Among active 13F managers last quarter, 1 opened and 12 added, while 9 reduced; the largest holder to move was Axiom Financial Strategies, LLC (−12%).
84 tracked 13F filers disclose a position in RFV as of the latest SEC 13F filings, a combined $122.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 182K | $23.6M | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 166K | $21.6M | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 3 | Royal Bank Of Canada | 71K | $9.3M | ▲+15% Added · +9K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 50K | $6.5M | ▼−1.7% Reduced · −851 sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | 49K | $7.0M | ▲+1.6% Added · +799 sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 46K | $5.9M | ▲+21% Added · +8K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 37K | $4.7M | ▼−2.1% Reduced · −780 sh | Q1 2026 | |
| 8 | Bank Of America Corp | 28K | $3.6M | ▼−36% Reduced · −15K sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 23K | $3.0M | ▲+48% Added · +7K sh | Q1 2026 | |
| 10 | Kingsview Wealth Management, LLC | 22K | $3.1M | ▲+13% Added · +2K sh | Q2 2026 | |
| 11 | Envestnet Asset Management Inc | 14K | $1.9M | ▲+12% Added · +1K sh | Q1 2026 | |
| 12 | BNB Wealth Management, LLC | 12K | $1.7M | ▼−2.0% Reduced · −240 sh | Q2 2026 | |
| 13 | Axiom Financial Strategies, LLC | 12K | $1.7M | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 14 | Osaic Holdings, Inc. | 11K | $1.5M | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 15 | MML Investors Services, LLC | 11K | $1.5M | ▲+26% Added · +2K sh | Q2 2026 | |
| 16 | Saxony Capital Management, LLC | 10K | $1.5M | ▲+14% Added · +1K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | 10K | $1.4M | ▲+4.8% Added · +469 sh | Q2 2026 | |
| 18 | Jones Financial Companies LLLP | 9K | $1.2M | ▲+17% Added · +1K sh | Q1 2026 | |
| 19 | Advisory Services Network, LLC | 9K | $1.2M | ▲+22% Added · +2K sh | Q1 2026 | |
| 20 | Ameriprise Financial Inc | 8K | $1.1M | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 21 | Merit Financial Group, LLC | 8K | $1.1M | ▼−70% Reduced · −18K sh | Q2 2026 | |
| 22 | Citadel Advisors LLC | 7K | $1.0M | ▲+38% Added · +2K sh | Q2 2026 | |
| 23 | Focus Advisor Solutions, LLC | 7K | $997K | ▼−40% Reduced · −5K sh | Q2 2026 | |
| 24 | Stratos Wealth Partners, LTD. | 6K | $846K | ▼−5.5% Reduced · −342 sh | Q2 2026 | |
| 25 | UBS Group AG | 5K | $670K | ▲+13% Added · +577 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 12 added to an existing one, while 9 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 | 35 funds | $6.6B |
| Microsoft CorpMSFT | 35 funds | $5.0B |
| Amazon.com IncAMZN | 35 funds | $4.3B |
| Alphabet Inc-CL AGOOGL | 35 funds | $4.1B |
| JPMorgan Chase & CoJPM | 35 funds | $2.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 35 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 35 funds | $1.6B |
| Nvidia CorpNVDA | 34 funds | $8.6B |
| Broadcom IncAVGO | 34 funds | $4.1B |
| Meta Platforms Inc-Class AMETA | 34 funds | $2.8B |
| Alphabet Inc-CL CGOOG | 33 funds | $3.1B |
| Ishares Core S&P 500 ETFIVV | 32 funds | $7.2B |
Ranked by how many of RFV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RFV.
No filings captured for this ticker in the live stream yet.
Connected entities for RFV
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.