RM Regional Management Corp
Regional Management Corp (RM) Institutional Ownership
What the institutions did with RM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 696.0K | 32.5% |
| LSV ASSET MANAGEMENT | 340.7K | 15.9% |
| Tieton Capital Management, LLC | 314.8K | 14.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 222.1K | 10.4% |
| Bank of New York Mellon Corp | 92.4K | 4.3% |
| FMR LLC | 78.0K | 3.6% |
| SEI INVESTMENTS CO | 73.5K | 3.4% |
| ACADIAN ASSET MANAGEMENT LLC | 62.3K | 2.9% |
| Connor, Clark & Lunn Investment Management Ltd. | 32.9K | 1.5% |
| Y-Intercept (Hong Kong) Ltd | 27.0K | 1.3% |
| Prescott Group Capital Management, L.L.C. | 22.3K | 1.0% |
| Nuveen, LLC | 22.0K | 1.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19.6K | 0.9% |
| UBS Group AG | 19.2K | 0.9% |
| Creative Planning | 17.6K | 0.8% |
| VOYA INVESTMENT MANAGEMENT LLC | 15.9K | 0.7% |
| Allspring Global Investments Holdings, LLC | 12.6K | 0.6% |
| RHUMBLINE ADVISERS | 11.3K | 0.5% |
| IEQ CAPITAL, LLC | 11.0K | 0.5% |
| BARCLAYS PLC | 11.0K | 0.5% |
| Russell Investments Group, Ltd. | 8.7K | 0.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 8.5K | 0.4% |
| DEUTSCHE BANK AG\ | 7.5K | 0.3% |
| State of Alaska, Department of Revenue | 5.1K | 0.2% |
| Police & Firemen's Retirement System of New Jersey | 2.7K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Creative Planning | Reduced | 47.8K | 17.6K | -30.2K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 27.0K | +27.0K |
| Prescott Group Capital Management, L.L.C. | New | 0 | 22.3K | +22.3K |
| UBS Group AG | Reduced | 38.5K | 19.2K | -19.3K |
| Bank of New York Mellon Corp | Increased | 76.8K | 92.4K | +15.6K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 75.0K | 62.3K | -12.7K |
| FMR LLC | Increased | 65.7K | 78.0K | +12.3K |
| IEQ CAPITAL, LLC | New | 0 | 11.0K | +11.0K |
| Legato Capital Management LLC | Sold Out | 6.8K | 0 | -6.8K |
| SEIZERT CAPITAL PARTNERS, LLC | Sold Out | 5.4K | 0 | -5.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 690.6K | 696.0K | +5.4K |
| VICTORY CAPITAL MANAGEMENT INC | Sold Out | 4.9K | 0 | -4.9K |
| Tieton Capital Management, LLC | Reduced | 318.3K | 314.8K | -3.4K |
| CITIGROUP INC | Reduced | 4.8K | 1.6K | -3.2K |
| State of Alaska, Department of Revenue | Increased | 2.1K | 5.1K | +3.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 225.1K | 222.1K | -3.0K |
| BARCLAYS PLC | Increased | 8.7K | 11.0K | +2.3K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 7.2K | 8.5K | +1.3K |
| SEI INVESTMENTS CO | Reduced | 74.8K | 73.5K | -1.3K |
| DEUTSCHE BANK AG\ | Reduced | 8.6K | 7.5K | -1.1K |
| Versant Capital Management, Inc | Increased | 691 | 1.7K | +972 |
| Russell Investments Group, Ltd. | Increased | 7.7K | 8.7K | +942 |
| LSV ASSET MANAGEMENT | Reduced | 341.6K | 340.7K | -900 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold Out | 750 | 0 | -750 |
| GAMMA Investing LLC | Increased | 328 | 931 | +603 |
| SIGNATUREFD, LLC | Reduced | 519 | 79 | -440 |
| Allspring Global Investments Holdings, LLC | Increased | 12.2K | 12.6K | +435 |
| Nuveen, LLC | Increased | 21.6K | 22.0K | +347 |
| PNC Financial Services Group, Inc. | Increased | 68 | 405 | +337 |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 33.1K | 32.9K | -228 |
| FINANCIAL CONSULATE, INC | New | 0 | 212 | +212 |
| US BANCORP \DE\ | Increased | 55 | 197 | +142 |
| SJS Investment Consulting Inc. | Increased | 1 | 108 | +107 |
| Farther Finance Advisors, LLC | Increased | 12 | 102 | +90 |
| RHUMBLINE ADVISERS | Increased | 11.2K | 11.3K | +88 |
| EverSource Wealth Advisors, LLC | Increased | 42 | 130 | +88 |
| IFP Advisors, Inc | Increased | 38 | 123 | +85 |
| Root Financial Partners, LLC | New | 0 | 52 | +52 |
| Global Retirement Partners, LLC | Sold Out | 51 | 0 | -51 |
| TD PRIVATE CLIENT WEALTH LLC | New | 0 | 37 | +37 |
| ROTHSCHILD INVESTMENT LLC | Increased | 7 | 42 | +35 |
| Sterling Capital Management LLC | Increased | 149 | 183 | +34 |
| True Wealth Design, LLC | Increased | 6 | 40 | +34 |
| Provenance Wealth Advisors, LLC | New | 0 | 31 | +31 |
| SIMPLEX TRADING, LLC | New | 0 | 29 | +29 |
| Essential Partners LLC | Increased | 52 | 75 | +23 |
| Allworth Financial LP | Increased | 66 | 89 | +23 |
| Larson Financial Group LLC | New | 0 | 14 | +14 |
| Covestor Ltd | Increased | 241 | 250 | +9 |
| PICTON MAHONEY ASSET MANAGEMENT | Increased | 40 | 46 | +6 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 4 | 0 | -4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.