Among active 13F managers last quarter, 3 opened and 4 added, while 4 reduced; the largest holder to move was Stewardship Advisors, LLC (−4.5%).
30 tracked 13F filers disclose a position in RSPE as of the latest SEC 13F filings, a combined $36.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Eastern Bank | 566K | $19.2M | ▲+47% Added · +182K sh | Q2 2026 | |
| 2 | Stewardship Advisors, LLC | 191K | $6.5M | ▼−4.5% Reduced · −9K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 64K | $1.9M | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 4 | Citadel Advisors LLC | 32K | $1.1M | ▲New +32K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 27K | $780K | ▲+7.0% Added · +2K sh | Q1 2026 | |
| 6 | Goldman Sachs Group Inc | 23K | $687K | ▲New +23K sh | Q1 2026 | |
| 7 | Sepio Capital, LP | 22K | $750K | —Held | Q2 2026 | |
| 8 | Heck Capital Advisors, LLC | 17K | $573K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 9 | Tower Research Capital LLC (TRC) | 17K | $497K | ▲+6.2% Added · +992 sh | Q1 2026 | |
| 10 | Bond & Devick Financial Network, Inc. | 16K | $544K | ▲+13% Added · +2K sh | Q2 2026 | |
| 11 | National Bank Of Canada | 16K | $463K | ▼−0.2% Reduced · −26 sh | Q1 2026 | |
| 12 | Allegheny Financial Group | 15K | $514K | ▲+0.1% Added · +12 sh | Q2 2026 | |
| 13 | Advisory Services Network, LLC | 15K | $444K | ▲New +15K sh | Q1 2026 | |
| 14 | Advisor OS, LLC | 13K | $456K | ▼−2.0% Reduced · −279 sh | Q2 2026 | |
| 15 | MJP Associates Inc | 13K | $456K | ▼−2.0% Reduced · −279 sh | Q2 2026 | |
| 16 | Community Financial Services Group, LLC | 12K | $421K | ▲+102% Added · +6K sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 12K | $357K | ▲+12% Added · +1K sh | Q1 2026 | |
| 18 | Grimes & Co Wealth Management, LLC | 10K | $303K | ▲+0.8% Added · +78 sh | Q1 2026 | |
| 19 | Birch Hill Investment Advisors LLC | 9K | $314K | —Held | Q2 2026 | |
| 20 | Kingsview Wealth Management, LLC | 8K | $281K | —Held | Q2 2026 | |
| 21 | Pekin Hardy Strauss, Inc. | 7K | $253K | ▲New +7K sh | Q2 2026 | |
| 22 | Ritter Daniher Financial Advisory LLC / DE | 2K | $65K | —Held | Q2 2026 | |
| 23 | Royal Bank Of Canada | 1K | $35K | —Held | Q1 2026 | |
| 24 | Blair William & Co | 990 | $34K | ▼−62% Reduced · −2K sh | Q2 2026 | |
| 25 | CWM, LLC | 792 | $23K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in RSPE and 4 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $620.3M |
| Ishares Core S&P 500 ETFIVV | 16 funds | $14.0B |
| Apple IncAAPL | 16 funds | $3.2B |
| Nvidia CorpNVDA | 16 funds | $3.2B |
| Amazon.com IncAMZN | 16 funds | $3.2B |
| Microsoft CorpMSFT | 16 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.4B |
| JPMorgan Chase & CoJPM | 16 funds | $1.1B |
| Advanced Micro DevicesAMD | 16 funds | $1.0B |
| Walmart IncWMT | 16 funds | $922.3M |
| Meta Platforms Inc-Class AMETA | 16 funds | $836.6M |
Ranked by how many of RSPE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RSPE.
| Class | 13F holders | Value held |
|---|---|---|
| QQQMmc | 1230 funds | $27.7B |
| BKLNmc | 455 funds | $4.9B |
| RWLmc | 310 funds | $5.0B |
| VRPmc | 250 funds | $1.3B |
| TANmc | 216 funds | $510.6M |
| RWJmc | 185 funds | $989.1M |
| QQQJmc | 182 funds | $328.5M |
| BABmc | 169 funds | $630.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RSPE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RSPE/capital-change-brief"
Use Arkolith's capital_change_brief for RSPE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RSPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.