Public record / Tickers / RRX

RRX — REGAL REXNORD CORP†

Both disclosure regimes on one name: who in Congress filed about RRX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming RRX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
491
top-491 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Val T. Hoyle · $1.0K–$15.0K

SELL · traded 2025-09-23 → filed 2025-10-10. Ranked over every RRX row by the provable lower bound, never a point estimate.

No member disclosed RRX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RRX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RRX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4BUY SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in RRX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed RRX in the trailing 12 months.

Congress ↔ notable managers · RRX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $683K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · REGAL REXNORD CORPORATION

Merged timeline of congressional filings and notable-manager moves on RRX
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+3,649 sh
2026-05-15Viking Global Investors 13FTRIM−81,089 sh
2026-05-15Gotham Asset Management 13FTRIM−9,604 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of RRX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2FMR LLC$880M1
3VICTORY CAPITAL MANAGEMENT INC$782M1
4VIKING GLOBAL INVESTORS LP$589M1
5VANGUARD CAPITAL MANAGEMENT LLC$559M1
6VANGUARD PORTFOLIO MANAGEMENT LLC$530M1
7DIMENSIONAL FUND ADVISORS LP$418M1
8STATE STREET CORP$379M1
9Invesco Ltd.$351M1
10Bank of New York Mellon Corp$344M1
11WELLINGTON MANAGEMENT GROUP LLP$275M1
12GEODE CAPITAL MANAGEMENT, LLC$244M1
13DIAMOND HILL CAPITAL MANAGEMENT INC$242M1
14Nuveen, LLC$241M1
15FRANKLIN RESOURCES INC$229M1
16NORDEA INVESTMENT MANAGEMENT AB$215M1
17MANUFACTURERS LIFE INSURANCE COMPANY, THE$205M1
18MILLENNIUM MANAGEMENT LLC$170M1
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$157M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$137M1
21Point72 Asset Management, L.P.$128M1
22WESTFIELD CAPITAL MANAGEMENT CO LP$128M1
23MORGAN STANLEY$116M1
24NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$116M1
25D. E. Shaw & Co., Inc.$111M1
26BALYASNY ASSET MANAGEMENT L.P.$110M1
27NORTHERN TRUST CORP$107M1
28Robeco Schweiz AG$107M1
29UBS Group AG$102M1
30ALLIANCEBERNSTEIN L.P.$95.5M1
31Fisher Asset Management, LLC$91.8M1
32MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$91.7M1
33Clearbridge Investments, LLC$89.6M1
34CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.4M1
35AMERICAN CENTURY COMPANIES INC$81.8M1
36BARROW HANLEY MEWHINNEY & STRAUSS LLC$78.3M1
37VANGUARD FIDUCIARY TRUST CO$77.3M1
38BANK OF AMERICA CORP /DE/$74.4M1
39EARNEST PARTNERS LLC$70.1M1
40JENNISON ASSOCIATES LLC$68.0M1
41Allspring Global Investments Holdings, LLC$67.3M1
42AMERIPRISE FINANCIAL INC$52.0M1
43Vontobel Holding Ltd.$47.6M1
44CRAMER ROSENTHAL MCGLYNN LLC$46.6M1
