84 tracked 13F filers disclose a position in RMT as of the latest SEC 13F filings, a combined $185.3M 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 | MORGAN STANLEY | $29.8M | 2.6M | ▼−0.8% Reduced · −21K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $12.2M | 1.1M | ▲+5.9% Added · +60K sh | Q1 2026 | |
| 3 | Modern Wealth Management, LLC | $11.8M | 1.0M | ▼−2.4% Reduced · −25K sh | Q1 2026 | |
| 4 | Allspring Global Investments Holdings, LLC | $11.5M | 1.0M | ▲+1.1% Added · +12K sh | Q1 2026 | |
| 5 | Alexander Randolph Advisory, Inc. | $14.2M | 970K | ▼−1.1% Reduced · −10K sh | Q2 2026 | |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.2M | 899K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 7 | UBS Group AG | $9.8M | 865K | ▼−2.6% Reduced · −23K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $6.7M | 595K | ▲+15% Added · +79K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $6.5M | 573K | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $8.0M | 546K | ▲+3.3% Added · +18K sh | Q2 2026 | |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.2M | 546K | ▼−11% Reduced · −70K sh | Q1 2026 | |
| 12 | Mraz, Amerine & Associates, Inc. | $5.1M | 346K | ▼−1.3% Reduced · −5K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.7M | 330K | ▲+2.4% Added · +8K sh | Q1 2026 | |
| 14 | LAZARD ASSET MANAGEMENT LLC | $3.4M | 300K | ▲New +300K sh | Q1 2026 | |
| 15 | Shaker Financial Services, LLC | $4.2M | 288K | ▼−27% Reduced · −109K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $2.4M | 212K | ▼−12% Reduced · −28K sh | Q1 2026 | |
| 17 | Waterfront Wealth Inc. | $3.0M | 210K | ▲+0.4% Added · +846 sh | Q2 2026 | |
| 18 | Clearstead Advisors, LLC | $2.3M | 203K | ▼−2.6% Reduced · −5K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $1.9M | 169K | ▲+46% Added · +53K sh | Q1 2026 | |
| 20 | HORIZON KINETICS ASSET MANAGEMENT LLC | $1.5M | 133K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 125K | ▼−2.8% Reduced · −4K sh | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $1.4M | 125K | ▼−36% Reduced · −70K sh | Q1 2026 | |
| 23 | Atlas Wealth LLC | $1.8M | 123K | ▲New +123K sh | Q2 2026 | |
| 24 | EVOLVE PRIVATE WEALTH, LLC | $1.3M | 117K | ▼−0.1% Reduced · −179 sh | Q1 2026 | |
| 25 | Moors & Cabot, Inc. | $1.3M | 116K | ▼−1.7% Reduced · −2K 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.
Last quarter, 8 funds opened a new position in RMT and 14 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 38 funds | $10.2B |
| APPLE INCAAPL | 36 funds | $9.0B |
| JPMORGAN CHASE & COJPM | 35 funds | $2.0B |
| CHEVRON CORPCVX | 35 funds | $768.0M |
| NVIDIA CORPNVDA | 34 funds | $9.3B |
| ALPHABET INC-CL AGOOGL | 34 funds | $4.8B |
| BROADCOM INCAVGO | 34 funds | $4.5B |
| ELI LILLY & COLLY | 34 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 34 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 34 funds | $1.6B |
| ABBVIE INCABBV | 34 funds | $909.8M |
Ranked by how many of RMT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 4K | $51K |
| Jun 5, 2026 | DENNEEN JOHN E | Secretary | Buy (P) | 4K | $55K |
| Jun 1, 2026 | DENNEEN JOHN E | Secretary | Buy (P) | 3K | $45K |
| Mar 24, 2026 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 7K | $75K |
| Nov 5, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 200K | $2.1M |
| Aug 26, 2025 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 2K | $21K |
| May 6, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 2K | $17K |
| May 5, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 8K | $63K |
| May 5, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 43K | $359K |
| May 2, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 43K | $360K |
| May 2, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 43K | $360K |
| Apr 17, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 76K | $598K |
Connected entities for RMT
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/RMT/capital-change-brief"
Use Arkolith's capital_change_brief for RMT. 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 RMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.