AI Holders Summary · Q1 2026

36 institutions reported RGT in Q1 2026. MORGAN STANLEY leads at 23.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$6M430K0.00%Q1 2026 02

Matisse Capital

CIK 0001668256

$4M291K1.66%Q1 2026 03

Shaker Financial Services, LLC

CIK 0001511794

$3M183K0.81%Q2 2026 04

1607 Capital Partners, LLC

CIK 0001436866

$2M178K0.17%Q1 2026 05

PRIVATE MANAGEMENT GROUP INC

CIK 0001142031

$2M168K0.06%Q1 2026 06

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$1M106K0.20%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$1M89K0.00%Q1 2026 08

Integrated Wealth Concepts LLC

CIK 0001737109

$1M87K0.01%Q1 2026 09

Compound Planning, Inc.

CIK 0001978879

$666K50K0.02%Q1 2026 10

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$527K39K0.00%Q1 2026 11

ROTHSCHILD INVESTMENT LLC

CIK 0000085338

$496K37K0.03%Q1 2026 12

Tidal Investments LLC

CIK 0001600064

$387K29K0.00%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$332K25K0.00%Q1 2026 14

D.A. DAVIDSON & CO.

CIK 0001080107

$311K22K0.00%Q2 2026 15

Beckerman Institutional, LLC

CIK 0002043468

$305K23K0.16%Q1 2026 16

1776 Wealth LLC

CIK 0001803140

$272K20K0.11%Q1 2026 17

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$210K16K0.00%Q1 2026 18

BLAIR WILLIAM & CO/IL

CIK 0000902367

$181K14K0.00%Q1 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$168K13K0.00%Q1 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$157K12K0.00%Q1 2026

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