Security record · archived quarter
RSPD
name pending profile ingest
30Tracked holders
0Δ holders
908.80KShares held
$48.57MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 63.00K | $3.26M | n/a | n/a |
| 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 | n/a | −1 |
| Q3 2025 | 5 | 0 | 227.03K | $13.10M | n/a | n/a |
| Q2 2025 | 2 | 0 | 21.40K | $1.14M | n/a | n/a |
| Q1 2025 | 1 | 0 | 31.48K | $1.57M | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.64K | $301,505 | +1 | −1 |
| Q3 2024 | 1 | -1 | 14.55K | $758,461 | n/a | −1 |
| Q2 2024 | 2 | n/a | 29.00K | $1.39M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 156.98K | +7.1% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 143.66K | +232.3% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 121.38K | +0.3% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 111.15K | -28.0% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 69.05K | -65.4% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Bank Of America Corp /De/ | 43.97K | -22.1% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 43.81K | +43.1% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 34.03K | -12.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | TD Waterhouse Canada Inc. | 24.24K | +145.0% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 22.14K | -26.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Bnp Paribas Financial Markets | 20.00K | +100.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 15.64K | +84.8% | $837,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 11.01K | +7.7% | $589,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | IMC-Chicago, LLC | 8.97K | New | $480,365 | 0.0% | New | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 5.14K | -50.0% | $275,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 5.00K | New | $267,803 | 0.0% | New | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 4.72K | -5.4% | $252,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 4.43K | -3.9% | $236,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 3.01K | +1.4% | $156,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 2.12K | +0.2% | $113,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.67K | -18.6% | $89,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 1.65K | -11.1% | $88,376 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | National Bank Of Canada /Fi/ | 1.18K | +6.6% | $63,272 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 507 | 0.0% | $27,139 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 488 | New | $26,122 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 192 | -24.4% | $10,288 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 186 | 0.0% | $9,956 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 33 | 0.0% | $1,766 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Simplex Trading, Llc | 22 | New | $1,177 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| IMC-Chicago, LLC | $480,365 | 0.0% |
| Citadel Advisors | $267,803 | 0.0% |
| Fifth Third Bancorp | $26,122 | 0.0% |
| Simplex Trading, Llc | $1,177 | 0.0% |
Exited
| Focus Partners Wealth | $2.16M | was 0.0% |
| Baird Financial Group, Inc. | $1.00M | was 0.0% |
| Envestnet Asset Management Inc | $328,736 | was 0.0% |
| Stifel Financial Corp | $257,719 | 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: Q1 2026 ·
Methodology ·
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