24 tracked 13F filers disclose a position in RFDA as of the latest SEC 13F filings, a combined $80.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | $16.1M | 228K | ▼−6.1% Reduced · −15K sh | Q2 2026 | |
| 2 | Prospera Financial Services Inc | $15.5M | 220K | ▼−8.9% Reduced · −21K sh | Q2 2026 | |
| 3 | ALPS ADVISORS INC | $14.3M | 203K | ▲+20% Added · +34K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 175K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $10.3M | 165K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 6 | RETIREMENT PLANNING GROUP, LLC / NY | $4.1M | 59K | ▼−3.2% Reduced · −2K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.9M | 31K | ▼−54% Reduced · −36K sh | Q1 2026 | |
| 8 | Bison Wealth, LLC | $2.1M | 30K | ▼−0.7% Reduced · −221 sh | Q2 2026 | |
| 9 | GAMMA Investing LLC | $1.0M | 15K | —Held | Q2 2026 | |
| 10 | DAVENPORT & Co LLC | $926K | 13K | ▲+12% Added · +1K sh | Q2 2026 | |
| 11 | EWA, LLC | $706K | 10K | ▲New +10K sh | Q2 2026 | |
| 12 | CITADEL ADVISORS LLC | $594K | 9K | ▲+1.7% Added · +162 sh | Q1 2026 | |
| 13 | LEIGH BALDWIN & CO., LLC | $577K | 8K | ▲+0.2% Added · +16 sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | $349K | 5K | ▼−5.5% Reduced · −289 sh | Q2 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $274K | 4K | ▼−2.2% Reduced · −100 sh | Q1 2026 | |
| 16 | Stratos Wealth Partners, LTD. | $285K | 4K | —Held | Q2 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $220K | 3K | ▲New +3K sh | Q2 2026 | |
| 18 | JPMORGAN CHASE & CO | $153K | 2K | —Held | Q1 2026 | |
| 19 | EVOLUTION WEALTH MANAGEMENT INC. | $72K | 1K | ▲+15% Added · +130 sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | $59K | 836 | —Held | Q2 2026 | |
| 21 | Elevated Capital Advisors, LLC | $44K | 618 | ▼−37% Reduced · −356 sh | Q2 2026 | |
| 22 | UBS Group AG | $24K | 389 | ▼−64% Reduced · −703 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $5K | 86 | —Held | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $56 | 1 | ▲Added Added · +1 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.
Last quarter, 1 fund opened a new position in RFDA and 2 added to an existing one, while 5 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 | 9 funds | $5.8B |
| APPLE INCAAPL | 9 funds | $3.5B |
| AMAZON.COM INCAMZN | 9 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $3.2B |
| MICRON TECHNOLOGY INCMU | 9 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.3B |
| TESLA INCTSLA | 9 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.9B |
| MICROSOFT CORPMSFT | 9 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.6B |
| PALANTIR TECHNOLOGIES INC-APLTR | 9 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $722.0M |
Ranked by how many of RFDA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 752 funds | $5.4B |
| SDOGmc | 159 funds | $426.2M |
| OUSAcommon | 124 funds | $336.6M |
| OUSMmc | 120 funds | $543.8M |
| ENFRmc | 118 funds | $229.7M |
| SMTHSMITH CORE PLUS | 76 funds | $2.2B |
| IDOGSHS | 76 funds | $335.2M |
| SBIOMF Closed and MF Open | 70 funds | $50.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RFDA
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/RFDA/capital-change-brief"
Use Arkolith's capital_change_brief for RFDA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RFDA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.