RFMZ — Institutional owners (13F)

59 filers · $107.0M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Pathstone Holdings, LLC $11,449,828 840,046 10.70% Shares
Rockefeller Capital Management L.P. $11,141,831 817,449 10.41% Shares
MORGAN STANLEY $9,544,401 700,248 8.92% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $8,773,999 643,727 8.20% Shares
UBS Group AG $7,282,986 534,335 6.80% Shares
Atlas Wealth LLC $6,370,130 467,361 5.95% Shares
GUGGENHEIM CAPITAL LLC $5,901,068 432,947 5.51% Shares
WELLS FARGO & COMPANY/MN $5,124,269 375,956 4.79% Shares
ROYAL BANK OF CANADA $4,794,000 351,752 4.48% Shares
Karpus Management, Inc. $3,465,905 254,285 3.24% Shares
Thomas J. Herzfeld Advisors, Inc. $3,320,827 243,641 3.10% Shares
STIFEL FINANCIAL CORP $3,006,284 220,563 2.81% Shares
ENVESTNET ASSET MANAGEMENT INC $2,549,258 187,033 2.38% Shares
Professional Financial Management, Inc. $2,452,473 179,932 2.29% Shares
OPPENHEIMER & CO INC $2,433,255 178,522 2.27% Shares
Gateway Wealth Partners, LLC $2,413,956 177,106 2.26% Shares
RIVERBRIDGE PARTNERS LLC $2,151,515 157,851 2.01% Shares
Closed-End Fund Advisors, Inc. $1,844,521 135,328 1.72% Shares
NewEdge Advisors, LLC $1,533,688 112,523 1.43% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $899,689 66,008 0.84% Shares
IFC Advisors LLC $899,689 66,008 0.84% Shares
Concurrent Investment Advisors, LLC $876,068 64,275 0.82% Shares
Noble Wealth Management PBC $867,005 74,103 0.81% Shares
RAYMOND JAMES FINANCIAL INC $759,641 55,733 0.71% Shares
Matisse Capital $622,254 49,190 0.58% Shares
CITADEL ADVISORS LLC $605,227 44,404 0.57% Shares
Private Advisor Group, LLC $596,990 43,800 0.56% Shares
Carnegie Investment Counsel $408,900 30,000 0.38% Shares
PW Nova Financial Services LLC $402,872 29,558 0.38% Shares
River Street Advisors LLC $389,355 28,566 0.36% Shares
CHOREO, LLC $359,082 26,345 0.34% Shares
Waverly Advisors, LLC $313,613 23,009 0.29% Shares
Arlington Capital Management, Inc. $305,094 22,384 0.29% Shares
Worth Asset Management, LLC $297,556 21,831 0.28% Shares
LPL Financial LLC $240,324 17,632 0.22% Shares
Beacon Pointe Advisors, LLC $234,573 17,210 0.22% Shares
Financially in Tune, LLC $217,707 17,210 0.20% Shares
FIFTH THIRD BANCORP $203,062 14,898 0.19% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $197,103 14,461 0.18% Shares
OSAIC HOLDINGS, INC. $189,794 13,925 0.18% Shares
COMERICA BANK $175,990 13,901 0.16% Shares
Arax Advisory Partners $169,980 12,471 0.16% Shares
HighTower Advisors, LLC $166,255 12,198 0.16% Shares
Caliber Wealth Management, LLC / KS $163,560 12,000 0.15% Shares
U.S. Capital Wealth Advisors, LLC $157,758 12,471 0.15% Shares
&PARTNERS $151,373 11,106 0.14% Shares
PFG Investments, LLC $140,389 10,300 0.13% Shares
XML Financial, LLC $136,300 10,000 0.13% Shares
Wellspring Financial Advisors, LLC $136,300 10,000 0.13% Shares
EverSource Wealth Advisors, LLC $81,780 6,000 0.08% Shares
US BANCORP \DE\ $41,640 3,055 0.04% Shares
Global Retirement Partners, LLC $31,281 2,295 0.03% Shares
Pinnacle Wealth Planning Services, Inc. $13,126 963 0.01% Shares
PRIVATE TRUST CO NA $12,076 886 0.01% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $11,981 879 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $9,541 700 0.01% Shares
WPG Advisers, LLC $3,626 266 0.00% Shares
WEDBUSH SECURITIES INC $1,326 97,281 0.00% Shares
Mathes Company, Inc. $463 34,000 0.00% Shares