| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $16.1M | 1.4M | ▼−1.1% Reduced · −15K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $8.2M | 728K | ▲New +728K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $6.0M | 511K | ▼−3.3% Reduced · −18K sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 236K | ▲New +236K sh | Q1 2026 | |
| 5 | Corient Private Wealth LLC | $1.8M | 156K | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 6 | Clayton Partners LLC | $1.7M | 150K | ▼−29% Reduced · −61K sh | Q1 2026 | |
| 7 | CDC Financial, Inc. | $1.6M | 142K | ▲+17% Added · +20K sh | Q1 2026 | |
| 8 | NORTHERN TRUST CORP | $1.6M | 141K | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 9 | Connor, Clark & Lunn Investment Management Ltd. | $1.3M | 116K | ▼−11% Reduced · −14K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $1.3M | 114K | ▲New +114K sh | Q1 2026 | |
| 11 | DOLIVER ADVISORS, LP | $1.2M | 111K | ▼−0.7% Reduced · −800 sh | Q2 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 104K | ▲New +104K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $951K | 84K | ▼−0.5% Reduced · −426 sh | Q1 2026 | |
| 14 | Quantinno Capital Management LP | $855K | 76K | ▲+58% Added · +28K sh | Q1 2026 | |
| 15 | INTREPID CAPITAL MANAGEMENT INC | $837K | 74K | —Held | Q1 2026 | |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | $645K | 57K | ▲+9.1% Added · +5K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $581K | 51K | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $577K | 51K | ▼−8.3% Reduced · −5K sh | Q1 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $561K | 50K | ▼−69% Reduced · −110K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $558K | 49K | ▼−10% Reduced · −6K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $551K | 49K | ▲+32% Added · +12K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $543K | 48K | ▼−0.7% Reduced · −346 sh | Q1 2026 | |
| 23 | Magnus Financial Group LLC | $427K | 40K | ▲+22% Added · +7K sh | Q2 2026 | |
| 24 | Tidal Investments LLC | $437K | 39K | ▲New +39K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $349K | 31K | ▲+36% Added · +8K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 23 funds | $7.4B |
| AMAZON.COM INCAMZN | 23 funds | $5.6B |
| BROADCOM INCAVGO | 23 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 23 funds | $2.4B |
| TESLA INCTSLA | 23 funds | $2.3B |
| ELI LILLY & COLLY | 23 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 23 funds | $1.9B |
| VISA INC-CLASS A SHARESV | 23 funds | $1.7B |
| CHEVRON CORPCVX | 23 funds | $1.4B |
| MICRON TECHNOLOGY INCMU | 23 funds | $1.4B |
| COSTCO WHOLESALE CORPCOST | 23 funds | $1.3B |
| ADVANCED MICRO DEVICESAMD | 23 funds | $1.2B |
Ranked by how many of REFI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 16, 2025 | Mazarakis John | Executive Chairman, Director | Buy (P) | 8K | $102K |
| Oct 15, 2025 | Kite David | Chief Operating Officer | Buy (P) | 3K | $32K |
| Oct 15, 2025 | Papastavrou Jason D | Director | Buy (P) | 10K | $126K |
| Oct 15, 2025 | Papastavrou Jason D | Director | Buy (P) | 5K | $64K |
| Oct 15, 2025 | Papastavrou Jason D | Director | Buy (P) | 3K | $38K |
| Oct 14, 2025 | Sack Peter | Co-Chief Executive Officer, Director | Buy (P) | 8K | $101K |
| Oct 14, 2025 | Konigsberg Brandon | Director | Buy (P) | 7K | $86K |
| Oct 14, 2025 | Kite David | Chief Operating Officer | Buy (P) | 3K | $31K |
| Oct 1, 2025 | Mazarakis John | Executive Chairman, Director | Buy (P) | 8K | $93K |
| Apr 9, 2025 | Silverman Phillip | Chief Financial Officer | Buy (P) | 769 | $10K |
| Nov 8, 2024 | Mazarakis John | Executive COB, Director | Buy (P) | 3K | $44K |
| Nov 7, 2024 | Mazarakis John | Executive COB, Director | Sell (S) | 3K | $44K |
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/REFI/capital-change-brief"
Use Arkolith's capital_change_brief for REFI. 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 REFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.