Security record · archived quarter
RSPG
name pending profile ingest
41Tracked holders
+5Δ holders
1.95MShares held
$213.08MReported value
+8New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +13.9% ·
share flow +11.7% ·
net new positions +12.2%
— formula
Broad accumulation — rising shares across more holders
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +1 | 1.51M | $148.17M | +4 | −3 |
| Q1 2026 | 41 | +5 | 1.95M | $213.08M | +8 | −3 |
| Q4 2025 | 35 | +1 | 1.74M | $138.40M | +1 | — |
| Q3 2025 | 7 | +1 | 418.42K | $33.31M | +1 | — |
| Q2 2025 | 3 | 0 | 43.56K | $3.24M | — | — |
| Q1 2025 | 2 | +1 | 23.89K | $1.96M | +1 | — |
| Q4 2024 | 1 | 0 | 19.56K | $1.49M | — | — |
| Q3 2024 | 1 | -1 | 9.01K | $690,603 | — | −1 |
| Q2 2024 | 2 | — | 19.65K | $1.58M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 385.04K | +45.0% | $42.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 385.04K | +45.0% | $42.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 363.23K | -41.0% | $39.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 363.23K | -41.0% | $39.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 363.23K | -41.0% | $39.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 341.44K | +28.2% | $37.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 341.44K | +28.2% | $37.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 190.56K | +70.9% | $20.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 136.83K | +29.3% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 136.83K | +29.3% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 130.87K | +337.4% | $14.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 41.26K | +28.6% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 41.26K | +28.6% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 41.26K | +28.6% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 38.09K | -34.4% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 38.09K | -34.4% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 35.61K | +128.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 35.61K | +128.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 29.80K | -7.0% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Marshall Wace ✦ | 25.54K | New | $2.80M | 0.0% | New | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 25.54K | New | $2.80M | 0.0% | New | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 25.06K | +4.3% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 24.72K | +5.8% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 20.99K | -7.6% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 20.01K | 0.0% | $2.19M | 0.0% | Held | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 17.61K | -9.8% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 17.61K | -9.8% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 17.17K | +10.6% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 17.17K | +10.6% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 17.17K | +10.6% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 9.23K | +84.4% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 8.26K | 0.0% | $904,003 | 0.0% | Held | 5 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 7.76K | -15.9% | $849,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 7.86K | -28.4% | $837,758 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mariner, LLC | 7.13K | New | $780,728 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7.07K | +433.4% | $773,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 6.40K | New | $700,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 5.73K | -10.2% | $627,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 5.58K | +242.4% | $611,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 5.28K | -11.9% | $577,737 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 5.28K | -11.9% | $577,737 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 4.78K | +11.5% | $522,977 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cibc World Market Inc. | 4.46K | New | $488,236 | 0.0% | New | 1 | SEC ↗ |
| 44 | IMC-Chicago, LLC | 3.38K | New | $370,009 | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 3.22K | -19.8% | $352,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 3.22K | -19.8% | $352,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 3.00K | — | $328,410 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Lido Advisors, LLC | 2.99K | +4.9% | $327,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Stifel Financial Corp | 2.88K | New | $314,978 | 0.0% | New | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 2.37K | -12.1% | $259,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fifth Third Bancorp | 2.28K | New | $249,811 | 0.0% | New | 1 | SEC ↗ |
| 52 | Blair William & Co/Il | 1.05K | +0.2% | $115,441 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | BlackRock ✦ (passive) | 615 | +925.0% | $67,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | BlackRock ✦ (passive) | 615 | +925.0% | $67,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Cwm, Llc | 457 | 0.0% | $50,028 | 0.0% | Held | 2 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 397 | New | $42,328 | 0.0% | New | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 201 | 0.0% | $22,003 | 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
| Marshall Wace | $2.80M | 0.0% |
| Marshall Wace | $2.80M | 0.0% |
| Mariner, LLC | $780,728 | 0.0% |
| Hrt Financial Lp | $700,000 | 0.0% |
| Cibc World Market Inc. | $488,236 | 0.0% |
| IMC-Chicago, LLC | $370,009 | 0.0% |
| Stifel Financial Corp | $314,978 | 0.0% |
| Fifth Third Bancorp | $249,811 | 0.0% |
| National Bank Of Canada /Fi/ | $42,328 | 0.0% |
Exited
| Citadel Advisors | $754,227 | was 0.0% |
| Mml Investors Services, Llc | $286,575 | was 0.0% |
| D. E. Shaw & Co. | $252,205 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 161 holders, 3.68M shares, $397.45M 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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