| 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | $27.3M | +10.8% | 2.110% | 0.00% |
| 5 | STATE STREET CORP | 4.6M | $26.7M | +7.9% | 2.069% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 4.3M | $24.8M | +2.1% | 1.918% | 0.01% |
| 7 | VAN ECK ASSOCIATES CORP | 3.3M | $19.5M | -3.4% | 1.509% | 0.01% |
| 8 | GAMCO INVESTORS, INC. ET AL | 2.8M | $16.2M | -3.8% | 1.255% | 0.15% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $14.6M | +13.3% | 1.126% | 0.00% |
| 10 | TWO SIGMA INVESTMENTS, LP | 2.4M | $13.9M | -4.7% | 1.076% | 0.01% |
| 11 | GABELLI FUNDS LLC | 2.2M | $12.6M | -0.2% | 0.979% | 0.08% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $11.4M | -1.7% | 0.881% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.7M | $9.9M | 0.0% | 0.769% | 0.17% |
| 14 | Bank of New York Mellon Corp | 1.6M | $9.6M | +3.6% | 0.744% | 0.00% |
| 15 | CONGRESS ASSET MANAGEMENT CO | 1.6M | $9.2M | +8.9% | 0.713% | 0.06% |
| 16 | Invesco Ltd. | 1.6M | $9.1M | +4.4% | 0.708% | 0.00% |
| 17 | MORGAN STANLEY | 1.5M | $9.0M | -21.1% | 0.696% | 0.00% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.5M | $8.5M | +11.1% | 0.656% | 0.02% |
| 19 | Empowered Funds, LLC | 1.1M | $6.5M | -0.9% | 0.501% | 0.03% |
| 20 | IES Holdings, Inc. | 1.1M | $6.5M | -56.0% | 0.499% | 2.08% |
| 21 | NORTHERN TRUST CORP | 1.1M | $6.4M | +11.6% | 0.498% | 0.00% |
| 22 | Creative Planning | 892K | $5.2M | +12.9% | 0.403% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 831K | $4.8M | -44.3% | 0.375% | 0.00% |
| 24 | FRANKLIN RESOURCES INC | 651K | $3.8M | +5.5% | 0.294% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 650K | $3.8M | -8.8% | 0.293% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RES — a direct measure of their conviction.
| 41.35% |
| 2.09 pp |
| $473M |
| 10% |
| Q4 2024 | 205 | 4.2% | 43.44% | 1.35 pp | $527M | 11% |
| Q3 2024 | 214 | — | 44.79% | — | $592M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
RES institutional ownership fell by 1.05 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 64.3% of all reported 13F value in RES, and the top 25 account for 85.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.