Among active 13F managers last quarter, none opened or added and 3 reduced; the largest holder to move was Brown Advisory Inc (−4.2%).
13 tracked 13F filers disclose a position in RGEF as of the latest SEC 13F filings, a combined $646.4M 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 | Rockefeller Capital Management L.P. | 19.4M | $581.7M | ▼−4.6% Reduced · −933K sh | Q1 2026 | |
| 2 | Keybank National Association | 901K | $27.1M | —Held | Q1 2026 | |
| 3 | Fiduciary Trust Co | 886K | $26.6M | ▼−1.4% Reduced · −12K sh | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 93K | $2.7M | ▲New +93K sh | Q1 2026 | |
| 5 | Brown Advisory Inc | 71K | $2.1M | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 6 | Franklin Templeton Inc | 68K | $2.0M | —Held | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 43K | $1.3M | ▼−2.3% Reduced · −1K sh | Q1 2026 | |
| 8 | Commerce Bank | 30K | $1.0M | —Held | Q2 2026 | |
| 9 | Jane Street Group, LLC | 22K | $651K | ▲+18% Added · +3K sh | Q1 2026 | |
| 10 | Morgan Stanley | 19K | $584K | ▲+142% Added · +11K sh | Q1 2026 | |
| 11 | Choate Investment Advisors | 8K | $280K | ▼−20% Reduced · −2K sh | Q2 2026 | |
| 12 | Citadel Advisors LLC | 7K | $243K | ▼−89% Reduced · −54K sh | Q2 2026 | |
| 13 | UBS Group AG | 452 | $14K | ▲+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.
Last quarter, no active manager opened or added to a position in RGEF, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 4 funds | $21.0B |
| Microsoft CorpMSFT | 4 funds | $19.3B |
| Ishares Core S&P 500 ETFIVV | 4 funds | $16.8B |
| Apple IncAAPL | 4 funds | $15.6B |
| Amazon.com IncAMZN | 4 funds | $15.5B |
| Alphabet Inc-CL AGOOGL | 4 funds | $12.1B |
| Broadcom IncAVGO | 4 funds | $10.7B |
| ExxonMobil Holdings CorpXOM | 4 funds | $7.9B |
| Alphabet Inc-CL CGOOG | 4 funds | $7.9B |
| Meta Platforms Inc-Class AMETA | 4 funds | $6.7B |
| JPMorgan Chase & CoJPM | 4 funds | $5.6B |
| Eli Lilly & CoLLY | 4 funds | $5.4B |
Ranked by how many of RGEF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RGEF.
| Class | 13F holders | Value held |
|---|---|---|
| AISmc | 95 funds | $218.1M |
| GRNJUIE | 75 funds | $268.5M |
| OMAHmc | 69 funds | $73.1M |
| NACPSecurities Issued by Registered Investment Companies or Business Development Companies | 45 funds | $27.7M |
| WOMNcommon | 40 funds | $13.9M |
| SNTHMRP SYNTHEQUITY | 31 funds | $138.5M |
| RMOPROCKEFELLER OPP | 27 funds | $412.0M |
| GRNIFUNDSTRAT GRANNY | 17 funds | $12.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RGEF
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.
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.