Who owns RRX (RRX)
Which tracked institutional funds hold RRX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RRX 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
The tracked-fund tape on RRX is one-sided between 2025-Q4 and 2026-Q1: 242 added or opened and 59 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
RRX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes RRX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RRX 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 547 tracked filers holding RRX, 294 increased or opened the position and 237 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 RRX 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 52
- VANGUARD CAPITAL MANAGEMENT LLC$559M
- VANGUARD PORTFOLIO MANAGEMENT LLC$530M
- Point72 Asset Management, L.P.$128M
- VANGUARD FIDUCIARY TRUST CO$77M
- Forest Avenue Capital Management LP$45M
- Freestone Grove Partners LP$44M
Full exits 23
- VANGUARD GROUP INC$859M
- Capital World Investors$377M
- COOPERMAN LEON G$97M
- Brandywine Global Investment Management, LLC$54M
- Anomaly Capital Management, LP$35M
- CIBC Private Wealth Group LLC$21M
Largest adds
- FMR LLC$319M
- Bank of New York Mellon Corp$224M
- WELLINGTON MANAGEMENT GROUP LLP$193M
- BlackRock, Inc.$184M
- BESSEMER GROUP INC$169M
- VIKING GLOBAL INVESTORS LP$136M
Largest trims
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$305M
- DIAMOND HILL CAPITAL MANAGEMENT INC$89M
- NORDEA INVESTMENT MANAGEMENT AB$54M
- Handelsbanken Fonder AB$32M
- BARCLAYS PLC$27M
- MORGAN STANLEY$25M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,373,066 | $1.0B | 7.4% | 2026-Q1 |
| FMR LLC added | 4,668,426 | $874M | 6.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 4,177,118 | $782M | 5.8% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP trimmed | 3,142,851 | $589M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,983,094 | $559M | 4.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,832,704 | $530M | 3.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,231,415 | $418M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 2,020,295 | $379M | 2.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,840,393 | $345M | 2.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,836,264 | $344M | 2.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,469,272 | $275M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,304,265 | $244M | 1.8% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 1,292,401 | $242M | 1.8% | 2026-Q1 |
| Nuveen, LLC added | 1,284,988 | $241M | 1.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,220,606 | $229M | 1.7% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,174,145 | $215M | 1.6% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,096,239 | $205M | 1.5% | 2026-Q1 |
| NORGES BANK added | 1,535,910 | $175M | 1.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 916,054 | $172M | 1.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 910,286 | $170M | 1.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 837,493 | $157M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 732,314 | $137M | 1.0% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 685,595 | $128M | 0.9% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 681,717 | $128M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 621,397 | $116M | 0.9% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 619,133 | $116M | 0.9% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 593,462 | $111M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 588,272 | $110M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 573,464 | $107M | 0.8% | 2026-Q1 |
| Robeco Schweiz AG added | 573,127 | $107M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 544,683 | $102M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 680,605 | $96M | 0.7% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 490,166 | $92M | 0.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 489,804 | $92M | 0.7% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 478,441 | $90M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 477,595 | $89M | 0.7% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 470,333 | $88M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 437,040 | $82M | 0.6% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 417,972 | $78M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 412,570 | $77M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 397,219 | $74M | 0.5% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 374,492 | $70M | 0.5% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 363,118 | $68M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 351,645 | $67M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 302,169 | $57M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 277,771 | $52M | 0.4% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 254,144 | $48M | 0.4% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 248,646 | $47M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 243,608 | $46M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 254,142 | $45M | 0.3% | 2026-Q1 |
| Forest Avenue Capital Management LP added | 239,217 | $45M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP added | 236,652 | $44M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 243,618 | $43M | 0.3% | 2026-Q1 |
| Boston Partners added | 223,413 | $42M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 219,709 | $41M | 0.3% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 219,686 | $41M | 0.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 217,910 | $41M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 200,601 | $38M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 199,524 | $37M | 0.3% | 2026-Q1 |
| COMMERCE BANK trimmed | 194,554 | $36M | 0.3% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 193,791 | $36M | 0.3% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 187,842 | $35M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 182,101 | $34M | 0.3% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 182,061 | $34M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 177,824 | $33M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH new | 174,848 | $33M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC added | 174,705 | $33M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 165,173 | $31M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 159,115 | $30M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 154,570 | $29M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 154,503 | $29M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 152,672 | $29M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 150,101 | $28M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 148,140 | $28M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 138,912 | $26M | 0.2% | 2026-Q1 |
| Stanley Capital Management, LLC | 133,600 | $25M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 131,345 | $25M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 127,677 | $24M | 0.2% | 2026-Q1 |
| Woodline Partners LP added | 127,183 | $24M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 126,113 | $24M | 0.2% | 2026-Q1 |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC new | 125,000 | $23M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 124,717 | $23M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 122,446 | $23M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 118,175 | $22M | 0.2% | 2026-Q1 |
| Albar Capital Partners LLP trimmed | 117,220 | $22M | 0.2% | 2026-Q1 |
| AustralianSuper Pty Ltd new | 110,000 | $21M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 108,893 | $20M | 0.2% | 2026-Q1 |
| Mediolanum International Funds Ltd trimmed | 113,845 | $20M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 108,236 | $20M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,118,196 | $859M | 6.3% | 2025-Q4 stale |
| Capital World Investors trimmed | 2,687,729 | $377M | 2.8% | 2025-Q4 stale |
| COOPERMAN LEON G trimmed | 690,000 | $97M | 0.7% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 522,720 | $75M | 0.6% | 2025-Q3 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 459,824 | $67M | 0.5% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 387,424 | $54M | 0.4% | 2025-Q4 stale |
| ACK Asset Management LLC new | 275,000 | $40M | 0.3% | 2025-Q2 stale |
| Anomaly Capital Management, LP added | 248,659 | $35M | 0.3% | 2025-Q4 stale |
| Avala Global LP new | 229,476 | $33M | 0.2% | 2025-Q2 stale |
| DEPRINCE RACE & ZOLLO INC added | 189,294 | $27M | 0.2% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC trimmed | 146,638 | $21M | 0.2% | 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.