RSPU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.6% ·
share flow +3.7% ·
net new positions +3.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 1.95M | $158.17M | +4 | −2 |
| Q1 2026 | 30 | +1 | 1.94M | $157.17M | +4 | −3 |
| Q4 2025 | 29 | +1 | 1.93M | $144.09M | +2 | −1 |
| Q3 2025 | 4 | 0 | 256.09K | $19.63M | n/a | n/a |
| Q2 2025 | 2 | -1 | 9.49K | $674,827 | n/a | −1 |
| Q1 2025 | 2 | +1 | 41.25K | $2.87M | +1 | n/a |
| Q4 2024 | 1 | +1 | 12.95K | $850,941 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.49K | $550,967 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 586.86K | n/a | $43.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 416.10K | n/a | $31.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 260.29K | +31.9% | $19.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 139.33K | n/a | $10.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 111.14K | n/a | $8.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 51.39K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 47.71K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 32.24K | New | $2.41M | 0.0% | New | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 31.90K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 27.90K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 26.88K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 25.89K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 24.29K | -51.1% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 23.81K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 20.24K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 19.84K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 16.41K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 15.14K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 9.22K | n/a | $689,322 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 8.35K | n/a | $624,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 7.05K | New | $527,124 | 0.0% | New | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 6.56K | n/a | $490,557 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 5.10K | n/a | $390,659 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 4.33K | n/a | $323,667 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 3.84K | n/a | $288,316 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 3.03K | n/a | $226,633 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 842 | +11.8% | $62,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 557 | n/a | $41,652 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 307 | n/a | $22,948 | 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
| Goldman Sachs Group | $2.41M | 0.0% |
| Citadel Advisors | $527,124 | 0.0% |
Exited
| D. E. Shaw & Co. | $640,954 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 127 holders, 3.30M shares, $255.81M 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.