Among active 13F managers last quarter, 2 opened and 26 added, while 14 reduced; the largest holder to move was Balyasny Asset Management L.P. (+94%). Over the last 180 days, 2 insiders sold and none bought, a net -$896K in open-market trades.
The legs disagree, or only one of them leans.
455 tracked 13F filers disclose a position in RITM as of the latest SEC 13F filings, a combined $2.8B 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 | BlackRock, Inc. | 70.9M | $665.8M | ▼−1.2% Reduced · −836K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 28.8M | $270.4M | ▼−0.1% Reduced · −33K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 25.1M | $235.9M | ▲+0.6% Added · +152K sh | Q2 2026 | |
| 4 | State Street Corp | 18.7M | $175.4M | ▼−1.4% Reduced · −273K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 10.1M | $94.7M | ▼~0% Reduced · −60 sh | Q2 2026 | |
| 6 | Norges Bank | 7.1M | $77.1M | ▲+9.7% Added · +626K sh | Q4 2025 | |
| 7 | Charles Schwab Investment Management Inc | 7.0M | $66.5M | ▲+18% Added · +1.0M sh | Q1 2026 | |
| 8 | Bank Of America Corp | 6.9M | $65.8M | ▼−7.0% Reduced · −525K sh | Q1 2026 | |
| 9 | Morgan Stanley | 6.5M | $61.7M | ▲+7.0% Added · +426K sh | Q1 2026 | |
| 10 | UBS Group AG | 5.0M | $47.4M | ▲+29% Added · +1.1M sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 4.8M | $45.5M | ▲+327% Added · +3.7M sh | Q1 2026 | |
| 12 | Northern Trust Corp | 4.7M | $44.7M | ▲+9.9% Added · +424K sh | Q1 2026 | |
| 13 | Balyasny Asset Management L.P. | 4.4M | $42.0M | ▲+94% Added · +2.1M sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 3.5M | $33.3M | ▲+2.4% Added · +82K sh | Q2 2026 | |
| 15 | Bank of New York Mellon Corp | 3.4M | $32.1M | ▲+72% Added · +1.4M sh | Q1 2026 | |
| 16 | Royal Bank Of Canada | 3.0M | $28.2M | ▲+13% Added · +332K sh | Q1 2026 | |
| 17 | Mirae Asset Global Etfs Holdings Ltd. | 2.9M | $27.7M | ▲+39% Added · +817K sh | Q1 2026 | |
| 18 | First Trust Advisors LP | 2.7M | $25.9M | ▼−35% Reduced · −1.5M sh | Q1 2026 | |
| 19 | Principal Financial Group Inc | 2.7M | $25.5M | ▲176× Added · +2.7M sh | Q1 2026 | |
| 20 | Van Eck Associates Corp | 2.7M | $25.1M | ▲+7.4% Added · +184K sh | Q2 2026 | |
| 21 | D. E. Shaw & Co., Inc. | 2.5M | $23.6M | ▲+35% Added · +642K sh | Q1 2026 | |
| 22 | Victory Capital Management Inc | 2.4M | $22.8M | ▼−13% Reduced · −356K sh | Q1 2026 | |
| 23 | Virginia Retirement Systems Et Al | 2.3M | $22.0M | ▲+2.4% Added · +55K sh | Q2 2026 | |
| 24 | Wells Fargo & Company | 2.2M | $20.4M | ▲+4.1% Added · +85K sh | Q1 2026 | |
| 25 | Price T Rowe Associates Inc | 2.1M | $20.1M | ▲+30% Added · +498K sh | Q2 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, 2 funds opened a new position in RITM and 26 added to an existing one, while 14 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 |
|---|---|---|
| Microsoft CorpMSFT | 252 funds | $221.8B |
| Amazon.com IncAMZN | 252 funds | $172.6B |
| Nvidia CorpNVDA | 249 funds | $362.0B |
| Alphabet Inc-CL AGOOGL | 249 funds | $152.9B |
| Apple IncAAPL | 245 funds | $255.3B |
| Meta Platforms Inc-Class AMETA | 242 funds | $94.2B |
| Johnson & JohnsonJNJ | 240 funds | $45.2B |
| Eli Lilly & CoLLY | 239 funds | $72.5B |
| JPMorgan Chase & CoJPM | 238 funds | $61.9B |
| Broadcom IncAVGO | 237 funds | $142.5B |
| Walmart IncWMT | 237 funds | $33.6B |
| Alphabet Inc-CL CGOOG | 236 funds | $106.0B |
Ranked by how many of RITM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RITM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | Hebard Peggy Hwan | Director | Sell (S) | 15K | $148K |
| May 20, 2026 | Saltzman David | Director | Sell (S) 2 lots, same day | 81K | $748K |
| Feb 27, 2026 | Zeiden David | Chief Legal Officer | Sell (S) | 9K | $93K |
| Nov 14, 2025 | Zeiden David | Chief Legal Officer | Sell (S) | 19K | $214K |
| Nov 5, 2025 | Nierenberg Michael | Chief Executive Officer, Director | Sell (S) | 302K | $3.3M |
| Nov 23, 2021 | McGinnis Robert | Director | Buy (P) | 4K | $101K |
| Apr 19, 2021 | Nierenberg Michael | Chairman, CEO & President, Director | Buy (P) | 100K | $1.0M |
| Jul 27, 2020 | Tyson Alan L. | Director | Buy (P) | 10K | $77K |
| May 29, 2020 | Sloves Andrew | Director | Buy (P) 3 lots, same day | 4K | $26K |
| Mar 19, 2020 | Lenehan Pamela F | Director | Buy (P) | 10K | $55K |
| Mar 19, 2020 | Sloves Andrew | Director | Buy (P) | 10K | $60K |
| Mar 18, 2020 | Sloves Andrew | Director | Buy (P) 2 lots, same day | 11K | $69K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 60 | 35 | – |
Insiders Form 4 open-market | 0 | 2 | -$896K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for RITM
This stock 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/RITM/capital-change-brief"
Use Arkolith's capital_change_brief for RITM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RITM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.