FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.950.32%
STOXX50E5,860.32-0.39%
XLF51.840.06%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.3°C
UV0
Feels31.9°C
Humidity70%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time8:55 PM
13F QoQ Ownership Changes

RGCO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 8 new · 22 added · 55 reduced · 7 exited

New Positions(8)

ManagerSharesΔ SharesValueΔ Value% Δ
Clearstead Advisors, LLC10,304+10,304$219.5K+$219.5K
MILLENNIUM MANAGEMENT LLC9,930+9,930$211.5K+$211.5K
Kestra Advisory Services, LLC5,600+5,600$119.3K+$119.3K
LOS ANGELES CAPITAL MANAGEMENT LLC4,899+4,899$102.8K+$102.8K
IFP Advisors, Inc13+13$287+$287
Allworth Financial LP2+2$45+$45
MAI Capital Management1+1$22+$22
ROTHSCHILD INVESTMENT LLC1+1$21+$21

Added To(22)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC448,327+6,176$9.5M-$372.5K1.4%
BlackRock, Inc.441,900+6,594$9.4M-$355.8K1.5%
AMERIPRISE FINANCIAL INC407,414+6,970$8.7M-$308.0K1.7%
GEODE CAPITAL MANAGEMENT, LLC199,636+1,467$4.3M-$194.7K0.7%
DIMENSIONAL FUND ADVISORS LP123,756+90$2.6M-$138.8K0.1%
STATE STREET CORP109,804+1,898$2.3M-$82.6K1.8%
Prospera Financial Services Inc176,437+6,423$3.8M-$56.7K3.8%
BARCLAYS PLC14,241+2,544$318.7K+$56.2K21.7%
BANK OF AMERICA CORP /DE/9,660+2,773$205.8K+$51.2K40.3%
WELLS FARGO & COMPANY/MN48,866+4,298$1.0M+$40.7K9.6%
MORGAN STANLEY33,523+3,463$714.1K+$39.5K11.5%
CITADEL ADVISORS LLC21,874+2,396$465.9K+$28.8K12.3%
Belpointe Asset Management LLC15,116+70$322.0K-$15.7K0.5%
Focus Partners Wealth12,567+13$267.7K-$14.0K0.1%
Creative Planning10,607+5$225.9K-$12.0K0.0%
GOLDMAN SACHS GROUP INC14,557+1,202$310.1K+$10.4K9.0%
Boston Partners14,854+368$316.4K-$8.7K2.5%
MARTINGALE ASSET MANAGEMENT L P17,738+616$377.8K-$6.4K3.6%
BNP PARIBAS FINANCIAL MARKETS1,970+154$42.0K+$1.2K8.5%
Tower Research Capital LLC (TRC)526+5$11.2K-$4870.9%
GSA CAPITAL PARTNERS LLP11,493+256$245-$72.3%
Cambridge Investment Research Advisors, Inc.9,996+352$213-$33.6%

Reduced(55)

