Who owns RYLD
Which tracked institutional funds hold RYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RYLD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
26 tracked funds added or opened RYLD while 10 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
RYLD’s largest tracked holder by dollar value, LPL Financial LLC, 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 RYLD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RYLD 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 156 tracked filers holding RYLD, 91 increased or opened the position and 72 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 RYLD 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 2
- Proficio Capital Partners LLC$7M
- MILESTONE ASSET MANAGEMENT, LLC$613K
Full exits 4
- Janney Montgomery Scott LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- JANE STREET GROUP, LLC$746K
- IMC-Chicago, LLC$582K
Largest adds
- LPL Financial LLC$10M
- Cetera Investment Advisers$6M
- MORGAN STANLEY$6M
- BANK OF AMERICA CORP /DE/$5M
- AMERIPRISE FINANCIAL INC$5M
- NewEdge Advisors, LLC$3M
Largest trims
- PRINCIPAL SECURITIES, INC.$3M
- Private Advisor Group, LLC$1M
- OSAIC HOLDINGS, INC.$503K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$430K
- Stratos Wealth Partners, LTD.$361K
- Palacios Wealth Management, LLC$297K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 4,055,219 | $65M | 16.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,406,123 | $54M | 13.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,792,826 | $45M | 11.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,522,007 | $24M | 6.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,047,441 | $17M | 4.2% | 2026-Q2 |
| Cetera Investment Advisers added | 959,054 | $15M | 3.8% | 2026-Q2 |
| HUB Investment Partners, LLC added | 942,833 | $15M | 3.8% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 666,942 | $11M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 648,016 | $10M | 2.6% | 2026-Q2 |
| Brookstone Capital Management added | 605,928 | $10M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 576,239 | $9M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 575,147 | $9M | 2.3% | 2026-Q2 |
| Thrive Capital Management, LLC added | 505,492 | $8M | 2.0% | 2026-Q2 |
| Proficio Capital Partners LLC new | 462,895 | $7M | 1.9% | 2026-Q2 |
| Venture Visionary Partners LLC added | 343,597 | $5M | 1.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 317,117 | $5M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 315,581 | $5M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 284,702 | $5M | 1.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 231,075 | $4M | 0.9% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 220,997 | $4M | 0.9% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 203,550 | $3M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 171,262 | $3M | 0.7% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 161,465 | $3M | 0.6% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 158,466 | $3M | 0.6% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 148,124 | $2M | 0.6% | 2026-Q2 |
| RFG Advisory, LLC added | 144,012 | $2M | 0.6% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 143,819 | $2M | 0.6% | 2026-Q2 |
| Palacios Wealth Management, LLC trimmed | 137,782 | $2M | 0.6% | 2026-Q2 |
| NFSG Corp trimmed | 135,883 | $2M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 129,163 | $2M | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 128,847 | $2M | 0.5% | 2026-Q2 |
| Apella Capital, LLC trimmed | 123,263 | $2M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 120,681 | $2M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 112,543 | $2M | 0.5% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 105,494 | $2M | 0.4% | 2026-Q2 |
| OneAscent Family Office, LLC added | 86,866 | $1M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 82,485 | $1M | 0.3% | 2026-Q2 |
| Garner Asset Management Corp added | 80,619 | $1M | 0.3% | 2026-Q2 |
| Triumph Capital Management added | 79,978 | $1M | 0.3% | 2026-Q2 |
| High Net Worth Advisory Group LLC added | 71,726 | $1M | 0.3% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 67,845 | $1M | 0.3% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 63,461 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 61,258 | $980K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 57,780 | $924K | 0.2% | 2026-Q2 |
| Resurgent Financial Advisors LLC added | 55,176 | $882K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 55,087 | $881K | 0.2% | 2026-Q2 |
| Fiduciary Alliance LLC added | 54,123 | $865K | 0.2% | 2026-Q2 |
| Oakmont Advisory Group, LLC added | 53,634 | $858K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 51,938 | $830K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 50,221 | $803K | 0.2% | 2026-Q2 |
| Abel Hall, LLC | 49,000 | $784K | 0.2% | 2026-Q2 |
| SageGuard Financial Group, LLC trimmed | 47,698 | $763K | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 47,501 | $760K | 0.2% | 2026-Q2 |
| PMG Family Office LLC added | 42,914 | $686K | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 42,442 | $679K | 0.2% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 39,214 | $627K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 38,839 | $620K | 0.2% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC new | 38,353 | $613K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 37,867 | $605K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 37,740 | $603K | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 36,645 | $586K | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 35,924 | $574K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 35,905 | $574K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 35,093 | $561K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 34,513 | $552K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 33,016 | $528K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 32,877 | $526K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 30,669 | $490K | 0.1% | 2026-Q2 |
| QP WEALTH MANAGEMENT, LLC trimmed | 30,279 | $484K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 30,053 | $481K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 29,024 | $464K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 27,497 | $440K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 27,345 | $437K | 0.1% | 2026-Q2 |
| Copley Financial Group, Inc. added | 25,389 | $406K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 25,375 | $406K | 0.1% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC added | 25,250 | $404K | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 24,152 | $386K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 24,084 | $385K | 0.1% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. | 23,901 | $382K | 0.1% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC trimmed | 23,029 | $368K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 22,641 | $362K | 0.1% | 2026-Q2 |
| XML Financial, LLC trimmed | 22,150 | $354K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 21,872 | $350K | 0.1% | 2026-Q2 |
| Atlantic Private Wealth, LLC | 20,947 | $335K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 20,712 | $331K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 20,677 | $331K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 20,234 | $324K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 19,935 | $319K | 0.1% | 2026-Q2 |
| Capital CS Group, LLC added | 19,556 | $313K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 19,145 | $306K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 17,849 | $285K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 16,711 | $266K | 0.1% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 16,200 | $259K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 15,952 | $255K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 15,573 | $249K | 0.1% | 2026-Q2 |
| Stablepoint Partners, LLC added | 15,518 | $248K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 15,442 | $247K | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 14,688 | $235K | 0.1% | 2026-Q2 |
| Retirement Planning Co of New England, Inc. trimmed | 14,275 | $228K | 0.1% | 2026-Q2 |
| Foguth Wealth Management, LLC. | 14,000 | $224K | 0.1% | 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.