| 67K |
| $60K |
| 0.0% |
| 0.709% |
| 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 61K | $54K | -12.1% | 0.645% | 0.00% |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34K | $38K | — | 0.356% | 0.00% |
| 6 | Leverty Financial Group, LLC | 40K | $36K | 0.0% | 0.428% | 0.01% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34K | $30K | — | 0.356% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 31K | $27K | 0.0% | 0.323% | 0.00% |
| 9 | Salvus Wealth Management, LLC | 24K | $21K | 0.0% | 0.250% | 0.01% |
| 10 | Allworth Financial LP | 24K | $21K | 0.0% | 0.249% | 0.00% |
| 11 | CacheTech Inc. | 18K | $16K | 0.0% | 0.188% | 0.00% |
| 12 | 4WEALTH ADVISORS, INC. | 15K | $13K | -6.2% | 0.161% | 0.01% |
| 13 | Private Advisor Group, LLC | 14K | $12K | — | 0.145% | 0.00% |
| 14 | NORTHERN TRUST CORP | 12K | $11K | — | 0.131% | 0.00% |
| 15 | Tower Research Capital LLC (TRC) | 4K | $3K | +86.3% | 0.041% | 0.00% |
| 16 | FIFTH THIRD BANCORP | 1K | $890 | 0.0% | 0.011% | 0.00% |
| 17 | MORGAN STANLEY | 623 | $555 | +0.2% | 0.007% | 0.00% |
| 18 | Arax Advisory Partners | 600 | $534 | — | 0.006% | 0.00% |
| 19 | WELLS FARGO & COMPANY/MN | 323 | $287 | 0.0% | 0.003% | 0.00% |
| 20 | Leo H. Evart, Inc. | 105 | $93 | 0.0% | 0.001% | 0.00% |
| 21 | GSA CAPITAL PARTNERS LLP | 41K | $36 | +196.2% | 0.430% | 0.00% |
| 22 | HRT FINANCIAL LP | 14K | $12 | — | 0.150% | 0.00% |
| 23 | Triumph Capital Management | 8 | $7 | 0.0% | 0.000% | 0.00% |
| 24 | SBI Securities Co., Ltd. | 6 | $5 | +200.0% | 0.000% | 0.00% |
| 25 | Caitong International Asset Management Co., Ltd | 4 | $4 | — | 0.000% | 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 RMCF — a direct measure of their conviction.
| 37.54% |
| 7.00 pp |
| $4M |
| 57% |
| Q4 2024 | 22 | +10% | 44.54% | +25.58 pp | $8M | +186% |
| Q3 2024 | 20 | — | 18.96% | — | $3M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
6 institutions opened new positions in RMCF during Q2 2026, while 6 fully exited. 1 added to existing positions and 16 trimmed.
RMCF institutional ownership fell by 3.86 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 91.1% of all reported 13F value in RMCF, and the top 25 account for 100.0%.
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.
Rocky Mountain Chocolate Factory, Inc. (RMCF) Institutional Ownership