RQI

Cohen & Steers Qual Inc RltyETF
UnclassifiedUSCUSIP 19247L106◍ Confluence graph
Tracked 13F Holders
194
-51 QoQ
13F Value (tracked)
$312.9M
13F Moves · latest Q
34 added
11 trimmed
Recent Filings
15

Who owns RQI?

194 tracked 13F filers

194 tracked 13F filers disclose a position in RQI as of the latest SEC 13F filings, a combined $312.9M 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.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$65.6M
5.4M
+5.3%
Added · +275K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$33.5M
2.8M
+8.6%
Added · +220K sh
Q1 2026
3Cable Car Capital, LP
$22.8M
1.9M
New
+1.9M sh
Q2 2026
4RAYMOND JAMES FINANCIAL INC
$14.9M
1.2M
−6.3%
Reduced · −83K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$14.7M
1.2M
+42%
Added · +364K sh
Q1 2026
6LPL Financial LLC
$11.1M
925K
+7.2%
Added · +62K sh
Q1 2026
7UBS Group AG
$10.9M
908K
+38%
Added · +250K sh
Q1 2026
8AMERIPRISE FINANCIAL INC
$9.8M
814K
+1.4%
Added · +11K sh
Q1 2026
9LAKE STREET PRIVATE WEALTH, LLC
$7.4M
604K
+3.6%
Added · +21K sh
Q2 2026
10Quarry LP
$6.8M
555K
Added
Added · +555K sh
Q2 2026
11Mariner, LLC
$5.3M
442K
−8.0%
Reduced · −38K sh
Q1 2026
12Advisors Asset Management, Inc.
$7.8M
427K
+543%
Added · +360K sh
Q3 2026
13Private Advisor Group, LLC
$4.6M
370K
+50%
Added · +124K sh
Q2 2026
14MATRIX PRIVATE CAPITAL GROUP LLC
$4.2M
340K
+10%
Added · +32K sh
Q2 2026
15ROYAL BANK OF CANADA
$4.0M
329K
−13%
Reduced · −50K sh
Q1 2026
16COMMONWEALTH EQUITY SERVICES, LLC
$3.6M
301K
−4.8%
Reduced · −15K sh
Q1 2026
17CASTLE WEALTH MANAGEMENT LLC
$3.7M
301K
+7.2%
Added · +20K sh
Q2 2026
18Ascentis Wealth Management, LLC
Withheld
296K
+215%
Added · +202K sh
Q2 2026
19INDEPENDENT FINANCIAL GROUP, LLC
$3.5M
287K
+1.5%
Added · +4K sh
Q2 2026
20OSAIC HOLDINGS, INC.
$3.3M
276K
−9.2%
Reduced · −28K sh
Q1 2026
21Wealth Advisory Solutions, LLC
$3.2M
261K
−6.3%
Reduced · −18K sh
Q2 2026
22Cyndeo Wealth Partners, LLC
$3.0M
241K
−20%
Reduced · −61K sh
Q2 2026
23Ameritas Advisory Services, LLC
$2.6M
209K
+305%
Added · +157K sh
Q2 2026
24Quad-Cities Investment Group, LLC
$2.5M
206K
+3.7%
Added · +7K sh
Q2 2026
25Z3 Capital Partners, LLC
$2.3M
185K
−7.5%
Reduced · −15K 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.

Is RQI being bought or sold by institutions?

Last quarter, 5 funds opened a new position in RQI and 29 added to an existing one, while 11 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).

Opened (NEW)
5
funds
Added
29
funds
Reduced
11
funds
Exited
0
funds

Funds that own RQI also own

CompanyCo-held byCombined value
APPLE INCAAPL106 funds$41.6B
NVIDIA CORPNVDA105 funds$50.3B
MICROSOFT CORPMSFT105 funds$35.6B
AMAZON.COM INCAMZN105 funds$24.6B
JPMORGAN CHASE & COJPM104 funds$9.7B
JOHNSON & JOHNSONJNJ104 funds$7.3B
CHEVRON CORPCVX103 funds$2.8B
BROADCOM INCAVGO102 funds$18.0B
ALPHABET INC-CL CGOOG102 funds$15.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B102 funds$7.7B
META PLATFORMS INC-CLASS AMETA101 funds$11.7B
SS SPDR S&P 500 ETF TRUST-USSPY101 funds$5.7B

Ranked by how many of RQI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

132 funds+4 since Q3 2024
093186Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $111.6M · 1 values withheld

Share classes

Class13F holdersValue held
RQIthis pagemf194 funds$314.2M
RQI-Rrt85 funds$129K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for RQI

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Ask your agent what changed in RQI

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RQI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RQI.
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 RQI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.