RGEF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow -3.8% ·
net new positions +11.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 19.36M | -4.6% | $581.74M | 1.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | JPMorgan Chase ✦ | 92.94K | New | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 3 | Brown Advisory Inc | 70.73K | -4.2% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Franklin Resources Inc | 67.69K | 0.0% | $2.03M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 61.16K | +267.9% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 42.71K | -2.3% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 21.66K | +17.6% | $650,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 19.43K | +142.1% | $583,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 452 | +152.5% | $13,584 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $2.70M | 0.0% |
Exited
| No tracked exits this quarter. |
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.