ManagerSharesΔ SharesValueΔ Value% Δ
GAMCO INVESTORS, INC. ET AL413,300-300$8.8M-$477.9K-0.1%
BURKE & HERBERT BANK & TRUST CO20,225-18,800$430.8K-$444.9K-48.2%
Russell Investments Group, Ltd.231,048-2,304$4.9M-$315.1K-1.0%
GABELLI FUNDS LLC229,0000$4.9M-$261.1K0.0%
Royal Bank of Canada581-10,447$12.0K-$226.0K-94.7%
NORTHERN TRUST CORP61,075-5,560$1.3M-$194.4K-8.3%
Squarepoint Ops LLC11,852-7,544$252.4K-$182.8K-38.9%
UBS Group AG67,304-4,414$1.4M-$175.8K-6.2%
Teton Advisors, LLC95,000-1,000$2.0M-$130.7K-1.0%
Bank of New York Mellon Corp69,689-2,157$1.5M-$127.9K-3.0%
Cerity Partners LLC17,246-4,588$367.3K-$122.6K-21.0%
North Star Investment Management Corp.92,0000$2.0M-$104.9K0.0%
FCA CORP /TX41,978-1,842$894.1K-$89.2K-4.2%
TCV Trust & Wealth Management, Inc.49,253-600$1.0M-$69.6K-1.2%
RENAISSANCE TECHNOLOGIES LLC46,433-600$989.0K-$66.4K-1.3%
JPMORGAN CHASE & CO10,576-2,102$225.3K-$59.2K-16.6%
CARY STREET PARTNERS FINANCIAL LLC30,760-1,057$655.2K-$58.8K-3.3%
AQR CAPITAL MANAGEMENT LLC10,154-2,037$216.3K-$57.3K-16.7%
RHUMBLINE ADVISERS6,945-1,514$147.9K-$41.9K-17.9%
BAILARD, INC.11,534-1,066$245.7K-$37.1K-8.5%
Nuveen, LLC26,8120$571.1K-$30.6K0.0%
ENVESTNET ASSET MANAGEMENT INC11,879-725$253.0K-$29.8K-5.8%
BRIDGEWAY CAPITAL MANAGEMENT, LLC26,1000$555.9K-$29.8K0.0%
JANE STREET GROUP, LLC9,664-794$205.8K-$28.8K-7.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC24,4410$520.6K-$27.9K0.0%
CAPTRUST FINANCIAL ADVISORS16,127-9$343.5K-$18.6K-0.1%
NewEdge Advisors, LLC700-700$14.9K-$16.5K-50.0%
HENNESSY ADVISORS INC13,4540$286.6K-$15.3K0.0%
NISA INVESTMENT ADVISORS, LLC2,124-425$45.2K-$12.0K-16.7%
CITIGROUP INC190-403$4.0K-$9.3K-68.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,829-140$81.6K-$7.5K-3.5%
PNC Financial Services Group, Inc.5,582-38$118.9K-$7.2K-0.7%
MetLife Investment Management, LLC4,6550$99.2K-$5.3K0.0%
FMR LLC565-151$12.0K-$4.0K-21.1%
Police & Firemen's Retirement System of New Jersey2,7510$58.6K-$3.1K0.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM509-90$10.8K-$2.6K-15.0%
Sterling Capital Management LLC454-87$9.7K-$2.5K-16.1%
Geneos Wealth Management Inc.1,6020$34.1K-$1.8K0.0%
GAMMA Investing LLC359-49$7.6K-$1.5K-12.0%
NEW YORK STATE COMMON RETIREMENT FUND1,2700$27.1K-$1.4K0.0%
COMERICA BANK495-28$10.6K-$1.2K-5.3%
Legal & General Group Plc7650$16.3K-$8720.0%
Ameritas Investment Partners, Inc.6610$14.1K-$7540.0%
OSAIC HOLDINGS, INC.6660$14.2K-$6570.0%
EverSource Wealth Advisors, LLC28-7$597-$188-20.0%
Optiver Holding B.V.1160$2.5K-$1320.0%
Smartleaf Asset Management LLC690$1.5K-$590.0%
SBI Securities Co., Ltd.510$1.1K-$580.0%
Fruth Investment Management13,8000$293-$160.0%
PRICE T ROWE ASSOCIATES INC /MD/12,3180$263-$140.0%
CANADA LIFE ASSURANCE Co74-666$2-$14-90.0%
CWM, LLC632-143$13-$4-18.4%
True Wealth Design, LLC40$86-$40.0%
Sunbelt Securities, Inc.20$43-$20.0%
AMALGAMATED BANK260-10$6$0-3.7%

Sold Out(7)

ManagerSharesΔ SharesValueΔ Value% Δ
D.A. DAVIDSON & CO.0-9,126$0-$204.8K
DEUTSCHE BANK AG\0-7,813$0-$175.3K
Creekmur Asset Management LLC0-2,677$0-$60.1K
PRINCIPAL SECURITIES, INC.0-732$0-$16.4K
Arax Advisory Partners0-342$0-$7.7K
SALEM INVESTMENT COUNSELORS INC0-191$0-$4.3K
Farther Finance Advisors, LLC0-28$0-$628