RSSS · Research Solutions, Inc.

$2.25 +0.05 (+2.27%) At close · Aug 21

Market Cap

$75.26M

33.45M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 36

Total Value: $25,399,056

Total Shares: 10,947,877

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 36 13F filers · Δ vs Mar 31, 2026

Top Holder

28.8%

+1.6 pts

Top 5

74.1%

+4.3 pts

Top 10

88.8%

+3.1 pts

HHI

1,605

Moderately concentrated+162

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: -3.2%

Shares held: -5.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Dynamic Advisor Solutions LLC	+47,907	365,599
Mid North Star Investment Management Corp.	+23,482	357,000
Mega BlackRock, Inc.	+23,050	143,288
Mega VANGUARD FIDUCIARY TRUST CO	+22,516	173,881
Mega VANGUARD CAPITAL MANAGEMENT LLC	+13,549	1,147,020

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Topline Capital Management, LLC	−449,747	11,430
Large RENAISSANCE TECHNOLOGIES LLC	−70,910	105,990
Small Navalign, LLC	−55,000	196,126
Mega GEODE CAPITAL MANAGEMENT, LLC	−40,053	295,106
Large ACADIAN ASSET MANAGEMENT LLC	−36,850	28,985

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	25,904	$60,097
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	500	$1,160
Mega BARCLAYS PLC	231	$535

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Hillsdale Investment Management Inc.	86,000	$194,360
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	34,862	$78,788
Mid BOOTHBAY FUND MANAGEMENT, LLC	16,313	$36,867
Mid XTX Topco Ltd	12,711	$28,726
Large STIFEL FINANCIAL CORP	11,000	$24,860

Filter: New 3 Increased 11 Reduced 7 Sold out 6 Unchanged 15

Showing 36 of 36

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

NEEDHAM INVESTMENT MANAGEMENT LLC

$7,319,600

28.82%

3,155,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Needham Aggressive Growth Fund	3,155,000	$7,319,600	100.0%	Defined

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$5,921,695

23.31%

2,552,455

VANGUARD CAPITAL MANAGEMENT LLC

$2,661,086

10.48%

1,147,020

Luxor Capital Group, LP

$1,512,544

5.96%

651,959

BARD ASSOCIATES INC

$1,412,831

5.56%

608,979

PARTHENON LLC

$910,098

3.58%

392,284

Dynamic Advisor Solutions LLC

$848,189

3.34%

365,599

North Star Investment Management Corp.

$828,240

3.26%

357,000

GEODE CAPITAL MANAGEMENT, LLC

$684,645

2.70%

295,106

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	57,541	$133,495	19.5%	Defined
Held directly	237,565	$551,150	80.5%	Defined

Navalign, LLC

$455,012

1.79%

196,126

VANGUARD FIDUCIARY TRUST CO

$403,403

1.59%

173,881

LPL Financial LLC

$339,432

1.34%

146,307

BlackRock, Inc.

$332,427

1.31%

143,288

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	6,306	$14,629	4.4%	Sole
BlackRock Fund Advisors	92,763	$215,210	64.7%	Sole
BlackRock Institutional Trust Company, N.A.	44,219	$102,588	30.9%	Sole

RENAISSANCE TECHNOLOGIES LLC

$245,896

0.97%

105,990

4Thought Financial Group Inc.

$193,501

0.76%

83,406

DIMENSIONAL FUND ADVISORS LP

$191,264

0.75%

82,442

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	6,127	$14,214	7.4%	Defined
Dimensional Ireland Ltd	33,416	$77,525	40.5%	Defined
Held directly	42,899	$99,525	52.0%	Sole

Integrated Quantitative Investments LLC

$168,200

0.66%

72,500

NORTHERN TRUST CORP

$141,617

0.56%

61,042

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	61,042	$141,617	100.0%	Defined

STATE STREET CORP

$136,432

0.54%

58,807

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	58,807	$136,432	100.0%	Defined

Rothschild Wealth LLC

$119,016

0.47%

51,300

GOLDMAN SACHS GROUP INC

$102,098

0.40%

44,008

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	44,008	$102,098	100.0%	Defined

Greenhaven Road Investment Management, L.P.

$89,266

0.35%

38,477

KING LUTHER CAPITAL MANAGEMENT CORP

$81,200

0.32%

35,000

ACADIAN ASSET MANAGEMENT LLC

$67,245

0.26%

28,985

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	28,985	$67,245	100.0%	Defined

CITADEL ADVISORS LLC

$64,966

0.26%

28,003

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	28,003	$64,966	100.0%	Defined

NewEdge Advisors, LLC

$60,097

0.24%

25,904

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$41,920

0.17%

18,069

Topline Capital Management, LLC

$26,517

0.10%

11,430

UBS Group AG

$15,283

0.06%

6,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,260	$2,923	19.1%	Defined
UBS AG	2,342	$5,433	35.5%	Defined
UBS Securities LLC	2,986	$6,927	45.3%	Defined

Vanguard Global Advisers, LLC

$12,425

0.05%

5,356

Tower Research Capital LLC (TRC)

$10,962

0.04%

4,725

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	4,725	$10,962	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$1,160

0.00%

500

BARCLAYS PLC

$535

0.00%

231

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	231	$535	100.0%	Defined

Allworth Financial LP

$241

0.00%

104

Caitong International Asset Management Co., Ltd

$11

0.00%

WELLS FARGO & COMPANY/MN

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1	$2	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	34,862	$78,788	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	12,711	$28,726	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
1919 Investment Counsel, LLC	11,000	$24,860	100.0%	Defined

Key facts CIK 1386301 CUSIP 761025105 13F (30d) 34 filings 34 filers Visit website