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/RDVY/capital-change-brief"
Use Arkolith's capital_change_brief for RDVY. 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 | $2.2B | 32.3M | ▲+6.0% Added · +1.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.4B | 20.9M | ▲+3.6% Added · +726K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $842.9M | 12.3M | ▲+9.4% Added · +1.1M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $772.0M | 11.3M | ▲+0.3% Added · +30K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $638.4M | 9.3M | ▲+3.3% Added · +299K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $508.3M | 7.4M | ▲+3.0% Added · +219K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $383.2M | 5.6M | ▲+1.0% Added · +56K sh | Q1 2026 | |
| 8 | UBS Group AG | $377.5M | 5.5M | ▼−7.8% Reduced · −465K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $369.8M | 5.4M | ▲+5.2% Added · +269K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $343.5M | 5.0M | ▲+6.5% Added · +308K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $301.4M | 4.4M | ▲+13% Added · +501K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $276.1M | 4.0M | ▲+8.0% Added · +300K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $212.5M | 3.1M | ▲+15% Added · +395K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $197.0M | 2.9M | ▲+4.7% Added · +129K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $177.7M | 2.6M | ▼−0.3% Reduced · −8K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $174.3M | 2.6M | ▲+3.1% Added · +77K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $140.4M | 2.1M | ▲+34% Added · +536K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $120.4M | 1.8M | ▲+8.5% Added · +138K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $104.1M | 1.5M | ▲+4.9% Added · +71K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $98.2M | 1.4M | ▲+9.5% Added · +125K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $95.4M | 1.4M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $92.7M | 1.4M | ▼−9.3% Reduced · −139K sh | Q1 2026 | |
| 23 | Equitable Holdings, Inc. | $86.8M | 1.2M | ▼−8.1% Reduced · −110K sh | Q1 2026 | |
| 24 | Baird Financial Group, Inc. | $76.9M | 1.1M | ▲+10.0% Added · +102K sh | Q1 2026 | |
| 25 | Prospera Financial Services Inc | $89.6M | 1.1M | ▼−5.6% Reduced · −66K 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 | 190 funds | $39.4B |
| MICROSOFT CORPMSFT | 190 funds | $31.9B |
| JPMORGAN CHASE & COJPM | 190 funds | $14.6B |
| ALPHABET INC-CL CGOOG | 190 funds | $14.3B |
| JOHNSON & JOHNSONJNJ | 190 funds | $9.2B |
| EXXON MOBIL CORPXOM | 190 funds | $8.9B |
| WALMART INCWMT | 190 funds | $8.4B |
| CHEVRON CORPCVX | 190 funds | $5.8B |
| ABBVIE INCABBV | 190 funds | $5.5B |
| PROCTER & GAMBLE CO/THEPG | 190 funds | $5.2B |
| PEPSICO INCPEP | 190 funds | $3.2B |
| AT&T INCT | 190 funds | $2.4B |
Ranked by how many of RDVY'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 RDVY. 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.