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Security record · archived quarter

RSPU

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
30Tracked holders
+1Δ holders
1.94MShares held
$157.17MReported value
+4New positions
−3Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.4% · share flow +0.6% · net new positions +3.3%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 +3 1.95M $158.67M +4 −1
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
Q2 2025 2 -1 9.49K $674,827 −1
Q1 2025 2 +1 41.25K $2.87M +1
Q4 2024 1 +1 12.95K $850,941 +1
Q2 2024 1 9.49K $550,967
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 583.56K -0.6% $47.33M 0.0% ▼ Trim 2 SEC ↗
2 Bank Of America Corp /De/ 426.93K +2.6% $34.63M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 426.93K +2.6% $34.63M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 179.12K -31.2% $14.53M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 179.12K -31.2% $14.53M 0.0% ▼ Trim 3 SEC ↗
6 Morgan Stanley 179.12K -31.2% $14.53M 0.0% ▼ Trim 3 SEC ↗
7 Raymond James Financial Inc 152.51K +9.5% $12.37M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 152.51K +9.5% $12.37M 0.0% ▲ Add 2 SEC ↗
9 Osaic Holdings, Inc. 124.76K +12.3% $10.13M 0.0% ▲ Add 2 SEC ↗
10 Osaic Holdings, Inc. 124.76K +12.3% $10.13M 0.0% ▲ Add 2 SEC ↗
11 Ameriprise Financial Inc 54.29K +70.2% $4.40M 0.0% ▲ Add 2 SEC ↗
12 Ameriprise Financial Inc 54.29K +70.2% $4.40M 0.0% ▲ Add 2 SEC ↗
13 UBS Group AG 50.38K +5.6% $4.09M 0.0% ▲ Add 2 SEC ↗
14 Wealth Enhancement Advisory… 49.65K +1193.7% $4.08M 0.0% ▲ Add 2 SEC ↗
15 Two Sigma Investments 38.40K New $3.11M 0.0% New 1 SEC ↗
16 Wells Fargo & Company/Mn 31.14K -39.4% $2.53M 0.0% ▼ Trim 2 SEC ↗
17 Wells Fargo & Company/Mn 31.14K -39.4% $2.53M 0.0% ▼ Trim 2 SEC ↗
18 Northwestern Mutual Wealth… 28.73K +42.0% $2.33M 0.0% ▲ Add 2 SEC ↗
19 Envestnet Asset Management Inc 28.47K +5.9% $2.31M 0.0% ▲ Add 2 SEC ↗
20 Stifel Financial Corp 28.40K +9.7% $2.30M 0.0% ▲ Add 2 SEC ↗
21 JPMorgan Chase 25.46K +4.8% $2.06M 0.0% ▲ Add 3 SEC ↗
22 JPMorgan Chase 25.46K +4.8% $2.06M 0.0% ▲ Add 3 SEC ↗
23 Jones Financial Companies Lllp 23.97K +58.3% $1.93M 0.0% ▲ Add 2 SEC ↗
24 Commonwealth Equity Services, Llc 22.89K -3.9% $1.86M 0.0% ▼ Trim 2 SEC ↗
25 Cetera Investment Advisers 21.99K +10.9% $1.78M 0.0% ▲ Add 2 SEC ↗
26 Royal Bank Of Canada 21.65K -22.4% $1.76M 0.0% ▼ Trim 2 SEC ↗
27 Royal Bank Of Canada 21.65K -22.4% $1.76M 0.0% ▼ Trim 2 SEC ↗
28 Focus Partners Wealth 9.28K +0.7% $752,621 0.0% ▲ Add 2 SEC ↗
29 Mml Investors Services, Llc 6.58K +51.9% $533,284 0.0% ▲ Add 2 SEC ↗
30 HighTower Advisors, LLC 6.10K -7.0% $495,014 0.0% ▼ Trim 2 SEC ↗
31 Goldman Sachs Group 5.94K -81.6% $481,469 0.0% ▼ Trim 2 SEC ↗
32 Lido Advisors, LLC 5.37K +5.5% $435,885 0.0% ▲ Add 2 SEC ↗
33 Creative Planning 2.73K New $221,772 0.0% New 1 SEC ↗
34 Susquehanna International Group, Llp 2.70K -83.6% $218,673 0.0% ▼ Trim 2 SEC ↗
35 D. E. Shaw & Co. 2.61K New $211,535 0.0% New 1 SEC ↗
36 Fidelity (FMR) 1.62K +92.3% $131,344 0.0% ▲ Add 4 SEC ↗
37 Fifth Third Bancorp 1.09K New $88,491 0.0% New 1 SEC ↗
38 Us Bancorp \De\ 557 0.0% $45,178 0.0% Held 2 SEC ↗
39 National Bank Of Canada /Fi/ 325 +5.9% $26,344 0.0% ▲ Add 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 $3.11M 0.0%
Creative Planning $221,772 0.0%
D. E. Shaw & Co. $211,535 0.0%
Fifth Third Bancorp $88,491 0.0%

Exited

Hrt Financial Lp $624,000 was 0.0%
Citadel Advisors $527,124 was 0.0%
Truist Financial Corp $226,633 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.

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