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/RAAX/capital-change-brief"
Use Arkolith's capital_change_brief for RAAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $130.2M | 3.2M | ▲+77% Added · +1.4M sh | Q1 2026 | |
| 2 | CWM, LLC | $99.1M | 2.4M | ▲11× Added · +2.2M sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $43.3M | 1.1M | ▲22× Added · +1.0M sh | Q1 2026 | |
| 4 | Berger Financial Group, Inc | $33.0M | 810K | ▲New +810K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $16.6M | 407K | ▲+13% Added · +46K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $11.4M | 281K | ▲24× Added · +269K sh | Q1 2026 | |
| 7 | MinichMacGregor Wealth Management, LLC | $10.5M | 266K | ▲+1.0% Added · +3K sh | Q2 2026 | |
| 8 | RIVERSEDGE ADVISORS, LLC | $6.3M | 158K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 9 | Snider Financial Group | $5.5M | 139K | ▲New +139K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 125K | ▲+64% Added · +49K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $4.9M | 120K | ▲+4.0% Added · +5K sh | Q1 2026 | |
| 12 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $4.7M | 118K | ▲+0.3% Added · +412 sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $4.7M | 116K | ▲2k× Added · +116K sh | Q1 2026 | |
| 14 | Visionary Wealth Advisors | $4.1M | 100K | ▲18× Added · +95K sh | Q1 2026 | |
| 15 | Magnus Financial Group LLC | $3.9M | 98K | ▲+36% Added · +26K sh | Q2 2026 | |
| 16 | AVALON CAPITAL MANAGEMENT | $3.7M | 92K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 17 | Accurate Wealth Management, LLC | $3.2M | 82K | ▲+42% Added · +24K sh | Q2 2026 | |
| 18 | Principle Wealth Partners LLC | $3.0M | 75K | ▲+97% Added · +37K sh | Q1 2026 | |
| 19 | Sanctuary Advisors, LLC | $2.9M | 71K | ▲New +71K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 65K | ▲+26% Added · +13K sh | Q2 2026 | |
| 21 | Essex Financial Services, Inc. | $2.6M | 64K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 22 | Composition Wealth, LLC | $2.5M | 63K | ▼−22% Reduced · −18K sh | Q1 2026 | |
| 23 | Wealthcare Advisory Partners LLC | $1.9M | 48K | ▲+1.6% Added · +771 sh | Q2 2026 | |
| 24 | Stratos Wealth Partners, LTD. | $1.8M | 44K | ▲+210% Added · +30K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $1.8M | 43K | ▲New +43K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $10.0B |
| NVIDIA CORPNVDA | 35 funds | $7.5B |
| MICROSOFT CORPMSFT | 35 funds | $6.5B |
| VANGUARD S&P 500 ETFVOO | 35 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 35 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $4.2B |
| VANGUARD GROWTH ETFVUG | 35 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 35 funds | $3.6B |
| VANGUARD VALUE ETFVTV | 35 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 35 funds | $3.1B |
| BROADCOM INCAVGO | 35 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $2.8B |
Ranked by how many of RAAX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RAAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.