Among active 13F managers last quarter, 7 opened and 1 added, while 2 reduced; the largest holder to move was Prospera Financial Services Inc (−8.6%).
49 tracked 13F filers disclose a position in RFDI as of the latest SEC 13F filings, a combined $107.4M 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 | Morgan Stanley | 361K | $29.7M | ▲+2.7% Added · +10K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | 169K | $13.8M | ▲+21% Added · +30K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 156K | $12.8M | ▲+5.4% Added · +8K sh | Q1 2026 | |
| 4 | Prospera Financial Services Inc | 129K | $11.3M | ▼−8.6% Reduced · −12K sh | Q2 2026 | |
| 5 | RiverFront Investment Group, LLC | 113K | $9.8M | ▼−7.5% Reduced · −9K sh | Q2 2026 | |
| 6 | Truist Financial Corp | 86K | $7.0M | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 7 | Royal Bank Of Canada | 45K | $3.7M | ▲+7.1% Added · +3K sh | Q1 2026 | |
| 8 | UBS Group AG | 30K | $2.5M | ▲+11% Added · +3K sh | Q1 2026 | |
| 9 | Jane Street Group, LLC | 25K | $2.0M | ▲+11% Added · +2K sh | Q1 2026 | |
| 10 | LPL Financial LLC | 21K | $1.7M | ▲+5.2% Added · +1K sh | Q1 2026 | |
| 11 | Cerity Partners LLC | 21K | $1.7M | ▲+6.3% Added · +1K sh | Q1 2026 | |
| 12 | Claris Financial LLC | 17K | $1.4M | ▲+0.4% Added · +62 sh | Q1 2026 | |
| 13 | Baird Financial Group, Inc. | 14K | $1.2M | —Held | Q1 2026 | |
| 14 | Raymond James Financial Inc | 13K | $1.1M | ▲+17% Added · +2K sh | Q1 2026 | |
| 15 | Davenport & Co LLC | 12K | $1.1M | ▲+6.4% Added · +732 sh | Q2 2026 | |
| 16 | GTS Securities LLC | 9K | $710K | ▲New +9K sh | Q1 2026 | |
| 17 | Stratos Wealth Advisors, LLC | 8K | $656K | ▲New +8K sh | Q2 2026 | |
| 18 | Walkner Condon Financial Advisors LLC | 6K | $538K | ▲+0.1% Added · +5 sh | Q2 2026 | |
| 19 | Central Trust Co | 6K | $490K | ▼−0.5% Reduced · −29 sh | Q1 2026 | |
| 20 | Ewa, LLC | 6K | $489K | ▲New +6K sh | Q2 2026 | |
| 21 | Stifel Financial Corp | 4K | $327K | ▲+16% Added · +538 sh | Q1 2026 | |
| 22 | Dana Investment Advisors, Inc. | 4K | $331K | —Held | Q2 2026 | |
| 23 | Citadel Advisors LLC | 4K | $308K | ▲New +4K sh | Q2 2026 | |
| 24 | GAMMA Investing LLC | 3K | $302K | —Held | Q2 2026 | |
| 25 | Moneywise, Inc. | 3K | $301K | —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, 7 funds opened a new position in RFDI and 1 added to an existing one, while 2 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 19 funds | $4.0B |
| Apple IncAAPL | 19 funds | $4.0B |
| Microsoft CorpMSFT | 19 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 19 funds | $1.8B |
| Alphabet Inc-CL CGOOG | 19 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 19 funds | $1.2B |
| Ishares Core S&P 500 ETFIVV | 18 funds | $14.4B |
| Amazon.com IncAMZN | 18 funds | $3.5B |
| Coca-Cola CoKO | 18 funds | $753.8M |
| Tesla IncTSLA | 18 funds | $727.8M |
| Home Depot IncHD | 18 funds | $657.4M |
| Procter & Gamble CoPG | 18 funds | $625.9M |
Ranked by how many of RFDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RFDI.
| Class | 13F holders | Value held |
|---|---|---|
| FTLSmc | 249 funds | $1.7B |
| FPEImc | 205 funds | $1.5B |
| FMHImc | 177 funds | $672.3M |
| FSMBmc | 126 funds | $465.5M |
| FEMBmc | 96 funds | $217.7M |
| FCALMF Closed and MF Open | 83 funds | $136.3M |
| RFDIthis pageUIT EXCHANGE TRADED | 49 funds | $107.4M |
| HUSVmc | 46 funds | $56.2M |
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 RFDI
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/RFDI/capital-change-brief"
Use Arkolith's capital_change_brief for RFDI. 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 RFDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.