Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

RSPF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
31Tracked holders
-2Δ holders
894.70KShares held
$70.22MReported value
+0New positions
−2Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.1% · share flow -7.8% · net new positions -6.5%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 34 +4 876.87K $68.01M +4
Q1 2026 30 -1 857.72K $61.08M +1 −2
Q4 2025 31 -2 894.70K $70.22M −2
Q3 2025 6 0 231.45K $18.00M
Q2 2025 3 +2 15.57K $1.19M +2
Q4 2024 1 0 4.43K $320,384
Q3 2024 1 +1 3.54K $244,212 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 245.68K $19.28M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 245.68K $19.28M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 245.68K $19.28M 0.0% n/c 1 SEC ↗
4 Cetera Investment Advisers 110.02K $8.64M 0.0% n/c 1 SEC ↗
5 LPL Financial LLC 88.35K $6.93M 0.0% n/c 1 SEC ↗
6 JPMorgan Chase 64.60K -50.4% $5.07M 0.0% ▼ Trim 2 SEC ↗
7 Morgan Stanley 63.92K +3.0% $5.02M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 63.92K +3.0% $5.02M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 63.92K +3.0% $5.02M 0.0% ▲ Add 2 SEC ↗
10 UBS Group AG 56.05K $4.40M 0.0% n/c 1 SEC ↗
11 UBS Group AG 56.05K $4.40M 0.0% n/c 1 SEC ↗
12 Wells Fargo & Company/Mn 53.66K $4.21M 0.0% n/c 1 SEC ↗
13 Wells Fargo & Company/Mn 53.66K $4.21M 0.0% n/c 1 SEC ↗
14 Goldman Sachs Group 24.70K +10.8% $1.94M 0.0% ▲ Add 2 SEC ↗
15 National Bank Of Canada /Fi/ 19.82K $1.55M 0.0% n/c 1 SEC ↗
16 HighTower Advisors, LLC 17.96K $1.41M 0.0% n/c 1 SEC ↗
17 Ameriprise Financial Inc 17.46K $1.37M 0.0% n/c 1 SEC ↗
18 Raymond James Financial Inc 16.86K $1.32M 0.0% n/c 1 SEC ↗
19 Raymond James Financial Inc 16.86K $1.32M 0.0% n/c 1 SEC ↗
20 Stifel Financial Corp 15.67K $1.23M 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 14.95K $1.17M 0.0% n/c 1 SEC ↗
22 Royal Bank Of Canada 14.95K $1.17M 0.0% n/c 1 SEC ↗
23 Royal Bank Of Canada 14.95K $1.17M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 13.40K $1.05M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 13.40K $1.05M 0.0% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 13.40K $1.05M 0.0% n/c 1 SEC ↗
27 Corient Private Wealth LP 13.23K $1.04M 0.0% n/c 1 SEC ↗
28 Corient Private Wealth LP 13.23K $1.04M 0.0% n/c 1 SEC ↗
29 Corient Private Wealth LP 13.23K $1.04M 0.0% n/c 1 SEC ↗
30 Jones Financial Companies Lllp 12.07K $947,818 0.0% n/c 1 SEC ↗
31 Lido Advisors, LLC 11.07K $861,314 0.0% n/c 1 SEC ↗
32 Creative Planning 9.21K $723,330 0.0% n/c 1 SEC ↗
33 Envestnet Asset Management Inc 6.33K $496,585 0.0% n/c 1 SEC ↗
34 Mml Investors Services, Llc 5.27K $414,017 0.0% n/c 1 SEC ↗
35 Susquehanna International Group, Llp 4.29K $336,978 0.0% n/c 1 SEC ↗
36 Commonwealth Equity Services, Llc 4.08K $320,620 0.0% n/c 1 SEC ↗
37 Fidelity (FMR) 2.54K +42.8% $199,030 0.0% ▲ Add 3 SEC ↗
38 Blair William & Co/Il 2.20K $172,689 0.0% n/c 1 SEC ↗
39 Bank Of Montreal /Can/ 706 $55,427 0.0% n/c 1 SEC ↗
40 Bank Of Montreal /Can/ 706 $55,427 0.0% n/c 1 SEC ↗
41 Northwestern Mutual Wealth… 243 $19,074 0.0% n/c 1 SEC ↗
42 Rockefeller Capital Management L.P. 125 $9,812 0.0% n/c 1 SEC ↗
43 Cwm, Llc 100 $8,000 0.0% n/c 1 SEC ↗
44 Pnc Financial Services Group, Inc. 49 $3,846 0.0% n/c 1 SEC ↗
45 Qube Research & Technologies Ltd 45 $3,532 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 $585,046 was 0.0%
Two Sigma Investments $583,335 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 1.64M shares, $113.75M 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