% of shares outstanding is not shown for RSPH: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for RSPH in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2,135,9242.1M | $64M | — | TRIM -3% |
| 2 | MORGAN STANLEY | 677,408677,408 | $20M | — | ADD 7% |
| 3 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 440,394440,394 | $13M | — | ADD 3% |
| 4 | BANK OF AMERICA CORP /DE/ | 430,101430,101 | $13M | — | — |
| 5 | LPL Financial LLC | 375,812375,812 | $11M | — | TRIM -6% |
| 6 | ROYAL BANK OF CANADA | 350,011350,011 | $11M | — | ADD 5% |
| 7 | RAYMOND JAMES FINANCIAL INC | 334,310334,310 | $10M | — | ADD 12% |
| 8 | JPMORGAN CHASE & CO | 331,979331,979 | $10M | — | ADD 2% |
| 9 | MAI Capital Management | 323,322323,322 | $10M | — | — |
| 10 | Cresset Asset Management, LLC | 235,715235,715 | $7M | — | NEW |
| 11 | Federation des caisses Desjardins du Quebec | 216,561216,561 | $7M | — | TRIM -9% |
| 12 | OSAIC HOLDINGS, INC. | 184,092184,092 | $6M | — | TRIM -10% |
| 13 | AMERIPRISE FINANCIAL INC | 183,723183,723 | $6M | — | ADD 26% |
| 14 | BANK OF MONTREAL /CAN/ | 172,745172,745 | $5M | — | — |
| 15 | WELLS FARGO & COMPANY/MN | 159,567159,567 | $5M | — | TRIM -6% |
| 16 | Cetera Investment Advisers | 153,515153,515 | $5M | — | ADD 27% |
| 17 | FCA CORP /TX | 147,683147,683 | $4M | — | ADD 3% |
| 18 | Farther Finance Advisors, LLC | 127,972127,972 | $4M | — | TRIM -5% |
| 19 | Focus Financial Network, Inc. | 124,038124,038 | $4M | — | ADD 3% |
| 20 | Stelac Advisory Services LLC | 123,451123,451 | $4M | — | ADD 76% |
| 21 | Friedenthal Financial | 122,714122,714 | $4M | — | ADD 3% |
| 22 | NATIONAL BANK OF CANADA /FI/ | 118,387118,387 | $4M | — | ADD 7% |
| 23 | PGIM Custom Harvest LLC | 115,541115,541 | $3M | — | TRIM -8% |
| 24 | Joseph P. Lucia & Associates, LLC | 112,720112,720 | $3M | — | TRIM -2% |
| 25 | Creative Planning | 94,22594,225 | $3M | — | TRIM -8% |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 86,14086,140 | $3M | — | — |
| 27 | UBS Group AG | 83,02183,021 | $3M | — | ADD 34% |
| 28 | CAHILL FINANCIAL ADVISORS INC | 75,48475,484 | $2M | — | — |
| 29 | RAINEY & RANDALL WEALTH ADVISORS INC. | 74,94074,940 | $2M | — | TRIM -9% |
| 30 | Hills Bank & Trust Co | 73,66073,660 | $2M | — | ADD 78% |
| 31 | BNP PARIBAS FINANCIAL MARKETS | 72,12272,122 | $2M | — | ADD 481% |
| 32 | Yoder Wealth Management, Inc. | 70,84670,846 | $2M | — | ADD 4% |
| 33 | Cornerstone Advisory, LLC | 69,17469,174 | $2M | — | TRIM -3% |
| 34 | Ausdal Financial Partners, Inc. | 63,17263,172 | $2M | — | ADD 5% |
| 35 | Coastal Bridge Advisors, LLC | 60,61260,612 | $2M | — | — |
| 36 | Berger Financial Group, Inc | 60,46060,460 | $2M | — | TRIM -4% |
