74 tracked 13F filers disclose a position in RFI as of the latest SEC 13F filings, a combined $50.7M 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 | $13.4M | 1.2M | ▼−1.4% Reduced · −18K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $8.6M | 775K | ▲+4.4% Added · +33K sh | Q1 2026 | |
| 3 | Smith Asset Management Co., LLC | $3.8M | 334K | ▼−1.8% Reduced · −6K sh | Q2 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 300K | ▼−8.5% Reduced · −28K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $2.1M | 187K | ▼−31% Reduced · −83K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $1.8M | 160K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $1.6M | 142K | ▲+14% Added · +17K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $1.6M | 140K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 9 | Everstar Asset Management, LLC | $882K | 78K | —Held | Q2 2026 | |
| 10 | Samalin Investment Counsel, LLC | $873K | 77K | ▲+2.0% Added · +2K sh | Q2 2026 | |
| 11 | Private Advisor Group, LLC | $808K | 71K | ▼−0.8% Reduced · −540 sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $696K | 62K | ▲+19% Added · +10K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $677K | 61K | ▲+8.9% Added · +5K sh | Q1 2026 | |
| 14 | SHUFRO ROSE & CO LLC | $566K | 50K | ▼−13% Reduced · −8K sh | Q2 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $556K | 49K | ▼−81% Reduced · −210K sh | Q2 2026 | |
| 16 | STIFEL FINANCIAL CORP | $521K | 47K | ▼−7.6% Reduced · −4K sh | Q1 2026 | |
| 17 | Pallas Capital Advisors LLC | $481K | 42K | —Held | Q2 2026 | |
| 18 | Marshall & Sterling Wealth Advisors Inc. | $461K | 41K | ▲+1.5% Added · +609 sh | Q2 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $428K | 38K | ▲+4.6% Added · +2K sh | Q1 2026 | |
| 20 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $397K | 35K | —Held | Q2 2026 | |
| 21 | NWF Advisory Services Inc. | $378K | 33K | —Held | Q2 2026 | |
| 22 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $376K | 33K | ▲New +33K sh | Q2 2026 | |
| 23 | Kestra Advisory Services, LLC | $334K | 29K | ▲+0.5% Added · +160 sh | Q2 2026 | |
| 24 | Weinberger Asset Management, Inc | $337K | 29K | ▼−3.4% Reduced · −1K sh | Q2 2026 | |
| 25 | Westbourne Investment Advisors, Inc. | $325K | 29K | ▲+3.6% Added · +1K 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, 4 funds opened a new position in RFI and 9 added to an existing one, while 7 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 | 33 funds | $2.2B |
| NVIDIA CORPNVDA | 33 funds | $1.5B |
| MICROSOFT CORPMSFT | 33 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $1.0B |
| AMAZON.COM INCAMZN | 33 funds | $988.6M |
| ALPHABET INC-CL AGOOGL | 33 funds | $887.6M |
| BROADCOM INCAVGO | 31 funds | $550.3M |
| ALPHABET INC-CL CGOOG | 31 funds | $522.9M |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $353.9M |
| JPMORGAN CHASE & COJPM | 30 funds | $544.6M |
| ELI LILLY & COLLY | 30 funds | $405.0M |
| TESLA INCTSLA | 30 funds | $270.0M |
Ranked by how many of RFI's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for RFI
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/RFI/capital-change-brief"
Use Arkolith's capital_change_brief for RFI. 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 RFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.