Institutional Holders (2026 Q1)
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 | Yoder Wealth Management, Inc. | 0.81% | 32,999 | $1.8M |
| 2 | Friedenthal Financial | 0.72% | 26,731 | $1.4M |
| 3 | Altfest L J & Co Inc | 0.67% | 117,212 | $6.3M |
| 4 | Walker Asset Management, LLC | 0.63% | 21,842 | $1.2M |
| 5 | Vista Investment Management | 0.58% | 32,379 | $1.7M |
| 6 | Precedent Wealth Partners, LLC | 0.48% | 44,610 | $2.4M |
| 7 | Joseph P. Lucia & Associates, LLC | 0.44% | 23,199 | $1.2M |
| 8 | Davis Investment Partners, LLC | 0.32% | 17,002 | $910K |
| 9 | Leuthold Group, LLC | 0.32% | 56,148 | $3.0M |
| 10 | Verity Asset Management, Inc. | 0.19% | 8,326 | $446K |
| 11 | Legacy Private Trust Co. | 0.10% | 31,504 | $1.7M |
| 12 | Hills Bank & Trust Co | 0.09% | 35,492 | $1.9M |
| 13 | Empirical Asset Management, LLC | 0.07% | 5,116 | $274K |
| 14 | Tradewinds Capital Management, LLC | 0.04% | 3,324 | $178K |
| 15 | Collier Financial | 0.03% | 804 | $43K |
| 16 | Strategic Wealth Partners, Ltd. | 0.03% | 8,258 | $442K |
| 17 | Carnegie Investment Counsel | 0.03% | 28,969 | $1.6M |
| 18 | Farther Finance Advisors, LLC | 0.03% | 53,242 | $2.9M |
| 19 | James Investment Research, INC. | 0.03% | 4,454 | $238K |
| 20 | Pinnacle Associates Ltd | 0.02% | 22,070 | $1.2M |
| 21 | Private Trust Co NA | 0.01% | 3,072 | $164K |
| 22 | Scotia Capital INC. | 0.01% | 53,332 | $2.9M |
| 23 | Tower Research Capital LLC (TRC) | 0.01% | 6,201 | $332K |
| 24 | PGIM Custom Harvest LLC | 0.01% | 9,032 | $483K |
| 25 | Advisory Services Network, LLC | 0.01% | 9,960 | $533K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|