Tapewire
HeatmapsAnalyticsCompareCompaniesCountriesPeopleETFsSectorsIndustriesWatchlistPortfolioTerminalScreenerBrokersToolsLearnGlossaryMethodologyAPIPricing

RH — reported holders

29 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
29
Combined reported value
$10.9M
Top 5 concentration
86.0%
Median position
$5.7K
Largest position
$2.4M
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
29
ManagerQuarterValueSharesFiled
BAYPOINTE PARTNERS LLC2026Q2$2.4M14,2862026-07-30
Covenant Asset Management, LLC2026Q2$2.1M12,8192026-07-20
Arnhold LLC2026Q2$2.1M12,4702026-07-27
ENVESTNET ASSET MANAGEMENT INC2026Q2$2M12,4432026-08-03
ALTFEST L J & CO INC2026Q2$814.4K4,9442026-07-30
Belpointe Asset Management LLC2026Q2$365.2K2,2172026-07-31
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$291.4K1,7692026-07-29
Campbell & CO Investment Adviser LLC2026Q2$221.7K1,3462026-08-03
AdvisorNet Financial, Inc2026Q2$181.2K1,1002026-07-23
CITIGROUP INC2026Q2$168K1,0202026-08-03
Daiwa Securities Group Inc.2026Q2$122.2K7422026-07-31
Farther Finance Advisors, LLC2026Q2$119.8K7272026-07-17
Atlatl Advisers LLC2026Q2$16.5K1002026-07-22
Axiom Investment Management LLC2026Q2$11.5K702026-07-31
Kozak & Associates, Inc.2026Q2$5.7K352026-07-02
MassMutual Private Wealth & Trust, FSB2026Q2$5.3K322026-07-02
Versant Capital Management, Inc2026Q2$5.1K312026-07-02
Activest Wealth Management2026Q2$2.1K132026-07-16
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$2.1K132026-07-20
BARTLETT & CO. WEALTH MANAGEMENT LLC2026Q2$1.6K102026-07-24
Bruce G. Allen Investments, LLC2026Q2$1.5K92026-07-31
AMALGAMATED BANK2026Q2$1.1K6,5882026-07-23
Handelsbanken Fonder AB2026Q2$9715,8962026-07-10
Bogart Wealth, LLC2026Q2$82452026-07-24
Cambridge Investment Research Advisors, Inc.2026Q2$5963,6172026-07-27
ANGELES WEALTH MANAGEMENT, LLC2026Q2$32922026-07-28
Cromwell Holdings LLC2026Q2$32922026-07-14
Creative Capital Management Investments LLC2026Q2$16512026-07-24
ASSETMARK, INC2026Q2$4002026-07-30

Source: U.S. Securities and Exchange Commission, Form 13F

RH — reported by 29 institutional managers — Tapewire