RGC Resources Inc (RGCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Prospera Financial Services Inc

DECREASED

Shares185,064 from 189,851

Change-4,787 (-3%)

Value$4.2M (-$295.9K)

Filed 2026-11-04

Dimensional Fund Advisors LP

INCREASED

Shares129,679 from 127,912

Change+1,767 (+1%)

Value$2.8M (-$298.6K)

Filed 2026-11-04

North Star Investment Management Corp.

UNCHANGED

Shares90,000 from 90,000

Change0 (0%)

Value$1.9M (-$236.7K)

Filed 2026-10-27

Bank of New York Mellon Corp

INCREASED

Shares72,052 from 71,859

Change+193 (+0%)

Value$1.5M (-$184.9K)

Filed 2026-11-05

TCV Trust & Wealth Management, Inc.

UNCHANGED

Shares49,253 from 49,253

Change0 (0%)

Value$1.0M (-$129.5K)

Filed 2026-10-16

Burke & Herbert Bank & Trust Co

UNCHANGED

Shares19,625 from 19,625

Change0 (0%)

Value$417.4K (-$51.6K)

Filed 2026-11-02

NTV Asset Management LLC

NEW

Shares17,000

Change+17,000

Value$361.6K

Filed 2026-10-23

Fruth Investment Management

INCREASED

Shares14,534 from 13,800

Change+734 (+5%)

Value$309 (-$20)

Filed 2026-10-13

Hennessy Advisors Inc

UNCHANGED

Shares13,754 from 13,754

Change0 (0%)

Value$292.5K (-$36.2K)

Filed 2026-10-28

Bailard, Inc.

UNCHANGED

Shares11,534 from 11,534

Change0 (0%)

Value$245.3K (-$30.3K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares10,789 from 10,732

Change+57 (+1%)

Value$229.5K (-$27.0K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares9,420 from 9,421

Change-1 (0%)

Value$200 (-$224.8K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

DECREASED

Shares5,476 from 5,499

Change-23 (0%)

Value$116.5K (-$15.0K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares3,644 from 1,455

Change+2,189 (+150%)

Value$77.5K (+$42.7K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

UNCHANGED

Shares2,124 from 2,124

Change0 (0%)

Value$45.2K (-$5.6K)

Filed 2026-10-20

Citigroup Inc

DECREASED

Shares1,972 from 3,957

Change-1,985 (-50%)

Value$41.9K (-$52.6K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares572 from 475

Change+97 (+20%)

Value$12.2K (+$813)

Filed 2026-10-08

Clearstead Advisors, LLC

NEW

Shares321

Change+321

Value$6.8K

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares168 from 172

Change-4 (-2%)

Value$3.6K (-$538)

Filed 2026-10-22

Elyxium Wealth, LLC

NEW

Shares91

Change+91

Value$1.9K

Filed 2026-10-27

SBI Securities Co., Ltd.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.1K (-$131)

Filed 2026-10-22

Bayban

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$813 ($0)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

DECREASED

Shares29 from 36

Change-7 (-19%)

Value$617 (-$243)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares20 from 26

Change-6 (-23%)

Value$425 (-$196)

Filed 2026-10-14

SJS Investment Consulting Inc.

NEW

Shares15

Change+15

Value$320

Filed 2026-10-26

Fifth Third Bancorp

DECREASED

Shares15 from 121

Change-106 (-88%)

Value$323 (-$2.6K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares10

Change+10

Value$213

Filed 2026-10-21

True Wealth Design, LLC

INCREASED

Shares9 from 3

Change+6 (+200%)

Value$192 (+$120)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares7 from 8

Change-1 (-12%)

Value$149 (-$42)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares5 from 12

Change-7 (-58%)

Value$106 (-$181)

Filed 2026-10-16

Fortitude Family Office, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$21 (-$3)

Filed 2026-10-14

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 10,357

Change-10,357 (-100%)

Value$0 (-$247.5K)

Filed 2026-10-27

Advisor OS, LLC

CLOSED

Shares0 from 9,364

Change-9,364 (-100%)

Value$0 (-$223.8K)

Filed 2026-11-03

D.A. Davidson & Co.

