Institutional Holders (2026 Q2)
85 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RSPD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Altfest L J & Co Inc | 1.40% | 257,074 | $14.4M |
| 2 | Yoder Wealth Management, Inc. | 0.75% | 34,456 | $1.9M |
| 3 | Friedenthal Financial | 0.73% | 28,111 | $1.6M |
| 4 | Walker Asset Management, LLC | 0.65% | 22,875 | $1.3M |
| 5 | Vista Investment Management | 0.55% | 32,679 | $1.8M |
| 6 | Precedent Wealth Partners, LLC | 0.41% | 44,502 | $2.5M |
| 7 | Joseph P. Lucia & Associates, LLC | 0.39% | 23,199 | $1.3M |
| 8 | Leuthold Group, LLC | 0.30% | 53,392 | $3.0M |
| 9 | Davis Investment Partners, LLC | 0.29% | 17,002 | $952K |
| 10 | Legacy Private Trust Co. | 0.08% | 26,883 | $1.5M |
| 11 | Empirical Asset Management, LLC | 0.06% | 4,858 | $272K |
| 12 | Hills Bank & Trust Co | 0.05% | 22,623 | $1.3M |
| 13 | Tradewinds Capital Management, LLC | 0.03% | 3,330 | $186K |
| 14 | Carnegie Investment Counsel | 0.03% | 28,187 | $1.6M |
| 15 | Collier Financial | 0.03% | 804 | $45K |
| 16 | James Investment Research, INC. | 0.03% | 4,454 | $249K |
| 17 | Farther Finance Advisors, LLC | 0.02% | 53,049 | $3.0M |
| 18 | Strategic Wealth Partners, Ltd. | 0.02% | 5,362 | $300K |
| 19 | Pinnacle Associates Ltd | 0.01% | 22,070 | $1.2M |
| 20 | Scotia Capital INC. | 0.01% | 55,709 | $3.1M |
| 21 | Ausdal Financial Partners, Inc. | 0.01% | 4,121 | $231K |
| 22 | Tower Research Capital LLC (TRC) | 0.01% | 6,106 | $342K |
| 23 | PGIM Custom Harvest LLC | 0.01% | 9,032 | $506K |
| 24 | TD Waterhouse Canada Inc. | 0.01% | 40,443 | $2.3M |
| 25 | HighTower Advisors, LLC | 0.01% | 106,385 | $6.0M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|