The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query RFI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RFI"
Use Arkolith to show who owns RFI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $2.9M | 259K | ▲+12% Added · +28K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $801K | 72K | ▲+6.0% Added · +4K sh | Q1 2026 | |
| 3 | PATTEN & PATTEN INC/TN | $538K | 48K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 4 | Pallas Capital Advisors LLC | $473K | 42K | —Held | Q1 2026 | |
| 5 | Stratos Wealth Advisors, LLC | $342K | 31K | ▲+0.2% Added · +68 sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $327K | 29K | ▼−2.4% Reduced · −728 sh | Q1 2026 | |
| 7 | READYSTATE ASSET MANAGEMENT LP | $260K | 23K | ▼−85% Reduced · −130K sh | Q1 2026 | |
| 8 | DAVENPORT & Co LLC | $239K | 21K | ▲+1.6% Added · +333 sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $238K | 21K | ▲+5.1% Added · +1K sh | Q1 2026 | |
| 10 | Cresset Asset Management, LLC | $196K | 18K | ▲+15% Added · +2K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $190K | 17K | ▲+1.9% Added · +312 sh | Q1 2026 | |
| 12 | Merit Financial Group, LLC | $159K | 14K | ▲+22% Added · +3K sh | Q1 2026 | |
| 13 | Curi Capital, LLC | $152K | 14K | —Held | Q1 2026 | |
| 14 | Modern Wealth Management, LLC | $128K | 12K | —Held | Q1 2026 | |
| 15 | Clearstead Advisors, LLC | $94K | 8K | ▲+2.1% Added · +176 sh | Q1 2026 | |
| 16 | AdvisorNet Financial, Inc | $29K | 3K | —Held | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $13K | 1K | ▲+2.2% Added · +24 sh | Q1 2026 | |
| 18 | Atlantic Union Bankshares Corp | $8K | 690 | ▲New +690 sh | Q1 2026 | |
| 19 | CWM, LLC | $5K | 407 | —Held | Q1 2026 | |
| 20 | MCF Advisors LLC | $4K | 365 | ▼−50% Reduced · −366 sh | Q1 2026 | |
| 21 | HUNTINGTON NATIONAL BANK | $11 | 1 | —Held | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 23, 2024 | Magpiong Jane F. | Director | Grant (A) | 599 | $7K |
| Aug 18, 2023 | SCAPELL WILLIAM F | Vice President | Buy (P) | 1 | $7 |
| Aug 7, 2023 | SCAPELL WILLIAM F | Vice President | Buy (P) | 270 | $3K |
| Jul 6, 2023 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 175 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 22 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $7.2B |
| NVIDIA CORPNVDA | 22 funds | $7.0B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $6.7B |
| MICROSOFT CORPMSFT | 22 funds | $6.4B |
| AMAZON.COM INCAMZN | 22 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 22 funds | $4.6B |
| BROADCOM INCAVGO | 22 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 22 funds | $2.7B |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 22 funds | $1.9B |
| JOHNSON & JOHNSONJNJ | 22 funds | $1.6B |
Ranked by how many of RFI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.