CLOSED

Shares0 from 9,126

Change-9,126 (-100%)

Value$0 (-$218.1K)

Filed 2026-10-28

First Horizon Corp

CLOSED

Shares0 from 327

Change-327 (-100%)

Value$0 (-$7.8K)

Filed 2026-10-26

Salem Investment Counselors Inc

CLOSED

Shares0 from 191

Change-191 (-100%)

Value$0 (-$4.6K)

Filed 2026-10-13

Ameriprise Financial Inc

N/A

Shares— from 463,371

Change-463,371 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 427,306

Change-427,306 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 408,400

Change-408,400 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 361,480

Change-361,480 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 258,018

Change-258,018 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 235,800

Change-235,800 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 218,411

Change-218,411 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 136,893

Change-136,893 (-100%)

Value—

State Street Corp

N/A

Shares— from 112,841

Change-112,841 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 94,500

Change-94,500 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 73,954

Change-73,954 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 71,308

Change-71,308 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 57,434

Change-57,434 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 52,597

Change-52,597 (-100%)

Value—

FCA Corp

N/A

Shares— from 44,941

Change-44,941 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 43,333

Change-43,333 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 30,658

Change-30,658 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 27,416

Change-27,416 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 27,055

Change-27,055 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 24,719

Change-24,719 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 24,510

Change-24,510 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 21,100

Change-21,100 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 20,204

Change-20,204 (-100%)

Value—

UBS Group AG

N/A

Shares— from 18,357

Change-18,357 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 17,744

Change-17,744 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 17,738

Change-17,738 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 16,230

Change-16,230 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,695

Change-15,695 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 15,030

Change-15,030 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 14,300

Change-14,300 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 11,813

Change-11,813 (-100%)

Value—

Boston Partners

N/A

Shares— from 11,767

Change-11,767 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 10,225

Change-10,225 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,213

Change-10,213 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 9,206

Change-9,206 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 9,107

Change-9,107 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 8,793

Change-8,793 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 8,327

Change-8,327 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,771

Change-6,771 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 4,899

Change-4,899 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 4,576

Change-4,576 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,926

Change-3,926 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,540

Change-3,540 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,461

Change-3,461 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,751

Change-2,751 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,270

Change-2,270 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,647

Change-1,647 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,270

Change-1,270 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,122

Change-1,122 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 765

Change-765 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 666

Change-666 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 661

Change-661 (-100%)

Value—

FMR LLC

N/A

Shares— from 624

Change-624 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 273

Change-273 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 116

Change-116 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 71

Change-71 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 44

Change-44 (-100%)