45Gotham Asset Management, LLC$45.6M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$45.2M1
47Forest Avenue Capital Management LP$44.8M1
48Freestone Grove Partners LP$44.3M1
49Boston Partners$41.8M1
50WELLS FARGO & COMPANY/MN$41.1M1
51Leeward Investments, LLC - MA$41.1M1
52FRONTIER CAPITAL MANAGEMENT CO LLC$40.8M1
53CITADEL ADVISORS LLC$37.6M1
54ADAGE CAPITAL PARTNERS GP, L.L.C.$37.4M1
55COMMERCE BANK$36.4M1
56SYSTEMATIC FINANCIAL MANAGEMENT LP$36.3M1
57Alyeska Investment Group, L.P.$35.2M1
58Daiwa Securities Group Inc.$34.1M1
59RHUMBLINE ADVISERS$33.3M1
60Allianz Asset Management GmbH$32.7M1
61Ceredex Value Advisors LLC$32.7M1
62CITIGROUP INC$30.9M1
63ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$28.9M1
64Retirement Systems of Alabama$28.9M1
65NEW YORK STATE COMMON RETIREMENT FUND$28.6M1
66SEI INVESTMENTS CO$28.1M1
67PRINCIPAL FINANCIAL GROUP INC$27.7M1
68CIBC Bancorp USA Inc.$26.0M1
69Stanley Capital Management, LLC$25.0M1
70JANE STREET GROUP, LLC$24.6M1
71Janus Henderson Group Ltd.$23.9M1
72Woodline Partners LP$23.8M1
73CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.6M1
74BRIGHTLINE CAPITAL MANAGEMENT, LLC$23.4M1
75Swiss National Bank$23.4M1
76RAYMOND JAMES FINANCIAL INC$22.9M1
77ENVESTNET ASSET MANAGEMENT INC$22.1M1
78Albar Capital Partners LLP$22.0M1
79AustralianSuper Pty Ltd$20.6M1
80Mediolanum International Funds Ltd$20.3M1
81BNP Paribas Asset Management Holding S.A.$20.3M1
82WCM INVESTMENT MANAGEMENT, LLC$19.6M1
83Invenomic Capital Management LP$18.2M1
84Amundi$17.6M1
85Legal & General Group Plc$16.3M1
86SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.2M1
87LEVIN CAPITAL STRATEGIES, L.P.$15.3M1
88SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$15.0M1
89ArrowMark Colorado Holdings LLC$14.5M1
90Jain Global LLC$14.4M1
91Granite Investment Partners, LLC$14.3M1
92AIGH Capital Management LLC$14.0M1
93ROYAL BANK OF CANADA$13.5M1
94STATE OF WISCONSIN INVESTMENT BOARD$13.2M1
95Quantinno Capital Management LP$12.2M1
96Robeco Institutional Asset Management B.V.$12.2M1
97FIRST TRUST ADVISORS LP$11.8M1
98BARCLAYS PLC$11.3M1
99Bastion Asset Management Inc.$11.1M1
100BANK OF MONTREAL /CAN/$11.0M1
101Aperture Investors, LLC$11.0M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.6M1
103Waratah Capital Advisors Ltd.$10.3M1
104Portolan Capital Management, LLC$10.1M1
105MetLife Investment Management, LLC$9.9M1
106VANGUARD ASSET MANAGEMENT, Ltd$9.2M1
107Aventail Capital Group, LP$9.0M1
108LAZARD ASSET MANAGEMENT LLC$8.7M1
109XTX Topco Ltd$8.6M1
110PEREGRINE CAPITAL MANAGEMENT LLC$8.6M1
111AQR CAPITAL MANAGEMENT LLC$8.6M1
112HighTower Advisors, LLC$8.6M1
113FIFTH THIRD BANCORP$8.3M1
114SCOPIA CAPITAL MANAGEMENT LP$8.1M1
115CANADA PENSION PLAN INVESTMENT BOARD$7.8M1
116Private Capital Advisors, Inc.$7.6M1
117Walleye Capital LLC$7.5M1
118Taproot Management LP$7.4M1
119B. Metzler seel. Sohn & Co. AG$7.2M1
120Channing Capital Management, LLC$7.2M1
121Roubaix Capital, LLC$7.1M1
122VOYA INVESTMENT MANAGEMENT LLC$6.8M1
123Calamos Advisors LLC$6.6M1
