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Institutional Ownership · SEC Form 13F

Who owns RHLD (RHLD)


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

127
Institutional holders
3,854,394
Shares held (tracked funds)
45.3%
Of shares outstanding

How the tape is positioned

23 tracked funds added or opened RHLD while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

RHLD’s largest tracked holder by dollar value, LOCUST WOOD CAPITAL ADVISERS, LLC, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in RHLD 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 127 tracked filers holding RHLD, 70 increased or opened the position and 67 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 RHLD 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 13

  • VANGUARD CAPITAL MANAGEMENT LLC$29M
  • Thrivent Financial for Lutherans$9M
  • Ratan Capital Management LP$6M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$6M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$4M
  • Trexquant Investment LP$4M

Full exits 10

  • VANGUARD GROUP INC$42M
  • TRUIST FINANCIAL CORP$6M
  • Ballast Asset Management, LP$3M
  • Steamboat Capital Partners, LLC$2M
  • CREDIT AGRICOLE S A$2M
  • SEI INVESTMENTS CO$1M

Largest adds

  • J. Goldman & Co LP$18M
  • WELLINGTON MANAGEMENT GROUP LLP$10M
  • CITIGROUP INC$5M
  • BNP PARIBAS FINANCIAL MARKETS$5M
  • XTX Topco Ltd$3M
  • BANK OF AMERICA CORP /DE/$2M

Largest trims

  • BALANCE CAPITAL PARTNERS L.P.$42M
  • LOCUST WOOD CAPITAL ADVISERS, LLC$26M
  • Bleichroeder LP$15M
  • Newtyn Management, LLC$11M
  • MILLENNIUM MANAGEMENT LLC$9M
  • BlackRock, Inc.$9M

