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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LOCUST WOOD CAPITAL ADVISERS, LLC trimmed | 533,391 | $87M | 12.1% | 2026-Q1 |
| Bleichroeder LP trimmed | 314,166 | $51M | 7.1% | 2026-Q1 |
| BlackRock, Inc. added | 304,922 | $49M | 6.9% | 2026-Q1 |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 259,091 | $42M | 5.9% | 2026-Q1 |
| Newtyn Management, LLC | 242,423 | $39M | 5.5% | 2026-Q1 |
| Tikvah Management LLC added | 196,291 | $32M | 4.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 190,661 | $31M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 179,958 | $29M | 4.1% | 2026-Q1 |
| J. Goldman & Co LP added | 140,650 | $23M | 3.2% | 2026-Q1 |
| UBS Group AG trimmed | 122,701 | $20M | 2.8% | 2026-Q1 |
| Zuckerman Investment Group, LLC added | 122,682 | $20M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 112,604 | $18M | 2.6% | 2026-Q1 |
| Nine Ten Capital Management LLC | 92,980 | $15M | 2.1% | 2026-Q1 |
| STATE STREET CORP added | 89,711 | $15M | 2.0% | 2026-Q1 |
| BALANCE CAPITAL PARTNERS L.P. trimmed | 64,526 | $10M | 1.5% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 53,848 | $9M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 46,358 | $8M | 1.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 45,426 | $7M | 1.0% | 2026-Q1 |
| Ratan Capital Management LP new | 39,866 | $6M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 39,836 | $6M | 0.9% | 2026-Q1 |
| CITIGROUP INC added | 36,258 | $6M | 0.8% | 2026-Q1 |
| AlTi Global, Inc. | 31,019 | $5M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 30,363 | $5M | 0.7% | 2026-Q1 |
| Atom Investors LP trimmed | 28,981 | $5M | 0.7% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 26,838 | $4M | 0.6% | 2026-Q1 |
| Trexquant Investment LP new | 26,047 | $4M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 24,843 | $4M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 24,770 | $4M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 19,800 | $3M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 19,725 | $3M | 0.4% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 19,200 | $3M | 0.4% | 2026-Q1 |
| XTX Topco Ltd added | 18,641 | $3M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 18,089 | $3M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 17,986 | $3M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 17,921 | $3M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 15,969 | $3M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 14,971 | $2M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 14,937 | $2M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 13,862 | $2M | 0.3% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 13,669 | $2M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 13,614 | $2M | 0.3% | 2026-Q1 |
| Leo Wealth, LLC added | 11,383 | $2M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 11,276 | $2M | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 10,851 | $2M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 10,374 | $2M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 8,987 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank new | 8,500 | $1M | 0.2% | 2026-Q1 |
| Aquatic Capital Management LLC new | 7,572 | $1M | 0.2% | 2026-Q1 |
| Man Group plc added | 7,294 | $1M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,000 | $1M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 6,461 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 6,277 | $1M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 5,526 | $897K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 5,204 | $845K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,996 | $811K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,801 | $785K | 0.1% | 2026-Q1 |
| SkyView Investment Advisors, LLC trimmed | 4,786 | $777K | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 4,698 | $762K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 4,169 | $677K | 0.1% | 2026-Q1 |
| PDT Partners, LLC trimmed | 4,145 | $673K | 0.1% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS added | 4,000 | $649K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 3,720 | $604K | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 3,708 | $602K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 3,682 | $598K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,310 | $538K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 3,144 | $510K | 0.1% | 2026-Q1 |
| STRS OHIO added | 2,900 | $471K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 2,880 | $467K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,790 | $453K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,741 | $445K | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 2,708 | $440K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,707 | $439K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 2,395 | $389K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue added | 2,369 | $384K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,423 | $369K | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 2,249 | $365K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 202,378 | $42M | 5.8% | 2025-Q4 stale |
| Tidal Investments LLC added | 150,311 | $11M | 1.5% | 2025-Q3 stale |
| ALTA FOX CAPITAL MANAGEMENT, LLC added | 225,249 | $7M | 1.0% | 2025-Q2 stale |
| TRUIST FINANCIAL CORP | 29,743 | $6M | 0.9% | 2025-Q4 stale |
| Capital World Investors new | 148,877 | $5M | 0.7% | 2025-Q1 stale |
| CANNELL CAPITAL LLC new | 136,896 | $4M | 0.6% | 2025-Q1 stale |
| Ballast Asset Management, LP trimmed | 15,869 | $3M | 0.5% | 2025-Q4 stale |
| Tyro Capital Management LLC new | 84,842 | $3M | 0.4% | 2025-Q1 stale |
| Steamboat Capital Partners, LLC new | 10,547 | $2M | 0.3% | 2025-Q4 stale |
| CREDIT AGRICOLE S A | 9,432 | $2M | 0.3% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. new | 42,642 | $1M | 0.2% | 2025-Q1 stale |
| SEI INVESTMENTS CO new | 6,054 | $1M | 0.2% | 2025-Q4 stale |
| Woodson Capital Management, LP trimmed | 5,900 | $1M | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC new | 27,980 | $892K | 0.1% | 2025-Q2 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 11,497 | $830K | 0.1% | 2025-Q3 stale |
| Huntleigh Advisors, Inc. trimmed | 3,878 | $801K | 0.1% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. | 23,872 | $761K | 0.1% | 2025-Q2 stale |
| RICE HALL JAMES & ASSOCIATES, LLC added | 22,041 | $702K | 0.1% | 2025-Q2 stale |
| State of Wyoming added | 2,674 | $552K | 0.1% | 2025-Q4 stale |
| Prospect Capital Advisors, LLC new | 17,180 | $538K | 0.1% | 2025-Q1 stale |
| Voleon Capital Management LP new | 2,526 | $521K | 0.1% | 2025-Q4 stale |
| BOSUN ASSET MANAGEMENT, LLC trimmed | 14,337 | $457K | 0.1% | 2025-Q2 stale |
| FourThought Financial Partners, LLC new | 1,956 | $404K | 0.1% | 2025-Q4 stale |
| IHT Wealth Management, LLC new | 1,895 | $391K | 0.1% | 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.
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.