70 tracked 13F filers disclose a position in RFV as of the latest SEC 13F filings, a combined $114.3M 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 | $23.6M | 182K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $21.6M | 166K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $9.3M | 71K | ▲+15% Added · +9K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.5M | 50K | ▼−1.7% Reduced · −851 sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $6.3M | 48K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 46K | ▲+21% Added · +8K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $4.7M | 37K | ▼−2.1% Reduced · −780 sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $3.6M | 28K | ▼−36% Reduced · −15K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $3.0M | 23K | ▲+48% Added · +7K sh | Q1 2026 | |
| 10 | Kingsview Wealth Management, LLC | $2.5M | 20K | ▲+1.4% Added · +261 sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 14K | ▲+12% Added · +1K sh | Q1 2026 | |
| 12 | Focus Partners Advisor Solutions, LLC | $1.5M | 12K | ▼−4.3% Reduced · −518 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.5M | 11K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 14 | Saxony Capital Management, LLC | $1.5M | 10K | ▲+14% Added · +1K sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | $1.3M | 10K | ▲+3.7% Added · +345 sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 9K | ▲+17% Added · +1K sh | Q1 2026 | |
| 17 | Advisory Services Network, LLC | $1.2M | 9K | ▲+22% Added · +2K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $1.1M | 9K | ▼−25% Reduced · −3K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $1.1M | 8K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 20 | Strategic Blueprint, LLC | $1.0M | 8K | ▲+11% Added · +813 sh | Q1 2026 | |
| 21 | Merit Financial Group, LLC | $1.1M | 8K | ▼−70% Reduced · −18K sh | Q2 2026 | |
| 22 | Stratos Wealth Partners, LTD. | $814K | 6K | ▲+27% Added · +1K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $684K | 5K | ▼−10% Reduced · −591 sh | Q1 2026 | |
| 24 | UBS Group AG | $670K | 5K | ▲+13% Added · +577 sh | Q1 2026 | |
| 25 | Stratos Wealth Advisors, LLC | $670K | 5K | ▼−94% Reduced · −74K 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, 1 fund opened a new position in RFV and 11 added to an existing one, while 5 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 |
|---|---|---|
| NVIDIA CORPNVDA | 36 funds | $16.8B |
| MICROSOFT CORPMSFT | 36 funds | $11.2B |
| ALPHABET INC-CL AGOOGL | 36 funds | $7.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $7.0B |
| BROADCOM INCAVGO | 36 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 36 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 36 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $5.1B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $3.1B |
| ELI LILLY & COLLY | 36 funds | $3.0B |
| JOHNSON & JOHNSONJNJ | 36 funds | $2.9B |
| EXXON MOBIL CORPXOM | 36 funds | $2.6B |
Ranked by how many of RFV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/RFV/capital-change-brief"
Use Arkolith's capital_change_brief for RFV. 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 RFV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.