Who owns REX (REX)
Which tracked institutional funds hold REX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REX 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.
How the tape is positioned
The tracked-fund tape on REX is one-sided between 2025-Q4 and 2026-Q1: 98 added or opened and 11 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
REX’s largest tracked holder by dollar value, BlackRock, Inc., 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 gap the other way — the median holder sizes REX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in REX 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 232 tracked filers holding REX, 124 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 REX 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 15
- VANGUARD PORTFOLIO MANAGEMENT LLC$57M
- VANGUARD CAPITAL MANAGEMENT LLC$56M
- VANGUARD FIDUCIARY TRUST CO$9M
- Y-Intercept (Hong Kong) Ltd$2M
- MARSHALL WACE, LLP$2M
- OP Asset Management Ltd$2M
Full exits 4
- VANGUARD GROUP INC$75M
- TUDOR INVESTMENT CORP ET AL$3M
- Weiss Asset Management LP$937K
- Horizon Investments, LLC$608K
Largest adds
- DIMENSIONAL FUND ADVISORS LP$23M
- STATE STREET CORP$23M
- RENAISSANCE TECHNOLOGIES LLC$18M
- GEODE CAPITAL MANAGEMENT, LLC$16M
- MANGROVE PARTNERS IM, LLC$13M
- SYSTEMATIC FINANCIAL MANAGEMENT LP$12M
Largest trims
- BlackRock, Inc.$24M
- M&T Bank Corp$13M
- BROWN ADVISORY INC$7M
- INTECH INVESTMENT MANAGEMENT LLC$2M
- DARK FOREST CAPITAL MANAGEMENT LP$906K
- BARCLAYS PLC$656K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,371,579 | $154M | 13.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,896,068 | $86M | 7.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,523,594 | $69M | 6.0% | 2026-Q1 |
| STATE STREET CORP added | 1,453,113 | $66M | 5.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,253,946 | $57M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,224,315 | $56M | 4.8% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 1,108,830 | $51M | 4.4% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC | 1,015,234 | $46M | 4.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 835,548 | $38M | 3.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 643,895 | $29M | 2.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 596,589 | $27M | 2.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 550,589 | $25M | 2.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 512,149 | $23M | 2.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 505,035 | $23M | 2.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 447,642 | $20M | 1.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 447,183 | $20M | 1.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 446,159 | $20M | 1.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 316,816 | $14M | 1.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 301,082 | $14M | 1.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 254,321 | $12M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 240,202 | $11M | 1.0% | 2026-Q1 |
| UniSuper Management Pty Ltd | 202,664 | $9M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 192,035 | $9M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 187,237 | $9M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 179,145 | $8M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 168,718 | $8M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 160,713 | $8M | 0.7% | 2026-Q1 |
| Empowered Funds, LLC added | 164,164 | $7M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 163,362 | $7M | 0.6% | 2026-Q1 |
| AWH Capital, L.P. | 147,500 | $7M | 0.6% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 129,849 | $6M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 121,861 | $6M | 0.5% | 2026-Q1 |
| South Dakota Investment Council | 121,668 | $6M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 119,128 | $5M | 0.5% | 2026-Q1 |
| Public Sector Pension Investment Board added | 101,368 | $5M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC | 95,152 | $4M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 88,791 | $4M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 85,785 | $4M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 85,049 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 84,610 | $4M | 0.3% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 77,420 | $4M | 0.3% | 2026-Q1 |
| Walnut Level Capital LLC | 71,172 | $3M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 65,160 | $3M | 0.3% | 2026-Q1 |
| UBS Group AG added | 60,930 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 58,700 | $3M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 57,127 | $3M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 54,147 | $2M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 54,102 | $2M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 50,300 | $2M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | 49,840 | $2M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 46,856 | $2M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 46,041 | $2M | 0.2% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 45,999 | $2M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 44,895 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 44,777 | $2M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC added | 43,927 | $2M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 39,493 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 39,030 | $2M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 38,388 | $2M | 0.2% | 2026-Q1 |
| OP Asset Management Ltd added | 32,912 | $2M | 0.2% | 2026-Q1 |
| SG Capital Management LLC new | 36,519 | $2M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 33,878 | $2M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 33,538 | $2M | 0.1% | 2026-Q1 |
| Round Rock Advisors LLC added | 33,424 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 29,554 | $1M | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 28,807 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 28,797 | $1M | 0.1% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 28,677 | $1M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 28,327 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 28,247 | $1M | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 26,968 | $1M | 0.1% | 2026-Q1 |
| DENALI ADVISORS LLC added | 26,861 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,611 | $1M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A | 26,228 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 26,212 | $1M | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 25,675 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 24,838 | $1M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co | 24,702 | $1M | 0.1% | 2026-Q1 |
| Amundi added | 24,499 | $1M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 24,343 | $1M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 24,175 | $1M | 0.1% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 23,657 | $1M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 23,308 | $1M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 23,212 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 32,200 | $1M | 0.1% | 2026-Q1 |
| VARCOV Co. new | 22,284 | $1M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. new | 19,800 | $902K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 19,626 | $894K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 18,908 | $862K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 18,824 | $857K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC added | 18,426 | $840K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 18,230 | $831K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 18,147 | $827K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,307,598 | $75M | 6.5% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL added | 84,640 | $3M | 0.2% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 58,891 | $2M | 0.2% | 2025-Q1 stale |
| EXCHANGE TRADED CONCEPTS, LLC added | 34,468 | $2M | 0.1% | 2025-Q2 stale |
| First Financial Bankshares Inc new | 20,000 | $974K | 0.1% | 2025-Q2 stale |
| Weiss Asset Management LP added | 28,979 | $937K | 0.1% | 2025-Q4 stale |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 18,946 | $923K | 0.1% | 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.
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.