Among active 13F managers last quarter, 1 opened and 4 added, while 5 reduced; the largest holder to move was Prospera Financial Services Inc (−9.0%).
34 tracked 13F filers disclose a position in RFEM as of the latest SEC 13F filings, a combined $40.5M 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 | LPL Financial LLC | 102K | $8.4M | ▲+32% Added · +25K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 60K | $5.0M | ▲+0.3% Added · +180 sh | Q1 2026 | |
| 3 | Baird Financial Group, Inc. | 45K | $3.7M | ▲+1.0% Added · +452 sh | Q1 2026 | |
| 4 | Prospera Financial Services Inc | 34K | $3.2M | ▼−9.0% Reduced · −3K sh | Q2 2026 | |
| 5 | RiverFront Investment Group, LLC | 33K | $3.1M | ▼−8.5% Reduced · −3K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | 29K | $2.3M | ▲+6.1% Added · +2K sh | Q1 2026 | |
| 7 | Truist Financial Corp | 26K | $2.2M | ▼−2.4% Reduced · −659 sh | Q1 2026 | |
| 8 | J.W. Cole Advisors, Inc. | 25K | $2.4M | ▲Added Added · +25K sh | Q2 2026 | |
| 9 | Old Mission Capital LLC | 21K | $1.8M | ▲New +21K sh | Q1 2026 | |
| 10 | MML Investors Services, LLC | 18K | $1.7M | ▲+10% Added · +2K sh | Q2 2026 | |
| 11 | Maia Wealth LLC | 17K | $1.6M | ▲+10% Added · +2K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 14K | $1.2M | ▲+258% Added · +10K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 9K | $749K | ▲+6.5% Added · +559 sh | Q1 2026 | |
| 14 | Keystone Wealth Services, LLC | 8K | $749K | ▲+6.9% Added · +515 sh | Q2 2026 | |
| 15 | Farther Finance Advisors, LLC | 6K | $509K | ▼−64% Reduced · −11K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 3K | $263K | ▼−77% Reduced · −11K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 3K | $290K | ▼−21% Reduced · −817 sh | Q2 2026 | |
| 18 | Benjamin Edwards Inc | 3K | $253K | ▼−9.4% Reduced · −279 sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 3K | $216K | ▲New +3K sh | Q1 2026 | |
| 20 | GeoWealth Management, LLC | 2K | $233K | ▲+4.6% Added · +110 sh | Q2 2026 | |
| 21 | Triad Wealth Partners, LLC | 2K | $227K | ▼−51% Reduced · −2K sh | Q2 2026 | |
| 22 | GAMMA Investing LLC | 2K | $178K | —Held | Q2 2026 | |
| 23 | International Assets Investment Management, LLC | 853 | $79K | —Held | Q2 2026 | |
| 24 | Tucker Asset Management LLC | 804 | $76K | ▲+1.1% Added · +9 sh | Q2 2026 | |
| 25 | REAP Financial Group, LLC | 593 | $56K | ▲+1.2% Added · +7 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, 1 fund opened a new position in RFEM and 4 added to an existing one, while 5 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 15 funds | $14.2B |
| Nvidia CorpNVDA | 15 funds | $3.8B |
| Vanguard S&P 500 ETFVOO | 15 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 15 funds | $909.2M |
| Tesla IncTSLA | 15 funds | $762.7M |
| Vanguard Ftse Developed ETFVEA | 15 funds | $513.8M |
| RTX CorpRTX | 15 funds | $451.8M |
| Taiwan Semiconductor-SP ADRTSM | 15 funds | $441.9M |
| Lockheed Martin CorpLMT | 15 funds | $404.4M |
| Vaneck Semiconductor ETFSMH | 15 funds | $383.2M |
| Ishares Msci Eafe Value ETFEFV | 15 funds | $346.7M |
| Apple IncAAPL | 14 funds | $3.8B |
Ranked by how many of RFEM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RFEM.
| Class | 13F holders | Value held |
|---|---|---|
| FTLSmc | 248 funds | $1.7B |
| FPEImc | 204 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 |
| RFDIUIT EXCHANGE TRADED | 48 funds | $107.3M |
| 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 RFEM
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/RFEM/capital-change-brief"
Use Arkolith's capital_change_brief for RFEM. 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 RFEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.