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Funds Holding RESP

On this page, we present all of the funds holding RESP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RESP, with a link to that fund's top holdings. The next columns indicate the amount of RESP stock held by each of the funds holding RESP, followed by the RESP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding RESP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding RESP), click the fund name in the "Holder" column of the funds-holding-RESP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC123,926$6,096 12/31/2023
     RESP123,926$6,096 12/31/2023
Charter Oak Capital Management LLC108,164$5,320 12/31/2023
     RESP108,164$5,320 12/31/2023
M Holdings Securities Inc.35,850$1,763 12/31/2023
     RESP35,850$1,763 12/31/2023
Cetera Investment Advisers35,287$1,736 12/31/2023
     RESP35,287$1,736 12/31/2023
Susquehanna International Group LLP29,466$1,449 12/31/2023
     RESP29,466$1,449 12/31/2023
Raymond James Financial Services Advisors Inc.23,557$1,159 12/31/2023
     RESP23,557$1,159 12/31/2023
Advisor Group Holdings Inc.21,763$1,070 12/31/2023
     RESP21,763$1,070 12/31/2023
Citadel Advisors LLC18,385$904 12/31/2023
     RESP18,385$904 12/31/2023
Raymond James Trust N.A.14,946$735 12/31/2023
     RESP14,946$735 12/31/2023
Morgan Stanley14,367$707 12/31/2023
     RESP14,367$707 12/31/2023
Opes Wealth Management LLC12,725$626 12/31/2023
     RESP12,725$626 12/31/2023
Great Valley Advisor Group Inc.10,195$501 12/31/2023
     RESP10,195$501 12/31/2023
JPMorgan Chase & Co.9,839$484 12/31/2023
     RESP9,839$484 12/31/2023
Smartleaf Asset Management LLC8,487$419 12/31/2023
     RESP8,487$419 12/31/2023
Commonwealth Equity Services LLC8,126$400 12/31/2023
     RESP8,126$400 12/31/2023
Lifeworks Advisors LLC7,943$391 12/31/2023
     RESP7,943$391 12/31/2023
Private Advisor Group LLC7,422$365 12/31/2023
     RESP7,422$365 12/31/2023
Spinnaker Trust7,405$364 12/31/2023
     RESP7,405$364 12/31/2023
My Legacy Advisors LLC6,879$340 12/31/2023
     RESP6,879$340 12/31/2023
Institute for Wealth Management LLC.5,019$247 12/31/2023
     RESP5,019$247 12/31/2023
Bouchey Financial Group Ltd4,635$228 12/31/2023
     RESP4,635$228 12/31/2023
Wells Fargo & Company MN4,201$207 12/31/2023
     RESP4,201$207 12/31/2023
Capital Advisors Ltd. LLC4,188$206 12/31/2023
     RESP4,188$206 12/31/2023
Retirement Capital Strategies4,127$203 12/31/2023
     RESP4,127$203 12/31/2023
Bank of America Corp DE1,787$88 12/31/2023
     RESP1,787$88 12/31/2023
UBS Group AG1,397$69 12/31/2023
     RESP1,397$69 12/31/2023
Steward Partners Investment Advisory LLC975$48 12/31/2023
     RESP975$48 12/31/2023
ICA Group Wealth Management LLC620$30 12/31/2023
     RESP620$30 12/31/2023
The PNC Financial Services Group Inc.447$22 12/31/2023
     RESP447$22 12/31/2023
Tyler Stone Wealth Management350$17 12/31/2023
     RESP350$17 12/31/2023
Bartlett & Co. LLC165$8 12/31/2023
     RESP165$8 12/31/2023
Bartlett & CO. Wealth Management LLC165$8 12/31/2023
     RESP165$8 12/31/2023
IFP Advisors Inc130$6 12/31/2023
     RESP130$6 12/31/2023
Richard Bernstein Advisors LLC65$3 12/31/2023
     RESP65$3 12/31/2023
FMR LLC2$0 12/31/2023
     RESP2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     RESP0$0 12/31/2023
Tidemark LLC2$0 12/31/2023
     RESP2$0 12/31/2023

See Summary: Institutional Holders of RESP
See Details: Top 10 Hedge Funds Holding RESP
Also See: RESP Holdings Changes

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