Security record · archived quarter
RTH
name pending profile ingest
32Tracked holders
+3Δ holders
256.35KShares held
$64.31MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +10.3% ·
share flow +6.4% ·
net new positions +9.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -3 | 225.78K | $57.74M | +1 | −4 |
| Q1 2026 | 32 | +3 | 256.35K | $64.31M | +4 | −1 |
| Q4 2025 | 29 | -1 | 240.93K | $60.11M | — | −1 |
| Q3 2025 | 5 | +1 | 62.32K | $15.64M | +1 | — |
| Q2 2025 | 1 | -1 | 1.06K | $252,333 | — | −1 |
| Q1 2025 | 1 | 0 | 5.53K | $1.25M | — | — |
| Q4 2024 | 1 | 0 | 1.84K | $412,098 | — | — |
| Q3 2024 | 1 | 0 | 36.98K | $8.07M | — | — |
| Q2 2024 | 1 | — | 31.82K | $6.55M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 97.24K | +7.9% | $24.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 42.40K | -24.3% | $10.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 42.40K | -24.3% | $10.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 23.95K | +13.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 13.69K | -18.1% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 10.21K | +584.0% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 10.21K | +584.0% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 9.67K | +11.1% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 8.21K | +104.2% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 8.21K | +104.2% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 6.04K | +5.9% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 5.69K | +190.5% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 5.69K | +190.5% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 5.46K | +5.0% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 5.39K | -5.1% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 5.13K | -17.4% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cibc World Market Inc. | 3.97K | +2.1% | $995,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 3.22K | +38.9% | $808,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 3.13K | +57.1% | $785,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 3.13K | +57.1% | $785,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 2.44K | +2.3% | $611,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 2.14K | +47.7% | $527,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.57K | +2.2% | $394,492 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.57K | +2.2% | $394,492 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | UBS Group AG | 1.38K | -24.3% | $346,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 1.38K | -24.3% | $346,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.07K | -8.5% | $268,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 1.00K | New | $250,892 | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 967 | 0.0% | $242,613 | 0.0% | Held | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 897 | New | $225,050 | 0.0% | New | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 802 | New | $201,216 | 0.0% | New | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 262 | 0.0% | $65,734 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 220 | New | $54,134 | 0.0% | New | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 104 | +10.6% | $26,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 28 | +21.7% | $7,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 25 | 0.0% | $6,272 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Cwm, Llc | 24 | 0.0% | $6,021 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 14 | 0.0% | $3,512 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | 0.0% | $341 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $250,892 | 0.0% |
| UBS AM, a distinct business… | $225,050 | 0.0% |
| Focus Partners Wealth | $201,216 | 0.0% |
| JPMorgan Chase | $54,134 | 0.0% |
Exited
| Rockefeller Capital… | $24,950 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 340.48K shares, $85.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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