RYLD
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | n/a | −1 |
| Q3 2025 | 5 | -1 | 2.29M | $34.48M | n/a | −1 |
| Q2 2025 | 4 | 0 | 88.21K | $1.32M | n/a | n/a |
| Q1 2025 | 2 | 0 | 256.19K | $3.87M | n/a | n/a |
| Q4 2024 | 2 | +1 | 65.25K | $1.07M | +1 | n/a |
| Q3 2024 | 1 | +1 | 17.45K | $281,927 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.17M | n/a | $48.49M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.57M | +14.3% | $39.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.23M | n/a | $34.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 1.12M | n/a | $17.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 1.01M | n/a | $15.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 795.23K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 763.46K | n/a | $11.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 533.84K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 459.98K | n/a | $7.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Osaic Holdings, Inc. | 374.56K | n/a | $5.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 251.72K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 239.09K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 177.94K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 92.53K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 51.05K | n/a | $780,988 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 50.98K | n/a | $779,952 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 50.03K | n/a | $765,434 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 38.25K | n/a | $585,190 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 36.65K | n/a | $560,732 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 34.61K | n/a | $529,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 31.97K | n/a | $489,080 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 24.00K | n/a | $367,154 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Jane Street Group, Llc | 17.60K | n/a | $269,341 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mercer Global Advisors Inc /Adv | 16.42K | n/a | $251,282 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 12.28K | n/a | $187,945 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 11.28K | n/a | $172,647 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Group One Trading Llc | 2.90K | n/a | $44,294 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.00K | n/a | $30,600 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 1.92K | n/a | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 1.06K | n/a | $16,196 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 985 | -39.0% | $15,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 510 | +3823.1% | $7,802 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | JPMorgan Chase ✦ | 110 | -69.1% | $1,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 5 | n/a | $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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.