94 tracked 13F filers disclose a position in RFG as of the latest SEC 13F filings, a combined $81.1M 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 | $12.3M | 224K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $10.0M | 182K | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 3 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.1M | 75K | ▼−0.3% Reduced · −203 sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $3.7M | 68K | ▲+0.4% Added · +279 sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.7M | 50K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 6 | Compton Wealth Advisory Group, LLC | $3.0M | 48K | —Held | Q2 2026 | |
| 7 | Ameritas Advisory Services, LLC | $2.4M | 44K | ▲~0% Added · +1 sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 42K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 9 | Prosperity Consulting Group, LLC | $2.2M | 40K | ▼−0.6% Reduced · −223 sh | Q1 2026 | |
| 10 | UBS Group AG | $2.0M | 37K | ▲+3.6% Added · +1K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 31K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 12 | KPP Advisory Services LLC | $1.8M | 29K | ▼−0.6% Reduced · −175 sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $1.5M | 28K | ▲+27% Added · +6K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $1.5M | 27K | ▲+8.5% Added · +2K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.5M | 27K | ▲+1.8% Added · +469 sh | Q1 2026 | |
| 16 | STEPHENS INC /AR/ | $1.5M | 24K | —Held | Q2 2026 | |
| 17 | Corient Private Wealth LLC | $1.2M | 22K | —Held | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $1.4M | 22K | ▼−10.0% Reduced · −2K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $1.1M | 21K | ▼−34% Reduced · −11K sh | Q1 2026 | |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 18K | ▼−1.5% Reduced · −288 sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | $977K | 18K | —Held | Q1 2026 | |
| 22 | Commonwealth Financial Services, LLC | $1.1M | 17K | ▼−1.2% Reduced · −205 sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $856K | 16K | ▼−32% Reduced · −7K sh | Q1 2026 | |
| 24 | INTEGRITY ALLIANCE, LLC. | $847K | 15K | —Held | Q1 2026 | |
| 25 | Tempo Wealth, LLC | $989K | 15K | ▼−2.1% Reduced · −329 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, 7 funds opened a new position in RFG and 7 added to an existing one, while 8 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 | 30 funds | $10.9B |
| MICROSOFT CORPMSFT | 30 funds | $9.1B |
| NVIDIA CORPNVDA | 30 funds | $8.8B |
| AMAZON.COM INCAMZN | 30 funds | $6.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 30 funds | $6.0B |
| VANGUARD S&P 500 ETFVOO | 30 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 30 funds | $3.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 30 funds | $3.7B |
| BROADCOM INCAVGO | 30 funds | $3.6B |
Ranked by how many of RFG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/RFG/capital-change-brief"
Use Arkolith's capital_change_brief for RFG. 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 RFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.