Among active 13F managers last quarter, 8 opened and 21 added, while 14 reduced; the largest holder to move was Studio Investment Management LLC (+3.0%).
114 tracked 13F filers disclose a position in RSPU as of the latest SEC 13F filings, a combined $234.5M 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 | LPL Financial LLC | 584K | $47.3M | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 427K | $34.6M | ▲+2.6% Added · +11K sh | Q1 2026 | |
| 3 | Morgan Stanley | 179K | $14.5M | ▼−31% Reduced · −81K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 153K | $12.4M | ▲+9.4% Added · +13K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 125K | $10.1M | ▲+12% Added · +14K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | 113K | $9.2M | ▼−3.8% Reduced · −4K sh | Q2 2026 | |
| 7 | Denver Wealth Management, Inc. | 105K | $8.5M | ▲+12% Added · +11K sh | Q2 2026 | |
| 8 | Studio Investment Management LLC | 100K | $8.1M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 9 | Redstone Wealth Management, LLC | 55K | $4.5M | ▲+50% Added · +18K sh | Q2 2026 | |
| 10 | Ameriprise Financial Inc | 54K | $4.4M | ▲+70% Added · +22K sh | Q1 2026 | |
| 11 | RM Financial Services, LLC | 51K | $4.1M | ▲+1.1% Added · +534 sh | Q2 2026 | |
| 12 | UBS Group AG | 50K | $4.1M | ▲+5.6% Added · +3K sh | Q1 2026 | |
| 13 | WealthCare Investment Partners, LLC | 50K | $4.1M | ▲+2.6% Added · +1K sh | Q2 2026 | |
| 14 | Friedenthal Financial | 42K | $3.4M | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 15 | Advisory Services Network, LLC | 41K | $3.3M | ▲+1.2% Added · +481 sh | Q1 2026 | |
| 16 | Two Sigma Investments, LP | 38K | $3.1M | ▲New +38K sh | Q1 2026 | |
| 17 | Marshall & Sterling Wealth Advisors Inc. | 38K | $3.1M | ▼−3.9% Reduced · −2K sh | Q2 2026 | |
| 18 | Wells Fargo & Company | 31K | $2.5M | ▼−39% Reduced · −20K sh | Q1 2026 | |
| 19 | Harbour Investments, Inc. | 31K | $2.5M | ▲+17% Added · +4K sh | Q1 2026 | |
| 20 | Dakota Wealth Management | 29K | $2.4M | ▼−7.6% Reduced · −2K sh | Q2 2026 | |
| 21 | Northwestern Mutual Wealth Management Co | 29K | $2.3M | ▲+42% Added · +8K sh | Q1 2026 | |
| 22 | Envestnet Asset Management Inc | 28K | $2.3M | ▲+5.9% Added · +2K sh | Q1 2026 | |
| 23 | Stifel Financial Corp | 28K | $2.3M | ▲+9.7% Added · +3K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | 26K | $2.1M | ▲+25% Added · +5K sh | Q1 2026 | |
| 25 | JPMorgan Chase & Co | 25K | $2.1M | ▲+4.8% Added · +1K sh | 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, 8 funds opened a new position in RSPU and 21 added to an existing one, while 14 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 |
|---|---|---|
| Microsoft CorpMSFT | 57 funds | $5.3B |
| Amazon.com IncAMZN | 57 funds | $4.6B |
| Apple IncAAPL | 56 funds | $8.2B |
| Alphabet Inc-CL AGOOGL | 56 funds | $5.1B |
| JPMorgan Chase & CoJPM | 56 funds | $3.2B |
| Meta Platforms Inc-Class AMETA | 56 funds | $2.6B |
| Walmart IncWMT | 55 funds | $1.3B |
| Nvidia CorpNVDA | 54 funds | $8.3B |
| Alphabet Inc-CL CGOOG | 54 funds | $2.8B |
| Caterpillar IncCAT | 54 funds | $934.5M |
| Procter & Gamble CoPG | 54 funds | $802.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 53 funds | $3.8B |
Ranked by how many of RSPU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RSPU.
No filings captured for this ticker in the live stream yet.
Connected entities for RSPU
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/RSPU/capital-change-brief"
Use Arkolith's capital_change_brief for RSPU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for RSPU. Filings are public domain, sourced to SEC EDGAR.