124STIFEL FINANCIAL CORP$6.4M1
125LPL Financial LLC$6.1M1
126BRANT POINT INVESTMENT MANAGEMENT LLC$5.4M1
127Vanguard Global Advisers, LLC$5.3M1
128Man Group plc$5.2M1
129PEAK6 LLC$5.1M1
130Pathstone Holdings, LLC$4.8M1
131KENNEDY CAPITAL MANAGEMENT LLC$4.8M1
132MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.8M1
133Hudson Bay Capital Management LP$4.7M1
134PRUDENTIAL FINANCIAL INC$4.7M1
135OPPENHEIMER & CO INC$4.6M1
136SEGALL BRYANT & HAMILL, LLC$4.6M1
137THOMPSON INVESTMENT MANAGEMENT, INC.$4.6M1
138Aquatic Capital Management LLC$4.5M1
139Zurcher Kantonalbank (Zurich Cantonalbank)$4.4M1
140NISSAY ASSET MANAGEMENT CORP /JAPAN$4.4M1
141State of New Jersey Common Pension Fund D$4.1M1
142Polar Asset Management Partners Inc.$4.0M1
143OPPENHEIMER ASSET MANAGEMENT INC.$3.9M1
144Grantham, Mayo, Van Otterloo & Co. LLC$3.8M1
145INTECH INVESTMENT MANAGEMENT LLC$3.7M1
146CASTLEARK MANAGEMENT LLC$3.6M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.6M1
148Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
149Federation des caisses Desjardins du Quebec$3.3M1
150Arizona State Retirement System$3.2M1
151Creative Planning$3.2M1
152COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
153Westhampton Capital, LLC$3.0M1
154Sagefield Capital LP$3.0M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$3.0M1
156Krane Funds Advisors LLC$3.0M1
157Vanguard Investments Australia, Ltd.$2.9M1
158Kestra Advisory Services, LLC$2.9M1
159Y-Intercept (Hong Kong) Ltd$2.9M1
160NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
161DEUTSCHE BANK AG\$2.7M1
162Baird Financial Group, Inc.$2.6M1
163KLP KAPITALFORVALTNING AS$2.6M1
164OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
165Orion Porfolio Solutions, LLC$2.4M1
166Vestmark Advisory Solutions, Inc.$2.3M1
167MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$2.3M1
168Ameritas Investment Partners, Inc.$2.3M1
169Kerrisdale Advisers, LLC$2.3M1
170PARADIGM CAPITAL MANAGEMENT INC/NY$2.3M1
171BOOTHBAY FUND MANAGEMENT, LLC$2.2M1
172Mizuho Markets Cayman LP$2.1M1
173IMC-Chicago, LLC$2.0M1
174Utah Retirement Systems$2.0M1
175LECAP ASSET MANAGEMENT LTD$2.0M1
176Pictet Asset Management Holding SA$1.9M1
177BDF-GESTION$1.9M1
178Cetera Investment Advisers$1.8M1
179NATIXIS$1.8M1
180TEACHER RETIREMENT SYSTEM OF TEXAS$1.7M1
181NISA INVESTMENT ADVISORS, LLC$1.7M1
182TD Waterhouse Canada Inc.$1.7M1
183TD ASSET MANAGEMENT INC$1.6M1
184Vanguard Personalized Indexing Management, LLC$1.6M1
185&PARTNERS$1.6M1
186Auxano Advisors, LLC$1.6M1
187Sterling Capital Management LLC$1.6M1
188XPONANCE LLC$1.5M1
189MAVERICK CAPITAL LTD$1.4M1
190Atria Investments, Inc$1.4M1
191ALPS ADVISORS INC$1.3M1
192Concentric Capital Strategies, LP$1.3M1
193Summit Trail Advisors, LLC$1.3M1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
195SIG BROKERAGE, LP$1.3M1
196Verition Fund Management LLC$1.3M1
197FOX RUN MANAGEMENT, L.L.C.$1.2M1
198ADVISORY RESEARCH INC$1.1M1
199FEDERATED HERMES, INC.$1.1M1
200Envestnet Portfolio Solutions, Inc.$1.1M1
