Among active 13F managers last quarter, 1 opened and 2 added, while 5 reduced; the largest holder to move was Krilogy Financial LLC (−3.1%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
28 tracked 13F filers disclose a position in RDI as of the latest SEC 13F filings, a combined $8.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Krilogy Financial LLC | 2.5M | $3.0M | ▼−3.1% Reduced · −81K sh | Q1 2026 | |
| 2 | Nantahala Capital Management, LLC | 1.9M | $2.5M | —Held | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 743K | $951K | ▼−1.4% Reduced · −11K sh | Q2 2026 | |
| 4 | Renaissance Technologies LLC | 512K | $579K | ▼−11% Reduced · −62K sh | Q1 2026 | |
| 5 | Gamco Investors, Inc. Et Al | 361K | $408K | ▲+8.7% Added · +29K sh | Q1 2026 | |
| 6 | Yacktman Asset Management LP | 265K | $339K | —Held | Q2 2026 | |
| 7 | Wells Fargo & Company | 220K | $249K | —Held | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 207K | $265K | ▼−5.0% Reduced · −11K sh | Q2 2026 | |
| 9 | Teton Advisors, LLC | 139K | $178K | —Held | Q2 2026 | |
| 10 | Gabelli Funds LLC | 87K | $98K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 82K | $105K | —Held | Q2 2026 | |
| 12 | BlackRock, Inc. | 52K | $66K | —Held | Q2 2026 | |
| 13 | State Street Corp | 46K | $59K | —Held | Q2 2026 | |
| 14 | Northern Trust Corp | 36K | $41K | ▼−21% Reduced · −10K sh | Q1 2026 | |
| 15 | Susquehanna International Group, LLP | 30K | $34K | ▲+182% Added · +20K sh | Q1 2026 | |
| 16 | Citadel Advisors LLC | 24K | $30K | ▼−66% Reduced · −46K sh | Q2 2026 | |
| 17 | Mraz, Amerine & Associates, Inc. | 19K | $24K | —Held | Q2 2026 | |
| 18 | XTX Topco Ltd | 18K | $20K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 19 | Arax Advisory Partners | 15K | $19K | —Held | Q2 2026 | |
| 20 | Liberty Atlantic Advisors LLC | 10K | $13K | ▲New +10K sh | Q2 2026 | |
| 21 | UBS Group AG | 7K | $8K | ▼−9.1% Reduced · −670 sh | Q1 2026 | |
| 22 | Vanguard Global Advisers, LLC | 4K | $5K | —Held | Q2 2026 | |
| 23 | Caldwell Sutter Capital, Inc. | 1K | $1K | —Held | Q2 2026 | |
| 24 | Morgan Stanley | 471 | $532 | —Held | Q1 2026 | |
| 25 | Royal Bank Of Canada | 313 | $0 | ▲+0.3% Added · +1 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, 1 fund opened a new position in RDI and 2 added to an existing one, while 5 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 | 13 funds | $2.4B |
| Lockheed Martin CorpLMT | 13 funds | $612.4M |
| Nvidia CorpNVDA | 12 funds | $4.0B |
| Apple IncAAPL | 12 funds | $3.8B |
| Alphabet Inc-CL CGOOG | 12 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 12 funds | $1.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $1.4B |
| Wells Fargo & CoWFC | 12 funds | $672.6M |
| Broadcom IncAVGO | 11 funds | $1.6B |
| JPMorgan Chase & CoJPM | 11 funds | $1.2B |
| Chevron CorpCVX | 11 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 11 funds | $1.1B |
Ranked by how many of RDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RDI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 20, 2025 | Lucas Steven John | VP, Controller & CAO | Sell (S) 3 lots, same day | 40K | $54K |
| Sep 18, 2024 | McEachern Douglas James | Director | Buy (P) | 2K | $3K |
| Sep 17, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $4K |
| Sep 16, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $5K |
| Sep 12, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $4K |
| Sep 11, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $4K |
| Sep 10, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $4K |
| Sep 9, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $4K |
| Sep 5, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $5K |
| Aug 23, 2024 | McEachern Douglas James | Director | Buy (P) 2 lots, same day | 13K | $23K |
| Aug 23, 2024 | Lucas Steven John | VP, Controller & CAO | Sell (S) | 10K | $18K |
| Aug 22, 2024 | McEachern Douglas James | Director | Buy (P) | 3K | $4K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 4 | 9 | – |
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 |
|---|---|---|
| RDIthis pageEQUITY | 28 funds | $8.9M |
| RDIBEQUITY | 12 funds | $1.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for RDI
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/RDI/capital-change-brief"
Use Arkolith's capital_change_brief for RDI. 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 RDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.