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Funds Holding RMI

On this page, we present all of the funds holding RMI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RMI, with a link to that fund's top holdings. The next columns indicate the amount of RMI stock held by each of the funds holding RMI, followed by the RMI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 25 funds holding RMI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Logan Stone Capital LLC. For more details on the positions held by Logan Stone Capital LLC (or by any of the other funds holding RMI), click the fund name in the "Holder" column of the funds-holding-RMI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Logan Stone Capital LLC161,943$2,368 09/30/2025
     RMI161,943$2,368 09/30/2025
UBS Group AG161,653$2,363 09/30/2025
     RMI161,653$2,363 09/30/2025
Wells Fargo & Company MN146,884$2,147 09/30/2025
     RMI146,884$2,147 09/30/2025
Morgan Stanley126,696$1,852 09/30/2025
     RMI126,696$1,852 09/30/2025
Royal Bank of Canada95,733$1,400 09/30/2025
     RMI95,733$1,400 09/30/2025
Robinson Capital Management LLC64,881$949 09/30/2025
     RMI64,881$949 09/30/2025
Bank of America Corp DE45,533$666 09/30/2025
     RMI45,533$666 09/30/2025
Gateway Wealth Partners LLC42,067$615 09/30/2025
     RMI42,067$615 09/30/2025
Envestnet Asset Management Inc.33,760$494 09/30/2025
     RMI33,760$494 09/30/2025
Concurrent Investment Advisors LLC33,470$489 09/30/2025
     RMI33,470$489 09/30/2025
Prospera Financial Services Inc33,053$483 09/30/2025
     RMI33,053$483 09/30/2025
Cypress Wealth Services LLC32,500$475 09/30/2025
     RMI32,500$475 09/30/2025
Advisor Group Holdings Inc.28,847$421 09/30/2025
     RMI28,847$421 09/30/2025
LPL Financial LLC26,107$382 09/30/2025
     RMI26,107$382 09/30/2025
Apollon Wealth Management LLC24,535$359 09/30/2025
     RMI24,535$359 09/30/2025
Plancorp LLC21,069$308 09/30/2025
     RMI21,069$308 09/30/2025
River Street Advisors LLC20,593$301 09/30/2025
     RMI20,593$301 09/30/2025
Rockefeller Capital Management L.P.20,425$299 09/30/2025
     RMI20,425$299 09/30/2025
Arlington Capital Management Inc.17,301$253 09/30/2025
     RMI17,301$253 09/30/2025
Raymond James Financial Inc.15,458$226 09/30/2025
     RMI15,458$226 09/30/2025
Stifel Financial Corp12,669$185 09/30/2025
     RMI12,669$185 09/30/2025
XML Financial LLC10,500$154 09/30/2025
     RMI10,500$154 09/30/2025
Twelve Points Wealth Management LLC10,170$149 09/30/2025
     RMI10,170$149 09/30/2025
Newbridge Financial Services Group Inc.1,500$22 09/30/2025
     RMI1,500$22 09/30/2025
Highline Wealth Partners LLC1,000$15 09/30/2025
     RMI1,000$15 09/30/2025
Proequities Inc.0$0 06/30/2025
     RMI0$0 06/30/2025

See Summary: Institutional Holders of RMI
See Details: Top 10 Hedge Funds Holding RMI
Also See: RMI Insider Buying

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