Among active 13F managers last quarter, 6 opened and 9 added, while 11 reduced; the largest holder to move was Coldstream Capital Management Inc (−0.3%).
115 tracked 13F filers disclose a position in RFG as of the latest SEC 13F filings, a combined $108.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 224K | $12.3M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 2 | New England Private Wealth Advisors LLC | 186K | $11.2M | ▲~0% Added · +7 sh | Q2 2026 | |
| 3 | LPL Financial LLC | 182K | $10.0M | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 4 | Coldstream Capital Management Inc | 75K | $4.8M | ▼−0.3% Reduced · −240 sh | Q2 2026 | |
| 5 | Wells Fargo & Company | 68K | $3.7M | ▲+0.4% Added · +279 sh | Q1 2026 | |
| 6 | Twelve Points Wealth Management LLC | 68K | $4.4M | ▼−1.0% Reduced · −722 sh | Q2 2026 | |
| 7 | Ameritas Advisory Services, LLC | 54K | $3.5M | ▲+23% Added · +10K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 50K | $2.7M | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 9 | Compton Wealth Advisory Group, LLC | 48K | $3.0M | —Held | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 42K | $2.3M | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 11 | Prosperity Consulting Group, LLC | 40K | $2.6M | ▼−0.5% Reduced · −210 sh | Q2 2026 | |
| 12 | UBS Group AG | 37K | $2.0M | ▲+3.6% Added · +1K sh | Q1 2026 | |
| 13 | Northwestern Mutual Wealth Management Co | 31K | $1.7M | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | 30K | $1.9M | ▲46× Added · +29K sh | Q2 2026 | |
| 15 | KPP Advisory Services LLC | 29K | $1.8M | ▼−0.6% Reduced · −175 sh | Q2 2026 | |
| 16 | Royal Bank Of Canada | 28K | $1.5M | ▲+27% Added · +6K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | 27K | $1.5M | ▲+8.5% Added · +2K sh | Q1 2026 | |
| 18 | Raymond James Financial Inc | 27K | $1.5M | ▲+1.8% Added · +469 sh | Q1 2026 | |
| 19 | Cornerstone Financial Group, LLC | 26K | $1.7M | ▼−1.0% Reduced · −271 sh | Q2 2026 | |
| 20 | FMR LLC | 24K | $1.5M | ▲+67% Added · +10K sh | Q2 2026 | |
| 21 | Stephens Inc | 24K | $1.5M | —Held | Q2 2026 | |
| 22 | Corient Private Wealth LP | 22K | $1.2M | —Held | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | 22K | $1.4M | ▼−10.0% Reduced · −2K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 21K | $1.1M | ▼−34% Reduced · −11K sh | Q1 2026 | |
| 25 | Independent Financial Group, LLC | 18K | $1.2M | ▼−1.5% Reduced · −288 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 RFG and 9 added to an existing one, while 11 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 |
|---|---|---|
| Apple IncAAPL | 54 funds | $5.7B |
| Nvidia CorpNVDA | 54 funds | $4.3B |
| Microsoft CorpMSFT | 54 funds | $3.5B |
| Amazon.com IncAMZN | 53 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 53 funds | $2.2B |
| Alphabet Inc-CL CGOOG | 53 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 53 funds | $1.3B |
| Walmart IncWMT | 53 funds | $988.1M |
| Costco Wholesale CorpCOST | 53 funds | $730.9M |
| Procter & Gamble CoPG | 53 funds | $511.7M |
| Chevron CorpCVX | 53 funds | $501.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 52 funds | $3.2B |
Ranked by how many of RFG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RFG.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2089 funds | $54.3B |
| SPHQmc | 760 funds | $11.6B |
| PRFmc | 543 funds | $5.0B |
| XLGmc | 536 funds | $4.3B |
| PPAmc | 530 funds | $4.1B |
| RSPTcs | 459 funds | $2.1B |
| XMMOmc | 446 funds | $4.1B |
| XMHQmc | 395 funds | $3.3B |
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 RFG
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.