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Institutional Ownership · SEC Form 13F

Who owns RHHBY (RHHBY)


Which tracked institutional funds hold RHHBY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RHHBY 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.

68
Institutional holders
5,587,155
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on RHHBY is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 13 trimmed or exited — on balance reducing.

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

RHHBY’s largest tracked holder by dollar value, Aristotle Capital Management, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in RHHBY 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 68 tracked filers holding RHHBY, 27 increased or opened the position and 38 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 RHHBY 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 2

  • HUNTINGTON NATIONAL BANK$6M
  • OPAL CAPITAL LLC$4M

Full exits 4

  • MERITAGE PORTFOLIO MANAGEMENT$4M
  • TOWER BRIDGE ADVISORS$2M
  • HANCOCK WHITNEY CORP$1M
  • HighPoint Advisor Group LLC$852K

Largest adds

  • HANTZ FINANCIAL SERVICES, INC.$7M
  • S&CO INC$4M

Largest trims

  • Saratoga Research & Investment Management$30M
  • Aristotle Capital Management, LLC$7M
  • YOUSIF CAPITAL MANAGEMENT, LLC$2M
  • Boston Common Asset Management, LLC$2M
  • Altrius Capital Management Inc$1M
  • OLD NATIONAL BANCORP /IN/$640K

