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/RLTY/capital-change-brief"
Use Arkolith's capital_change_brief for RLTY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $16.7M | 1.1M | ▼−16% Reduced · −225K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $7.6M | 523K | ▲+15% Added · +70K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $6.7M | 457K | ▲+17% Added · +67K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $3.3M | 228K | ▼−2.1% Reduced · −5K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $2.5M | 170K | ▲+14% Added · +20K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.7M | 120K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $1.6M | 113K | ▲+40% Added · +32K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 104K | ▲+13% Added · +12K sh | Q1 2026 | |
| 9 | UBS Group AG | $1.3M | 91K | ▲+633% Added · +78K sh | Q1 2026 | |
| 10 | LexAurum Advisors, LLC | $1.4M | 89K | ▲+0.2% Added · +184 sh | Q2 2026 | |
| 11 | Beacon Capital Management, Inc. | $1.2M | 84K | —Held | Q1 2026 | |
| 12 | LPL Financial LLC | $649K | 45K | ▲+20% Added · +7K sh | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $669K | 42K | ▲+17% Added · +6K sh | Q2 2026 | |
| 14 | OPPENHEIMER & CO INC | $548K | 38K | ▲+41% Added · +11K sh | Q1 2026 | |
| 15 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $521K | 36K | ▲New +36K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $358K | 25K | ▲+5.8% Added · +1K sh | Q1 2026 | |
| 17 | XTX Topco Ltd | $214K | 15K | ▲+15% Added · +2K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $199K | 14K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 19 | FIRST FOUNDATION ADVISORS | $159K | 11K | ▲New +11K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $156K | 11K | ▼−21% Reduced · −3K sh | Q1 2026 | |
| 21 | FIFTH THIRD BANCORP | $152K | 10K | ▲New +10K sh | Q1 2026 | |
| 22 | Chevy Chase Trust Holdings, LLC | $145K | 10K | ▲New +10K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $99K | 7K | ▲New +7K sh | Q1 2026 | |
| 24 | US BANCORP \DE\ | $94K | 6K | —Held | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $35K | 2K | ▲+5.2% Added · +120 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 |
|---|---|---|
| APPLE INCAAPL | 16 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 16 funds | $4.4B |
| BROADCOM INCAVGO | 16 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $2.0B |
| BOEING CO/THEBA | 16 funds | $310.1M |
| INTEL CORPINTC | 16 funds | $240.7M |
| NVIDIA CORPNVDA | 15 funds | $8.3B |
| MICROSOFT CORPMSFT | 15 funds | $7.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $4.7B |
| AMAZON.COM INCAMZN | 15 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 15 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.7B |
Ranked by how many of RLTY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RLTY. 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.