Among active 13F managers last quarter, 2 opened and 3 added, while none reduced or exited; the largest holder to move was Belpointe Asset Management LLC (+15%).
14 tracked 13F filers disclose a position in RDFI as of the latest SEC 13F filings, a combined $37.5M 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 | Belpointe Asset Management LLC | 723K | $16.7M | ▲+15% Added · +96K sh | Q1 2026 | |
| 2 | Independent Wealth Network Inc. | 280K | $6.7M | ▲+5.6% Added · +15K sh | Q2 2026 | |
| 3 | Astoria Portfolio Advisors LLC. | 277K | $6.6M | ▲+35% Added · +72K sh | Q2 2026 | |
| 4 | MML Investors Services, LLC | 114K | $2.7M | ▲+46% Added · +36K sh | Q2 2026 | |
| 5 | Latitude Advisors, LLC | 36K | $864K | ▲+76% Added · +16K sh | Q2 2026 | |
| 6 | Oregon Pacific Wealth Management, LLC | 33K | $796K | ▲+8.1% Added · +3K sh | Q2 2026 | |
| 7 | PFG Advisors | 29K | $691K | ▲New +29K sh | Q2 2026 | |
| 8 | Integrated Wealth Concepts LLC | 28K | $665K | ▲+2.1% Added · +579 sh | Q2 2026 | |
| 9 | Wealth Enhancement Advisory Services, LLC | 26K | $615K | ▲New +26K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 25K | $583K | ▼−68% Reduced · −53K sh | Q1 2026 | |
| 11 | Sound Income Strategies, LLC | 15K | $352K | ▲New +15K sh | Q2 2026 | |
| 12 | Noble Wealth Management PBC | 9K | $220K | ▼−0.3% Reduced · −27 sh | Q2 2026 | |
| 13 | BlackRock, Inc. | 2K | $48K | —Held | Q2 2026 | |
| 14 | AE Wealth Management LLC | 5 | $115 | —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 none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 5 funds | $152.2M |
| Nvidia CorpNVDA | 5 funds | $142.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $131.2M |
| Microsoft CorpMSFT | 5 funds | $83.5M |
| Vanguard Growth ETFVUG | 5 funds | $82.2M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $81.3M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 5 funds | $79.8M |
| Vanguard S&P 500 ETFVOO | 5 funds | $76.1M |
| Amazon.com IncAMZN | 5 funds | $75.4M |
| Alphabet Inc-CL AGOOGL | 5 funds | $59.0M |
| Ste STR SPDR PT DW EU ETFSPDW | 5 funds | $50.2M |
| Abbvie IncABBV | 5 funds | $45.5M |
Ranked by how many of RDFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RDFI.
| Class | 13F holders | Value held |
|---|---|---|
| SPCKTHE SPAC AND NEW | 17 funds | $20.8M |
| RDFIthis pageRAREVIEW DYNAMIC | 14 funds | $37.5M |
| RSEERAREVIEW SYS EQT | 13 funds | $42.5M |
| RTRERAREVIEW TOTL RT | 10 funds | $39.3M |
| CNAVMOHR CO NAV ETF | 8 funds | $16.9M |
| SNAVMOHR SECTOR NAV | 8 funds | $13.0M |
| MFULMINDFUL CNSRVTV | 8 funds | $3.7M |
| RULEETF | 8 funds | $3.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RDFI
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.