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
LOCUST WOOD CAPITAL ADVISERS, LLC trimmed533,391$87M12.1%2026-Q1
Bleichroeder LP trimmed314,166$51M7.1%2026-Q1
BlackRock, Inc. added304,922$49M6.9%2026-Q1
CORSAIR CAPITAL MANAGEMENT, L.P. added259,091$42M5.9%2026-Q1
Newtyn Management, LLC242,423$39M5.5%2026-Q1
Tikvah Management LLC added196,291$32M4.5%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added190,661$31M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new179,958$29M4.1%2026-Q1
J. Goldman & Co LP added140,650$23M3.2%2026-Q1
UBS Group AG trimmed122,701$20M2.8%2026-Q1
Zuckerman Investment Group, LLC added122,682$20M2.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed112,604$18M2.6%2026-Q1
Nine Ten Capital Management LLC92,980$15M2.1%2026-Q1
STATE STREET CORP added89,711$15M2.0%2026-Q1
BALANCE CAPITAL PARTNERS L.P. trimmed64,526$10M1.5%2026-Q1
Thrivent Financial for Lutherans new53,848$9M1.2%2026-Q1
NORTHERN TRUST CORP added46,358$8M1.1%2026-Q1
Invesco Ltd. trimmed45,426$7M1.0%2026-Q1
Ratan Capital Management LP new39,866$6M0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new39,836$6M0.9%2026-Q1
CITIGROUP INC added36,258$6M0.8%2026-Q1
AlTi Global, Inc.31,019$5M0.7%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added30,363$5M0.7%2026-Q1
Atom Investors LP trimmed28,981$5M0.7%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC new26,838$4M0.6%2026-Q1
Trexquant Investment LP new26,047$4M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new24,843$4M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed24,770$4M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added19,800$3M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added19,725$3M0.4%2026-Q1
GAMCO INVESTORS, INC. ET AL added19,200$3M0.4%2026-Q1
XTX Topco Ltd added18,641$3M0.4%2026-Q1
MARSHALL WACE, LLP trimmed18,089$3M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed17,986$3M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed17,921$3M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed15,969$3M0.4%2026-Q1
FIRST TRUST ADVISORS LP added14,971$2M0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added14,937$2M0.3%2026-Q1
PRINCIPAL FINANCIAL GROUP INC new13,862$2M0.3%2026-Q1
POLEN CAPITAL MANAGEMENT LLC trimmed13,669$2M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed13,614$2M0.3%2026-Q1
Leo Wealth, LLC added11,383$2M0.3%2026-Q1
Nuveen, LLC added11,276$2M0.3%2026-Q1
MORGAN STANLEY trimmed10,851$2M0.2%2026-Q1
Bank of New York Mellon Corp trimmed10,374$2M0.2%2026-Q1
Ancora Advisors LLC trimmed8,987$1M0.2%2026-Q1
Swiss National Bank new8,500$1M0.2%2026-Q1
Aquatic Capital Management LLC new7,572$1M0.2%2026-Q1
Man Group plc added7,294$1M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH7,000$1M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed6,461$1M0.1%2026-Q1
Quantinno Capital Management LP added6,277$1M0.1%2026-Q1
NewEdge Wealth, LLC added5,526$897K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed5,204$845K0.1%2026-Q1
DEUTSCHE BANK AG\ added4,996$811K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added3,801$785K0.1%2026-Q1
SkyView Investment Advisors, LLC trimmed4,786$777K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD new4,698$762K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added4,169$677K0.1%2026-Q1
PDT Partners, LLC trimmed4,145$673K0.1%2026-Q1
KLP KAPITALFORVALTNING AS added4,000$649K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added3,720$604K0.1%2026-Q1
SG Americas Securities, LLC added3,708$602K0.1%2026-Q1
OneDigital Investment Advisors LLC trimmed3,682$598K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added3,310$538K0.1%2026-Q1
Corient Private Wealth LLC added3,144$510K0.1%2026-Q1
STRS OHIO added2,900$471K0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed2,880$467K0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new2,790$453K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,741$445K0.1%2026-Q1
Legal & General Group Plc added2,708$440K0.1%2026-Q1
Vanguard Global Advisers, LLC new2,707$439K0.1%2026-Q1
MetLife Investment Management, LLC trimmed2,395$389K0.1%2026-Q1
State of Alaska, Department of Revenue added2,369$384K0.1%2026-Q1
JPMORGAN CHASE & CO added2,423$369K0.1%2026-Q1
Cerity Partners LLC trimmed2,249$365K0.1%2026-Q1
VANGUARD GROUP INC added202,378$42M5.8%2025-Q4 stale
Tidal Investments LLC added150,311$11M1.5%2025-Q3 stale
ALTA FOX CAPITAL MANAGEMENT, LLC added225,249$7M1.0%2025-Q2 stale
TRUIST FINANCIAL CORP29,743$6M0.9%2025-Q4 stale
Capital World Investors new148,877$5M0.7%2025-Q1 stale
CANNELL CAPITAL LLC new136,896$4M0.6%2025-Q1 stale
Ballast Asset Management, LP trimmed15,869$3M0.5%2025-Q4 stale
Tyro Capital Management LLC new84,842$3M0.4%2025-Q1 stale
Steamboat Capital Partners, LLC new10,547$2M0.3%2025-Q4 stale
CREDIT AGRICOLE S A9,432$2M0.3%2025-Q4 stale
D. E. Shaw & Co., Inc. new42,642$1M0.2%2025-Q1 stale
SEI INVESTMENTS CO new6,054$1M0.2%2025-Q4 stale
Woodson Capital Management, LP trimmed5,900$1M0.2%2025-Q4 stale
CW Advisors, LLC new27,980$892K0.1%2025-Q2 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed11,497$830K0.1%2025-Q3 stale
Huntleigh Advisors, Inc. trimmed3,878$801K0.1%2025-Q4 stale
Alyeska Investment Group, L.P.23,872$761K0.1%2025-Q2 stale
RICE HALL JAMES & ASSOCIATES, LLC added22,041$702K0.1%2025-Q2 stale
State of Wyoming added2,674$552K0.1%2025-Q4 stale
Prospect Capital Advisors, LLC new17,180$538K0.1%2025-Q1 stale
Voleon Capital Management LP new2,526$521K0.1%2025-Q4 stale
BOSUN ASSET MANAGEMENT, LLC trimmed14,337$457K0.1%2025-Q2 stale
FourThought Financial Partners, LLC new1,956$404K0.1%2025-Q4 stale
IHT Wealth Management, LLC new1,895$391K0.1%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.

Learn how to read institutional ownership