| 4 | RENAISSANCE TECHNOLOGIES LLC | 1.5M | $65.8M | -4.3% | 4.428% | 0.09% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $58.0M | +2.5% | 3.901% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $56.1M | +1.6% | 3.776% | 0.00% |
| 7 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.0M | $46.8M | -6.5% | 3.148% | 0.93% |
| 8 | MANGROVE PARTNERS IM, LLC | 1.0M | $45.8M | 0.0% | 3.082% | 3.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 869K | $39.2M | +4.0% | 2.639% | 0.00% |
| 10 | D. E. Shaw & Co., Inc. | 647K | $29.2M | +0.4% | 1.963% | 0.01% |
| 11 | AMERICAN CENTURY COMPANIES INC | 592K | $26.7M | -0.7% | 1.798% | 0.01% |
| 12 | MORGAN STANLEY | 573K | $25.9M | +4.0% | 1.739% | 0.00% |
| 13 | Invesco Ltd. | 563K | $25.4M | +6.5% | 1.710% | 0.00% |
| 14 | BROWN ADVISORY INC | 507K | $22.9M | -1.1% | 1.538% | 0.04% |
| 15 | GOLDMAN SACHS GROUP INC | 479K | $21.6M | +99.2% | 1.453% | 0.00% |
| 16 | NORTHERN TRUST CORP | 462K | $20.9M | +3.3% | 1.402% | 0.00% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 449K | $20.3M | +0.3% | 1.363% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 412K | $18.6M | -7.6% | 1.251% | 0.00% |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 290K | $13.1M | -3.7% | 0.881% | 0.04% |
| 20 | Qube Research & Technologies Ltd | 278K | $12.5M | +55.0% | 0.843% | 0.01% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 271K | $12.2M | -14.5% | 0.822% | 0.21% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 267K | $12.0M | +53.7% | 0.809% | 0.00% |
| 23 | Nuveen, LLC | 255K | $11.5M | +0.1% | 0.773% | 0.00% |
| 24 | JPMORGAN CHASE & CO | 246K | $11.0M | +52.9% | 0.746% | 0.00% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 202K | $9.1M | +7.8% | 0.613% | 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 REX — a direct measure of their conviction.
| 83.56% |
| 0.15 pp |
| $517M |
| 10% |
| Q4 2024 | 161 | 2.4% | 83.71% | 4.55 pp | $575M | 15% |
| Q3 2024 | 165 | — | 88.26% | — | $673M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
26 institutions opened new positions in REX during Q2 2026, while 28 fully exited. 77 added to existing positions and 120 trimmed.
REX institutional ownership rose by 0.24 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 63.8% of all reported 13F value in REX, and the top 25 account for 86.2%.
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.