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/RDVI/capital-change-brief"
Use Arkolith's capital_change_brief for RDVI. 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 | $289.7M | 11.3M | ▲+13% Added · +1.3M sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $96.1M | 3.8M | ▲+28% Added · +832K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $90.9M | 3.6M | ▼−5.4% Reduced · −203K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $63.3M | 2.5M | ▲+14% Added · +297K sh | Q1 2026 | |
| 5 | STIFEL FINANCIAL CORP | $62.7M | 2.5M | ▲+8.6% Added · +195K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $62.5M | 2.4M | ▲+15% Added · +326K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $55.7M | 2.2M | ▲+4.2% Added · +88K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $51.5M | 2.0M | ▲+2.1% Added · +41K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $32.2M | 1.3M | ▲+25% Added · +249K sh | Q1 2026 | |
| 10 | Baird Financial Group, Inc. | $30.1M | 1.2M | ▲+18% Added · +177K sh | Q1 2026 | |
| 11 | HARBOUR INVESTMENTS, INC. | $23.9M | 935K | ▲+49% Added · +306K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $21.8M | 854K | ▼−7.0% Reduced · −64K sh | Q1 2026 | |
| 13 | PINNACLE ASSOCIATES LTD | $21.5M | 842K | ▲+0.7% Added · +6K sh | Q1 2026 | |
| 14 | Arax Advisory Partners | $19.5M | 763K | ▲+4.6% Added · +34K sh | Q1 2026 | |
| 15 | Merit Financial Group, LLC | $18.6M | 729K | ▲+8.3% Added · +56K sh | Q1 2026 | |
| 16 | Prospera Financial Services Inc | $21.0M | 714K | ▲+5.2% Added · +35K sh | Q2 2026 | |
| 17 | PARK NATIONAL CORP /OH/ | $20.9M | 711K | ▲+4.5% Added · +31K sh | Q2 2026 | |
| 18 | ADAMSBROWN WEALTH CONSULTANTS LLC | $20.2M | 686K | ▲+2.1% Added · +14K sh | Q2 2026 | |
| 19 | Focus Partners Wealth | $16.8M | 657K | ▼−5.8% Reduced · −41K sh | Q1 2026 | |
| 20 | Prime Capital Investment Advisors, LLC | $15.9M | 622K | ▲+1.6% Added · +10K sh | Q1 2026 | |
| 21 | Stratos Wealth Partners, LTD. | $15.7M | 615K | ▲+144% Added · +363K sh | Q1 2026 | |
| 22 | Integrated Wealth Concepts LLC | $14.8M | 580K | ▲+60% Added · +216K sh | Q1 2026 | |
| 23 | VestGen Advisors, LLC | $14.7M | 541K | ▲+9.0% Added · +45K sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $13.3M | 522K | ▲+303% Added · +393K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 518K | ▲+17% Added · +74K sh | Q2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 99 funds | $18.6B |
| MICROSOFT CORPMSFT | 99 funds | $15.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 99 funds | $13.0B |
| VANGUARD S&P 500 ETFVOO | 99 funds | $10.3B |
| VANGUARD GROWTH ETFVUG | 99 funds | $7.7B |
| BROADCOM INCAVGO | 99 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 99 funds | $7.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 99 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 99 funds | $6.3B |
| META PLATFORMS INC-CLASS AMETA | 99 funds | $6.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 99 funds | $5.5B |
| EXXON MOBIL CORPXOM | 99 funds | $4.9B |
Ranked by how many of RDVI'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 RDVI. 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.