Institutional Holders (2026 Q1)
27 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RMOP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | SouthState Bank Corp | 1.22% | 1,047,005 | $26.0M |
| 2 | Johnson & White Wealth Management, LLC | 0.73% | 69,244 | $1.7M |
| 3 | Rockefeller Capital Management L.P. | 0.41% | 9,244,531 | $229.9M |
| 4 | Manning & Napier Advisors LLC | 0.28% | 793,086 | $19.7M |
| 5 | Balboa Wealth Partners | 0.16% | 38,176 | $949K |
| 6 | Geneos Wealth Management Inc. | 0.13% | 221,164 | $5.5M |
| 7 | LVW Advisors, LLC | 0.09% | 38,339 | $953K |
| 8 | Triumph Capital Management | 0.08% | 15,270 | $380K |
| 9 | Diversify Advisory Services, LLC | 0.04% | 10,572 | $265K |
| 10 | Envestnet Asset Management Inc | 0.02% | 3,253,324 | $80.9M |
| 11 | Lodestone Wealth Management LLC | 0.01% | 783 | $19K |
| 12 | Diversify Wealth Management, LLC | 0.00% | 10,572 | $265K |
| 13 | Physician Wealth Advisors, Inc. | 0.00% | 1,257 | $31K |
| 14 | Cresset Asset Management, LLC | 0.00% | 23,845 | $593K |
| 15 | LPL Financial LLC | 0.00% | 384,452 | $9.6M |
| 16 | HighTower Advisors, LLC | 0.00% | 88,213 | $2.2M |
| 17 | Steward Partners Investment Advisory, LLC | 0.00% | 14,505 | $361K |
| 18 | Raymond James Financial Inc | 0.00% | 126,599 | $3.1M |
| 19 | Stifel Financial Corp | 0.00% | 32,980 | $820K |
| 20 | Royal Bank of Canada | 0.00% | 152,580 | $3.8M |
| 21 | Jane Street Group, LLC | 0.00% | 163,551 | $4.1M |
| 22 | Clearstead Advisors, LLC | 0.00% | 591 | $15K |
| 23 | Fifth Third Bancorp | 0.00% | 2,000 | $50K |
| 24 | Citadel Advisors LLC | 0.00% | 9,866 | $245K |
| 25 | Goldman Sachs Group Inc | 0.00% | 8,379 | $208K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|