| 37 | Optas, LLC | 60,30860,308 | $2M | — | ADD 100% |
| 38 | Peak Financial Management, Inc. | 56,57156,571 | $2M | — | TRIM -3% |
| 39 | Hartford Financial Management Inc. | 55,78455,784 | $2M | — | — |
| 40 | JONES FINANCIAL COMPANIES LLLP | 48,50448,504 | $1M | — | ADD 5% |
| 41 | Ironsides Asset Advisors, LLC | 46,21246,212 | $1M | — | ADD 23% |
| 42 | Walker Asset Management, LLC | 43,44443,444 | $1M | — | — |
| 43 | Merit Financial Group, LLC | 37,50037,500 | $1M | — | ADD 46% |
| 44 | Biltmore Family Office, LLC | 37,20037,200 | $1M | — | — |
| 45 | Cambridge Investment Research Advisors, Inc. | 37,17137,171 | $1M | — | TRIM -8% |
| 46 | U.S. Capital Wealth Advisors, LLC | 37,06937,069 | $1M | — | TRIM -4% |
| 47 | Beacon Pointe Advisors, LLC | 35,32035,320 | $1M | — | NEW |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 34,20834,208 | $1M | — | — |
| 49 | Lido Advisors, LLC | 31,45731,457 | $949,811 | — | ADD 8% |
| 50 | CX Institutional | 30,04930,049 | $907,000 | — | ADD 522% |
| 51 | UMB Bank, n.a. | 28,99828,998 | $875,554 | — | — |
| 52 | Empirical Asset Management, LLC | 28,89528,895 | $872,444 | — | — |
| 53 | GREAT VALLEY ADVISOR GROUP, INC. | 28,19728,197 | $851,249 | — | — |
| 54 | Red Mountain Financial, LLC | 28,05828,058 | $847,178 | — | TRIM -4% |
| 55 | Allworth Financial LP | 26,93026,930 | $813,108 | — | TRIM -12% |
| 56 | &PARTNERS | 26,20826,208 | $791,307 | — | — |
| 57 | Rockefeller Capital Management L.P. | 25,68625,686 | $775,569 | — | ADD 78% |
| 58 | Corient Private Wealth LLC | 27,27427,274 | $763,876 | — | TRIM -46% |
| 59 | Quantinno Capital Management LP | 24,86024,860 | $750,613 | — | TRIM -30% |
| 60 | CITADEL ADVISORS LLC | 23,16623,166 | $699,465 | — | NEW |
| 61 | HHM Wealth Advisors, LLC | 23,11523,115 | $697,926 | — | — |
| 62 | CHOREO, LLC | 22,78022,780 | $687,810 | — | — |
| 63 | GTS SECURITIES LLC | 21,87121,871 | $660,373 | — | NEW |
| 64 | Asset Dedication, LLC | 21,82521,825 | $658,976 | — | — |
| 65 | Sensible Money, LLC | 21,82521,825 | $658,976 | — | — |
| 66 | MERCER GLOBAL ADVISORS INC /ADV | 21,32621,326 | $643,905 | — | TRIM -40% |
| 67 | FMR LLC | 21,23121,231 | $641,050 | — | ADD 9% |
| 68 | Mariner, LLC | 20,66520,665 | $623,958 | — | — |
| 69 | Sanctuary Advisors, LLC | 19,68919,689 | $594,482 | — | TRIM -28% |
| 70 | First Heartland Consultants, Inc. | 19,57619,576 | $591,068 | — | TRIM -7% |
| 71 | OPPENHEIMER & CO INC | 19,05319,053 | $575,279 | — | TRIM -38% |
| 72 | Harbor Asset Planning, Inc. | 18,77418,774 | $566,773 | — | — |
| 73 | Clearstead Advisors, LLC | 17,94517,945 | $541,825 | — | — |
| 74 | PRINCIPAL SECURITIES, INC. | 17,59717,597 | $531,321 | — | ADD 9% |
| 75 | PERRYMAN FINANCIAL ADVISORY INC /AD | 17,31117,311 | $522,668 | — | — |
