46 tracked 13F filers disclose a position in RFDI as of the latest SEC 13F filings, a combined $106.7M 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 | MORGAN STANLEY | $29.7M | 361K | ▲+2.7% Added · +10K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $13.8M | 169K | ▲+21% Added · +30K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $12.8M | 156K | ▲+5.4% Added · +8K sh | Q1 2026 | |
| 4 | Prospera Financial Services Inc | $11.3M | 129K | ▼−8.6% Reduced · −12K sh | Q2 2026 | |
| 5 | RiverFront Investment Group, LLC | $9.8M | 113K | ▼−7.5% Reduced · −9K sh | Q2 2026 | |
| 6 | TRUIST FINANCIAL CORP | $7.0M | 86K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $3.7M | 45K | ▲+7.1% Added · +3K sh | Q1 2026 | |
| 8 | UBS Group AG | $2.5M | 30K | ▲+11% Added · +3K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $2.0M | 25K | ▲+11% Added · +2K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $1.7M | 21K | ▲+5.2% Added · +1K sh | Q1 2026 | |
| 11 | Cerity Partners LLC | $1.7M | 21K | ▲+6.3% Added · +1K sh | Q1 2026 | |
| 12 | Claris Financial LLC | $1.4M | 17K | ▲+0.4% Added · +62 sh | Q1 2026 | |
| 13 | Baird Financial Group, Inc. | $1.2M | 14K | —Held | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.1M | 13K | ▲+17% Added · +2K sh | Q1 2026 | |
| 15 | DAVENPORT & Co LLC | $1.1M | 12K | ▲+6.4% Added · +732 sh | Q2 2026 | |
| 16 | Orion Porfolio Solutions, LLC | $800K | 10K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 17 | GTS SECURITIES LLC | $710K | 9K | ▲New +9K sh | Q1 2026 | |
| 18 | Walkner Condon Financial Advisors LLC | $538K | 6K | ▲+0.1% Added · +5 sh | Q2 2026 | |
| 19 | CENTRAL TRUST Co | $490K | 6K | ▼−0.5% Reduced · −29 sh | Q1 2026 | |
| 20 | EWA, LLC | $489K | 6K | ▲New +6K sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $327K | 4K | ▲+16% Added · +538 sh | Q1 2026 | |
| 22 | Dana Investment Advisors, Inc. | $312K | 4K | —Held | Q1 2026 | |
| 23 | GAMMA Investing LLC | $302K | 3K | —Held | Q2 2026 | |
| 24 | MONEYWISE, INC. | $301K | 3K | —Held | Q2 2026 | |
| 25 | Spartan Wealth Advisory Services LLC | $241K | 3K | ▼−1.3% Reduced · −36 sh | 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, 6 funds opened a new position in RFDI and 1 added to an existing one, while 4 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 |
|---|---|---|
| APPLE INCAAPL | 17 funds | $1.7B |
| NVIDIA CORPNVDA | 17 funds | $1.6B |
| MICROSOFT CORPMSFT | 17 funds | $975.2M |
| ALPHABET INC-CL AGOOGL | 17 funds | $664.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $572.9M |
| ALPHABET INC-CL CGOOG | 17 funds | $502.3M |
| ISHARES CORE S&P MIDCAP ETFIJH | 17 funds | $244.8M |
| TESLA INCTSLA | 17 funds | $218.5M |
| HOME DEPOT INCHD | 17 funds | $126.2M |
| COCA-COLA CO/THEKO | 17 funds | $109.7M |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $854.0M |
Ranked by how many of RFDI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FTLSmc | 205 funds | $1.6B |
| FPEImc | 174 funds | $1.4B |
| FMHImc | 155 funds | $627.7M |
| FSMBmc | 112 funds | $436.1M |
| FEMBmc | 87 funds | $225.4M |
| FCALMF Closed and MF Open | 73 funds | $132.9M |
| RFDIthis pageUIT EXCHANGE TRADED | 46 funds | $106.7M |
| HUSVmc | 40 funds | $52.1M |
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.