Who owns RZG
Which tracked institutional funds hold RZG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RZG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
5 tracked funds added or opened RZG while 4 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
RZG’s largest tracked holder by dollar value, CWM, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RZG 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 55 tracked filers holding RZG, 18 increased or opened the position and 28 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 RZG 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 2
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$639K
Full exits 1
- Global View Capital Management LLC$1M
Largest adds
- Horizon Family Wealth, Inc.$884K
- JPMORGAN CHASE & CO$751K
- AQR CAPITAL MANAGEMENT LLC$333K
Largest trims
- Farther Finance Advisors, LLC$1M
- MORGAN STANLEY$660K
- CWM, LLC$283K
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 |
|---|---|---|---|---|
| CWM, LLC trimmed | 124,797 | $7M | 13.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 103,507 | $6M | 11.2% | 2026-Q1 |
| Horizon Family Wealth, Inc. added | 84,834 | $5M | 9.2% | 2026-Q1 |
| Twelve Points Wealth Management LLC trimmed | 49,803 | $3M | 5.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 44,109 | $3M | 4.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 41,377 | $2M | 4.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 24,852 | $1M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 23,843 | $1M | 2.6% | 2026-Q1 |
| IMC-Chicago, LLC added | 22,786 | $1M | 2.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,073 | $1M | 2.4% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV new | 19,654 | $1M | 2.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,074 | $1M | 2.1% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 17,921 | $1M | 1.9% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 17,083 | $973K | 1.8% | 2026-Q1 |
| Allworth Financial LP trimmed | 16,888 | $962K | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 14,266 | $780K | 1.5% | 2026-Q1 |
| Investors Research Corp trimmed | 12,386 | $706K | 1.3% | 2026-Q1 |
| WILLNER & HELLER, LLC added | 11,355 | $647K | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,224 | $639K | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 10,395 | $592K | 1.1% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 9,760 | $556K | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 8,717 | $497K | 0.9% | 2026-Q1 |
| Purus Wealth Management, LLC trimmed | 8,712 | $496K | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 7,582 | $432K | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,923 | $394K | 0.7% | 2026-Q1 |
| Commonwealth Financial Services, LLC | 6,192 | $353K | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,169 | $351K | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 5,921 | $337K | 0.6% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP added | 5,451 | $310K | 0.6% | 2026-Q1 |
| Heritage Trust Co | 5,295 | $302K | 0.6% | 2026-Q1 |
| Kaydan Wealth Management, Inc. | 4,445 | $253K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA | 4,332 | $247K | 0.5% | 2026-Q1 |
| Trilogy Capital Inc. | 4,262 | $243K | 0.5% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 4,068 | $232K | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 4,070 | $225K | 0.4% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 3,929 | $224K | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 4,010 | $218K | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 3,533 | $201K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,386 | $193K | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 2,950 | $168K | 0.3% | 2026-Q1 |
| FMR LLC added | 1,511 | $86K | 0.2% | 2026-Q1 |
| Collier Financial | 1,117 | $64K | 0.1% | 2026-Q1 |
| TRUST CO OF TOLEDO NA /OH/ | 975 | $56K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC | 909 | $52K | 0.1% | 2026-Q1 |
| Key Financial Inc | 687 | $39K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 676 | $39K | 0.1% | 2026-Q1 |
| ASSETMARK, INC | 555 | $32K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 341 | $19K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 285 | $16K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC | 222 | $13K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 186 | $11K | 0.0% | 2026-Q1 |
| ADVISORTRUST PARTNERS, LLC new | 90 | $5K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 72 | $4K | 0.0% | 2026-Q1 |
| CITIGROUP INC | 8 | $457 | 0.0% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1 | $64 | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 32,877 | $2M | 3.4% | 2025-Q3 stale |
| CENTRAL TRUST Co | 20,100 | $1M | 2.1% | 2025-Q3 stale |
| Global View Capital Management LLC new | 19,949 | $1M | 2.1% | 2025-Q4 stale |
| Matrix Trust Co added | 22,764 | $1M | 2.0% | 2025-Q1 stale |
| FAS Wealth Partners, Inc. added | 7,865 | $428K | 0.8% | 2025-Q4 stale |
| SPC Financial, Inc. | 4,800 | $261K | 0.5% | 2025-Q3 stale |
| AlphaCore Capital LLC new | 4,800 | $261K | 0.5% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 4,721 | $257K | 0.5% | 2025-Q4 stale |
| Lion Street Advisors, LLC trimmed | 1,232 | $207K | 0.4% | 2025-Q3 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 3,277 | $178K | 0.3% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC | 792 | $43K | 0.1% | 2025-Q3 stale |
| Sunbelt Securities, Inc. new | 410 | $22K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 177 | $10K | 0.0% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. new | 172 | $9K | 0.0% | 2025-Q4 stale |
| CBIZ Investment Advisory Services, LLC | 133 | $7K | 0.0% | 2025-Q2 stale |
| Abound Wealth Management new | 90 | $5K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC new | 36 | $2K | 0.0% | 2025-Q2 stale |
| Clearstead Advisors, LLC new | 30 | $1K | 0.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC | 12 | $661 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.