RFMZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow -2.2% ·
net new positions -13.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 3.36M | $45.85M | +1 | −3 |
| Q1 2026 | 17 | -1 | 3.44M | $43.51M | +2 | −3 |
| Q4 2025 | 18 | +1 | 3.39M | $42.87M | +1 | — |
| Q3 2025 | 1 | — | 257.51K | $3.36M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 817.45K | +0.7% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 817.45K | +0.7% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 700.25K | +0.4% | $9.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 534.34K | -11.5% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 534.34K | -11.5% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 375.96K | -3.7% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 375.96K | -3.7% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 351.75K | -0.9% | $4.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 220.56K | -5.6% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 187.03K | +7.3% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 55.73K | +2.7% | $759,641 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 55.73K | +2.7% | $759,641 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 44.40K | +31.4% | $605,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 17.63K | 0.0% | $240,324 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 14.90K | 0.0% | $203,062 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 14.46K | New | $197,103 | 0.0% | New | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 13.93K | +4.0% | $189,794 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 13.93K | +4.0% | $189,794 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 12.20K | -20.8% | $166,255 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 3.06K | -24.8% | $41,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $197,103 | 0.0% |
Exited
| Truist Financial Corp | $204,247 | was 0.0% |
| Northwestern Mutual Wealth… | $40,531 | was 0.0% |
| BlackRock | $3,631 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 7.52M shares, $95.50M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.