Among active 13F managers last quarter, 3 opened and 11 added, while 2 reduced; the largest holder to move was Independent Financial Group, LLC (+24%).
35 tracked 13F filers disclose a position in RFLR as of the latest SEC 13F filings, a combined $50.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VanWeelden Wealth Management, LLC | 293K | $9.6M | ▲+45% Added · +91K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 222K | $6.5M | ▲+616% Added · +191K sh | Q1 2026 | |
| 3 | Independent Financial Group, LLC | 179K | $5.9M | ▲+24% Added · +34K sh | Q2 2026 | |
| 4 | Liberty Atlantic Advisors LLC | 175K | $5.8M | ▲+3.8% Added · +6K sh | Q2 2026 | |
| 5 | Winnacle Wealth LLC | 115K | $3.8M | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 6 | Rockefeller Capital Management L.P. | 69K | $2.0M | ▲+131% Added · +39K sh | Q1 2026 | |
| 7 | Susquehanna International Group, LLP | 54K | $1.6M | ▲+45% Added · +17K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 51K | $1.5M | ▲New +51K sh | Q1 2026 | |
| 9 | Arax Advisory Partners | 41K | $1.3M | ▲+7.8% Added · +3K sh | Q2 2026 | |
| 10 | Rothschild Wealth LLC | 39K | $1.3M | ▲+9.8% Added · +3K sh | Q2 2026 | |
| 11 | NewCorp Financial Services, Inc. | 37K | $1.2M | ▲+1.3% Added · +459 sh | Q2 2026 | |
| 12 | CreativeOne Wealth, LLC | 34K | $1.1M | ▼−19% Reduced · −8K sh | Q2 2026 | |
| 13 | Signal Advisors Wealth, LLC | 29K | $937K | ▲+36% Added · +7K sh | Q2 2026 | |
| 14 | Wealth Enhancement Advisory Services, LLC | 28K | $902K | ▲+43% Added · +8K sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 27K | $789K | ▲+4.0% Added · +1K sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 24K | $694K | ▲New +24K sh | Q1 2026 | |
| 17 | Worth Financial Advisory Group, LLC | 23K | $739K | ▲Added Added · +23K sh | Q2 2026 | |
| 18 | WorthPointe, LLC | 20K | $645K | ▲+11% Added · +2K sh | Q2 2026 | |
| 19 | Kingsview Wealth Management, LLC | 17K | $551K | ▲+6.5% Added · +1K sh | Q2 2026 | |
| 20 | COFG Advisors, LLC | 17K | $542K | ▲+32% Added · +4K sh | Q2 2026 | |
| 21 | Capital Investment Advisory Services, LLC | 15K | $479K | ▲+1.0% Added · +149 sh | Q2 2026 | |
| 22 | Signaturefd, LLC | 13K | $365K | ▲+2.6% Added · +320 sh | Q1 2026 | |
| 23 | Chicago Partners Investment Group LLC | 10K | $310K | ▲+20% Added · +2K sh | Q2 2026 | |
| 24 | Goldman Sachs Group Inc | 7K | $212K | ▲New +7K sh | Q1 2026 | |
| 25 | Trek Financial, LLC | 7K | $239K | ▲New +7K 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, 3 funds opened a new position in RFLR and 11 added to an existing one, while 2 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 | 17 funds | $1.4B |
| Microsoft CorpMSFT | 17 funds | $634.4M |
| Amazon.com IncAMZN | 17 funds | $599.2M |
| Alphabet Inc-CL AGOOGL | 17 funds | $405.3M |
| Nvidia CorpNVDA | 16 funds | $1.4B |
| Vanguard S&P 500 ETFVOO | 16 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $821.0M |
| Alphabet Inc-CL CGOOG | 16 funds | $386.8M |
| JPMorgan Chase & CoJPM | 16 funds | $273.1M |
| Meta Platforms Inc-Class AMETA | 16 funds | $252.8M |
| Innovator Eqty MGD Floor ETFSFLR | 16 funds | $125.8M |
| Home Depot IncHD | 16 funds | $97.3M |
Ranked by how many of RFLR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RFLR.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
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 RFLR
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/RFLR/capital-change-brief"
Use Arkolith's capital_change_brief for RFLR. 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 RFLR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.