54 tracked 13F filers disclose a position in RFMZ as of the latest SEC 13F filings, a combined $89.0M 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 | Rockefeller Capital Management L.P. | $10.3M | 811K | ▲+2.3% Added · +18K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $8.8M | 698K | ▲+20% Added · +114K sh | Q1 2026 | |
| 3 | ROBINSON CAPITAL MANAGEMENT, LLC | $8.8M | 644K | —Held | Q2 2026 | |
| 4 | UBS Group AG | $7.6M | 604K | ▼−2.8% Reduced · −17K sh | Q1 2026 | |
| 5 | Pathstone Holdings, LLC | $6.9M | 546K | ▲+58% Added · +199K sh | Q1 2026 | |
| 6 | Atlas Wealth LLC | $6.4M | 467K | ▲+39% Added · +130K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $4.9M | 391K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $4.5M | 355K | ▲+5.2% Added · +18K sh | Q1 2026 | |
| 9 | Karpus Management, Inc. | $3.3M | 263K | ▼−0.1% Reduced · −400 sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $3.0M | 234K | ▼−11% Reduced · −30K sh | Q1 2026 | |
| 11 | OPPENHEIMER & CO INC | $2.4M | 179K | ▼−4.5% Reduced · −8K sh | Q2 2026 | |
| 12 | Gateway Wealth Partners, LLC | $2.4M | 177K | ▼−50% Reduced · −174K sh | Q2 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 174K | ▼−16% Reduced · −33K sh | Q1 2026 | |
| 14 | RIVERBRIDGE PARTNERS LLC | $2.2M | 158K | ▼−30% Reduced · −67K sh | Q2 2026 | |
| 15 | Closed-End Fund Advisors, Inc. | $1.8M | 135K | ▼−4.4% Reduced · −6K sh | Q2 2026 | |
| 16 | GUGGENHEIM CAPITAL LLC | $1.4M | 115K | ▲New +115K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $1.3M | 101K | ▲+34% Added · +26K sh | Q1 2026 | |
| 18 | Noble Wealth Management PBC | $1.0M | 75K | ▲+29% Added · +17K sh | Q2 2026 | |
| 19 | Logan Stone Capital, LLC | $851K | 67K | —Held | Q1 2026 | |
| 20 | IFC Advisors LLC | $900K | 66K | ▲+120% Added · +36K sh | Q2 2026 | |
| 21 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $835K | 66K | ▲+231% Added · +46K sh | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $876K | 64K | ▲+45% Added · +20K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $687K | 54K | ▲+31% Added · +13K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $597K | 44K | ▲+0.2% Added · +74 sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $428K | 34K | ▼−20% Reduced · −9K sh | 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.
Last quarter, 4 funds opened a new position in RFMZ and 6 added to an existing one, while 8 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $2.5B |
| APPLE INCAAPL | 15 funds | $3.3B |
| NVIDIA CORPNVDA | 14 funds | $5.1B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $4.0B |
| AMAZON.COM INCAMZN | 14 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $967.1M |
| ADVANCED MICRO DEVICESAMD | 14 funds | $415.3M |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.9B |
| BROADCOM INCAVGO | 13 funds | $1.8B |
| VISA INC-CLASS A SHARESV | 13 funds | $558.4M |
| ELI LILLY & COLLY | 13 funds | $534.7M |
Ranked by how many of RFMZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 4, 2025 | RiverNorth Financial Holdings, LLC | Insider | Buy (P) | 4K | $48K |
| Dec 3, 2025 | RiverNorth Financial Holdings, LLC | Insider | Buy (P) | 2K | $26K |
| Dec 2, 2025 | RiverNorth Financial Holdings, LLC | Insider | Buy (P) | 8K | $104K |
| Nov 25, 2025 | DIMELLA ROBERT A | Insider | Sell (S) | 0 | $0 |
| Nov 20, 2025 | DIMELLA ROBERT A | Insider | Sell (S) | 10K | $129K |
| Jul 18, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $25K |
| Jul 18, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 3K | $38K |
| Jul 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 935 | $12K |
| Jul 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $26K |
| Jul 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $25K |
| Jul 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $26K |
| Jul 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 935 | $12K |
Connected entities for RFMZ
This stock 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/RFMZ/capital-change-brief"
Use Arkolith's capital_change_brief for RFMZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RFMZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.