201FORA Capital, LLC$1.1M1
202Mitsubishi UFJ Trust & Banking Corp$1.1M1
203QUADRANT CAPITAL GROUP LLC$1.0M1
204First Eagle Investment Management, LLC$1.0M1
205EDENTREE ASSET MANAGEMENT Ltd$1.0M1
206FIRST CITIZENS BANK & TRUST CO$1.0M1
207COMMONWEALTH EQUITY SERVICES, LLC$951K1
208Summit Place Financial Advisors, LLC$948K1
209GREENLEAF TRUST$943K1
210RBF Capital, LLC$936K1
211SECURIAN ASSET MANAGEMENT, INC$924K1
212Inspire Investing, LLC$917K1
213BLAIR WILLIAM & CO/IL$891K1
214HUDSON EDGE INVESTMENT PARTNERS INC.$869K1
215M&T BANK CORP$846K1
216HSBC HOLDINGS PLC$831K1
217EntryPoint Capital, LLC$827K1
218WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$819K1
219Uncommon Cents Investing LLC$809K1
220SIH Partners, LLLP$809K1
221MOODY NATIONAL BANK TRUST DIVISION$796K1
222HENGEHOLD CAPITAL MANAGEMENT LLC$796K1
223Moors & Cabot, Inc.$788K1
224Pinnacle Financial Partners, Inc.$779K1
225Cerity Partners LLC$775K1
226Swiss Life Asset Management Ltd$751K1
227Knights of Columbus Asset Advisors LLC$745K1
228Connor, Clark & Lunn Investment Management Ltd.$742K1
229Eurizon Capital SGR S.p.A.$711K1
230Empire Life Investments Inc.$706K1
231Prospera Financial Services Inc$704K1
232Tower Research Capital LLC (TRC)$700K1
233Bridgewater Associates, LP$683K1
234US BANCORP \DE\$683K1
235Crossmark Global Holdings, Inc.$678K1
236OAK RIDGE INVESTMENTS LLC$673K1
237Parallax Volatility Advisers, L.P.$672K1
238Corient Private Wealth LLC$646K1
239DnB Asset Management AS$640K1
240Quadrature Capital Ltd$640K1
241Central Pacific Bank - Trust Division$630K1
242Institute for Wealth Management, LLC.$619K1
243Ensign Peak Advisors, Inc$596K1
244UNITED CAPITAL FINANCIAL ADVISORS, LLC$585K1
245Private Advisor Group, LLC$583K1
246STEPH & CO$582K1
247Qsemble Capital Management, LP$581K1
248Maryland State Retirement & Pension System$581K1
249AIGEN INVESTMENT MANAGEMENT, LP$578K1
250TECTONIC ADVISORS LLC$564K1
251EVERGREEN CAPITAL MANAGEMENT LLC$559K1
252MASSACHUSETTS FINANCIAL SERVICES CO /MA/$557K1
253RITHOLTZ WEALTH MANAGEMENT$549K1
254MML INVESTORS SERVICES, LLC$542K1
255OSAIC HOLDINGS, INC.$535K1
256Performance Wealth Partners, LLC$521K1
257MERCER GLOBAL ADVISORS INC /ADV$515K1
258Savant Capital, LLC$503K1
259ProShare Advisors LLC$499K1
260ASSOCIATED BANC-CORP$497K1
261SEEDS INVESTOR LLC$488K1
262AIA Group Ltd$481K1
263Ethic Inc.$474K1
264Whalen Wealth Management Inc.$461K1
265Wealthspire Advisors, LLC$447K1
266Kovack Advisors, Inc.$432K1
267Banque Transatlantique SA$431K1
268Leeward Financial Partners, LLC$428K1
269LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$417K1
270NEW YORK LIFE INVESTMENT MANAGEMENT LLC$416K1
271SHELTON CAPITAL MANAGEMENT$415K1
272Rockefeller Capital Management L.P.$409K1
273CIBC Asset Management Inc$395K1
274TORONTO DOMINION BANK$392K1
275EP Wealth Advisors, LLC$391K1
276Sanctuary Advisors, LLC$380K1
277COLDSTREAM CAPITAL MANAGEMENT INC$379K1
278Keebeck Wealth Management$375K1
279Tidal Investments LLC$370K1
280Graham Capital Management, L.P.$364K1
