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-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
The tracked-fund tape on RZG is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 4 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
RZG’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 RZG more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 61 tracked filers holding RZG, 28 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 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
- Global View Capital Management LLC$4M
- Synergy Asset Management, LLC$3M
Full exits 4
- CWM, LLC$7M
- IMC-Chicago, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$639K
Largest adds
- JPMORGAN CHASE & CO$2M
- Horizon Family Wealth, Inc.$1M
- LPL Financial LLC$1M
- AMERIPRISE FINANCIAL INC$1M
- MORGAN STANLEY$830K
- Twelve Points Wealth Management LLC$746K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 99,485 | $7M | 10.1% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 84,996 | $6M | 8.6% | 2026-Q2 |
| Global View Capital Management LLC added | 53,946 | $4M | 5.5% | 2026-Q2 |
| Twelve Points Wealth Management LLC trimmed | 49,286 | $4M | 5.0% | 2026-Q2 |
| MORGAN STANLEY added | 45,986 | $3M | 4.7% | 2026-Q2 |
| Synergy Asset Management, LLC new | 41,705 | $3M | 4.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 40,501 | $3M | 4.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 40,657 | $3M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 26,127 | $2M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 23,480 | $2M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,419 | $2M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 22,971 | $2M | 2.3% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 19,654 | $1M | 2.0% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 17,525 | $1M | 1.8% | 2026-Q2 |
| Allworth Financial LP trimmed | 16,711 | $1M | 1.7% | 2026-Q2 |
| Tempo Wealth, LLC trimmed | 16,603 | $1M | 1.7% | 2026-Q2 |
| WILLNER & HELLER, LLC trimmed | 11,339 | $824K | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 10,094 | $734K | 1.0% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 8,720 | $634K | 0.9% | 2026-Q2 |
| Purus Wealth Management, LLC trimmed | 8,328 | $605K | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 8,297 | $603K | 0.8% | 2026-Q2 |
| FAS Wealth Partners, Inc. trimmed | 7,632 | $555K | 0.8% | 2026-Q2 |
| Investors Research Corp trimmed | 7,349 | $534K | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,729 | $489K | 0.7% | 2026-Q2 |
| Commonwealth Financial Services, LLC | 6,192 | $450K | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 6,014 | $437K | 0.6% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP trimmed | 5,416 | $394K | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 5,433 | $388K | 0.5% | 2026-Q2 |
| Heritage Trust Co | 5,295 | $385K | 0.5% | 2026-Q2 |
| Kaydan Wealth Management, Inc. | 4,445 | $323K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,383 | $319K | 0.4% | 2026-Q2 |
| Trilogy Capital Inc. added | 4,272 | $311K | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 4,219 | $307K | 0.4% | 2026-Q2 |
| UBS Group AG added | 4,138 | $301K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 3,946 | $287K | 0.4% | 2026-Q2 |
| HCR Wealth Advisors new | 3,234 | $235K | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 3,220 | $234K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,129 | $227K | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC new | 3,000 | $218K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,950 | $214K | 0.3% | 2026-Q2 |
| RMR Wealth Builders new | 2,910 | $212K | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. new | 2,904 | $211K | 0.3% | 2026-Q2 |
| Focus Partners Wealth new | 2,868 | $208K | 0.3% | 2026-Q2 |
| Fiduciary Alliance LLC new | 2,818 | $205K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 2,762 | $201K | 0.3% | 2026-Q2 |
| FMR LLC added | 2,711 | $197K | 0.3% | 2026-Q2 |
| Collier Financial | 1,117 | $81K | 0.1% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ | 975 | $71K | 0.1% | 2026-Q2 |
| Key Financial Inc | 687 | $50K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 616 | $45K | 0.1% | 2026-Q2 |
| ASSETMARK, INC | 555 | $40K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 404 | $29K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 285 | $21K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 222 | $16K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 186 | $14K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 90 | $7K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 42 | $3K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 14 | $1K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 12 | $887 | 0.0% | 2026-Q2 |
| CITIGROUP INC | 8 | $583 | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1 | $73 | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 124,797 | $7M | 9.9% | 2026-Q1 stale (1 quarter behind) |
| IMC-Chicago, LLC added | 22,786 | $1M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,074 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,224 | $639K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 7,582 | $432K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC trimmed | 3,929 | $224K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 909 | $52K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ADVISORTRUST PARTNERS, LLC new | 90 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC trimmed | 72 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AlphaCore Capital LLC new | 4,800 | $261K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| INTEGRITY ALLIANCE, LLC. new | 4,721 | $257K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Cape Investment Advisory, Inc. new | 172 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IHT Wealth Management, LLC trimmed | 32,877 | $2M | 2.5% | 2025-Q3 stale (3 quarters behind) |
| CENTRAL TRUST Co | 20,100 | $1M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| SPC Financial, Inc. | 4,800 | $261K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Lion Street Advisors, LLC new | 1,232 | $207K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC | 792 | $43K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Sunbelt Securities, Inc. new | 410 | $22K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 177 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Abound Wealth Management new | 90 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CBIZ Investment Advisory Services, LLC | 133 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 36 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.