RGT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +29.7% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among 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 | 13 | -1 | 885.95K | $12.61M | +1 | −2 |
| Q1 2026 | 14 | +2 | 682.95K | $9.13M | +3 | −1 |
| Q4 2025 | 12 | 0 | 779.85K | $10.22M | — | — |
| Q3 2025 | 1 | — | 421.08K | $5.45M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 431.61K | +0.3% | $6.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 431.61K | +0.3% | $6.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 193.11K | +4286.9% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 101.66K | +14.1% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Captrust Financial Advisors | 41.44K | +5.1% | $589,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Tidal Investments LLC | 30.54K | +5.3% | $434,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 24.22K | -2.6% | $344,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 24.22K | -2.6% | $344,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 17.22K | +9.8% | $245,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Blair William & Co/Il | 13.52K | 0.0% | $192,390 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 12.32K | -1.8% | $175,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 12.32K | -1.8% | $175,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 11.76K | 0.0% | $167,360 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 5.28K | -17.4% | $75,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 5.28K | -17.4% | $75,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.87K | 0.0% | $26,654 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.87K | 0.0% | $26,654 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.87K | 0.0% | $26,654 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.41K | New | $20,022 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $20,022 | 0.0% |
Exited
| Fifth Third Bancorp | $47,983 | was 0.0% |
| Northwestern Mutual Wealth… | $7,456 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 1.87M shares, $25.02M 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.