Among active 13F managers last quarter, 5 opened and 23 added, while 11 reduced; the largest holder to move was Guggenheim Capital LLC (+13%).
103 tracked 13F filers disclose a position in RA as of the latest SEC 13F filings, a combined $179.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 5.1M | $65.1M | ▲+15% Added · +654K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.6M | $20.2M | ▲+10% Added · +143K sh | Q1 2026 | |
| 3 | Guggenheim Capital LLC | 992K | $12.8M | ▲+13% Added · +115K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 644K | $8.3M | ▼−1.6% Reduced · −10K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 423K | $5.4M | ▲+2.5% Added · +10K sh | Q1 2026 | |
| 6 | Thomas J. Herzfeld Advisors, Inc. | 369K | $4.8M | ▲+8.3% Added · +28K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 299K | $3.8M | ▲+12% Added · +32K sh | Q1 2026 | |
| 8 | Rareview Capital LLC | 278K | $3.7M | ▲+9.7% Added · +25K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 268K | $3.4M | ▼−53% Reduced · −297K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | 258K | $3.3M | ▼−6.3% Reduced · −17K sh | Q1 2026 | |
| 11 | Riverbridge Partners LLC | 242K | $3.1M | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 12 | 1607 Capital Partners, LLC | 232K | $3.0M | ▼−43% Reduced · −171K sh | Q2 2026 | |
| 13 | Raymond James Financial Inc | 230K | $3.0M | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 14 | First Trust Advisors LP | 181K | $2.3M | ▲+12% Added · +19K sh | Q1 2026 | |
| 15 | Stifel Financial Corp | 142K | $1.8M | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 16 | City Of London Investment Management Co Ltd | 136K | $1.8M | ▼−65% Reduced · −258K sh | Q2 2026 | |
| 17 | Noble Wealth Management PBC | 135K | $1.7M | ▲+6.8% Added · +9K sh | Q2 2026 | |
| 18 | B. Riley Wealth Advisors, Inc. | 134K | $1.7M | ▼−7.6% Reduced · −11K sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 119K | $1.5M | ▼~0% Reduced · −46 sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | 118K | $1.5M | ▲+4.0% Added · +5K sh | Q2 2026 | |
| 21 | Closed-End Fund Advisors, Inc. | 117K | $1.5M | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 22 | Commonwealth Equity Services, LLC | 108K | $1.4M | ▼−6.5% Reduced · −8K sh | Q1 2026 | |
| 23 | Brookfield Corp | 101K | $1.3M | —Held | Q1 2026 | |
| 24 | Pekin Hardy Strauss, Inc. | 79K | $1.0M | ▼−5.8% Reduced · −5K sh | Q2 2026 | |
| 25 | RFG Advisory, LLC | 72K | $924K | ▲New +72K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in RA and 23 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 49 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 46 funds | $1.9B |
| Apple IncAAPL | 45 funds | $4.9B |
| Meta Platforms Inc-Class AMETA | 45 funds | $1.2B |
| Nvidia CorpNVDA | 44 funds | $4.3B |
| Amazon.com IncAMZN | 44 funds | $2.4B |
| Alphabet Inc-CL CGOOG | 44 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 43 funds | $1.9B |
| Vanguard S&P 500 ETFVOO | 42 funds | $2.3B |
| Invesco QQQ Trust Series 1QQQ | 42 funds | $1.8B |
| Broadcom IncAVGO | 42 funds | $1.7B |
| JPMorgan Chase & CoJPM | 42 funds | $1.2B |
Ranked by how many of RA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RA.
Connected entities for RA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RA/capital-change-brief"
Use Arkolith's capital_change_brief for RA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.