Security record · archived quarter
RTH
name pending profile ingest
28Tracked holders
-3Δ holders
225.78KShares held
$57.74MReported value
+1New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -9.7% ·
share flow -11.9% ·
net new positions -10.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 56.48K | -41.9% | $14.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 44.12K | +4.1% | $11.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 44.12K | +4.1% | $11.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 27.54K | +15.0% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 15.55K | +13.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 15.55K | +13.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 10.99K | +33.8% | $2.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 10.99K | +33.8% | $2.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 10.99K | +33.8% | $2.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 9.06K | +59.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 9.06K | +59.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 7.87K | -22.9% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 7.87K | -22.9% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 7.43K | -23.2% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 7.06K | +29.5% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 7.04K | +16.6% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 5.78K | +79.3% | $1.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 4.28K | -16.7% | $1.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 3.87K | +1659.1% | $990,269 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 3.87K | -28.2% | $989,608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 3.35K | +7.1% | $858,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 3.35K | +7.1% | $858,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 2.34K | +9.3% | $600,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 2.13K | +35.7% | $545,540 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 2.13K | +35.7% | $545,540 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Citigroup Inc | 1.96K | New | $501,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.66K | +54.6% | $423,633 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 1.13K | +16.6% | $288,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS Group AG | 945 | -31.5% | $241,677 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 897 | 0.0% | $229,401 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 262 | 0.0% | $67,005 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 95 | -8.7% | $24,275 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 25 | 0.0% | $6,394 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 20 | -28.6% | $5,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 14 | 0.0% | $3,580 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 0 | -100.0% | $11 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citigroup Inc | $501,000 | 0.0% |
Exited
| Cibc World Market Inc. | $995,782 | was 0.0% |
| Stifel Financial Corp | $611,537 | was 0.0% |
| Two Sigma Investments | $250,892 | was 0.0% |
| Focus Partners Wealth | $201,216 | 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: Q2 2026 ·
Methodology ·
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