281North Dakota State Investment Board$362K1
282Sequoia Financial Advisors, LLC$360K1
283Advisors Asset Management, Inc.$359K1
284Merit Financial Group, LLC$352K1
285Malaga Cove Capital, LLC$346K1
286Ballentine Partners, LLC$343K1
287Compound Planning, Inc.$340K1
288WINTON GROUP Ltd$339K1
289REGIONS FINANCIAL CORP$335K1
290CM WEALTH ADVISORS LLC$331K1
291OpenArc Corporate Advisory, LLC$330K1
292Permanent Capital Management, LP$320K1
293Avior Wealth Management, LLC$317K1
294Ifrah Financial Services, Inc.$313K1
295Linden Thomas Advisory Services, LLC$312K1
296BEACON INVESTMENT ADVISORS LLC$310K1
297TWO SIGMA SECURITIES, LLC$299K1
298CHOREO, LLC$297K1
299Meiji Yasuda Asset Management Co Ltd.$287K1
300Blue Trust, Inc.$286K1
301EXCHANGE TRADED CONCEPTS, LLC$283K1
302TRUIST FINANCIAL CORP$282K1
303Aristotle Atlantic Partners, LLC$281K1
304Diametric Capital, LP$279K1
305OneDigital Investment Advisors LLC$272K1
306STEPHENS INC /AR/$272K1
307CenterBook Partners LP$270K1
308Private Advisory Group LLC$270K1
309INFRASTRUCTURE CAPITAL ADVISORS, LLC$270K1
310Vident Advisory, LLC$258K1
311Integrated Advisors Network LLC$257K1
312State of Wyoming$257K1
313Murphy & Mullick Capital Management Corp$256K1
314Corient IA LLC$251K1
315Headlands Technologies LLC$248K1
316Resonant Capital Advisors, LLC$247K1
317SIMPLEX TRADING, LLC$232K1
318Kera Capital Partners, Inc.$231K1
319VISTA CAPITAL PARTNERS, INC.$231K1
320SteelPeak Wealth, LLC$230K1
321Silver Grove Financial Group, Inc.$230K1
322PROFUND ADVISORS LLC$226K1
323Brevan Howard Capital Management LP$216K1
324CWM, LLC$213K1
325Walleye Trading LLC$213K1
326Smartleaf Asset Management LLC$213K1
327HB Wealth Management, LLC$211K1
328SIGNATUREFD, LLC$205K1
329WEXFORD CAPITAL LP$202K1
330Sagewood Asset Management LP$202K1
331UMB Bank, n.a.$184K1
332Hilltop National Bank$176K1
333Larson Financial Group LLC$172K1
334Addison Advisors LLC$141K1
335GROUP ONE TRADING LLC$136K1
336Dixon Mitchell Investment Counsel Inc.$131K1
337MATHER GROUP, LLC.$127K1
338Leonteq Securities AG$122K1
339NOMURA ASSET MANAGEMENT CO LTD$103K1
340MAI Capital Management$101K1
341Arax Advisory Partners$97.6K1
342Mirae Asset Global Investments Co., Ltd.$94.8K1
343Clearstead Advisors, LLC$80.3K1
344Allworth Financial LP$80.3K1
345Johnson Financial Group, Inc.$77.9K1
346Grandeur Peak Global Advisors, LLC$74.9K1
347Caitong International Asset Management Co., Ltd$63.9K1
348Migdal Insurance & Financial Holdings Ltd.$60.1K1
349SUMMIT SECURITIES GROUP LLC$59.7K1
350Parkside Financial Bank & Trust$59.4K1
351SALEM INVESTMENT COUNSELORS INC$55.9K1
352FIL Ltd$55.8K1
353GHP Investment Advisors, Inc.$50.9K1
354BEACON INVESTMENT ADVISORY SERVICES, INC.$46.8K1
355Steward Partners Investment Advisory, LLC$42.7K1
356Keating Financial Advisory Services, Inc.$39.7K1
357Wealth Enhancement Trust Services, Inc.$38.2K1
358Bank of New Hampshire$37.5K1
359Bernard Wealth Management Corp.$37.5K1
360Pinnacle Wealth Planning Services, Inc.$37.3K1