Value—

Quarry LP

N/A

Shares— from 30

Change-30 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 25

Change-25 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Prospera Financial Services Inc	DECREASED	185,064	189,851	-4,787	-3%	$4.5M	$4.2M	-$295.9K	2026-11-04
Dimensional Fund Advisors LP	INCREASED	129,679	127,912	+1,767	+1%	$3.1M	$2.8M	-$298.6K	2026-11-04
North Star Investment Management Corp.	UNCHANGED	90,000	90,000	0	0%	$2.2M	$1.9M	-$236.7K	2026-10-27
Bank of New York Mellon Corp	INCREASED	72,052	71,859	+193	+0%	$1.7M	$1.5M	-$184.9K	2026-11-05
TCV Trust & Wealth Management, Inc.	UNCHANGED	49,253	49,253	0	0%	$1.2M	$1.0M	-$129.5K	2026-10-16
Burke & Herbert Bank & Trust Co	UNCHANGED	19,625	19,625	0	0%	$469.0K	$417.4K	-$51.6K	2026-11-02
NTV Asset Management LLC	NEW	17,000	—	+17,000	—	—	$361.6K	—	2026-10-23
Fruth Investment Management	INCREASED	14,534	13,800	+734	+5%	$329	$309	-$20	2026-10-13
Hennessy Advisors Inc	UNCHANGED	13,754	13,754	0	0%	$328.7K	$292.5K	-$36.2K	2026-10-28
Bailard, Inc.	UNCHANGED	11,534	11,534	0	0%	$275.7K	$245.3K	-$30.3K	2026-10-13
Creative Planning	INCREASED	10,789	10,732	+57	+1%	$256.5K	$229.5K	-$27.0K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	9,420	9,421	-1	0%	$225.0K	$200	-$224.8K	2026-11-02
PNC Financial Services Group, Inc.	DECREASED	5,476	5,499	-23	0%	$131.4K	$116.5K	-$15.0K	2026-11-06
Barclays PLC	INCREASED	3,644	1,455	+2,189	+150%	$34.8K	$77.5K	+$42.7K	2026-11-06
Nisa Investment Advisors, LLC	UNCHANGED	2,124	2,124	0	0%	$50.8K	$45.2K	-$5.6K	2026-10-20
Citigroup Inc	DECREASED	1,972	3,957	-1,985	-50%	$94.6K	$41.9K	-$52.6K	2026-11-04
Gamma Investing LLC	INCREASED	572	475	+97	+20%	$11.4K	$12.2K	+$813	2026-10-08
Clearstead Advisors, LLC	NEW	321	—	+321	—	—	$6.8K	—	2026-11-06
Sterling Capital Management LLC	DECREASED	168	172	-4	-2%	$4.1K	$3.6K	-$538	2026-10-22
Elyxium Wealth, LLC	NEW	91	—	+91	—	—	$1.9K	—	2026-10-27
SBI Securities Co., Ltd.	UNCHANGED	50	50	0	0%	$1.2K	$1.1K	-$131	2026-10-22
Bayban	UNCHANGED	34	34	0	0%	$813	$813	$0	2026-11-05
EverSource Wealth Advisors, LLC	DECREASED	29	36	-7	-19%	$860	$617	-$243	2026-11-04
Essential Partners LLC	DECREASED	20	26	-6	-23%	$621	$425	-$196	2026-10-14
SJS Investment Consulting Inc.	NEW	15	—	+15	—	—	$320	—	2026-10-26
Fifth Third Bancorp	DECREASED	15	121	-106	-88%	$2.9K	$323	-$2.6K	2026-11-05
Root Financial Partners, LLC	NEW	10	—	+10	—	—	$213	—	2026-10-21
True Wealth Design, LLC	INCREASED	9	3	+6	+200%	$72	$192	+$120	2026-10-13
Farther Finance Advisors, LLC	DECREASED	7	8	-1	-12%	$191	$149	-$42	2026-10-08
IFP Advisors, Inc	DECREASED	5	12	-7	-58%	$287	$106	-$181	2026-10-16
Fortitude Family Office, LLC	UNCHANGED	1	1	0	0%	$24	$21	-$3	2026-10-14
Oppenheimer Asset Management Inc.	CLOSED	0	10,357	-10,357	-100%	$247.5K	$0	-$247.5K	2026-10-27
Advisor OS, LLC	CLOSED	0	9,364	-9,364	-100%	$223.8K	$0	-$223.8K	2026-11-03
D.A. Davidson & Co.	CLOSED	0	9,126	-9,126	-100%	$218.1K	$0	-$218.1K	2026-10-28
First Horizon Corp	CLOSED	0	327	-327	-100%	$7.8K	$0	-$7.8K	2026-10-26
Salem Investment Counselors Inc	CLOSED	0	191	-191	-100%	$4.6K	$0	-$4.6K	2026-10-13
Ameriprise Financial Inc	N/A	—	463,371	-463,371	-100%	$11.1M	—	—	—
BlackRock, Inc.	N/A	—	427,306	-427,306	-100%	$10.2M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	408,400	-408,400	-100%	$9.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	361,480	-361,480	-100%	$8.6M	—	—	—
Russell Investments Group, Ltd.	N/A	—	258,018	-258,018	-100%	$6.2M	—	—	—
Gabelli Funds LLC	N/A	—	235,800	-235,800	-100%	$5.6M	—	—	—
Geode Capital Management, LLC	N/A	—	218,411	-218,411	-100%	$5.2M	—	—	—
Ancora Advisors LLCA	N/A	—	136,893	-136,893	-100%	$3.3M	—	—	—
State Street Corp	N/A	—	112,841	-112,841	-100%	$2.7M	—	—	—
Teton Advisors, LLC	N/A	—	94,500	-94,500	-100%	$2.3M	—	—	—
Raymond James Financial Inc	N/A	—	73,954	-73,954	-100%	$1.8M	—	—	—
