Who owns REMX
Which tracked institutional funds hold REMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REMX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
74 tracked funds added or opened REMX while 55 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
REMX’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes REMX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in REMX 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 339 tracked filers holding REMX, 196 increased or opened the position and 138 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 REMX 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 31
- TUDOR INVESTMENT CORP ET AL$14M
- OneDigital Investment Advisors LLC$11M
- Point Nemo Capital, LLC$6M
- Graham Capital Management, L.P.$6M
- Rice Partnership, LLC$5M
- Madrid Financial Services$4M
Full exits 20
- Cambridge Investment Research Advisors, Inc.$7M
- BARCLAYS PLC$3M
- GTS SECURITIES LLC$3M
- TCFG WEALTH MANAGEMENT, LLC$2M
- SIH Partners, LLLP$2M
- Wealth High Governance Asset Management Ltda.$2M
Largest adds
- MORGAN STANLEY$26M
- LPL Financial LLC$17M
- BANK OF AMERICA CORP /DE/$11M
- RAYMOND JAMES FINANCIAL INC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- Robinhood Asset Management, LLC$5M
Largest trims
- PFG Advisors$11M
- DRW Securities, LLC$6M
- ROYAL BANK OF CANADA$4M
- OLD MISSION CAPITAL LLC$4M
- Quadrature Capital Ltd$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,414,151 | $125M | 14.4% | 2026-Q2 |
| LPL Financial LLC added | 1,087,333 | $96M | 11.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 546,686 | $48M | 5.6% | 2026-Q2 |
| RENAISSANCERE HOLDINGS LTD | 533,010 | $47M | 5.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 404,691 | $36M | 4.1% | 2026-Q2 |
| UBS Group AG trimmed | 347,163 | $31M | 3.5% | 2026-Q2 |
| Robinhood Asset Management, LLC added | 262,740 | $23M | 2.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 245,303 | $22M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 236,081 | $21M | 2.4% | 2026-Q2 |
| Bensler, LLC added | 216,713 | $19M | 2.2% | 2026-Q2 |
| CapWealth Advisors, LLC added | 194,298 | $17M | 2.0% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 156,720 | $14M | 1.6% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 150,936 | $13M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 142,802 | $13M | 1.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 129,796 | $11M | 1.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 127,097 | $11M | 1.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 122,706 | $11M | 1.2% | 2026-Q2 |
| Asset One Wealth Management LLC added | 114,688 | $9M | 1.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 114,439 | $10M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 112,492 | $10M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 107,975 | $10M | 1.1% | 2026-Q2 |
| DRW Securities, LLC trimmed | 97,958 | $9M | 1.0% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 97,615 | $8M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 97,134 | $9M | 1.0% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 95,720 | $8M | 1.0% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT added | 90,344 | $8M | 0.9% | 2026-Q2 |
| Spruce Point Capital Management, LLC trimmed | 84,730 | $7M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 77,041 | $7M | 0.8% | 2026-Q2 |
| Point Nemo Capital, LLC new | 70,249 | $6M | 0.7% | 2026-Q2 |
| Graham Capital Management, L.P. new | 69,130 | $6M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 67,122 | $6M | 0.7% | 2026-Q2 |
| VestGen Advisors, LLC added | 63,411 | $6M | 0.6% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 62,401 | $6M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 60,700 | $5M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 60,444 | $5M | 0.6% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 60,399 | $5M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 59,973 | $5M | 0.6% | 2026-Q2 |
| Rice Partnership, LLC new | 58,608 | $5M | 0.6% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. added | 54,040 | $5M | 0.5% | 2026-Q2 |
| S. R. Schill & Associates trimmed | 51,353 | $5M | 0.5% | 2026-Q2 |
| CLG LLC added | 48,938 | $4M | 0.5% | 2026-Q2 |
| Madrid Financial Services new | 46,281 | $4M | 0.5% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 46,099 | $4M | 0.5% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 43,683 | $4M | 0.4% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT added | 41,237 | $4M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 40,475 | $4M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 39,544 | $3M | 0.4% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 38,858 | $3M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 38,513 | $3M | 0.4% | 2026-Q2 |
| Refined Wealth Management added | 38,389 | $3M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 37,427 | $3M | 0.4% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 37,272 | $3M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 36,212 | $3M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 35,277 | $3M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 35,241 | $3M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 34,490 | $3M | 0.4% | 2026-Q2 |
| Black Swift Group, LLC added | 34,350 | $3M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 34,111 | $3M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 33,090 | $3M | 0.3% | 2026-Q2 |
| Lake Hills Wealth Management, LLC added | 32,488 | $3M | 0.3% | 2026-Q2 |
| JUNCTURE WEALTH STRATEGIES, LLC added | 32,288 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 31,620 | $3M | 0.3% | 2026-Q2 |
| Texas Yale Capital Corp. | 30,300 | $3M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 30,000 | $3M | 0.3% | 2026-Q2 |
| Freemont Management S.A. | 29,899 | $3M | 0.3% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 29,733 | $3M | 0.3% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 29,645 | $3M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 28,363 | $3M | 0.3% | 2026-Q2 |
| TCFG Investment Advisors, LLC added | 28,147 | $2M | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 26,195 | $2M | 0.3% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 26,069 | $2M | 0.3% | 2026-Q2 |
| Union Bancaire Privee, UBP SA | 26,000 | $2M | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 25,967 | $2M | 0.3% | 2026-Q2 |
| WT Wealth Management trimmed | 25,904 | $2M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 25,793 | $2M | 0.3% | 2026-Q2 |
| Paller Financial Services Inc new | 24,776 | $2M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 24,413 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 23,786 | $2M | 0.2% | 2026-Q2 |
| Wealth Management Partners, LLC added | 23,528 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 23,507 | $2M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 23,363 | $2M | 0.2% | 2026-Q2 |
| Summit Financial, LLC new | 23,293 | $2M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 23,204 | $2M | 0.2% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 23,084 | $2M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 22,981 | $2M | 0.2% | 2026-Q2 |
| Echo45 Advisors LLC trimmed | 22,926 | $2M | 0.2% | 2026-Q2 |
| Spectrum Strategic Capital Management, LLC added | 22,830 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 22,741 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 22,220 | $2M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 22,021 | $2M | 0.2% | 2026-Q2 |
| DV EQUITIES, LLC added | 21,102 | $2M | 0.2% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 20,731 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 20,292 | $2M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 20,141 | $2M | 0.2% | 2026-Q2 |
| Kingsbury Capital Investment Advisors LLC trimmed | 18,969 | $2M | 0.2% | 2026-Q2 |
| KMT WEALTH MANAGEMENT, LLC new | 18,969 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 18,095 | $2M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 18,058 | $2M | 0.2% | 2026-Q2 |
| KRAEMATON INVESTMENT ADVISORS, INC trimmed | 17,472 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 17,056 | $2M | 0.2% | 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.