Institutional Holders (2026 Q1)
69 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RSPM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Friedenthal Financial | 2.48% | 127,927 | $4.9M |
| 2 | Maltin Wealth Management, Inc. | 1.15% | 78,123 | $3.0M |
| 3 | Pacific Sun Financial Corp | 0.94% | 50,035 | $1.9M |
| 4 | Courage Miller Partners, LLC | 0.56% | 51,346 | $2.0M |
| 5 | Sykon Capital LLC | 0.50% | 38,423 | $1.5M |
| 6 | Ntv Asset Management LLC | 0.33% | 78,232 | $3.0M |
| 7 | Peak Financial Management, Inc. | 0.24% | 24,680 | $954K |
| 8 | Walker Asset Management, LLC | 0.19% | 9,205 | $356K |
| 9 | Yoder Wealth Management, Inc. | 0.14% | 8,162 | $316K |
| 10 | Capital Square, LLC | 0.13% | 7,295 | $288K |
| 11 | Hartford Financial Management Inc. | 0.11% | 11,500 | $445K |
| 12 | Asset Management Group, Inc. | 0.05% | 8,325 | $322K |
| 13 | McKinley Carter Wealth Services, Inc. | 0.05% | 20,739 | $802K |
| 14 | Creative Financial Designs Inc /Adv | 0.03% | 10,770 | $416K |
| 15 | First Heartland Consultants, Inc. | 0.02% | 8,016 | $310K |
| 16 | Key FInancial Inc | 0.02% | 3,010 | $116K |
| 17 | Meitav Investment House Ltd | 0.01% | 32,715 | $1.3M |
| 18 | Merit Financial Group, LLC | 0.01% | 44,968 | $1.7M |
| 19 | Private Advisor Group, LLC | 0.01% | 49,354 | $1.9M |
| 20 | Farther Finance Advisors, LLC | 0.01% | 23,963 | $934K |
| 21 | Cetera Investment Advisers | 0.01% | 197,283 | $7.6M |
| 22 | Harbour Investments, INC. | 0.01% | 13,441 | $520K |
| 23 | Tower Research Capital LLC (TRC) | 0.01% | 7,552 | $292K |
| 24 | Arax Advisory Partners | 0.01% | 6,548 | $253K |
| 25 | Flputnam Investment Management Co | 0.01% | 10,300 | $398K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|