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/RGEF/capital-change-brief"
Use Arkolith's capital_change_brief for RGEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $581.7M | 19.4M | ▼−4.6% Reduced · −933K sh | Q1 2026 | |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $27.1M | 901K | —Held | Q1 2026 | |
| 3 | FIDUCIARY TRUST CO | $26.6M | 886K | ▼−1.4% Reduced · −12K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $2.7M | 93K | ▲New +93K sh | Q1 2026 | |
| 5 | BROWN ADVISORY INC | $2.1M | 71K | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $2.0M | 68K | —Held | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $1.8M | 61K | ▲+268% Added · +45K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 43K | ▼−2.3% Reduced · −1K sh | Q1 2026 | |
| 9 | COMMERCE BANK | $902K | 30K | ▲New +30K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $651K | 22K | ▲+18% Added · +3K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $584K | 19K | ▲+142% Added · +11K sh | Q1 2026 | |
| 12 | Choate Investment Advisors | $300K | 10K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 13 | UBS Group AG | $14K | 452 | ▲+153% Added · +273 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 5 funds | $6.0B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $5.4B |
| APPLE INCAAPL | 5 funds | $4.4B |
| MICROSOFT CORPMSFT | 5 funds | $3.9B |
| AMAZON.COM INCAMZN | 5 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 5 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $2.6B |
| BROADCOM INCAVGO | 5 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 5 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 5 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 5 funds | $1.7B |
Ranked by how many of RGEF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RGEF. 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.