361SJS Investment Consulting Inc.$31.6K1
362NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.5K1
363ASSETMARK, INC$24.2K1
364Sapience Investments, LLC$23.0K1
365Ancora Advisors LLC$22.8K1
366Mitsubishi UFJ Asset Management Co., Ltd.$21.2K1
367NATIXIS ADVISORS, LLC$20.4K1
368Clearstead Trust, LLC$19.9K1
369CANADA LIFE ASSURANCE Co$19.4K1
370ESSEX INVESTMENT MANAGEMENT CO LLC$18.7K1
371Pinnacle Bancorp, Inc.$16.3K1
372BARTLETT & CO. WEALTH MANAGEMENT LLC$16.1K1
373THRIVENT FINANCIAL FOR LUTHERANS$14.6K1
374Aster Capital Management (DIFC) Ltd$14.1K1
375Transamerica Financial Advisors, LLC$13.1K1
376Cassaday & Co Wealth Management LLC$13.1K1
377NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.7K1
378CVA Family Office, LLC$11.4K1
379FARMERS & MERCHANTS INVESTMENTS INC$10.7K1
380Acumen Wealth Advisors, LLC$10.3K1
381Salomon & Ludwin, LLC$10.1K1
382Nemes Rush Group LLC$9.6K1
383Cetera Trust Company, N.A$8.8K1
384JONES FINANCIAL COMPANIES LLLP$8.6K1
385United Financial Planning Group LLC$6.2K1
386Crewe Advisors LLC$6.0K1
387Sachetta, LLC$5.4K1
388Treasurer of the State of North Carolina$5.3K1
389JFS WEALTH ADVISORS, LLC$5.2K1
390Bell Investment Advisors, Inc$5.2K1
391MEEDER ASSET MANAGEMENT INC$5.2K1
392Key FInancial Inc$5.2K1
393Kemnay Advisory Services Inc.$5.1K1
394Glen Eagle Advisors, LLC$4.6K1
395Rialto Wealth Management, LLC$4.1K1
396DekaBank Deutsche Girozentrale$3.6K1
397South Dakota Investment Council$3.5K1
398Private Wealth Management Group, LLC$3.4K1
399Triumph Capital Management$3.2K1
400First Pacific Financial$3.2K1
401CENTRAL TRUST Co$2.6K1
402Elevated Capital Advisors, LLC$2.6K1
403True Wealth Design, LLC$2.6K1
404Virtu Financial LLC$2.6K1
405WPG Advisers, LLC$2.4K1
406DiNuzzo Private Wealth, Inc.$2.2K1
407MidFirst Bank$2.2K1
408BROWN, LISLE/CUMMINGS, INC.$2.1K1
409Cromwell Holdings LLC$1.9K1
410JNBA Financial Advisors$1.9K1
411Physician Wealth Advisors, Inc.$1.9K1
412Kilter Group LLC$1.7K1
413State of Alaska, Department of Revenue$1.3K1
414MV CAPITAL MANAGEMENT, INC.$1.1K1
415ALGERT GLOBAL LLC$1.0K1
416SouthState Bank Corp$9371
417JPL Wealth Management, LLC$9371
418Vermillion Wealth Management, Inc.$9361
419HFM Investment Advisors, LLC$9361
420Caldwell Trust Co$9361
421Manchester Capital Management LLC$7501
422SHP Wealth Management$6961
423TOTH FINANCIAL ADVISORY CORP$5621
424PARK AVENUE SECURITIES LLC$4251
425Prestige Wealth Management Group LLC$3761
426Quaker Wealth Management, LLC$3751
427Activest Wealth Management$3751
428KBC Group NV$3671
429S&CO INC$2991
430Claret Asset Management Corp$2931
431SBI Securities Co., Ltd.$1871
432Capital Analysts, LLC$631
433Raleigh Capital Management Inc.$311
434Capital Advisors, Ltd. LLC$131
435Farmers & Merchants Trust Co of Chambersburg PA$91
436CX Institutional$31
437Avion Wealth$11
438Jefferies Financial Group Inc.— value not disclosed1
439VANGUARD GROUP INC— value not disclosed1
440HOWE & RUSLING INC— value not disclosed1
441DANSKE BANK A/S— value not disclosed1
442HARBOUR INVESTMENTS, INC.— value not disclosed1