| 76 | Kovack Advisors, Inc. | 16,58516,585 | $503,355 | — | TRIM -3% |
| 77 | Janney Montgomery Scott LLC | 16,11716,117 | $487,000 | — | ADD 4% |
| 78 | Kestra Advisory Services, LLC | 15,88015,880 | $479,489 | — | ADD 20% |
| 79 | Avidian Wealth Enterprises, LLC | 15,64015,640 | $472,228 | — | — |
| 80 | Blue Sky Capital Consultants Group, Inc. | 15,21915,219 | $459,516 | — | TRIM -12% |
| 81 | DHJJ Financial Advisors, Ltd. | 14,56014,560 | $439,619 | — | — |
| 82 | CRA Financial Services, LLC | 14,48614,486 | $437,379 | — | — |
| 83 | SILVER OAK SECURITIES, INCORPORATED | 14,20114,201 | $428,783 | — | — |
| 84 | Hilltop Holdings Inc. | 13,18513,185 | $398,103 | — | — |
| 85 | Koshinski Asset Management, Inc. | 12,70612,706 | $383,632 | — | — |
| 86 | Ellis Investment Partners, LLC | 12,67512,675 | $382,712 | — | — |
| 87 | Elmwood Wealth Management, Inc. | 12,61712,617 | $380,945 | — | ADD 4% |
| 88 | Advisory Services Network, LLC | 12,42212,422 | $375,052 | — | ADD 15% |
| 89 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,21712,217 | $369,689 | — | TRIM -68% |
| 90 | McAdam, LLC | 12,08812,088 | $364,994 | — | — |
| 91 | StoneX Group Inc. | 11,61811,618 | $350,780 | — | ADD 16% |
| 92 | Sequoia Financial Advisors, LLC | 11,54711,547 | $348,646 | — | ADD 8% |
| 93 | Cooper Financial Group | 11,49211,492 | $346,985 | — | — |
| 94 | IHT Wealth Management, LLC | 11,48211,482 | $346,687 | — | — |
| 95 | STIFEL FINANCIAL CORP | 11,45111,451 | $345,746 | — | — |
| 96 | Gateway Wealth Partners, LLC | 11,31011,310 | $341,486 | — | NEW |
| 97 | GOLDMAN SACHS GROUP INC | 10,59810,598 | $319,992 | — | ADD 17% |
| 98 | Perissos Private Wealth Management, LLC | 10,48510,485 | $316,594 | — | — |
| 99 | OneDigital Investment Advisors LLC | 10,46810,468 | $316,062 | — | — |
| 100 | Arkadios Wealth Advisors | 10,26410,264 | $309,894 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | 2.2M | 2.4M | 2.2M | 2.3M | 2.2M | 2.1M | $64M |
| MORGAN STANLEY | 636K | 707K | 786K | 643K | 636K | 677K | $20M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 366K | 387K | 408K | 414K | 428K | 440K | $13M |
| BANK OF AMERICA CORP /DE/ | 490K | 452K | 402K | 396K | 425K | 430K | $13M |
| LPL Financial LLC | 582K | 464K | 451K | 417K | 400K | 376K | $11M |
| ROYAL BANK OF CANADA | 373K | 347K | 711K | 363K | 334K | 350K | $11M |
| RAYMOND JAMES FINANCIAL INC | 283K | 355K | 348K | 308K | 299K | 334K | $10M |
| JPMORGAN CHASE & CO | 184K | 165K | 328K | 657K | 325K | 332K | $10M |
| MAI Capital Management | 349K | 336K | 329K | 329K | 327K | 323K | $10M |
| Cresset Asset Management, LLC | — | — | — | — | — | 236K | $7M |
