Who owns RTO
Which tracked institutional funds hold RTO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RTO 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
35 tracked funds added or opened RTO while 67 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
RTO’s largest tracked holder by dollar value, Jupiter Topco LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RTO 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 270 tracked filers holding RTO, 151 increased or opened the position and 143 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 RTO 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 11
- Jupiter Topco LLC$485M
- 1832 Asset Management L.P.$13M
- CAPITAL FUND MANAGEMENT S.A.$5M
- NORGES BANK$1M
- NewEdge Advisors, LLC$1M
- Nuveen, LLC$938K
Full exits 20
- JANUS HENDERSON GROUP PLC$522M
- NATIXIS ADVISORS, LLC$23M
- D. E. Shaw & Co., Inc.$14M
- Two Creeks Capital Management, LP$11M
- Motley Fool Wealth Management, LLC$5M
- PARK AVENUE SECURITIES LLC$3M
Largest adds
- BlackRock, Inc.$192M
- PARNASSUS INVESTMENTS, LLC$25M
- Qube Research & Technologies Ltd$19M
- Gates Capital Management, Inc.$11M
- CITIGROUP INC$10M
- Diamond Hill Capital Management, LLC (Investment Advisor)$10M
Largest trims
- BANK OF AMERICA CORP /DE/$17M
- JONES FINANCIAL COMPANIES LLLP$9M
- Aristotle Capital Management, LLC$8M
- River Road Asset Management, LLC$8M
- GOLDMAN SACHS GROUP INC$7M
- MORGAN STANLEY$6M
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 |
|---|---|---|---|---|
| Jupiter Topco LLC new | 16,957,699 | $485M | 22.3% | 2026-Q2 |
| BlackRock, Inc. added | 12,426,668 | $356M | 16.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,711,119 | $192M | 8.8% | 2026-Q2 |
| Gates Capital Management, Inc. added | 5,173,407 | $148M | 6.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,560,180 | $73M | 3.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,331,039 | $67M | 3.1% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 1,838,490 | $53M | 2.4% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P added | 1,821,963 | $52M | 2.4% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 1,692,441 | $48M | 2.2% | 2026-Q2 |
| SUMMITRY LLC trimmed | 1,423,307 | $41M | 1.9% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 1,037,169 | $30M | 1.4% | 2026-Q2 |
| NICHOLS & PRATT ADVISERS LLP /MA added | 1,003,435 | $29M | 1.3% | 2026-Q2 |
| Harvey Partners, LLC added | 983,956 | $28M | 1.3% | 2026-Q2 |
| ASSETMARK, INC added | 980,871 | $28M | 1.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 979,732 | $28M | 1.3% | 2026-Q2 |
| Rivermont Capital Management LP added | 919,926 | $26M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 902,475 | $26M | 1.2% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC added | 901,334 | $26M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 875,191 | $25M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 770,984 | $22M | 1.0% | 2026-Q2 |
| Stanley Capital Management, LLC added | 667,329 | $19M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 611,971 | $18M | 0.8% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 603,739 | $17M | 0.8% | 2026-Q2 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC trimmed | 562,418 | $16M | 0.7% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 545,971 | $16M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 516,842 | $15M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 500,722 | $14M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 488,961 | $14M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 478,658 | $14M | 0.6% | 2026-Q2 |
| Pacifica Capital Investments, LLC trimmed | 464,803 | $13M | 0.6% | 2026-Q2 |
| 1832 Asset Management L.P. new | 437,105 | $13M | 0.6% | 2026-Q2 |
| UBS Group AG added | 411,162 | $12M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 407,824 | $12M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 382,116 | $11M | 0.5% | 2026-Q2 |
| Robertson Opportunity Capital, LLC | 375,893 | $11M | 0.5% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 325,684 | $9M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 275,575 | $8M | 0.4% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 221,710 | $6M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 220,299 | $6M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 213,292 | $6M | 0.3% | 2026-Q2 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 209,923 | $6M | 0.3% | 2026-Q2 |
| Optiver Holding B.V. added | 204,956 | $6M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 197,510 | $6M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 196,459 | $6M | 0.3% | 2026-Q2 |
| ABC ARBITRAGE SA added | 195,008 | $6M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 190,719 | $5M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 172,103 | $5M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 161,249 | $5M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 149,858 | $4M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 149,397 | $4M | 0.2% | 2026-Q2 |
| IRIDIAN ASSET MANAGEMENT LLC/CT trimmed | 148,070 | $4M | 0.2% | 2026-Q2 |
| Broyhill Asset Management, LLC added | 142,400 | $4M | 0.2% | 2026-Q2 |
| ELWOOD CAPITAL PARTNERS LP trimmed | 125,180 | $4M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 112,925 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 112,301 | $3M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 104,544 | $3M | 0.1% | 2026-Q2 |
| III Capital Management added | 100,684 | $3M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 99,852 | $3M | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 98,839 | $3M | 0.1% | 2026-Q2 |
| Motley Fool Asset Management LLC trimmed | 98,391 | $3M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 98,085 | $3M | 0.1% | 2026-Q2 |
| Capital World Investors trimmed | 95,319 | $3M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 89,138 | $3M | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 83,811 | $2M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 76,210 | $2M | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 76,054 | $2M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 73,799 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 65,028 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 64,529 | $2M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 60,901 | $2M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 55,416 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 54,968 | $2M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 52,355 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 50,629 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 50,051 | $1M | 0.1% | 2026-Q2 |
| Pullen Investment Management, LLC added | 49,148 | $1M | 0.1% | 2026-Q2 |
| NORGES BANK added | 47,621 | $1M | 0.1% | 2026-Q2 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added | 46,408 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 39,213 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 39,096 | $1M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 38,243 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 37,465 | $1M | 0.0% | 2026-Q2 |
| 44 WEALTH MANAGEMENT LLC trimmed | 35,458 | $1M | 0.0% | 2026-Q2 |
| Fiduciary Trust Co added | 35,087 | $1M | 0.0% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 34,358 | $983K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 33,297 | $953K | 0.0% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 33,058 | $946K | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 32,778 | $938K | 0.0% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 32,201 | $921K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 31,613 | $904K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 31,514 | $902K | 0.0% | 2026-Q2 |
| Advisor OS, LLC trimmed | 31,014 | $887K | 0.0% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 30,694 | $878K | 0.0% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 30,000 | $858K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 29,247 | $837K | 0.0% | 2026-Q2 |
| DRW Securities, LLC added | 28,102 | $804K | 0.0% | 2026-Q2 |
| Atria Investments, Inc added | 27,858 | $797K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP added | 27,339 | $782K | 0.0% | 2026-Q2 |
| Quinn Opportunity Partners LLC trimmed | 27,105 | $775K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 26,784 | $766K | 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.