RLTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -2.8% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.05M | -9.0% | $16.46M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 212.94K | -6.5% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 177.89K | +4.4% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 120.26K | +0.5% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 117.89K | +4.6% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 117.84K | +13.7% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 116.16K | +27.8% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 58.21K | +1.9% | $916,273 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 48.30K | +8.2% | $760,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 39.30K | +59.8% | $618,544 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 11.33K | +5.8% | $178,336 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 10.60K | -22.6% | $166,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 7.94K | +16.3% | $125,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 7.50K | -28.4% | $118,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 6.45K | 0.0% | $101,539 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 2.48K | +2.0% | $39,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 24 | 0.0% | $378 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Chevy Chase Trust Holdings… | $145,400 | was 0.0% |
| BlackRock | $2,326 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 3.88M shares, $56.22M 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.