| Federation des caisses Desjardins du Quebec | 270K | 275K | 295K | 265K | 238K | 217K | $7M |
| OSAIC HOLDINGS, INC. | 162K | 132K | 138K | 155K | 204K | 184K | $6M |
| AMERIPRISE FINANCIAL INC | 141K | 142K | 125K | 121K | 145K | 184K | $6M |
| BANK OF MONTREAL /CAN/ | 175K | 176K | 177K | 175K | 176K | 173K | $5M |
| WELLS FARGO & COMPANY/MN | 260K | 259K | 217K | 180K | 170K | 160K | $5M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Cresset Asset Management, LLC | +235,715 | $7M | OPEN |
| BNP PARIBAS FINANCIAL MARKETS | +59,700 | $2M | ADD |
| Stelac Advisory Services LLC | +53,390 | $2M | ADD |
| MORGAN STANLEY | +41,425 | $1M | ADD |
| AMERIPRISE FINANCIAL INC | +38,436 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Focus Partners Wealth | −214,014 | $6M | CLOSE |
| HighTower Advisors, LLC | −63,251 | $2M | TRIM |
| SYKON CAPITAL LLC | −43,483 | $1M | CLOSE |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −26,290 | $793,695 | TRIM |
| LPL Financial LLC | −23,993 | $724,349 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 181 | 10,336,366 | — | $312M |
| 2025-Q4 | 185 | 10,165,134 | — | $324M |
| 2025-Q3 | 166 | 10,361,813 | — | $304M |
| 2025-Q2 | 164 | 10,677,414 | — | $312M |
| 2025-Q1 | 187 | 11,122,577 | — | $331M |
| 2024-Q4 | 191 | 11,474,375 | — | $336M |
| 2024-Q3 | 186 | 12,138,117 | — | $391M |
| 2024-Q2 | 187 | 13,116,260 | — | $395M |
| 2024-Q1 | 188 | 15,891,001 | — | $505M |
| 2023-Q4 | 194 | 15,055,340 | — | $450M |
| 2023-Q3 | 185 | 15,464,969 | — | $425M |
| 2023-Q2 | 189 | 1,609,179 | — | $443M |
| 2023-Q1 | 183 | 1,482,458 | — | $432M |
| 2022-Q4 | 190 | 1,527,858 | — | $441M |
| 2022-Q3 | 179 | 1,496,659 | — | $371M |
| 2022-Q2 | 182 | 1,322,517 | — | $354M |
| 2022-Q1 | 183 | 1,292,986 | — | $395M |
| 2021-Q4 | 180 | 1,251,835 | — | $399M |
| 2021-Q3 | 174 | 1,320,167 | — | $394M |
| 2021-Q2 | 163 | 1,097,975 | — | $323M |
| 2021-Q1 | 167 | 1,091,457 | — | $293M |
| 2020-Q4 | 165 | 1,092,306 | — | $286M |
| 2020-Q3 | 153 | 886,413 | — | $209M |
| 2020-Q2 | 154 | 1,172,044 | — | $257M |
| 2020-Q1 | 150 | 2,295,210 | — | $269M |
| 2019-Q4 | 158 | 1,216,834 | — | $270M |
| 2019-Q3 | 130 | 1,175,283 | — | $230M |
| 2019-Q2 | 139 | 1,431,180 | — | $290M |
| 2019-Q1 | 139 | 3,298,203 | — | $251M |
| 2018-Q4 | 124 | 1,147,714 | — | $203M |
| 2018-Q3 | 113 | 1,149,987 | — | $237M |
| 2018-Q2 | 99 | 870,783 | — | $157M |
| 2018-Q1 | 2 | 2,141 | — | $385,000 |
| 2017-Q4 | 2 | 2,587 | — | $465,000 |
| 2017-Q3 | 1 | 1,265 | — | $222,000 |
| 2017-Q2 | 2 | 2,547 | — | $443,000 |
| 2017-Q1 | 1 | 1,272 | — | $203,000 |
| 2016-Q4 | 1 | 874 | — | $128,000 |
| 2016-Q3 | 1 | 1,102 | — | $171 |
| 2016-Q2 | 1 | 1,166 | — | $176,000 |
| 2016-Q1 | 1 | 1,166 | — | $168,000 |