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
Aristotle Capital Management, LLC trimmed2,063,885$102M29.4%2026-Q1
Saratoga Research & Investment Management trimmed1,291,630$64M18.5%2026-Q1
Boston Common Asset Management, LLC trimmed322,354$16M4.6%2026-Q1
OLD NATIONAL BANCORP /IN/ added257,854$13M3.6%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added215,187$11M3.1%2026-Q1
Altrius Capital Management Inc trimmed176,959$9M2.5%2026-Q1
S&CO INC added140,551$7M2.0%2026-Q1
HUNTINGTON NATIONAL BANK new122,990$6M1.7%2026-Q1
AR ASSET MANAGEMENT INC107,700$5M1.5%2026-Q1
RHUMBLINE ADVISERS trimmed98,944$5M1.4%2026-Q1
OPAL CAPITAL LLC new89,483$4M1.3%2026-Q1
Sterling Capital Management LLC trimmed62,962$3M0.9%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS61,873$3M0.9%2026-Q1
Diversified Trust Co added59,375$3M0.8%2026-Q1
YOUSIF CAPITAL MANAGEMENT, LLC trimmed52,832$3M0.7%2026-Q1
Patrick Mauro Investment Advisor, INC. trimmed45,578$2M0.7%2026-Q1
Wallington Asset Management, LLC trimmed40,264$2M0.6%2026-Q1
Associated Banc-Corp trimmed33,295$2M0.5%2026-Q1
NORTH STAR ASSET MANAGEMENT INC26,305$1M0.4%2026-Q1
GAMMA Investing LLC added25,390$1M0.4%2026-Q1
PUZO MICHAEL J23,950$1M0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added23,456$1M0.3%2026-Q1
SENTINEL TRUST CO LBA21,507$1M0.3%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC added20,667$1M0.3%2026-Q1
Minot DeBlois Advisors LLC trimmed19,436$966K0.3%2026-Q1
Verity Asset Management, Inc. added15,172$754K0.2%2026-Q1
Sky Investment Group LLC trimmed14,024$697K0.2%2026-Q1
WENDELL DAVID ASSOCIATES INC12,100$601K0.2%2026-Q1
FCA CORP /TX12,000$597K0.2%2026-Q1
Fulton Bank, N.A. trimmed11,013$539K0.2%2026-Q1
IHT Wealth Management, LLC added10,000$497K0.1%2026-Q1
BOWEN HANES & CO INC9,550$475K0.1%2026-Q1
Generali Investments CEE, investicni spolecnost, a.s.9,000$447K0.1%2026-Q1
EVERETT HARRIS & CO /CA/8,962$446K0.1%2026-Q1
Canopy Partners, LLC added7,700$383K0.1%2026-Q1
Keystone Financial Group new7,200$366K0.1%2026-Q1
RIVERBRIDGE PARTNERS LLC7,047$350K0.1%2026-Q1
NBC SECURITIES, INC. trimmed6,258$306K0.1%2026-Q1
Archer Investment Corp added5,598$278K0.1%2026-Q1
Enterprise Financial Services Corp added5,576$277K0.1%2026-Q1
BOSTON FAMILY OFFICE LLC trimmed5,122$255K0.1%2026-Q1
Douglass Winthrop Advisors, LLC4,804$239K0.1%2026-Q1
JOHN G ULLMAN & ASSOCIATES INC trimmed4,300$214K0.1%2026-Q1
Pinnacle Wealth Management Advisory Group, LLC new4,182$208K0.1%2026-Q1
Stanley-Laman Group, Ltd.4,000$199K0.1%2026-Q1
First Command Advisory Services, Inc. new3,176$161K0.0%2026-Q1
Salomon & Ludwin, LLC added3,159$157K0.0%2026-Q1
PARADIGM ASSET MANAGEMENT CO LLC trimmed1,851$92K0.0%2026-Q1
Curat Global, LLC new1,625$80K0.0%2026-Q1
OAKWORTH CAPITAL, INC. trimmed1,373$68K0.0%2026-Q1
Leo H. Evart, Inc. new1,300$65K0.0%2026-Q1
Ancora Advisors LLC986$49K0.0%2026-Q1
ATLAS CAPITAL ADVISORS INC. trimmed936$47K0.0%2026-Q1
Westside Investment Management, Inc.904$45K0.0%2026-Q1
McIlrath & Eck, LLC new776$39K0.0%2026-Q1
Financial Gravity Asset Management, Inc. trimmed432$21K0.0%2026-Q1
Main Street Group, LTD400$20K0.0%2026-Q1
Sankala Group LLC386$19K0.0%2026-Q1
ADIRONDACK TRUST CO354$18K0.0%2026-Q1
Asset Planning,Inc308$15K0.0%2026-Q1
BRISTOL JOHN W & CO INC /NY/275$14K0.0%2026-Q1
Coston, McIsaac & Partners200$9K0.0%2026-Q1
IMA Advisory Services, Inc. trimmed173$9K0.0%2026-Q1
Ascentis Independent Advisors new170$8K0.0%2026-Q1
Benson Wealth Management INC147$7K0.0%2026-Q1
Pacer Advisors, Inc. added1,178,534$48M14.0%2025-Q1 stale
Bard Financial Services, Inc. added138,650$6M1.7%2025-Q3 stale
MERITAGE PORTFOLIO MANAGEMENT trimmed84,784$4M1.3%2025-Q4 stale
TOWER BRIDGE ADVISORS trimmed46,314$2M0.7%2025-Q4 stale
BEACH INVESTMENT COUNSEL INC/PA trimmed53,910$2M0.6%2025-Q1 stale
HANCOCK WHITNEY CORP added25,954$1M0.4%2025-Q4 stale
Moloney Securities Asset Management, LLC trimmed30,852$1M0.4%2025-Q3 stale
HighPoint Advisor Group LLC added16,515$852K0.2%2025-Q4 stale
Corient IA LLC15,000$611K0.2%2025-Q2 stale
Vestmark Advisory Solutions, Inc. new14,274$597K0.2%2025-Q3 stale
BECK MACK & OLIVER LLC5,817$300K0.1%2025-Q4 stale
Hara Capital LLC new7,217$294K0.1%2025-Q2 stale
Hikari Power Ltd5,700$294K0.1%2025-Q4 stale
Sarver Vrooman Wealth Advisors new5,560$287K0.1%2025-Q4 stale
Knuff & Co LLC new6,260$255K0.1%2025-Q2 stale
SOMERVILLE KURT F trimmed5,884$240K0.1%2025-Q2 stale
FIDUCIARY MANAGEMENT INC /WI/ trimmed5,601$228K0.1%2025-Q2 stale
FineMark National Bank & Trust new5,181$210K0.1%2025-Q2 stale
ALBERT D MASON INC new4,009$207K0.1%2025-Q4 stale
Manning & Napier Advisors LLC new3,474$143K0.0%2025-Q2 stale
Cascades Capital Asset Management, LLC trimmed2,393$100K0.0%2025-Q3 stale
Brooklyn Investment Group added2,241$91K0.0%2025-Q2 stale
First Horizon Advisors, Inc. added1,843$75K0.0%2025-Q2 stale
Accent Capital Management, LLC trimmed845$44K0.0%2025-Q4 stale
CURIO WEALTH, LLC600$32K0.0%2025-Q4 stale
Financial Gravity Companies, Inc. trimmed583$24K0.0%2025-Q2 stale
Signature Equity Partners, LLC new351$18K0.0%2025-Q4 stale
Murphy & Mullick Capital Management Corp333$17K0.0%2025-Q4 stale
ORG Wealth Partners, LLC325$13K0.0%2025-Q2 stale
Vermillion Wealth Management, Inc.279$12K0.0%2025-Q3 stale
ORG Partners LLC170$9K0.0%2025-Q4 stale
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.211$9K0.0%2025-Q2 stale
CROWLEY WEALTH MANAGEMENT, INC.200$8K0.0%2025-Q3 stale
FSA Wealth Management LLC148$6K0.0%2025-Q3 stale
Garton & Associates Financial Advisors LLC new100$5K0.0%2025-Q4 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.

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