% of shares outstanding is not shown for RSPS: 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 RSPS in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 259K | 240K | 241K | 252K | 258K | 298K | $9M |
| Thrivent Financial for Lutherans | — | — | — | — | — | 280K | $8M |
| Cresset Asset Management, LLC | — | — | — | — | — | 263K | $8M |
| MORGAN STANLEY | 213K | 192K | 181K | 181K | 203K | 258K | $8M |
| Cetera Investment Advisers | 119K | 120K | 114K | 106K | 176K | 201K | $6M |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | — | — | — | — | — | 172K | $5M |
| LPL Financial LLC | 383K | 311K | 263K | 209K | 187K | 163K | $5M |
| First International Bank of Israel Ltd. | — | — | 98K | 98K | 98K | 127K | $4M |
| HighTower Advisors, LLC | 44K | 229K | 231K | 217K | 191K | 111K | $3M |
| AMERIPRISE FINANCIAL INC | 119K | 110K | 105K | 101K | 97K | 96K | $3M |
| JPMORGAN CHASE & CO | 41K | 42K | 79K | 157K | 79K | 95K | $3M |
| UBS Group AG | 104K | 121K | 317K | 291K | 177K | 90K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 116K | 99K | 110K | 106K | 90K | 89K | $3M |
| WealthBridge Capital Management, LLC | 64K | 62K | 61K | 60K | 60K | 59K | $2M |
| Friedenthal Financial | 48K | 49K | 50K | 53K | 55K | 58K | $2M |
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 | |
|---|---|---|---|
| Thrivent Financial for Lutherans | +280,128 | $8M | OPEN |
| Cresset Asset Management, LLC | +263,040 | $8M | OPEN |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | +172,457 | $5M | OPEN |
| MORGAN STANLEY | +54,954 | $2M | ADD |
| BANK OF AMERICA CORP /DE/ | +40,189 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | −95,200 | $3M | CLOSE |
| UBS Group AG | −87,160 | $3M | TRIM |
| HighTower Advisors, LLC | −80,131 | $2M | TRIM |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | −59,836 | $2M | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −38,344 | $1M | 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 | 116 | 3,750,150 | — | $111M |
| 2025-Q4 | 109 | 3,108,618 | — | $90M |
| 2025-Q3 | 106 | 3,244,453 | — | $95M |
| 2025-Q2 | 115 | 3,353,609 | — | $101M |
| 2025-Q1 | 118 | 3,212,706 | — | $99M |
| 2024-Q4 | 116 | 3,558,098 | — | $107M |
| 2024-Q3 | 112 | 5,356,176 | — | $173M |
| 2024-Q2 | 118 | 5,937,331 | — | $182M |
| 2024-Q1 | 122 | 8,134,354 | — | $268M |
| 2023-Q4 | 128 | 11,165,247 | — | $367M |
| 2023-Q3 | 125 | 15,836,863 | — | $477M |
| 2023-Q2 | 130 | 2,808,435 | — | $468M |
| 2023-Q1 | 135 | 2,765,206 | — | $471M |
| 2022-Q4 | 133 | 2,072,081 | — | $353M |
| 2022-Q3 | 130 | 2,011,359 | — | $309M |
| 2022-Q2 | 135 | 1,696,180 | — | $281M |
| 2022-Q1 | 125 | 1,550,042 | — | $265M |
| 2021-Q4 | 125 | 1,277,246 | — | $216M |
| 2021-Q3 | 118 | 1,483,222 | — | $230M |
| 2021-Q2 | 116 | 1,346,412 | — | $212M |
| 2021-Q1 | 114 | 1,161,082 | — | $184M |
| 2020-Q4 | 112 | 1,418,460 | — | $215M |
| 2020-Q3 | 105 | 1,455,770 | — | $209M |
| 2020-Q2 | 104 | 1,490,014 | — | $203M |
| 2020-Q1 | 106 | 1,761,892 | — | $201M |
| 2019-Q4 | 120 | 1,521,032 | — | $223M |
| 2019-Q3 | 100 | 1,353,473 | — | $189M |
| 2019-Q2 | 94 | 1,371,471 | — | $184M |
| 2019-Q1 | 82 | 1,775,591 | — | $149M |
| 2018-Q4 | 76 | 995,414 | — | $116M |
| 2018-Q3 | 75 | 949,441 | — | $122M |
| 2018-Q2 | 68 | 784,255 | — | $98M |
| 2018-Q1 | 1 | 320 | — | $41,000 |
| 2017-Q4 | 1 | 320 | — | $43,000 |
| 2017-Q3 | 1 | 420 | — | $51,000 |
| 2017-Q2 | 1 | 553 | — | $69,000 |
| 2017-Q1 | 1 | 553 | — | $69,000 |
| 2016-Q4 | 1 | 553 | — | $66,000 |
| 2016-Q3 | 1 | 788 | — | $96 |
| 2016-Q2 | 1 | 869 | — | $112,000 |
| 2016-Q1 | 1 | 869 | — | $106,000 |
