RGEF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow -1.3% ·
net new positions +18.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 19.04M | -1.6% | $666.24M | 1.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | JPMorgan Chase ✦ | 120.12K | +29.2% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 95.58K | New | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 4 | Franklin Resources Inc | 63.85K | -5.7% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Brown Advisory Inc | 61.23K | -13.4% | $2.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 42.71K | 0.0% | $1.49M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 22.55K | New | $788,990 | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 21.44K | +10.3% | $750,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 6.94K | -88.7% | $242,971 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 6.25K | New | $218,722 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 481 | +6.4% | $16,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wells Fargo & Company/Mn | $3.34M | 0.0% |
| Envestnet Asset Management Inc | $788,990 | 0.0% |
| Susquehanna International… | $218,722 | 0.0% |
Exited
| Jane Street Group, Llc | $650,937 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 21.89M shares, $657.41M 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.