Among active 13F managers last quarter, 8 opened and 20 added, while 17 reduced; the largest holder to move was Allspring Global Investments Holdings, LLC (+17%).
98 tracked 13F filers disclose a position in RMT as of the latest SEC 13F filings, a combined $223.7M 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 | Morgan Stanley | 2.6M | $29.8M | ▼−0.8% Reduced · −21K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | 1.2M | $17.4M | ▲+17% Added · +174K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 1.1M | $12.2M | ▲+5.9% Added · +60K sh | Q1 2026 | |
| 4 | Alexander Randolph Advisory, Inc. | 970K | $14.2M | ▼−1.1% Reduced · −10K sh | Q2 2026 | |
| 5 | Modern Wealth Management, LLC | 944K | $13.8M | ▼−8.0% Reduced · −82K sh | Q2 2026 | |
| 6 | UBS Group AG | 865K | $9.8M | ▼−2.6% Reduced · −23K sh | Q1 2026 | |
| 7 | Rivernorth Capital Management, LLC | 814K | $11.9M | ▼−9.4% Reduced · −85K sh | Q2 2026 | |
| 8 | Blue Bell Private Wealth Management, LLC | 660K | $9.7M | ▲+4.5% Added · +28K sh | Q2 2026 | |
| 9 | Wells Fargo & Company | 595K | $6.7M | ▲+15% Added · +79K sh | Q1 2026 | |
| 10 | Bank Of America Corp | 573K | $6.5M | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 11 | Flagship Harbor Advisors, LLC | 546K | $8.0M | ▲+3.3% Added · +18K sh | Q2 2026 | |
| 12 | Punch & Associates Investment Management, Inc. | 523K | $7.7M | ▼−4.2% Reduced · −23K sh | Q2 2026 | |
| 13 | Mraz, Amerine & Associates, Inc. | 346K | $5.1M | ▼−1.3% Reduced · −5K sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 330K | $3.7M | ▲+2.4% Added · +8K sh | Q1 2026 | |
| 15 | Fca Corp | 320K | $4.7M | ▲+2.2% Added · +7K sh | Q2 2026 | |
| 16 | Lazard Asset Management LLC | 300K | $3.4M | ▲New +300K sh | Q1 2026 | |
| 17 | Shaker Financial Services, LLC | 288K | $4.2M | ▼−27% Reduced · −109K sh | Q2 2026 | |
| 18 | Advisors Asset Management, Inc. | 257K | $3.8M | ▲+155% Added · +156K sh | Q2 2026 | |
| 19 | Royal Bank Of Canada | 212K | $2.4M | ▼−12% Reduced · −28K sh | Q1 2026 | |
| 20 | Waterfront Wealth Inc. | 210K | $3.0M | ▲+0.4% Added · +846 sh | Q2 2026 | |
| 21 | Clearstead Advisors, LLC | 196K | $2.9M | ▼−3.6% Reduced · −7K sh | Q2 2026 | |
| 22 | Bulldog Investors, LLP | 182K | $2.7M | ▲New +182K sh | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 169K | $1.9M | ▲+46% Added · +53K sh | Q1 2026 | |
| 24 | Horizon Kinetics Asset Management LLC | 135K | $2.0M | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 25 | Commonwealth Equity Services, LLC | 125K | $1.4M | ▼−2.8% Reduced · −4K 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 20 added to an existing one, while 17 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 |
|---|---|---|
| Microsoft CorpMSFT | 49 funds | $11.4B |
| Apple IncAAPL | 48 funds | $12.1B |
| JPMorgan Chase & CoJPM | 47 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 45 funds | $6.4B |
| Nvidia CorpNVDA | 44 funds | $12.3B |
| Amazon.com IncAMZN | 44 funds | $9.9B |
| Eli Lilly & CoLLY | 44 funds | $5.1B |
| Chevron CorpCVX | 44 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 43 funds | $6.1B |
| Broadcom IncAVGO | 43 funds | $6.0B |
| Meta Platforms Inc-Class AMETA | 43 funds | $3.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 43 funds | $2.6B |
Ranked by how many of RMT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RMT.
Connected entities for RMT
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/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 + quarter-over-quarter ownership changes + 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.