Institutional Holders (2026 Q2)
501 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RSPT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Davis Investment Partners, LLC | 24.58% | 1,251,606 | $80.7M |
| 2 | RFP Financial Group LLC | 9.12% | 315,619 | $20.4M |
| 3 | Aventus Investment Advisors, Inc. | 8.65% | 182,929 | $11.8M |
| 4 | Graham Capital Wealth Management, LLC | 6.06% | 121,585 | $7.8M |
| 5 | Baltimore-Washington Financial Advisors, Inc. | 4.20% | 1,742,550 | $112.4M |
| 6 | Yoder Wealth Management, Inc. | 4.08% | 161,659 | $10.4M |
| 7 | Islay Capital Management, LLC | 3.52% | 118,157 | $7.6M |
| 8 | Live Oak Investment Partners | 3.51% | 101,226 | $6.5M |
| 9 | Cascade Wealth Advisors, Inc | 3.43% | 131,869 | $8.5M |
| 10 | Prasad Wealth Partners, LLC | 3.41% | 219,860 | $14.2M |
| 11 | Climber Capital SA | 3.29% | 91,216 | $5.4M |
| 12 | Rockport Wealth LLC | 2.90% | 267,458 | $17.3M |
| 13 | Walker Asset Management, LLC | 2.78% | 85,430 | $5.5M |
| 14 | Joseph P. Lucia & Associates, LLC | 2.77% | 143,025 | $9.2M |
| 15 | Portus Wealth Advisors, LLC | 2.77% | 52,241 | $3.4M |
| 16 | Arch Global Advisors, LLC | 2.66% | 93,320 | $6.0M |
| 17 | Paller Financial Services Inc | 2.49% | 51,558 | $3.3M |
| 18 | Vista Investment Management | 2.45% | 126,534 | $8.2M |
| 19 | Walled Lake Planning & Wealth Management, LLC | 2.19% | 134,444 | $8.7M |
| 20 | Bouchey Financial Group, Ltd. | 1.96% | 471,353 | $30.4M |
| 21 | Chicago Wealth Management, Inc. | 1.88% | 82,101 | $5.3M |
| 22 | Activest Wealth Management | 1.79% | 143,952 | $9.3M |
| 23 | Bullock Wealth Management Group | 1.64% | 59,731 | $3.8M |
| 24 | Sykon Capital LLC | 1.53% | 76,957 | $5.0M |
| 25 | Kennicott Capital Management LLC | 1.44% | 48,104 | $3.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|