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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
0Δ holders
908.80KShares held
$48.57MReported value
+4New positions
−4Exits
Falling How these are computed → Explain this at the Research Desk →

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
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 156.98K +7.1% $8.40M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 156.98K +7.1% $8.40M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 143.66K +232.3% $7.69M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 143.66K +232.3% $7.69M 0.0% ▲ Add 3 SEC ↗
5 HighTower Advisors, LLC 121.38K +0.3% $6.50M 0.0% ▲ Add 2 SEC ↗
6 Wells Fargo & Company/Mn 111.15K -28.0% $5.95M 0.0% ▼ Trim 2 SEC ↗
7 Wells Fargo & Company/Mn 111.15K -28.0% $5.95M 0.0% ▼ Trim 2 SEC ↗
8 LPL Financial LLC 69.05K -65.4% $3.70M 0.0% ▼ Trim 2 SEC ↗
9 JPMorgan Chase 52.42K +0.5% $2.73M 0.0% ▲ Add 3 SEC ↗
10 JPMorgan Chase 52.42K +0.5% $2.73M 0.0% ▲ Add 3 SEC ↗
11 JPMorgan Chase 52.42K +0.5% $2.73M 0.0% ▲ Add 3 SEC ↗
12 JPMorgan Chase 52.42K +0.5% $2.73M 0.0% ▲ Add 3 SEC ↗
13 JPMorgan Chase 52.42K +0.5% $2.73M 0.0% ▲ Add 3 SEC ↗
14 Bank Of America Corp /De/ 43.97K -22.1% $2.35M 0.0% ▼ Trim 2 SEC ↗
15 Goldman Sachs Group 43.81K +43.1% $2.34M 0.0% ▲ Add 3 SEC ↗
16 UBS Group AG 34.03K -12.7% $1.82M 0.0% ▼ Trim 2 SEC ↗
17 UBS Group AG 34.03K -12.7% $1.82M 0.0% ▼ Trim 2 SEC ↗
18 TD Waterhouse Canada Inc. 24.24K +145.0% $1.30M 0.0% ▲ Add 2 SEC ↗
19 Royal Bank Of Canada 22.14K -26.1% $1.19M 0.0% ▼ Trim 2 SEC ↗
20 Royal Bank Of Canada 22.14K -26.1% $1.19M 0.0% ▼ Trim 2 SEC ↗
21 Bnp Paribas Financial Markets 20.00K +100.0% $1.07M 0.0% ▲ Add 2 SEC ↗
22 Susquehanna International Group, Llp 15.64K +84.8% $837,186 0.0% ▲ Add 2 SEC ↗
23 Lido Advisors, LLC 11.01K +7.7% $589,188 0.0% ▲ Add 2 SEC ↗
24 IMC-Chicago, LLC 8.97K New $480,365 0.0% New 1 SEC ↗
25 Corient Private Wealth LP 5.14K -50.0% $275,403 0.0% ▼ Trim 2 SEC ↗
26 Citadel Advisors 5.00K New $267,803 0.0% New 1 SEC ↗
27 Commonwealth Equity Services, Llc 4.72K -5.4% $252,550 0.0% ▼ Trim 2 SEC ↗
28 Ameriprise Financial Inc 4.43K -3.9% $236,894 0.0% ▼ Trim 2 SEC ↗
29 Jones Financial Companies Lllp 3.01K +1.4% $156,768 0.0% ▲ Add 2 SEC ↗
30 Rockefeller Capital Management L.P. 2.12K +0.2% $113,608 0.0% ▲ Add 2 SEC ↗
31 Osaic Holdings, Inc. 1.67K -18.6% $89,592 0.0% ▼ Trim 2 SEC ↗
32 Bank Of Montreal /Can/ 1.65K -11.1% $88,376 0.0% ▼ Trim 2 SEC ↗
33 Bank Of Montreal /Can/ 1.65K -11.1% $88,376 0.0% ▼ Trim 2 SEC ↗
34 Bank Of Montreal /Can/ 1.65K -11.1% $88,376 0.0% ▼ Trim 2 SEC ↗
35 National Bank Of Canada /Fi/ 1.18K +6.6% $63,272 0.0% ▲ Add 2 SEC ↗
36 Us Bancorp \De\ 507 0.0% $27,139 0.0% Held 2 SEC ↗
37 Fifth Third Bancorp 488 New $26,122 0.0% New 1 SEC ↗
38 Fidelity (FMR) 192 -24.4% $10,288 0.0% ▼ Trim 4 SEC ↗
39 UBS AM, a distinct business unit of… 186 0.0% $9,956 0.0% Held 2 SEC ↗
40 Northwestern Mutual Wealth… 33 0.0% $1,766 0.0% Held 2 SEC ↗
41 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 · Get this via the API