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/RODM/capital-change-brief"
Use Arkolith's capital_change_brief for RODM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | $160.6M | 4.1M | ▲+0.9% Added · +36K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $125.3M | 3.2M | ▼−1.4% Reduced · −44K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $103.5M | 2.6M | ▲+0.6% Added · +15K sh | Q1 2026 | |
| 4 | Mill Creek Capital Advisors, LLC | $69.8M | 1.8M | ▼−2.6% Reduced · −48K sh | Q1 2026 | |
| 5 | WCG Wealth Advisors LLC | $68.4M | 1.7M | ▲+2.1% Added · +35K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $38.2M | 969K | ▼−11% Reduced · −121K sh | Q1 2026 | |
| 7 | Mariner, LLC | $37.6M | 953K | ▼−4.6% Reduced · −46K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $36.4M | 924K | ▼−6.7% Reduced · −67K sh | Q1 2026 | |
| 9 | UBS Group AG | $26.0M | 658K | ▲+47% Added · +210K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $21.7M | 549K | ▼−10% Reduced · −64K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $15.3M | 388K | ▲+1.8% Added · +7K sh | Q1 2026 | |
| 12 | Clearstead Advisors, LLC | $14.0M | 356K | ▲New +356K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $12.7M | 332K | ▲+30% Added · +77K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $11.7M | 298K | ▲+175% Added · +190K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $10.4M | 265K | ▲+842% Added · +237K sh | Q1 2026 | |
| 16 | Lido Advisors, LLC | $9.5M | 242K | ▼−1.9% Reduced · −5K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $8.9M | 226K | ▲+11% Added · +23K sh | Q1 2026 | |
| 18 | &PARTNERS | $7.4M | 188K | ▲+1.9% Added · +4K sh | Q1 2026 | |
| 19 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.4M | 162K | ▼−0.8% Reduced · −1K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $5.4M | 138K | ▲23× Added · +132K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $4.4M | 111K | ▲+21% Added · +19K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $4.1M | 103K | ▼−6.1% Reduced · −7K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $3.9M | 100K | ▼−9.2% Reduced · −10K sh | Q1 2026 | |
| 24 | Vawter Financial, Ltd. | $3.7M | 94K | ▼−2.8% Reduced · −3K sh | Q1 2026 | |
| 25 | HOWARD FINANCIAL SERVICES, LTD. | $3.6M | 89K | ▲+0.9% Added · +787 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 42 funds | $16.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $15.7B |
| NVIDIA CORPNVDA | 42 funds | $15.5B |
| MICROSOFT CORPMSFT | 42 funds | $12.1B |
| ALPHABET INC-CL AGOOGL | 42 funds | $7.9B |
| BROADCOM INCAVGO | 42 funds | $6.0B |
| VANGUARD VALUE ETFVTV | 42 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 42 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 42 funds | $4.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 42 funds | $4.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 42 funds | $3.5B |
Ranked by how many of RODM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RODM. 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.