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Security record · archived quarter

RYLD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
34Tracked holders
-1Δ holders
14.17MShares held
$216.92MReported value
+0New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.9% · share flow +2.0% · net new positions -2.9%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 32 -3 17.12M $273.75M +2 −5
Q1 2026 36 +2 15.83M $236.27M +5 −3
Q4 2025 34 -1 14.17M $216.92M −1
Q3 2025 5 -1 2.29M $34.48M −1
Q2 2025 4 0 88.21K $1.32M
Q1 2025 2 0 256.19K $3.87M
Q4 2024 2 +1 65.25K $1.07M +1
Q3 2024 1 +1 17.45K $281,927 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 3.17M $48.49M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 2.57M +14.3% $39.36M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 2.57M +14.3% $39.36M 0.0% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 2.23M $34.09M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 2.23M $34.09M 0.0% n/c 1 SEC ↗
6 Ameriprise Financial Inc 1.12M $17.11M 0.0% n/c 1 SEC ↗
7 Ameriprise Financial Inc 1.12M $17.11M 0.0% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 1.01M $15.49M 0.0% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 1.01M $15.49M 0.0% n/c 1 SEC ↗
10 UBS Group AG 795.23K $12.17M 0.0% n/c 1 SEC ↗
11 UBS Group AG 795.23K $12.17M 0.0% n/c 1 SEC ↗
12 Cetera Investment Advisers 763.46K $11.68M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 533.84K $8.17M 0.0% n/c 1 SEC ↗
14 Raymond James Financial Inc 533.84K $8.17M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 459.98K $7.04M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 459.98K $7.04M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 459.98K $7.04M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 459.98K $7.04M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 374.56K $5.73M 0.0% n/c 1 SEC ↗
20 Osaic Holdings, Inc. 374.56K $5.73M 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 374.56K $5.73M 0.0% n/c 1 SEC ↗
22 Envestnet Asset Management Inc 251.72K $3.85M 0.0% n/c 1 SEC ↗
23 Baird Financial Group, Inc. 239.09K $3.66M 0.0% n/c 1 SEC ↗
24 Wealth Enhancement Advisory… 177.94K $2.78M 0.0% n/c 1 SEC ↗
25 Stifel Financial Corp 92.53K $1.42M 0.0% n/c 1 SEC ↗
26 Susquehanna International Group, Llp 51.05K $780,988 0.0% n/c 1 SEC ↗
27 Susquehanna International Group, Llp 51.05K $780,988 0.0% n/c 1 SEC ↗
28 Rockefeller Capital Management L.P. 50.98K $779,952 0.0% n/c 1 SEC ↗
29 Corient Private Wealth LP 50.03K $765,434 0.0% n/c 1 SEC ↗
30 Corient Private Wealth LP 50.03K $765,434 0.0% n/c 1 SEC ↗
31 Commonwealth Equity Services, Llc 38.25K $585,190 0.0% n/c 1 SEC ↗
32 Mml Investors Services, Llc 36.65K $560,732 0.0% n/c 1 SEC ↗
33 Hrt Financial Lp 34.61K $529,000 0.0% n/c 1 SEC ↗
34 Wealthfront Advisers LLC 31.97K $489,080 0.0% n/c 1 SEC ↗
35 Bank Of Montreal /Can/ 24.00K $367,154 0.0% n/c 1 SEC ↗
36 Bank Of Montreal /Can/ 24.00K $367,154 0.0% n/c 1 SEC ↗
37 Bank Of Montreal /Can/ 24.00K $367,154 0.0% n/c 1 SEC ↗
38 Jane Street Group, Llc 17.60K $269,341 0.0% n/c 1 SEC ↗
39 Jane Street Group, Llc 17.60K $269,341 0.0% n/c 1 SEC ↗
40 Mercer Global Advisors Inc /Adv 16.42K $251,282 0.0% n/c 1 SEC ↗
41 Northwestern Mutual Wealth… 12.28K $187,945 0.0% n/c 1 SEC ↗
42 Mariner, LLC 11.28K $172,647 0.0% n/c 1 SEC ↗
43 Group One Trading Llc 2.90K $44,294 0.0% n/c 1 SEC ↗
44 Pnc Financial Services Group, Inc. 2.00K $30,600 0.0% n/c 1 SEC ↗
45 Cwm, Llc 1.92K $29,000 0.0% n/c 1 SEC ↗
46 Russell Investments Group, Ltd. 1.06K $16,196 0.0% n/c 1 SEC ↗
47 BlackRock (passive) 985 -39.0% $15,071 0.0% ▼ Trim 3 SEC ↗
48 Fidelity (FMR) 510 +3823.1% $7,802 0.0% ▲ Add 3 SEC ↗
49 Fidelity (FMR) 510 +3823.1% $7,802 0.0% ▲ Add 3 SEC ↗
50 JPMorgan Chase 110 -69.1% $1,683 0.0% ▼ Trim 2 SEC ↗
51 National Bank Of Canada /Fi/ 5 $77 0.0% n/c 1 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

Renaissance Technologies $570,395 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 23.85M shares, $350.34M 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: Q4 2025 · Methodology · Get this via the API