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-Q1 13F filings (latest filed 2026-05-22). 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
25 tracked funds added or opened RMT while 9 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
RMT’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp 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 2025-Q4 and 2026-Q1, across 106 tracked filers holding RMT, 51 increased or opened the position and 40 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 RMT 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 6
- LAZARD ASSET MANAGEMENT LLC$3M
- Waterfront Wealth Inc.$2M
- Advisors Asset Management, Inc.$1M
- DIVERSIFY WEALTH MANAGEMENT, LLC$840K
- Karpus Management, Inc.$713K
- ENVESTNET ASSET MANAGEMENT INC$544K
Full exits 2
- Diversify Advisory Services, LLC$756K
- 1607 Capital Partners, LLC$514K
Largest adds
- Saba Capital Management, L.P.$6M
- MORGAN STANLEY$2M
- Altium Capital Management LLC$2M
- LPL Financial LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1M
Largest trims
- Shaker Financial Services, LLC$4M
- WOLVERINE ASSET MANAGEMENT LLC$2M
- Beacon Pointe Advisors, LLC$625K
- &PARTNERS$447K
- NewEdge Advisors, LLC$400K
- Hara Capital LLC$282K
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 |
|---|---|---|---|---|
| Saba Capital Management, L.P. added | 2,965,400 | $34M | 14.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,631,830 | $30M | 12.7% | 2026-Q1 |
| LPL Financial LLC added | 1,082,556 | $12M | 5.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 1,026,680 | $12M | 5.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 1,014,463 | $11M | 4.9% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. added | 980,555 | $11M | 4.7% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 898,550 | $10M | 4.3% | 2026-Q1 |
| UBS Group AG trimmed | 865,397 | $10M | 4.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 631,683 | $7M | 3.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 594,726 | $7M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 573,183 | $6M | 2.8% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 545,665 | $6M | 2.6% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 528,385 | $6M | 2.6% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 396,368 | $4M | 1.9% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 350,908 | $4M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 330,128 | $4M | 1.6% | 2026-Q1 |
| FCA CORP /TX added | 313,186 | $4M | 1.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC new | 300,000 | $3M | 1.4% | 2026-Q1 |
| Altium Capital Management LLC added | 243,050 | $3M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 212,414 | $2M | 1.0% | 2026-Q1 |
| Waterfront Wealth Inc. new | 208,749 | $2M | 1.0% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 203,173 | $2M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 169,394 | $2M | 0.8% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 132,808 | $2M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 124,998 | $1M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 124,720 | $1M | 0.6% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 116,669 | $1M | 0.6% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 116,467 | $1M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 108,998 | $1M | 0.5% | 2026-Q1 |
| TrueMark Investments, LLC added | 106,443 | $1M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 104,993 | $1M | 0.5% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 100,827 | $1M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 98,329 | $1M | 0.5% | 2026-Q1 |
| BARD ASSOCIATES INC trimmed | 89,355 | $1M | 0.4% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 87,400 | $988K | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 74,836 | $846K | 0.4% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 64,652 | $840K | 0.4% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ added | 68,121 | $770K | 0.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 63,596 | $719K | 0.3% | 2026-Q1 |
| Karpus Management, Inc. added | 63,003 | $713K | 0.3% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 62,161 | $703K | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 57,454 | $650K | 0.3% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 50,628 | $573K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 50,036 | $566K | 0.2% | 2026-Q1 |
| SAPIENT CAPITAL LLC added | 48,559 | $549K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,071 | $544K | 0.2% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 47,862 | $541K | 0.2% | 2026-Q1 |
| CWM, LLC | 47,000 | $532K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 43,329 | $490K | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 40,465 | $458K | 0.2% | 2026-Q1 |
| PMG Family Office LLC added | 39,349 | $445K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 39,192 | $443K | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 36,115 | $408K | 0.2% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 34,455 | $390K | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC | 31,438 | $356K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 30,556 | $346K | 0.1% | 2026-Q1 |
| COMMERCE BANK | 29,712 | $336K | 0.1% | 2026-Q1 |
| Quantedge Capital Pte Ltd trimmed | 29,397 | $332K | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 31,430 | $328K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 25,862 | $292K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 25,123 | $284K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 24,216 | $274K | 0.1% | 2026-Q1 |
| Advisory Advocates, LLC added | 23,980 | $271K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 23,515 | $266K | 0.1% | 2026-Q1 |
| DKM Wealth Management, Inc. | 23,002 | $260K | 0.1% | 2026-Q1 |
| Private Capital Management, LLC added | 21,919 | $248K | 0.1% | 2026-Q1 |
| Diversified Trust Co added | 20,396 | $231K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. | 19,948 | $226K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 17,485 | $198K | 0.1% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV new | 17,205 | $195K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 16,598 | $188K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 16,186 | $183K | 0.1% | 2026-Q1 |
| Spinnaker Investment Group, LLC | 15,877 | $180K | 0.1% | 2026-Q1 |
| Wedmont Private Capital new | 13,886 | $167K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 14,031 | $159K | 0.1% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC | 13,896 | $157K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. | 13,807 | $156K | 0.1% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 13,286 | $150K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,852 | $145K | 0.1% | 2026-Q1 |
| Soltis Investment Advisors LLC | 11,919 | $135K | 0.1% | 2026-Q1 |
| Family Firm, Inc. trimmed | 284,626 | $2M | 1.0% | 2025-Q2 stale |
| Jaffetilchin Investment Partners, LLC added | 79,526 | $826K | 0.4% | 2025-Q3 stale |
| Diversify Advisory Services, LLC | 65,302 | $756K | 0.3% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. trimmed | 71,294 | $741K | 0.3% | 2025-Q3 stale |
| NORTHERN TRUST CORP added | 74,162 | $686K | 0.3% | 2025-Q2 stale |
| 1607 Capital Partners, LLC | 49,327 | $514K | 0.2% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 35,863 | $373K | 0.2% | 2025-Q3 stale |
| Logan Stone Capital, LLC trimmed | 39,319 | $331K | 0.1% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 31,796 | $330K | 0.1% | 2025-Q3 stale |
| Advisor Resource Council added | 35,688 | $301K | 0.1% | 2025-Q1 stale |
| AQR Arbitrage LLC trimmed | 29,271 | $269K | 0.1% | 2025-Q2 stale |
| Prairie Sky Financial Group LLC added | 28,441 | $263K | 0.1% | 2025-Q2 stale |
| Walleye Capital LLC trimmed | 24,849 | $258K | 0.1% | 2025-Q3 stale |
| ARK & TLK INVESTMENTS, LLC | 22,817 | $211K | 0.1% | 2025-Q2 stale |
| Calamos Advisors LLC trimmed | 23,590 | $199K | 0.1% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 18,929 | $175K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 13,570 | $140K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 16,300 | $137K | 0.1% | 2025-Q1 stale |
| Financial Advocates Investment Management added | 15,835 | $133K | 0.1% | 2025-Q1 stale |
| Sage Capital Management, LLC new | 12,700 | $132K | 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.