% of shares outstanding is not shown for RMOP: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for RMOP in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 9,244,5319.2M | $230M | — | ADD 29% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 3,253,3243.3M | $81M | — | ADD 17% |
| 3 | SouthState Bank Corp | 1,047,0051.0M | $26M | — | ADD 21% |
| 4 | MANNING & NAPIER ADVISORS LLC | 793,086793,086 | $20M | — | TRIM -3% |
| 5 | LPL Financial LLC | 384,452384,452 | $10M | — | ADD 33% |
| 6 | Geneos Wealth Management Inc. | 221,164221,164 | $6M | — | TRIM -5% |
| 7 | JANE STREET GROUP, LLC | 163,551163,551 | $4M | — | ADD 11% |
| 8 | ROYAL BANK OF CANADA | 152,580152,580 | $4M | — | NEW |
| 9 | RAYMOND JAMES FINANCIAL INC | 126,599126,599 | $3M | — | NEW |
| 10 | HighTower Advisors, LLC | 88,21388,213 | $2M | — | ADD 28% |
| 11 | Johnson & White Wealth Management, LLC | 69,24469,244 | $2M | — | ADD 169% |
| 12 | LVW Advisors, LLC | 38,33938,339 | $953,491 | — | ADD 5% |
| 13 | Balboa Wealth Partners | 38,17638,176 | $949,437 | — | ADD 20% |
| 14 | STIFEL FINANCIAL CORP | 32,98032,980 | $820,222 | — | TRIM -56% |
| 15 | Cresset Asset Management, LLC | 23,84523,845 | $593,025 | — | ADD 18% |
| 16 | Triumph Capital Management | 15,27015,270 | $379,765 | — | NEW |
| 17 | Steward Partners Investment Advisory, LLC | 14,50514,505 | $360,739 | — | ADD 13% |
| 18 | Diversify Advisory Services, LLC | 10,57210,572 | $265,277 | — | TRIM -3% |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | 10,57210,572 | $265,277 | — | NEW |
| 20 | CITADEL ADVISORS LLC | 9,8669,866 | $245,367 | — | NEW |
| 21 | GOLDMAN SACHS GROUP INC | 8,3798,379 | $208,386 | — | TRIM -81% |
| 22 | FIFTH THIRD BANCORP | 2,0002,000 | $49,740 | — | NEW |
| 23 | Physician Wealth Advisors, Inc. | 1,2571,257 | $31,262 | — | — |
| 24 | UBS Group AG | 1,0001,000 | $24,870 | — | ADD 862% |
| 25 | Lodestone Wealth Management LLC | 783783 | $19,483 | — | — |
| 26 | Clearstead Advisors, LLC | 591591 | $14,699 | — | — |
| 27 | BROWN BROTHERS HARRIMAN & CO | 5050 | $1,244 | — | TRIM -100% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 3.9M | 4.8M | 10.2M | 3.4M | 7.2M | 9.2M | $230M |
| ENVESTNET ASSET MANAGEMENT INC | 1.5M | 1.9M | 2.2M | 2.3M | 2.8M | 3.3M | $81M |
| SouthState Bank Corp | 8K | 8K | 8K | 351K | 865K | 1.0M | $26M |
| MANNING & NAPIER ADVISORS LLC | — | — | 864K | 849K | 821K | 793K | $20M |
| LPL Financial LLC | — | — | 158K | 221K | 289K | 384K | $10M |
| Geneos Wealth Management Inc. | — | — | — | 114K | 233K | 221K | $6M |
| JANE STREET GROUP, LLC | 63K | 46K | 170K | 31K | 147K | 164K | $4M |
| ROYAL BANK OF CANADA | — | — | 100 | — | — | 153K | $4M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | — | 127K | $3M |
| HighTower Advisors, LLC | — | — | — | — | 69K | 88K | $2M |
| Johnson & White Wealth Management, LLC | — | — | — | — | 26K | 69K | $2M |
| LVW Advisors, LLC | — | — | — | — | 36K | 38K | $953,491 |
| Balboa Wealth Partners | — | — | — | — | 32K | 38K | $949,437 |
| STIFEL FINANCIAL CORP | — | — | — | 14K | 74K | 33K | $820,222 |
| Cresset Asset Management, LLC | — | — | — | — | 20K | 24K | $593,025 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 27 | 15,751,934 | — | $392M |
| 2025-Q4 | 23 | 12,668,669 | — | $317M |
| 2025-Q3 | 15 | 7,403,598 | — | $185M |
| 2025-Q2 | 15 | 13,618,747 | — | $334M |
| 2025-Q1 | 8 | 6,761,208 | — | $170M |
| 2024-Q4 | 8 | 5,622,720 | — | $143M |
| 2024-Q3 | 5 | 3,436,173 | — | $89M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Rockefeller Capital Management L.P. | +2,054,495 | $51M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +470,743 | $12M | ADD |
| SouthState Bank Corp | +182,505 | $5M | ADD |
| ROYAL BANK OF CANADA | +152,580 | $4M | OPEN |
| RAYMOND JAMES FINANCIAL INC | +126,599 | $3M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| STIFEL FINANCIAL CORP | −41,190 | $1M | TRIM |
| GOLDMAN SACHS GROUP INC | −35,469 | $882,114 | TRIM |
| MANNING & NAPIER ADVISORS LLC | −27,822 | $691,933 | TRIM |
| BROWN BROTHERS HARRIMAN & CO | −12,083 | $300,504 | TRIM |
| Geneos Wealth Management Inc. | −11,827 | $294,137 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
