Who owns REM
Which tracked institutional funds hold REM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened REM while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
REM’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in REM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 107 tracked filers holding REM, 49 increased or opened the position and 64 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in REM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Point Nemo Capital, LLC$4M
- Aster Capital Management (DIFC) Ltd$3M
- Trivium Point Advisory, LLC$3M
- D. E. Shaw & Co., Inc.$1M
- JANE STREET GROUP, LLC$1M
- Simplicity Wealth,LLC$615K
Full exits 8
- Cynosure Group, LLC$3M
- CITADEL ADVISORS LLC$2M
- Proficio Capital Partners LLC$1M
- Janney Montgomery Scott LLC$916K
- Cambridge Investment Research Advisors, Inc.$857K
- Strategic Financial Concepts, LLC$729K
Largest adds
- MORGAN STANLEY$2M
- Mount Lucas Management LP$2M
- WELLS FARGO & COMPANY/MN$1M
- AdvisorNet Financial, Inc$1M
- Tower Research Capital LLC (TRC)$1M
- INDEPENDENT FINANCIAL GROUP, LLC$1M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$6M
- LPL Financial LLC$2M
- GOLDMAN SACHS GROUP INC$809K
- STIFEL FINANCIAL CORP$599K
- ROYAL BANK OF CANADA$560K
- Foundations Investment Advisors, LLC$455K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 1,111,521 | $25M | 11.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,062,779 | $23M | 11.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 786,000 | $17M | 8.4% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 672,345 | $15M | 7.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 591,342 | $13M | 6.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 588,513 | $13M | 6.3% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 342,996 | $8M | 3.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 331,638 | $7M | 3.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 259,385 | $6M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 207,305 | $5M | 2.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 201,617 | $4M | 2.2% | 2026-Q2 |
| Balefire, LLC trimmed | 201,161 | $4M | 2.2% | 2026-Q2 |
| Point Nemo Capital, LLC new | 183,205 | $4M | 2.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 175,508 | $4M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 169,651 | $4M | 1.8% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd | 148,992 | $3M | 1.5% | 2026-Q2 |
| Trivium Point Advisory, LLC trimmed | 138,985 | $3M | 1.5% | 2026-Q2 |
| Mount Lucas Management LP added | 137,838 | $3M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 130,697 | $3M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 123,571 | $3M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 122,333 | $3M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 118,142 | $3M | 1.3% | 2026-Q2 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 95,079 | $2M | 1.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 87,705 | $2M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 85,994 | $2M | 0.9% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 59,605 | $1M | 0.6% | 2026-Q2 |
| Invst, LLC added | 57,597 | $1M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 56,312 | $1M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 54,693 | $1M | 0.6% | 2026-Q2 |
| Arlington Capital Management, Inc. added | 50,891 | $1M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 50,138 | $1M | 0.5% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 48,271 | $1M | 0.5% | 2026-Q2 |
| Tidal Investments LLC added | 45,923 | $1M | 0.5% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 39,958 | $881K | 0.4% | 2026-Q2 |
| Man Group plc | 39,505 | $871K | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 34,200 | $754K | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 30,129 | $664K | 0.3% | 2026-Q2 |
| CHOREO, LLC trimmed | 29,474 | $650K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 28,727 | $633K | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC new | 27,903 | $615K | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 24,833 | $548K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 24,762 | $546K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 24,586 | $542K | 0.3% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 24,356 | $537K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 24,225 | $534K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 23,854 | $526K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 23,448 | $517K | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 23,391 | $516K | 0.3% | 2026-Q2 |
| Mariner, LLC added | 22,853 | $504K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 20,508 | $452K | 0.2% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 20,442 | $451K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 20,279 | $447K | 0.2% | 2026-Q2 |
| AlphaCentric Advisors LLC added | 20,231 | $446K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 19,947 | $440K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 19,195 | $423K | 0.2% | 2026-Q2 |
| Antonelli Financial Advisors, LLC trimmed | 18,561 | $409K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,984 | $397K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC | 16,149 | $356K | 0.2% | 2026-Q2 |
| Cascade Financial Partners, LLC | 14,450 | $319K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 13,394 | $295K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 13,322 | $294K | 0.1% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 12,987 | $13K | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC added | 12,650 | $279K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 12,451 | $275K | 0.1% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC trimmed | 12,097 | $267K | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. trimmed | 11,388 | $251K | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC | 11,275 | $247K | 0.1% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. | 10,385 | $229K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 10,000 | $220K | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 9,976 | $220K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 9,467 | $209K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 9,406 | $207K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 9,194 | $203K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 9,117 | $201K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 8,264 | $182K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 7,679 | $169K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 7,025 | $155K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 5,486 | $121K | 0.1% | 2026-Q2 |
| EFG International AG | 2,000 | $44K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,951 | $43K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC added | 1,682 | $37K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,501 | $33K | 0.0% | 2026-Q2 |
| Sunrise Financial Services, LLC trimmed | 1,171 | $26K | 0.0% | 2026-Q2 |
| Purpose Unlimited Inc. trimmed | 1,147 | $25K | 0.0% | 2026-Q2 |
| Miller Global Investments, LLC | 1,082 | $24K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 786 | $17K | 0.0% | 2026-Q2 |
| Transce3nd, LLC trimmed | 737 | $16K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 487 | $11K | 0.0% | 2026-Q2 |
| FAS Wealth Partners, Inc. | 422 | $9K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 375 | $8K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL new | 336 | $7K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 300 | $7K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 274 | $6K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 265 | $6K | 0.0% | 2026-Q2 |
| Salomon & Ludwin, LLC | 247 | $5K | 0.0% | 2026-Q2 |
| Investors Research Corp | 178 | $4K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 163 | $4K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 150 | $3K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 96 | $2K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 91 | $2K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.