102 tracked 13F filers disclose a position in RM as of the latest SEC 13F filings, a combined $226.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $36.7M | 1.1M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 2 | Forager Capital Management, LLC | $32.9M | 1.0M | ▼−6.1% Reduced · −66K sh | Q1 2026 | |
| 3 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $27.3M | 821K | ▼−4.2% Reduced · −36K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $22.3M | 692K | ▲~0% Added · +333 sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $11.1M | 345K | →First observed position No prior filed position | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $8.4M | 261K | ▲+11% Added · +25K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $7.2M | 223K | ▼−8.2% Reduced · −20K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $6.9M | 213K | ▲+4.0% Added · +8K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $5.6M | 174K | ▼−0.8% Reduced · −1K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $5.3M | 163K | ▲+8.2% Added · +12K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.2M | 160K | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 12 | SEI INVESTMENTS CO | $5.1M | 157K | ▲+118% Added · +85K sh | Q1 2026 | |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.8M | 117K | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.5M | 108K | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 15 | Hillsdale Investment Management Inc. | $3.1M | 98K | —Held | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $3.0M | 93K | ▲+1.0% Added · +905 sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $2.7M | 84K | ▲+24% Added · +16K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $2.4M | 76K | ▼−5.0% Reduced · −4K sh | Q1 2026 | |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.3M | 71K | ▲+14% Added · +9K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $2.1M | 64K | ▲+58% Added · +23K sh | Q1 2026 | |
| 21 | FMR LLC | $2.0M | 63K | ▲+9.6% Added · +5K sh | Q1 2026 | |
| 22 | Empowered Funds, LLC | $2.0M | 61K | ▲+9.7% Added · +5K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $1.8M | 56K | →First observed position No prior filed position | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 53K | →First observed position No prior filed position | Q1 2026 | |
| 25 | PANAGORA ASSET MANAGEMENT INC | $2.0M | 48K | ▲+70% Added · +20K 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, 9 funds opened a new position in RM and 24 added to an existing one, while 13 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 51 funds | $34.0B |
| NVIDIA CORPNVDA | 50 funds | $226.6B |
| APPLE INCAAPL | 50 funds | $172.2B |
| MICROSOFT CORPMSFT | 50 funds | $158.6B |
| BROADCOM INCAVGO | 50 funds | $94.9B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $63.5B |
| CHEVRON CORPCVX | 50 funds | $16.9B |
| ADOBE INCADBE | 50 funds | $8.1B |
| AUTOMATIC DATA PROCESSINGADP | 50 funds | $4.7B |
| BREAD FINANCIAL HOLDINGS INCBFH | 50 funds | $582.5M |
| AMAZON.COM INCAMZN | 49 funds | $112.1B |
| ALPHABET INC-CL AGOOGL | 49 funds | $90.1B |
Ranked by how many of RM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Apr 28, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 2K | $83K |
| Apr 21, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 6K | $233K |
| Apr 20, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 15K | $595K |
| Apr 17, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 7K | $277K |
| Apr 17, 2026 | Fisher Brian J. | EVP, Chief Strat/Dev Officer | Sell (S) | 3K | $115K |
| Apr 17, 2026 | Barnette Steven B | VP, Chief Accounting Officer | Sell (S) | 2K | $64K |
| Apr 16, 2026 | Forager Fund, L.P. | 10% Owner | Sell (S) | 13K | $494K |
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.