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Institutional Ownership · SEC Form 13F

Who owns REMX (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

320
Institutional holders
9,679,292
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on REMX is one-sided between 2025-Q4 and 2026-Q1: 115 added or opened and 21 trimmed or exited — on balance accumulating.

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 2025-Q4 and 2026-Q1, across 320 tracked filers holding REMX, 226 increased or opened the position and 85 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 2025-Q4 and 2026-Q1 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 40

  • RENAISSANCERE HOLDINGS LTD$47M
  • Bensler, LLC$19M
  • Kraft, Davis & Associates, LLC$10M
  • Proficio Capital Partners LLC$10M
  • KINGSWOOD WEALTH ADVISORS, LLC$9M
  • S. R. Schill & Associates$5M

Full exits 9

  • JANE STREET GROUP, LLC$23M
  • D. E. Shaw & Co., Inc.$10M
  • Kingsview Wealth Management, LLC$7M
  • SG Americas Securities, LLC$3M
  • Q3 Asset Management$1M
  • Revere Asset Management, Inc$1M

Largest adds

  • MORGAN STANLEY$48M
  • LPL Financial LLC$35M
  • BANK OF AMERICA CORP /DE/$19M
  • WELLS FARGO & COMPANY/MN$16M
  • UBS Group AG$15M
  • DRW Securities, LLC$8M

