Who owns RMT
Which tracked institutional funds hold RMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RMT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 RMT is one-sided between 2026-Q1 and 2026-Q2: 39 added or opened and 5 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
RMT’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RMT 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 103 tracked filers holding RMT, 47 increased or opened the position and 45 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 RMT 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.
New buyers 4
- Bulldog Investors, LLP$3M
- Atlas Wealth LLC$2M
- Kovack Advisors, Inc.$985K
- Diversify Advisory Services, LLC$888K
Full exits 2
- ENVESTNET ASSET MANAGEMENT INC$544K
- CWM, LLC$532K
Largest adds
- Saba Capital Management, L.P.$15M
- MORGAN STANLEY$8M
- Allspring Global Investments Holdings, LLC$6M
- OSAIC HOLDINGS, INC.$4M
- LPL Financial LLC$4M
- Alexander Randolph Advisory, Inc.$3M
Largest trims
- Private Advisor Group, LLC$970K
- Cetera Investment Advisers$369K
- Shaker Financial Services, LLC$269K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Saba Capital Management, L.P. added | 3,346,703 | $49M | 16.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,558,930 | $37M | 12.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,188,872 | $17M | 5.7% | 2026-Q2 |
| LPL Financial LLC added | 1,101,870 | $16M | 5.3% | 2026-Q2 |
| Alexander Randolph Advisory, Inc. trimmed | 970,065 | $14M | 4.7% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 944,413 | $14M | 4.6% | 2026-Q2 |
| UBS Group AG trimmed | 859,790 | $13M | 4.1% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 813,982 | $12M | 3.9% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 659,921 | $10M | 3.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 602,498 | $9M | 2.9% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 546,040 | $8M | 2.6% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 522,665 | $8M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 483,484 | $7M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 412,077 | $6M | 2.0% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. trimmed | 346,327 | $5M | 1.7% | 2026-Q2 |
| FCA CORP /TX added | 320,074 | $5M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 314,958 | $5M | 1.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC | 300,000 | $4M | 1.4% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 287,837 | $4M | 1.4% | 2026-Q2 |
| Altium Capital Management LLC added | 278,051 | $4M | 1.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 257,085 | $4M | 1.2% | 2026-Q2 |
| Waterfront Wealth Inc. added | 209,595 | $3M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 204,158 | $3M | 1.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 195,743 | $3M | 0.9% | 2026-Q2 |
| Bulldog Investors, LLP new | 181,964 | $3M | 0.9% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 134,738 | $2M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 129,719 | $2M | 0.6% | 2026-Q2 |
| BARD ASSOCIATES INC added | 123,838 | $2M | 0.6% | 2026-Q2 |
| Atlas Wealth LLC new | 122,864 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 115,961 | $2M | 0.6% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 114,617 | $2M | 0.6% | 2026-Q2 |
| TrueMark Investments, LLC added | 113,982 | $2M | 0.5% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 112,472 | $2M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 98,721 | $1M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 96,093 | $1M | 0.5% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 93,730 | $1M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC added | 74,938 | $1M | 0.4% | 2026-Q2 |
| Kovack Advisors, Inc. new | 67,299 | $985K | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 64,652 | $888K | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 64,652 | $888K | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 63,411 | $928K | 0.3% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 62,653 | $917K | 0.3% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 62,161 | $910K | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 57,654 | $844K | 0.3% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 55,290 | $809K | 0.3% | 2026-Q2 |
| SAPIENT CAPITAL LLC added | 49,274 | $721K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 48,192 | $706K | 0.2% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC trimmed | 46,278 | $678K | 0.2% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 41,715 | $611K | 0.2% | 2026-Q2 |
| PMG Family Office LLC added | 39,694 | $581K | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 39,536 | $579K | 0.2% | 2026-Q2 |
| &PARTNERS added | 35,071 | $513K | 0.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC | 31,430 | $355K | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC added | 31,355 | $459K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 30,943 | $453K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 29,712 | $435K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 28,786 | $421K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 28,571 | $418K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 27,925 | $409K | 0.1% | 2026-Q2 |
| Private Capital Management, LLC added | 27,165 | $398K | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 26,641 | $390K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 25,757 | $377K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 25,451 | $373K | 0.1% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 24,397 | $357K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 23,756 | $348K | 0.1% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 23,362 | $342K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 23,255 | $340K | 0.1% | 2026-Q2 |
| DKM Wealth Management, Inc. | 23,002 | $337K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 20,480 | $300K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 20,396 | $299K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 19,948 | $292K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 18,289 | $268K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 16,841 | $247K | 0.1% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV trimmed | 16,457 | $241K | 0.1% | 2026-Q2 |
| Spinnaker Investment Group, LLC | 15,877 | $232K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,473 | $227K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 14,883 | $218K | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 14,156 | $207K | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 13,896 | $203K | 0.1% | 2026-Q2 |
| Wedmont Private Capital | 13,886 | $196K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 13,457 | $197K | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 13,338 | $195K | 0.1% | 2026-Q2 |
| Soltis Investment Advisors LLC | 11,919 | $174K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 11,610 | $170K | 0.1% | 2026-Q2 |
| Vanguard National Trust Co | 11,051 | $162K | 0.1% | 2026-Q2 |
| Summit Financial, LLC | 11,040 | $162K | 0.1% | 2026-Q2 |
| TD Capital Management LLC | 4,496 | $66K | 0.0% | 2026-Q2 |
| SITTNER & NELSON, LLC | 4,444 | $65K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. | 4,031 | $59K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 3,250 | $48K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 3,043 | $45K | 0.0% | 2026-Q2 |
| Daytona Street Capital LLC | 2,281 | $32K | 0.0% | 2026-Q2 |
| Hara Capital LLC trimmed | 2,240 | $33K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 2,096 | $31K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 1,302 | $19K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 677 | $10K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 447 | $7K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 176 | $2K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC | 173 | $3K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 61 | $893 | 0.0% | 2026-Q2 |
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.