15 tracked 13F filers disclose a position in RDFI as of the latest SEC 13F filings, a combined $37.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $16.7M | 723K | ▲+15% Added · +96K sh | Q1 2026 | |
| 2 | Independent Wealth Network Inc. | $6.7M | 280K | ▲+5.6% Added · +15K sh | Q2 2026 | |
| 3 | Astoria Portfolio Advisors LLC. | $6.6M | 277K | ▲+35% Added · +72K sh | Q2 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $1.8M | 78K | ▲New +78K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $1.4M | 60K | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 6 | Latitude Advisors, LLC | $864K | 36K | ▲+76% Added · +16K sh | Q2 2026 | |
| 7 | Oregon Pacific Wealth Management, LLC | $796K | 33K | ▲+8.1% Added · +3K sh | Q2 2026 | |
| 8 | PFG Advisors | $691K | 29K | ▲New +29K sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | $630K | 27K | ▲+12% Added · +3K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $615K | 26K | ▲New +26K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $583K | 25K | ▼−68% Reduced · −53K sh | Q1 2026 | |
| 12 | Sound Income Strategies, LLC | $352K | 15K | ▲New +15K sh | Q2 2026 | |
| 13 | Noble Wealth Management PBC | $220K | 9K | ▼−0.3% Reduced · −27 sh | Q2 2026 | |
| 14 | BlackRock, Inc. | $46K | 2K | —Held | Q1 2026 | |
| 15 | AE Wealth Management LLC | $115 | 5 | —Held | 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, 2 funds opened a new position in RDFI and 3 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $1.7B |
| APPLE INCAAPL | 3 funds | $1.5B |
| NVIDIA CORPNVDA | 3 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $918.7M |
| MICROSOFT CORPMSFT | 3 funds | $868.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $825.5M |
| AMAZON.COM INCAMZN | 3 funds | $769.6M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $699.6M |
| STE STR SPDR PT S&P 500 ETFSPYM | 3 funds | $648.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 3 funds | $603.9M |
| ISHRS US E F R A ETF-USD INCDYNF | 3 funds | $596.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 3 funds | $582.9M |
Ranked by how many of RDFI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/RDFI/capital-change-brief"
Use Arkolith's capital_change_brief for RDFI. 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 RDFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.