Northern Trust Corp	N/A	—	71,308	-71,308	-100%	$1.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	57,434	-57,434	-100%	$1.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	52,597	-52,597	-100%	$1.3M	—	—	—
FCA Corp	N/A	—	44,941	-44,941	-100%	$1.1M	—	—	—
Renaissance Technologies LLC	N/A	—	43,333	-43,333	-100%	$1.0M	—	—	—
Morgan Stanley	N/A	—	30,658	-30,658	-100%	$732.8K	—	—	—
Cary Street Partners Financial LLC	N/A	—	27,416	-27,416	-100%	$655.2K	—	—	—
Nuveen, LLC	N/A	—	27,055	-27,055	-100%	$646.6K	—	—	—
Cerity Partners LLC	N/A	—	24,719	-24,719	-100%	$590.8K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	24,510	-24,510	-100%	$585.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	21,100	-21,100	-100%	$504.3K	—	—	—
Focus Partners Wealth	N/A	—	20,204	-20,204	-100%	$482.9K	—	—	—
UBS Group AG	N/A	—	18,357	-18,357	-100%	$438.7K	—	—	—
AQR Capital Management LLC	N/A	—	17,744	-17,744	-100%	$424.1K	—	—	—
Martingale Asset Management L P	N/A	—	17,738	-17,738	-100%	$423.9K	—	—	—
Captrust Financial Advisors	N/A	—	16,230	-16,230	-100%	$387.9K	—	—	—
Citadel Advisors LLC	N/A	—	15,695	-15,695	-100%	$375.1K	—	—	—
Belpointe Asset Management LLC	N/A	—	15,030	-15,030	-100%	$359.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	14,300	-14,300	-100%	$342.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	11,813	-11,813	-100%	$282.3K	—	—	—
Boston Partners	N/A	—	11,767	-11,767	-100%	$281.2K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	10,225	-10,225	-100%	$244.0K	—	—	—
Wells Fargo & Company	N/A	—	10,213	-10,213	-100%	$244.1K	—	—	—
Goldman Sachs Group Inc	N/A	—	9,206	-9,206	-100%	$220.0K	—	—	—
LPL Financial LLC	N/A	—	9,107	-9,107	-100%	$217.7K	—	—	—
Squarepoint Ops LLC	N/A	—	8,793	-8,793	-100%	$210.2K	—	—	—
Deutsche Bank Ag\	N/A	—	8,327	-8,327	-100%	$199.0K	—	—	—
Rhumbline Advisers	N/A	—	6,771	-6,771	-100%	$161.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	4,899	-4,899	-100%	$117.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	4,576	-4,576	-100%	$109.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,926	-3,926	-100%	$93.8K	—	—	—
JPMorgan Chase & Co	N/A	—	3,540	-3,540	-100%	$84.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,461	-3,461	-100%	$82.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,751	-2,751	-100%	$65.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,270	-2,270	-100%	$54.3K	—	—	—
Royal Bank of Canada	N/A	—	1,647	-1,647	-100%	$39.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,602	-1,602	-100%	$38.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,500	-1,500	-100%	$35.4K	—	—	—
New York State Common Retirement Fund	N/A	—	1,270	-1,270	-100%	$30.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,122	-1,122	-100%	$26.8K	—	—	—
Legal & General Group Plc	N/A	—	765	-765	-100%	$18.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	666	-666	-100%	$15.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	661	-661	-100%	$15.8K	—	—	—
FMR LLC	N/A	—	624	-624	-100%	$14.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	300	-300	-100%	$7.2K	—	—	—
Arax Advisory Partners	N/A	—	273	-273	-100%	$6.5K	—	—	—
California State Teachers Retirement System	N/A	—	116	-116	-100%	$2.8K	—	—	—
Canada Life Assurance Co	N/A	—	71	-71	-100%	$2	—	—	—
Smartleaf Asset Management LLC	N/A	—	69	-69	-100%	$1.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	51	-51	-100%	$1.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	44	-44	-100%	$1.1K	—	—	—
Quarry LP	N/A	—	30	-30	-100%	$717	—	—	—
Allworth Financial LP	N/A	—	25	-25	-100%	$598	—	—	—
Rialto Wealth Management, LLC	N/A	—	22	-22	-100%	$526	—	—	—
Rothschild Investment LLC	N/A	—	7	-7	-100%	$167	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	5	-5	-100%	$120	—	—	—
Optiver Holding B.V.	N/A	—	4	-4	-100%	$96	—	—	—

Showing 104 of 104 institutions