 Corient Private Wealth LP 10.29K $586,788 0.0% n/c 1 SEC ↗
27 Bnp Paribas Financial Markets 10.00K $570,300 0.0% n/c 1 SEC ↗
28 TD Waterhouse Canada Inc. 9.89K $563,943 0.0% n/c 1 SEC ↗
29 Susquehanna International Group, Llp 8.46K $482,759 0.0% n/c 1 SEC ↗
30 Envestnet Asset Management Inc 5.76K $328,736 0.0% n/c 1 SEC ↗
31 Commonwealth Equity Services, Llc 4.99K $284,470 0.0% n/c 1 SEC ↗
32 Ameriprise Financial Inc 4.61K $262,659 0.0% n/c 1 SEC ↗
33 Stifel Financial Corp 4.52K $257,719 0.0% n/c 1 SEC ↗
34 Jones Financial Companies Lllp 2.97K $169,258 0.0% n/c 1 SEC ↗
35 Rockefeller Capital Management L.P. 2.12K $120,801 0.0% n/c 1 SEC ↗
36 Osaic Holdings, Inc. 2.06K $117,250 0.0% n/c 1 SEC ↗
37 Bank Of Montreal /Can/ 1.86K $105,848 0.0% n/c 1 SEC ↗
38 Bank Of Montreal /Can/ 1.86K $105,848 0.0% n/c 1 SEC ↗
39 Bank Of Montreal /Can/ 1.86K $105,848 0.0% n/c 1 SEC ↗
40 National Bank Of Canada /Fi/ 1.11K $63,224 0.0% n/c 1 SEC ↗
41 Us Bancorp \De\ 507 $28,914 0.0% n/c 1 SEC ↗
42 Fidelity (FMR) 254 -8.0% $14,486 0.0% ▼ Trim 3 SEC ↗
43 UBS AM, a distinct business unit of… 186 $10,608 0.0% n/c 1 SEC ↗
44 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API