Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was AQR Arbitrage LLC (−2.0%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
6 tracked 13F filers disclose a position in RDAC as of the latest SEC 13F filings, a combined $5.8M 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 | AQR Arbitrage LLC | 341K | $3.6M | ▼−2.0% Reduced · −7K sh | Q2 2026 | |
| 2 | D. E. Shaw & Co., Inc. | 273K | $1.3M | —Held | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 141K | $674K | ▲+0.3% Added · +485 sh | Q1 2026 | |
| 4 | Clear Street Group Inc. | 22K | $233K | ▼−31% Reduced · −10K sh | Q2 2026 | |
| 5 | UBS Group AG | 122 | $584 | ▼−80% Reduced · −487 sh | Q1 2026 | |
| 6 | Morgan Stanley | 64 | $307 | ▲+49% Added · +21 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.
Last quarter, no active manager opened or added to a position in RDAC, while 1 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 |
|---|---|---|
| Alphabet Inc-CL CGOOG | 2 funds | $1.5B |
| Western Digital CorpWDC 3 11/15/28 | 2 funds | $1.1B |
| Norfolk Southern CorpNSC | 2 funds | $830.6M |
| Alibaba Group HoldingBABA 0.5 06/01/31 | 2 funds | $616.5M |
| Kenvue IncKVUE | 2 funds | $613.8M |
| Warner Bros Discovery IncWBD | 2 funds | $550.0M |
| Teck Resources Ltd-CLS BTECK | 2 funds | $374.4M |
| Qorvo IncQRVO | 2 funds | $290.2M |
| Strategy IncMSTR 0 12/01/29 | 2 funds | $265.3M |
| Penumbra IncPEN | 2 funds | $244.4M |
| Electronic Arts IncEA | 2 funds | $240.4M |
| Aes CorpAES | 2 funds | $202.2M |
Ranked by how many of RDAC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RDAC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 15, 2024 | Aurora Beacon LLC | 10% Owner | Buy (P) | 254K | — |
| Oct 15, 2024 | Xing Lulu | CEO and Chairman of the Board, Director, 10% Owner | Buy (P) | 254K | — |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 3 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| RDACRSPACS | 12 funds | $341K |
| RDACthis pageSHS | 6 funds | $5.8M |
| G7576K123UNIT 11/15/2028 | 1 funds | $565 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for RDAC
This stock 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/RDAC/capital-change-brief"
Use Arkolith's capital_change_brief for RDAC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RDAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.