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 RFMZ 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/RFMZ"
Use Arkolith to show who owns RFMZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $6.9M | 546K | ▲+58% Added · +199K sh | Q1 2026 | |
| 2 | Gateway Wealth Partners, LLC | $4.4M | 351K | ▲+120% Added · +191K sh | Q1 2026 | |
| 3 | Karpus Management, Inc. | $3.3M | 263K | ▼−0.1% Reduced · −400 sh | Q1 2026 | |
| 4 | RIVERBRIDGE PARTNERS LLC | $2.8M | 225K | ▲+7.6% Added · +16K sh | Q1 2026 | |
| 5 | OPPENHEIMER & CO INC | $2.4M | 187K | ▲+6.7% Added · +12K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $1.3M | 101K | ▲+34% Added · +26K sh | Q1 2026 | |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $835K | 66K | ▲+231% Added · +46K sh | Q1 2026 | |
| 8 | Concurrent Investment Advisors, LLC | $563K | 44K | ▲+94% Added · +22K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $553K | 44K | ▲+0.2% Added · +101 sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $428K | 34K | ▼−20% Reduced · −9K sh | Q1 2026 | |
| 11 | Carnegie Investment Counsel | $380K | 30K | —Held | Q1 2026 | |
| 12 | CHOREO, LLC | $340K | 27K | ▼−15% Reduced · −5K sh | Q1 2026 | |
| 13 | Waverly Advisors, LLC | $259K | 21K | ▲+6.9% Added · +1K sh | Q1 2026 | |
| 14 | U.S. Capital Wealth Advisors, LLC | $158K | 12K | ▼−78% Reduced · −43K sh | Q1 2026 | |
| 15 | &PARTNERS | $140K | 11K | ▼−21% Reduced · −3K 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.
| 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) | 3K | $38K |
| Jul 18, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $25K |
| Jul 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $25K |
| 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) | 935 | $12K |
| Jul 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $26K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $6.1B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $7.5B |
| APPLE INCAAPL | 16 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $5.1B |
| NVIDIA CORPNVDA | 15 funds | $8.2B |
| AMAZON.COM INCAMZN | 15 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.9B |
| TESLA INCTSLA | 15 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 15 funds | $1.5B |
| HOME DEPOT INCHD | 15 funds | $1.4B |
| ISHARES RUSSELL 2000 ETFIWM | 15 funds | $800.3M |
| ORACLE CORPORCL | 15 funds | $738.3M |
Ranked by how many of RFMZ'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 RFMZ. 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.