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/RJF/capital-change-brief"
Use Arkolith's capital_change_brief for RJF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.0B | 14.1M | ▼−0.3% Reduced · −44K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 11.4M | ▲New +11.4M sh | Q1 2026 | |
| 3 | PRIMECAP MANAGEMENT CO/CA/ | $1.4B | 9.3M | ▲+0.1% Added · +5K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 9.1M | ▲New +9.1M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.1B | 7.9M | ▼−0.7% Reduced · −55K sh | Q1 2026 | |
| 6 | FMR LLC | $846.5M | 5.8M | ▲+2.5% Added · +140K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $668.7M | 4.6M | ▲+1.9% Added · +86K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $629.6M | 4.5M | ▼−16% Reduced · −846K sh | Q1 2026 | |
| 9 | T. Rowe Price Investment Management, Inc. | Withheld | 3.4M | ▼−0.9% Reduced · −30K sh | Q1 2026 | |
| 10 | HARRIS ASSOCIATES L P | $496.0M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 11 | VICTORY CAPITAL MANAGEMENT INC | $360.5M | 2.5M | ▼−11% Reduced · −296K sh | Q1 2026 | |
| 12 | FIRST TRUST ADVISORS LP | $356.1M | 2.5M | ▼−20% Reduced · −613K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $354.7M | 2.4M | ▲+9.9% Added · +220K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $347.4M | 2.4M | ▲+1.8% Added · +41K sh | Q1 2026 | |
| 15 | EARNEST PARTNERS LLC | $321.8M | 2.2M | ▼−4.1% Reduced · −95K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $311.3M | 2.1M | ▼−18% Reduced · −471K sh | Q1 2026 | |
| 17 | NORGES BANK | $324.3M | 2.0M | ▼−13% Reduced · −292K sh | Q4 2025 | |
| 18 | NORTHERN TRUST CORP | $279.2M | 1.9M | ▼−1.0% Reduced · −19K sh | Q1 2026 | |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $273.4M | 1.9M | ▼−2.8% Reduced · −53K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $221.0M | 1.5M | ▼−17% Reduced · −323K sh | Q1 2026 | |
| 21 | FRANKLIN RESOURCES INC | $215.9M | 1.5M | ▲+120% Added · +814K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $205.6M | 1.4M | ▲+0.9% Added · +13K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $179.7M | 1.2M | ▲+3.2% Added · +39K sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $176.5M | 1.2M | ▲+68% Added · +495K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $173.2M | 1.2M | ▲+0.4% Added · +5K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 19, 2026 | Allaire Bella Loykhter | Chief Admin Officer | Sell (S) | 30K | $4.2M |
| Feb 28, 2026 | Aisenbrey Christopher S | Chief Human Resources Officer | Option exercise (M) | 600 | $0 |
| Feb 28, 2026 | Aisenbrey Christopher S | Chief Human Resources Officer | Tax withholding (F) | 132 | $20K |
| Feb 28, 2026 | Aisenbrey Christopher S | Chief Human Resources Officer | Option exercise (M) | 600 | $0 |
| Feb 24, 2026 | Edwards Jeffrey N | Director | Gift (G) | 2K | $0 |
| Feb 24, 2026 | Edwards Jeffrey N | Director | Gift (G) | 2K | $0 |
| Feb 19, 2026 | Begor Mark W | Director | Grant (A) | 1K | $0 |
| Feb 19, 2026 | DEBEL MARLENE | Director | Option exercise (M) | 1K | $0 |
| Feb 19, 2026 | DEBEL MARLENE | Director | Grant (A) | 1K | $0 |
| Feb 19, 2026 | DEBEL MARLENE | Director | Option exercise (M) | 1K | $0 |
| Feb 19, 2026 | Edwards Jeffrey N | Director | Option exercise (M) | 1K | $0 |
| Feb 19, 2026 | Edwards Jeffrey N | Director | Option exercise (M) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 315 funds | $278.5B |
| APPLE INCAAPL | 310 funds | $298.2B |
| ALPHABET INC-CL AGOOGL | 310 funds | $189.1B |
| VISA INC-CLASS A SHARESV | 309 funds | $64.8B |
| JPMORGAN CHASE & COJPM | 308 funds | $75.5B |
| NVIDIA CORPNVDA | 307 funds | $394.9B |
| META PLATFORMS INC-CLASS AMETA | 306 funds | $121.7B |
| AMAZON.COM INCAMZN | 305 funds | $207.9B |
| BROADCOM INCAVGO | 305 funds | $149.3B |
| ELI LILLY & COLLY | 301 funds | $82.7B |
| MASTERCARD INC - AMA | 300 funds | $54.8B |
| JOHNSON & JOHNSONJNJ | 299 funds | $56.4B |
Ranked by how many of RJF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RJF. 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.