Among active 13F managers last quarter, 10 opened and 24 added, while 14 reduced; the largest holder to move was Forager Capital Management, LLC (−6.9%). Over the last 180 days, 7 insiders sold and 1 insider bought, a net -$5.0M in open-market trades.
The legs disagree, or only one of them leans.
108 tracked 13F filers disclose a position in RM as of the latest SEC 13F filings, a combined $276.5M 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. | 1.2M | $47.5M | ▲+1.5% Added · +17K sh | Q2 2026 | |
| 2 | Forager Capital Management, LLC | 948K | $39.1M | ▼−6.9% Reduced · −71K sh | Q2 2026 | |
| 3 | Basswood Capital Management, L.L.C. | 821K | $27.3M | ▼−4.2% Reduced · −36K sh | Q1 2026 | |
| 4 | Dimensional Fund Advisors LP | 692K | $22.3M | ▲~0% Added · +333 sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 336K | $13.8M | ▼−2.7% Reduced · −9K sh | Q2 2026 | |
| 6 | Tieton Capital Management, LLC | 318K | $13.1M | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 261K | $8.4M | ▲+11% Added · +25K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 225K | $9.3M | ▲+5.9% Added · +13K sh | Q2 2026 | |
| 9 | Renaissance Technologies LLC | 223K | $7.2M | ▼−8.2% Reduced · −20K sh | Q1 2026 | |
| 10 | State Street Corp | 173K | $7.1M | ▼−0.4% Reduced · −744 sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 163K | $5.3M | ▲+8.2% Added · +12K sh | Q1 2026 | |
| 12 | Charles Schwab Investment Management Inc | 160K | $5.2M | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 13 | Sei Investments Co | 157K | $5.1M | ▲+118% Added · +85K sh | Q1 2026 | |
| 14 | Bridgeway Capital Management, LLC | 122K | $5.0M | ▲+3.9% Added · +5K sh | Q2 2026 | |
| 15 | Arrowstreet Capital, Limited Partnership | 108K | $3.5M | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 16 | Jacobs Levy Equity Management, Inc | 106K | $4.4M | ▲+49% Added · +35K sh | Q2 2026 | |
| 17 | Hillsdale Investment Management Inc. | 98K | $3.1M | —Held | Q1 2026 | |
| 18 | Northern Trust Corp | 93K | $3.0M | ▲+1.0% Added · +905 sh | Q1 2026 | |
| 19 | Morgan Stanley | 84K | $2.7M | ▲+24% Added · +16K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | 76K | $2.4M | ▼−5.0% Reduced · −4K sh | Q1 2026 | |
| 21 | Vanguard Portfolio Management LLC | 71K | $2.9M | ▲+36% Added · +19K sh | Q2 2026 | |
| 22 | FMR LLC | 66K | $2.7M | ▲+4.9% Added · +3K sh | Q2 2026 | |
| 23 | AQR Capital Management LLC | 64K | $2.1M | ▲+58% Added · +23K sh | Q1 2026 | |
| 24 | Empowered Funds, LLC | 61K | $2.0M | ▲+9.7% Added · +5K sh | Q1 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 57K | $2.3M | ▲+1.0% Added · +578 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, 10 funds opened a new position in RM and 24 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 |
|---|---|---|
| JPMorgan Chase & CoJPM | 57 funds | $36.1B |
| Microsoft CorpMSFT | 56 funds | $150.5B |
| Bank Of America CorpBAC | 56 funds | $19.8B |
| Wells Fargo & CoWFC | 56 funds | $10.7B |
| Bristol-Myers Squibb CoBMY | 56 funds | $9.7B |
| Nvidia CorpNVDA | 55 funds | $242.3B |
| Apple IncAAPL | 55 funds | $174.1B |
| Alphabet Inc-CL AGOOGL | 55 funds | $106.5B |
| Alphabet Inc-CL CGOOG | 55 funds | $81.0B |
| Visa Inc-Class A SharesV | 55 funds | $35.1B |
| Lam Research CorpLRCX | 55 funds | $29.7B |
| Costco Wholesale CorpCOST | 55 funds | $21.5B |
Ranked by how many of RM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 17, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 10K | $335K |
| Sep 16, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 9K | $292K |
| Sep 15, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 10K | $318K |
| Sep 1, 2026 | Basswood Capital Management, L.l.c. | Director, 10% Owner | Sell (S) | 1K | $37K |
| Aug 24, 2026 | Atwood Catherine R | SVP and General Counsel | Sell (S) | 200 | $7K |
| Aug 12, 2026 | Lamba Lakhbir S. | President and CEO, Director | Buy (P) | 4K | $111K |
| Aug 11, 2026 | Lamba Lakhbir S. | President and CEO, Director | Buy (P) | 7K | $205K |
| Jul 10, 2026 | Barnette Steven B | VP, Chief Accounting Officer | Sell (S) | 3K | $142K |
| Jul 1, 2026 | Barnette Steven B | VP, Chief Accounting Officer | Sell (S) | 2K | $67K |
| May 26, 2026 | Johnson Sandra K. | Director | Sell (S) | 1K | $36K |
| May 11, 2026 | Atwood Catherine R | SVP and General Counsel | Sell (S) | 3K | $105K |
| Apr 29, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 3K | $112K |
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 | 42 | 32 | – |
Insiders Form 4 open-market | 1 | 7 | -$5.0M |
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 RM
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/RM/capital-change-brief"
Use Arkolith's capital_change_brief for RM. 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 RM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.