443Brandywine Global Investment Management, LLC— value not disclosed1
444TANDEM CAPITAL MANAGEMENT CORP /ADV— value not disclosed1
445COOPERMAN LEON G— value not disclosed1
446COMERICA BANK— value not disclosed1
447VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
448HARBOR CAPITAL ADVISORS, INC.— value not disclosed1
449GMT CAPITAL CORP— value not disclosed1
450EASTERN BANK— value not disclosed1
451CIBC Private Wealth Group LLC— value not disclosed1
452MOTCO— value not disclosed1
453TimesSquare Capital Management, LLC— value not disclosed1
454NORGES BANK— value not disclosed1
455Capital World Investors— value not disclosed1
456CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
457Quantitative Investment Management, LLC— value not disclosed1
458Dynamic Technology Lab Private Ltd— value not disclosed1
459Focus Partners Wealth— value not disclosed1
460Interval Partners, LP— value not disclosed1
461Rehmann Capital Advisory Group— value not disclosed1
462Schonfeld Strategic Advisors LLC— value not disclosed1
463Holocene Advisors, LP— value not disclosed1
464Garner Asset Management Corp— value not disclosed1
465Blueshift Asset Management, LLC— value not disclosed1
466Strategic Family Wealth Counselors, L.L.C.— value not disclosed1
467Steigerwald, Gordon & Koch Inc.— value not disclosed1
468Global Retirement Partners, LLC— value not disclosed1
469NKCFO LLC— value not disclosed1
470EASTERLY INVESTMENT PARTNERS LLC— value not disclosed1
471TWINBEECH CAPITAL LP— value not disclosed1
472Mayfair Advisory Group, LLC— value not disclosed1
473Anomaly Capital Management, LP— value not disclosed1
474INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
475Ascentis Independent Advisors— value not disclosed1
476Spire Wealth Management— value not disclosed1
477Philosophy Capital Management LLC— value not disclosed1
478AlphaQuest LLC— value not disclosed1
479Forum Financial Management, LP— value not disclosed1
480SageView Advisory Group, LLC— value not disclosed1
481TRANSATLANTIQUE PRIVATE WEALTH LLC— value not disclosed1
482Dunhill Financial, LLC— value not disclosed1
483ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
484Financiere des Professionnels - Fonds d'investissement inc.— value not disclosed1
485Rakuten Securities, Inc.— value not disclosed1
486Regents Gate Capital LLP— value not disclosed1
487Massar Capital Management, LP— value not disclosed1
488Bayforest Capital Ltd— value not disclosed1
489Navigoe, LLC— value not disclosed1
490Dockside LLC— value not disclosed1
491MASTERINVEST Kapitalanlage GmbH— value not disclosed1
Truncated by Public Filings. Every one of the 437 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on RRX

RETAINED WINDOW · ACTIVE HITS

Zero hits on RRX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for RRX · financials and macro

Financials — as filed PLANNED

RRX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: RRX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing