21 tracked 13F filers disclose a position in RFM as of the latest SEC 13F filings, a combined $13.4M 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 | ROBINSON CAPITAL MANAGEMENT, LLC | $2.3M | 155K | —Held | Q2 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $2.0M | 145K | ▲+0.1% Added · +98 sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.6M | 116K | ▼−41% Reduced · −80K sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $1.5M | 105K | ▲New +105K sh | Q1 2026 | |
| 5 | UBS Group AG | $964K | 69K | ▲+4.2% Added · +3K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $947K | 67K | ▲+36% Added · +18K sh | Q1 2026 | |
| 7 | Logan Stone Capital, LLC | $896K | 64K | ▼−35% Reduced · −35K sh | Q1 2026 | |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $669K | 48K | ▲+318% Added · +36K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $481K | 34K | ▲+6.7% Added · +2K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $318K | 23K | ▲+3.2% Added · +694 sh | Q1 2026 | |
| 11 | River Street Advisors LLC | $279K | 19K | —Held | Q2 2026 | |
| 12 | Closed-End Fund Advisors, Inc. | $234K | 16K | ▲+1.0% Added · +152 sh | Q2 2026 | |
| 13 | STIFEL FINANCIAL CORP | $218K | 16K | —Held | Q1 2026 | |
| 14 | Noble Wealth Management PBC | $227K | 15K | ▲+11% Added · +2K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $191K | 14K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 16 | Apollon Wealth Management, LLC | $189K | 14K | —Held | Q1 2026 | |
| 17 | LPL Financial LLC | $186K | 13K | ▲+14% Added · +2K sh | Q1 2026 | |
| 18 | &PARTNERS | $172K | 12K | ▼−20% Reduced · −3K sh | Q1 2026 | |
| 19 | HIGHLINE WEALTH PARTNERS LLC | $15K | 1K | —Held | Q2 2026 | |
| 20 | Advisory Services Network, LLC | $12K | 833 | ▲New +833 sh | Q1 2026 | |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $7K | 500 | —Held | 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, 2 funds opened a new position in RFM and 2 added to an existing one, while 1 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 |
|---|---|---|
| BLACKROCK MUNIHOLDINGS FUNDMHD | 6 funds | $164.4M |
| ABRDN NATIONAL MUNICIPAL INCVFL | 6 funds | $7.7M |
| MICROSOFT CORPMSFT | 5 funds | $417.9M |
| BLACKROCK MUNIYIELD QUALITYMQY | 5 funds | $110.8M |
| BLACKROCK MUNIYIELD QLTY IIIMYI | 5 funds | $80.2M |
| ALLIANCEBERSTEIN NTL MUNIAFB | 5 funds | $21.4M |
| NUVEEN S&P 500 DYNAM OVERWRXSSPX | 5 funds | $19.9M |
| MFS MUNICIPAL INCOME TRUSTMFM | 5 funds | $13.8M |
| CALAMOS STRAT TTL RTRN FNDCSQ | 5 funds | $11.2M |
| CALAMOS LNG/SHRT EQTY & DYNCPZ | 5 funds | $9.0M |
| DOUBLELINE YIELD OPPORTDLY | 5 funds | $8.7M |
| ARES CAPITAL CORPARCC | 5 funds | $8.7M |
Ranked by how many of RFM's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for RFM
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/RFM/capital-change-brief"
Use Arkolith's capital_change_brief for RFM. 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 RFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.