Who owns RQI
Which tracked institutional funds hold RQI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RQI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
19 tracked funds added or opened RQI while 16 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
RQI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RQI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RQI 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 200 tracked filers holding RQI, 96 increased or opened the position and 89 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 RQI 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 5
- Penserra Capital Management LLC$9M
- Independent Advisor Alliance$2M
- Waverly Advisors, LLC$895K
- Advisors Asset Management, Inc.$771K
- STEPHENS INC /AR/$533K
Full exits 6
- Logan Stone Capital, LLC$5M
- WOLVERINE ASSET MANAGEMENT LLC$3M
- READYSTATE ASSET MANAGEMENT LP$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Quarry LP$907K
- Shaker Financial Services, LLC$550K
Largest adds
- MORGAN STANLEY$7M
- WELLS FARGO & COMPANY/MN$5M
- BANK OF AMERICA CORP /DE/$4M
- UBS Group AG$3M
- LPL Financial LLC$1M
- Mission Hills Financial Advisory, LLC$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Apollon Wealth Management, LLC$2M
- JANE STREET GROUP, LLC$1M
- Sound Financial Strategies Group, LLC$649K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$520K
- XTX Topco Ltd$484K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,444,179 | $66M | 21.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,780,381 | $34M | 10.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,236,471 | $15M | 4.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,222,942 | $15M | 4.7% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 1,055,044 | $13M | 4.1% | 2026-Q1 |
| LPL Financial LLC added | 924,602 | $11M | 3.6% | 2026-Q1 |
| UBS Group AG added | 908,372 | $11M | 3.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 813,849 | $10M | 3.2% | 2026-Q1 |
| Penserra Capital Management LLC added | 709,473 | $9M | 2.8% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 583,462 | $7M | 2.3% | 2026-Q1 |
| Mariner, LLC trimmed | 442,419 | $5M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 328,810 | $4M | 1.3% | 2026-Q1 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 307,698 | $4M | 1.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC | 302,360 | $4M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 301,394 | $4M | 1.2% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 280,789 | $3M | 1.1% | 2026-Q1 |
| Wealth Advisory Solutions, LLC trimmed | 278,536 | $3M | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 277,329 | $3M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 276,043 | $3M | 1.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 246,765 | $3M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 235,839 | $3M | 0.9% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 199,727 | $2M | 0.8% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 198,163 | $2M | 0.8% | 2026-Q1 |
| Independent Advisor Alliance added | 169,832 | $2M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 160,381 | $2M | 0.6% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 137,632 | $2M | 0.5% | 2026-Q1 |
| Prospera Financial Services Inc added | 131,164 | $2M | 0.5% | 2026-Q1 |
| Sargent Investment Group, LLC added | 129,280 | $2M | 0.5% | 2026-Q1 |
| Indivisible Partners added | 119,387 | $1M | 0.5% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 119,306 | $1M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 117,930 | $1M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 108,798 | $1M | 0.4% | 2026-Q1 |
| Ascentis Wealth Management, LLC trimmed | 93,700 | $1M | 0.4% | 2026-Q1 |
| Beacon Capital Management, Inc. | 93,000 | $1M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 90,111 | $1M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 88,275 | $1M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 88,112 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 86,881 | $1M | 0.3% | 2026-Q1 |
| Cooper Financial Group added | 84,659 | $1M | 0.3% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 82,000 | $988K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 81,963 | $988K | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 77,325 | $932K | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 77,280 | $931K | 0.3% | 2026-Q1 |
| Abel Hall, LLC added | 76,000 | $916K | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC new | 74,306 | $895K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 67,637 | $834K | 0.3% | 2026-Q1 |
| SWEENEY & MICHEL, LLC trimmed | 64,872 | $834K | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 66,511 | $801K | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 65,925 | $794K | 0.3% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 65,417 | $788K | 0.3% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 63,993 | $771K | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 63,266 | $762K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 63,221 | $762K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 61,430 | $740K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 61,303 | $739K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 59,716 | $720K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 58,956 | $710K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 52,547 | $633K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC | 51,607 | $622K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 51,382 | $619K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 50,688 | $611K | 0.2% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 50,033 | $603K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 46,218 | $557K | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 45,872 | $553K | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 45,471 | $548K | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 45,419 | $547K | 0.2% | 2026-Q1 |
| M Holdings Securities, Inc. added | 42,052 | $545K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 44,192 | $533K | 0.2% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 42,814 | $516K | 0.2% | 2026-Q1 |
| Sound Financial Strategies Group, LLC trimmed | 41,436 | $499K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 39,859 | $480K | 0.2% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 39,341 | $474K | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 39,166 | $472K | 0.2% | 2026-Q1 |
| Next Level Private LLC added | 38,235 | $461K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 37,606 | $453K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 36,133 | $435K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 37,604 | $430K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 34,763 | $424K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 34,219 | $412K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 32,000 | $389K | 0.1% | 2026-Q1 |
| Linscomb Wealth, Inc. new | 32,239 | $388K | 0.1% | 2026-Q1 |
| Vanguard Capital Wealth Advisors trimmed | 32,000 | $386K | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC added | 416,675 | $5M | 1.5% | 2025-Q4 stale |
| Cornerstone Advisors, LLC added | 370,536 | $5M | 1.5% | 2025-Q3 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 280,911 | $3M | 1.0% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp added | 202,210 | $3M | 0.8% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP added | 195,943 | $2M | 0.7% | 2025-Q4 stale |
| Fortress Wealth Management, Inc. trimmed | 157,261 | $2M | 0.6% | 2025-Q3 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 165,149 | $2M | 0.6% | 2025-Q4 stale |
| CW Advisors, LLC added | 84,652 | $1M | 0.3% | 2025-Q2 stale |
| Quarry LP new | 79,387 | $907K | 0.3% | 2025-Q4 stale |
| Future Financial Wealth Managment LLC added | 66,819 | $833K | 0.3% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 61,212 | $762K | 0.2% | 2025-Q2 stale |
| TRANSCEND CAPITAL ADVISORS, LLC added | 47,665 | $599K | 0.2% | 2025-Q1 stale |
| Shaker Financial Services, LLC trimmed | 47,609 | $550K | 0.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 43,641 | $498K | 0.2% | 2025-Q4 stale |
| Calamos Advisors LLC added | 42,391 | $484K | 0.2% | 2025-Q4 stale |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC trimmed | 37,550 | $429K | 0.1% | 2025-Q4 stale |
| Laird Norton Wetherby Wealth Management, LLC added | 31,735 | $396K | 0.1% | 2025-Q3 stale |
| Delta Financial Group, Inc. trimmed | 31,025 | $390K | 0.1% | 2025-Q1 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.