Among active 13F managers last quarter, 8 opened and 17 added, while 12 reduced; the largest holder to move was Fielder Capital Group LLC (+2.3%). Over the last 180 days, 3 insiders bought and none sold, a net +$1.3M in open-market trades.
25 adding vs 12 trimming; insiders net bought $1.3M.
97 tracked 13F filers disclose a position in REFI as of the latest SEC 13F filings, a combined $68.6M 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 | BlackRock, Inc. | 1.4M | $16.1M | ▼−1.1% Reduced · −15K sh | Q1 2026 | |
| 2 | Fielder Capital Group LLC | 982K | $10.5M | ▲+2.3% Added · +22K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 728K | $8.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | State Street Corp | 499K | $5.6M | ▼−2.2% Reduced · −11K sh | Q2 2026 | |
| 5 | Van Eck Associates Corp | 236K | Withheld | ▲New +236K sh | Q1 2026 | |
| 6 | Segall Bryant & Hamill, LLC | 189K | $2.0M | ▲New +189K sh | Q2 2026 | |
| 7 | Corient Private Wealth LP | 156K | $1.8M | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 8 | Clayton Partners LLC | 155K | $1.7M | ▲+3.3% Added · +5K sh | Q2 2026 | |
| 9 | CDC Financial, Inc. | 142K | $1.6M | ▲+17% Added · +20K sh | Q1 2026 | |
| 10 | Northern Trust Corp | 141K | $1.6M | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 114K | $1.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | Connor, Clark & Lunn Investment Management Ltd. | 114K | $1.2M | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 13 | Doliver Advisors, LP | 111K | $1.2M | ▼−0.7% Reduced · −800 sh | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 104K | $1.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 84K | $951K | ▼−0.5% Reduced · −426 sh | Q1 2026 | |
| 16 | Quantinno Capital Management LP | 76K | $855K | ▲+58% Added · +28K sh | Q1 2026 | |
| 17 | Intrepid Capital Management Inc | 74K | $792K | —Held | Q2 2026 | |
| 18 | Odyssean, LLC | 63K | $678K | ▲+388% Added · +50K sh | Q2 2026 | |
| 19 | Price T Rowe Associates Inc | 57K | $645K | ▲+9.1% Added · +5K sh | Q1 2026 | |
| 20 | Commonwealth Equity Services, LLC | 51K | $581K | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 21 | Renaissance Technologies LLC | 51K | $577K | ▼−8.3% Reduced · −5K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 50K | $561K | ▼−69% Reduced · −110K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 49K | $558K | ▼−10% Reduced · −6K sh | Q1 2026 | |
| 24 | Morgan Stanley | 49K | $551K | ▲+32% Added · +12K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | 48K | $543K | ▼−0.7% Reduced · −346 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 8 funds opened a new position in REFI and 17 added to an existing one, while 12 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 43 funds | $130.6B |
| APPLE INCAAPL | 43 funds | $102.4B |
| MICROSOFT CORPMSFT | 43 funds | $89.7B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $39.6B |
| AMAZON.COM INCAMZN | 42 funds | $59.3B |
| ALPHABET INC-CL AGOOGL | 42 funds | $44.0B |
| ELI LILLY & COLLY | 42 funds | $26.3B |
| WALMART INCWMT | 42 funds | $9.6B |
| BROADCOM INCAVGO | 41 funds | $53.6B |
| ALPHABET INC-CL CGOOG | 41 funds | $48.7B |
| VISA INC-CLASS A SHARESV | 41 funds | $23.9B |
| TESLA INCTSLA | 41 funds | $20.1B |
Ranked by how many of REFI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Mazarakis John | Executive Chairman, Director | Buy (P) | 8K | $80K |
| Aug 26, 2026 | Mazarakis John | Executive Chairman, Director | Buy (P) | 40K | $429K |
| Aug 21, 2026 | Mazarakis John | Executive Chairman, Director | Buy (P) | 145 | $2K |
| Aug 19, 2026 | Sack Peter | Co-Chief Executive Officer, Director | Buy (P) | 2K | $21K |
| Aug 19, 2026 | Sack Peter | Co-Chief Executive Officer, Director | Buy (P) | 2K | $16K |
| Aug 18, 2026 | Sack Peter | Co-Chief Executive Officer, Director | Buy (P) | 2K | $16K |
| Aug 17, 2026 | Cappell Anthony | Co-Chief Executive Officer, Director | Buy (P) | 45K | $468K |
| Aug 17, 2026 | Mazarakis John | Executive Chairman, Director | Buy (P) | 25K | $256K |
| 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 |
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
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Latest quarterly filings | 32 | 32 | – |
Insiders Form 4 open-market | 3 | 0 | +$1.3M |
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 ~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.
Connected entities for REFI
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.