36 tracked 13F filers disclose a position in REFR as of the latest SEC 13F filings, a combined $2.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MGO ONE SEVEN LLC | $461K | 887K | ▼−3.4% Reduced · −32K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $560K | 608K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $512K | 568K | →First observed position No prior filed position | Q1 2026 | |
| 4 | Focus Partners Wealth | $457K | 496K | —Held | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $159K | 306K | ▲+1.0% Added · +3K sh | Q2 2026 | |
| 6 | VANGUARD FIDUCIARY TRUST CO | $160K | 177K | →First observed position No prior filed position | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $141K | 157K | ▲+27% Added · +34K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $55K | 106K | —Held | Q2 2026 | |
| 9 | SHUFRO ROSE & CO LLC | $51K | 98K | —Held | Q2 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $63K | 68K | ▼−13% Reduced · −10K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $48K | 53K | —Held | Q1 2026 | |
| 12 | XTX Topco Ltd | $30K | 33K | ▲+57% Added · +12K sh | Q1 2026 | |
| 13 | HM PAYSON & CO | $18K | 20K | —Held | Q1 2026 | |
| 14 | FreeGulliver LLC | $10K | 20K | —Held | Q2 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $17K | 19K | ▲New +19K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $16K | 18K | ▼−58% Reduced · −25K sh | Q1 2026 | |
| 17 | Kingsview Wealth Management, LLC | $9K | 17K | ▼−62% Reduced · −28K sh | Q2 2026 | |
| 18 | CGN Advisors LLC | $7K | 14K | ▲New +14K sh | Q2 2026 | |
| 19 | Focus Partners Advisor Solutions, LLC | $7K | 14K | —Held | Q2 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $13K | 14K | —Held | Q1 2026 | |
| 21 | Schonfeld Strategic Advisors LLC | $7K | 14K | —Held | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $11K | 12K | ▼−23% Reduced · −4K sh | Q1 2026 | |
| 23 | Vanguard Global Advisers, LLC | $10K | 11K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Farrell Financial LLC | $5K | 10K | ▼−1.4% Reduced · −150 sh | Q2 2026 | |
| 25 | HB Wealth Management, LLC | $5K | 10K | —Held | 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.
Last quarter, 1 fund opened a new position in REFR and 2 added to an existing one, while 3 reduced and 0 exited entirely — 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 | 13 funds | $2.1B |
| APPLE INCAAPL | 13 funds | $1.9B |
| MICROSOFT CORPMSFT | 13 funds | $1.1B |
| BROADCOM INCAVGO | 13 funds | $965.8M |
| ALPHABET INC-CL CGOOG | 13 funds | $576.0M |
| ALPHABET INC-CL AGOOGL | 12 funds | $846.7M |
| AMAZON.COM INCAMZN | 12 funds | $713.8M |
| JPMORGAN CHASE & COJPM | 12 funds | $569.7M |
| CHEVRON CORPCVX | 12 funds | $535.1M |
| VISA INC-CLASS A SHARESV | 12 funds | $434.3M |
| UNITEDHEALTH GROUP INCUNH | 12 funds | $386.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $294.6M |
Ranked by how many of REFR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 14, 2024 | Kaganowicz Alexander | Director | Buy (P) | 2K | $4K |
| Jun 7, 2024 | Daigle Darryl | Director, 10% Owner | Buy (P) | 4K | $7K |
| Feb 7, 2024 | Daigle Darryl | Director | Buy (P) | 1K | $1K |
| Dec 11, 2023 | Daigle Darryl | Director | Buy (P) | 8K | $8K |
| Oct 2, 2023 | Daigle Darryl | Director | Buy (P) | 500 | $525 |
| Sep 13, 2023 | Daigle Darryl | Director | Buy (P) | 2K | $2K |
| Sep 13, 2023 | Daigle Darryl | Director | Buy (P) | 5K | $7K |
| Jun 16, 2023 | Daigle Darryl | Director | Buy (P) | 5K | $7K |
| Jun 15, 2023 | Daigle Darryl | Director | Buy (P) | 4K | $7K |
| Feb 9, 2023 | Daigle Darryl | Director | Buy (P) | 4K | $7K |
| Jan 25, 2023 | Daigle Darryl | Director | Buy (P) | 4K | $7K |
| Aug 25, 2020 | DOUGLAS FAMILY TRUST | 10% Owner | Sell (S) | 38K | $82K |
Connected entities for REFR
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/REFR/capital-change-brief"
Use Arkolith's capital_change_brief for REFR. 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 REFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.