Who owns RIET
Which tracked institutional funds hold RIET, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RIET company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
1 tracked fund added or opened RIET while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
RIET’s largest tracked holder by dollar value, Paller Financial Services Inc, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RIET 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 2026-Q1 and 2026-Q2, across 30 tracked filers holding RIET, 14 increased or opened the position and 13 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 RIET between the 2026-Q1 and 2026-Q2 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.
Largest adds
- Paller Financial Services Inc$663K
Largest trims
- TWO SIGMA INVESTMENTS, LP$397K
- Pacific Wealth Strategies Group, Inc.$261K
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 |
|---|---|---|---|---|
| Paller Financial Services Inc added | 339,697 | $3M | 29.5% | 2026-Q2 |
| Pettee Investors, Inc. | 97,314 | $949K | 8.5% | 2026-Q2 |
| Ethos Financial Group, LLC added | 62,713 | $611K | 5.5% | 2026-Q2 |
| Hoya Capital Real Estate, LLC | 52,060 | $508K | 4.5% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 49,279 | $480K | 4.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 40,284 | $393K | 3.5% | 2026-Q2 |
| Rossby Financial, LCC new | 35,073 | $342K | 3.0% | 2026-Q2 |
| Tactive Advisors, LLC added | 29,572 | $288K | 2.6% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. trimmed | 25,592 | $250K | 2.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 25,395 | $248K | 2.2% | 2026-Q2 |
| Sage Investment Counsel LLC added | 17,919 | $175K | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 14,850 | $145K | 1.3% | 2026-Q2 |
| PFG Investments, LLC trimmed | 13,650 | $133K | 1.2% | 2026-Q2 |
| Focus Partners Wealth added | 12,072 | $118K | 1.0% | 2026-Q2 |
| Cetera Investment Advisers new | 11,687 | $114K | 1.0% | 2026-Q2 |
| Roan Capital Partners | 11,399 | $111K | 1.0% | 2026-Q2 |
| World Investment Advisors | 12,336 | $111K | 1.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 9,022 | $88K | 0.8% | 2026-Q2 |
| Triumph Capital Management | 500 | $5K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 400 | $4K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 300 | $3K | 0.0% | 2026-Q2 |
| VISION FINANCIAL MARKETS LLC added | 233 | $2K | 0.0% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $2K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 150 | $1K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 100 | $975 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 3 | $29 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $12 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 1 | $10 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $7 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 53,930 | $485K | 4.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 51,222 | $460K | 4.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,520 | $238K | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,732 | $16K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Clearstead Advisors, LLC added | 1,000 | $9K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| STANCE CAPITAL LLC added | 775 | $7K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 271 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 112 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 11,829 | $109K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Stephens Consulting, LLC | 600 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Black Swift Group, LLC trimmed | 80,125 | $772K | 6.9% | 2025-Q3 stale (3 quarters behind) |
| Sowell Financial Services LLC added | 10,361 | $100K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| FMR LLC trimmed | 282 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,886 | $246K | 2.2% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC added | 19,935 | $189K | 1.7% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC trimmed | 17,616 | $167K | 1.5% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC new | 1,009 | $10K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.