Largest trims

  • Quadrature Capital Ltd$24M
  • CITADEL ADVISORS LLC$3M
  • OLD MISSION CAPITAL LLC$2M
  • Sowell Financial Services LLC$2M
  • Qube Research & Technologies Ltd$2M
  • JPMORGAN CHASE & CO$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added1,131,601$100M11.9%2026-Q1
LPL Financial LLC added902,606$79M9.5%2026-Q1
RENAISSANCERE HOLDINGS LTD new533,010$47M5.6%2026-Q1
BANK OF AMERICA CORP /DE/ added427,651$38M4.5%2026-Q1
WELLS FARGO & COMPANY/MN added377,208$33M4.0%2026-Q1
UBS Group AG added352,381$31M3.7%2026-Q1
Bensler, LLC new213,749$19M2.2%2026-Q1
Robinhood Asset Management, LLC added204,557$18M2.1%2026-Q1
CapWealth Advisors, LLC trimmed193,153$17M2.0%2026-Q1
ROYAL BANK OF CANADA added193,125$17M2.0%2026-Q1
DRW Securities, LLC added167,504$15M1.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed166,472$15M1.7%2026-Q1
Chicago Wealth Management, Inc. trimmed148,254$13M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added143,171$13M1.5%2026-Q1
PFG Advisors trimmed135,587$12M1.4%2026-Q1
Asset One Wealth Management LLC added104,675$11M1.3%2026-Q1
Spruce Point Capital Management, LLC added116,164$10M1.2%2026-Q1
Kraft, Davis & Associates, LLC new94,972$10M1.2%2026-Q1
Kestra Advisory Services, LLC trimmed112,804$10M1.2%2026-Q1
Proficio Capital Partners LLC added109,225$10M1.1%2026-Q1
Rockefeller Capital Management L.P. added107,174$9M1.1%2026-Q1
STIFEL FINANCIAL CORP added107,073$9M1.1%2026-Q1
Wealthcare Advisory Partners LLC added104,541$9M1.1%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC new100,259$9M1.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added99,128$9M1.0%2026-Q1
Quadrature Capital Ltd trimmed87,848$8M0.9%2026-Q1
AVALON CAPITAL MANAGEMENT trimmed86,253$8M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added83,941$7M0.9%2026-Q1
Cetera Investment Advisers added81,410$7M0.9%2026-Q1
VestGen Advisors, LLC added63,087$7M0.8%2026-Q1
OSAIC HOLDINGS, INC. added76,602$7M0.8%2026-Q1
CITADEL ADVISORS LLC trimmed70,016$6M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added66,269$6M0.7%2026-Q1
SCOTIA CAPITAL INC. added64,048$6M0.7%2026-Q1
S. R. Schill & Associates new59,799$5M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added58,961$5M0.6%2026-Q1
Private Advisor Group, LLC added56,293$5M0.6%2026-Q1
HBW ADVISORY SERVICES LLC added54,765$5M0.6%2026-Q1
Sterling Investment Advisors, Ltd. added52,655$5M0.6%2026-Q1
OLD MISSION CAPITAL LLC trimmed49,615$4M0.5%2026-Q1
CLG LLC new47,010$4M0.5%2026-Q1
ASHFORD CAPITAL MANAGEMENT INC trimmed43,970$4M0.5%2026-Q1
&PARTNERS added41,245$4M0.4%2026-Q1
J.W. COLE ADVISORS, INC. added40,584$4M0.4%2026-Q1
180 WEALTH ADVISORS, LLC trimmed39,414$3M0.4%2026-Q1
Refined Wealth Management new37,982$3M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed37,673$3M0.4%2026-Q1
Brookwood Investment Group LLC new37,598$3M0.4%2026-Q1
Sanctuary Advisors, LLC added36,201$3M0.4%2026-Q1
Redhawk Wealth Advisors, Inc. added35,519$3M0.4%2026-Q1
GROUP ONE TRADING LLC added35,075$3M0.4%2026-Q1
Alliance Wealth Advisors, LLC /UT added33,755$3M0.4%2026-Q1
Bison Wealth, LLC added27,243$3M0.3%2026-Q1
BARCLAYS PLC new32,000$3M0.3%2026-Q1
D.A. DAVIDSON & CO. added31,426$3M0.3%2026-Q1
Black Swift Group, LLC new31,190$3M0.3%2026-Q1
Lake Hills Wealth Management, LLC trimmed30,826$3M0.3%2026-Q1
GTS SECURITIES LLC added30,625$3M0.3%2026-Q1
Advisory Services Network, LLC added30,520$3M0.3%2026-Q1
Brookstone Capital Management trimmed30,352$3M0.3%2026-Q1
Texas Yale Capital Corp. added30,300$3M0.3%2026-Q1
Freemont Management S.A.29,899$3M0.3%2026-Q1
WT Wealth Management added29,369$3M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added29,103$3M0.3%2026-Q1
Mirae Asset Global Investments Co., Ltd. added29,050$3M0.3%2026-Q1
TCFG Investment Advisors, LLC new27,297$2M0.3%2026-Q1
TCFG WEALTH MANAGEMENT, LLC trimmed27,297$2M0.3%2026-Q1
Vontobel Holding Ltd. trimmed27,100$2M0.3%2026-Q1
SIH Partners, LLLP added25,862$2M0.3%2026-Q1
Union Bancaire Privee, UBP SA new26,000$2M0.3%2026-Q1
Heck Capital Advisors, LLC new24,684$2M0.3%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added24,679$2M0.3%2026-Q1
TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed23,567$2M0.2%2026-Q1
MONECO ADVISORS, LLC added23,333$2M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added23,261$2M0.2%2026-Q1
Echo45 Advisors LLC trimmed22,946$2M0.2%2026-Q1
Sovran Advisors, LLC added18,447$2M0.2%2026-Q1
Wealth Management Partners, LLC new21,540$2M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added20,835$2M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added19,760$2M0.2%2026-Q1
Mariner, LLC added19,619$2M0.2%2026-Q1
HighTower Advisors, LLC added17,597$2M0.2%2026-Q1
Janney Montgomery Scott LLC added17,564$2M0.2%2026-Q1
KRAEMATON INVESTMENT ADVISORS, INC trimmed17,494$2M0.2%2026-Q1
Spectrum Strategic Capital Management, LLC trimmed16,898$1M0.2%2026-Q1
SFG Wealth Management, LLC. trimmed16,884$1M0.2%2026-Q1
JUNCTURE WEALTH STRATEGIES, LLC added16,711$1M0.2%2026-Q1
OPPENHEIMER & CO INC added16,347$1M0.2%2026-Q1
NTV Asset Management LLC added15,759$1M0.2%2026-Q1
JANE STREET GROUP, LLC added306,705$23M2.7%2025-Q4 stale
D. E. Shaw & Co., Inc. added140,959$10M1.2%2025-Q4 stale
Financial Sense Advisors, Inc. new136,206$9M1.1%2025-Q3 stale
Kingsview Wealth Management, LLC added88,923$7M0.8%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC added98,075$4M0.5%2025-Q2 stale
SG Americas Securities, LLC trimmed44,212$3M0.4%2025-Q4 stale
Reyes Financial Architecture, Inc. new47,453$3M0.4%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC added27,900$2M0.2%2025-Q3 stale
WOLVERINE TRADING, LLC added23,291$2M0.2%2025-Q3 stale
Q3 Asset Management added18,943$1M0.2%2025-Q4 stale
Money Design Co.,Ltd. trimmed34,244$1M0.2%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership