| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $1.6M | 117.3K | Added | Q1 2026 |
| 2 | SEGALL BRYANT & HAMILL, LLC | $1.2M | 85.6K | New | Q1 2026 |
| 3 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $249K | 18.3K | Reduced | Q1 2026 |
| 4 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $153K | 11.3K | Held | Q1 2026 |
| 5 | RITHOLTZ WEALTH MANAGEMENT | $147K | 10.8K | Reduced | Q1 2026 |
| 6 | Police & Firemen's Retirement System of New Jersey | $30K | 2.1K | New | Q4 2025 |
| 7 | Ameritas Investment Partners, Inc. | $13K | 930 | Held | Q1 2026 |
| 8 | CWM, LLC | $3K | 256 | Reduced | Q1 2026 |
| 9 | Sterling Capital Management LLC | $3K | 256 | Reduced | Q1 2026 |
| 10 | GAMMA Investing LLC | $2K | 165 | Added | Q1 2026 |
| 11 | IFP Advisors, Inc | $258 | 19 | New | Q1 2026 |
| 12 | Arax Advisory Partners | $41 | 3 | New | Q1 2026 |
| 13 | MAI Capital Management | $28 | 2 | Held | Q1 2026 |
| 14 | Root Financial Partners, LLC | $27 | 2 | New | Q1 2026 |
| 15 | ROTHSCHILD INVESTMENT LLC | $14 | 1 | Held | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Blum E. Michael | Director | acquired (M) | 3.5K | $37K |
| Jun 2, 2026 | Blum E. Michael | Director | disposed (M) | 3.5K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 15 funds | $176.7B |
| APPLE INC.AAPL | 15 funds | $156.6B |
| MICROSOFT CORP COMMSFT | 15 funds | $116.0B |
| AMAZON.COM INC.AMZN | 15 funds | $83.1B |
| ALPHABET INC-CL AGOOGL | 15 funds | $66.6B |
| ALPHABET INC CL CGOOG | 15 funds | $54.5B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $51.6B |
| JPMORGAN CHASE & CO COMJPM | 15 funds | $37.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $36.4B |
| JOHNSON & JOHNSON COMJNJ | 15 funds | $33.3B |
| CHEVRON CORPORATION COMCVX | 15 funds | $32.1B |
| VISA INC COM CL AV | 15 funds | $25.5B |
Ranked by how many of RMBI'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 RMBI. 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.