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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
33Tracked holders
+3Δ holders
1.95MShares held
$158.67MReported value
+4New positions
−1Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.0% · share flow +0.9% · net new positions +9.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 593.61K +1.7% $48.16M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 420.12K -1.6% $34.08M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 420.12K -1.6% $34.08M 0.0% ▼ Trim 3 SEC ↗
4 Morgan Stanley 219.21K +22.4% $17.78M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 219.21K +22.4% $17.78M 0.0% ▲ Add 4 SEC ↗
6 Raymond James Financial Inc 164.27K +7.7% $13.33M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 164.27K +7.7% $13.33M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 122.71K -1.6% $9.97M 0.0% ▼ Trim 3 SEC ↗
9 Osaic Holdings, Inc. 122.71K -1.6% $9.97M 0.0% ▼ Trim 3 SEC ↗
10 Osaic Holdings, Inc. 122.71K -1.6% $9.97M 0.0% ▼ Trim 3 SEC ↗
11 Ameriprise Financial Inc 64.97K +19.7% $5.26M 0.0% ▲ Add 3 SEC ↗
12 Ameriprise Financial Inc 64.97K +19.7% $5.26M 0.0% ▲ Add 3 SEC ↗
13 UBS Group AG 49.51K -1.7% $4.02M 0.0% ▼ Trim 3 SEC ↗
14 UBS Group AG 49.51K -1.7% $4.02M 0.0% ▼ Trim 3 SEC ↗
15 Jones Financial Companies Lllp 41.29K +72.2% $3.41M 0.0% ▲ Add 3 SEC ↗
16 JPMorgan Chase 34.75K +36.5% $2.86M 0.0% ▲ Add 4 SEC ↗
17 JPMorgan Chase 34.75K +36.5% $2.86M 0.0% ▲ Add 4 SEC ↗
18 JPMorgan Chase 34.75K +36.5% $2.86M 0.0% ▲ Add 4 SEC ↗
19 JPMorgan Chase 34.75K +36.5% $2.86M 0.0% ▲ Add 4 SEC ↗
20 Northwestern Mutual Wealth… 33.11K +15.2% $2.69M 0.0% ▲ Add 3 SEC ↗
21 Wells Fargo & Company/Mn 32.50K +4.3% $2.64M 0.0% ▲ Add 3 SEC ↗
22 Wells Fargo & Company/Mn 32.50K +4.3% $2.64M 0.0% ▲ Add 3 SEC ↗
23 Envestnet Asset Management Inc 31.34K +10.1% $2.54M 0.0% ▲ Add 3 SEC ↗
24 Cetera Investment Advisers 23.39K +6.4% $1.90M 0.0% ▲ Add 3 SEC ↗
25 Commonwealth Equity Services, Llc 23.37K +2.1% $1.90M 0.0% ▲ Add 3 SEC ↗
26 Stifel Financial Corp 18.19K -36.0% $1.48M 0.0% ▼ Trim 3 SEC ↗
27 Royal Bank Of Canada 17.92K -17.2% $1.45M 0.0% ▼ Trim 3 SEC ↗
28 First Trust Advisors Lp 13.70K New $1.11M 0.0% New 1 SEC ↗
29 Focus Partners Wealth 8.30K -10.6% $673,449 0.0% ▼ Trim 3 SEC ↗
30 Mml Investors Services, Llc 6.56K -0.2% $532,261 0.0% ▼ Trim 3 SEC ↗
31 Lido Advisors, LLC 6.52K +21.3% $528,886 0.0% ▲ Add 3 SEC ↗
32 HighTower Advisors, LLC 6.10K 0.0% $495,136 0.0% Held 3 SEC ↗
33 D. E. Shaw & Co. 6.05K +132.1% $491,080 0.0% ▲ Add 2 SEC ↗
34 Susquehanna International Group, Llp 5.31K +97.0% $430,963 0.0% ▲ Add 3 SEC ↗
35 Wealth Enhancement Advisory… 2.60K -94.8% $210,551 0.0% ▼ Trim 3 SEC ↗
36 Creative Planning 2.53K -7.4% $205,316 0.0% ▼ Trim 2 SEC ↗
37 Goldman Sachs Group 2.51K -57.7% $203,799 0.0% ▼ Trim 3 SEC ↗
38 Fidelity (FMR) 1.64K +1.3% $133,076 0.0% ▲ Add 5 SEC ↗
39 Fifth Third Bancorp 1.06K -3.2% $85,673 0.0% ▼ Trim 2 SEC ↗
40 Us Bancorp \De\ 557 0.0% $45,190 0.0% Held 3 SEC ↗
41 National Bank Of Canada /Fi/ 340 +4.6% $27,567 0.0% ▲ Add 3 SEC ↗
42 Bank Of Montreal /Can/ 277 New $22,152 0.0% New 1 SEC ↗
43 Simplex Trading, Llc 62 New $5,030 0.0% New 1 SEC ↗
44 Qube Research & Technologies Ltd 60 New $4,868 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

First Trust Advisors Lp $1.11M 0.0%
Bank Of Montreal /Can/ $22,152 0.0%
Simplex Trading, Llc $5,030 0.0%
Qube Research & Technologies… $4,868 0.0%

Exited

Two Sigma Investments $3.11M 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: Q2 2026 · Methodology · Get this via the API