RSPF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow -4.1% ·
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 252.12K | +2.6% | $18.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 99.32K | +55.4% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 65.92K | -25.4% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 62.75K | -2.9% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 53.85K | -51.1% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 44.43K | -17.2% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 41.29K | -26.3% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 37.42K | +51.5% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 30.73K | +76.0% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.19K | +55.3% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 17.91K | -0.3% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 17.00K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 14.06K | -10.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 13.06K | +219.7% | $932,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 12.47K | +3.3% | $861,021 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 11.54K | -13.9% | $825,349 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Lido Advisors, LLC | 11.53K | +4.1% | $822,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 10.54K | -29.5% | $753,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Creative Planning | 7.92K | -14.1% | $565,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 7.09K | -46.4% | $472,350 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 6.39K | +1.0% | $456,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 5.27K | -0.1% | $376,010 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 4.73K | +86.6% | $337,809 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Blair William & Co/Il | 2.20K | 0.0% | $157,058 | 0.0% | Held | 2 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 792 | -96.0% | $56,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 707 | +0.1% | $50,467 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 243 | 0.0% | $17,348 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 125 | 0.0% | $8,924 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 63 | +40.0% | $4,498 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 49 | 0.0% | $3,498 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.21M | 0.0% |
Exited
| Susquehanna International… | $336,978 | was 0.0% |
| Cwm, Llc | $8,000 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.