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/RQI/capital-change-brief"
Use Arkolith's capital_change_brief for RQI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $65.6M | 5.4M | ▲+5.3% Added · +275K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $33.5M | 2.8M | ▲+8.6% Added · +220K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $14.9M | 1.2M | ▼−6.3% Reduced · −83K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $14.7M | 1.2M | ▲+42% Added · +364K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $11.1M | 925K | ▲+7.2% Added · +62K sh | Q1 2026 | |
| 6 | UBS Group AG | $10.9M | 908K | ▲+38% Added · +250K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $9.8M | 814K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 8 | Mariner, LLC | $5.3M | 442K | ▼−8.0% Reduced · −38K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $4.0M | 329K | ▼−13% Reduced · −50K sh | Q1 2026 | |
| 10 | MATRIX PRIVATE CAPITAL GROUP LLC | $3.7M | 308K | ▲+16% Added · +42K sh | Q1 2026 | |
| 11 | Cyndeo Wealth Partners, LLC | $3.6M | 302K | —Held | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 301K | ▼−4.8% Reduced · −15K sh | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $3.5M | 287K | ▲+1.5% Added · +4K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $3.3M | 276K | ▼−9.2% Reduced · −28K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $3.0M | 247K | ▲+6.0% Added · +14K sh | Q1 2026 | |
| 16 | Quad-Cities Investment Group, LLC | $2.5M | 206K | ▲+3.7% Added · +7K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | $1.9M | 160K | ▼−5.9% Reduced · −10K sh | Q1 2026 | |
| 18 | Mutual Advisors, LLC | $1.4M | 119K | ▼−5.5% Reduced · −7K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $1.4M | 118K | ▲+2.4% Added · +3K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 115K | ▲+69% Added · +47K sh | Q2 2026 | |
| 21 | OPPENHEIMER & CO INC | $1.3M | 109K | ▼−12% Reduced · −15K sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $1.3M | 104K | ▼−21% Reduced · −27K sh | Q2 2026 | |
| 23 | Beacon Capital Management, Inc. | $1.1M | 93K | —Held | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $1.1M | 90K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 25 | Cooper Financial Group | $1.1M | 90K | ▲+6.3% Added · +5K 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 |
|---|---|---|
| APPLE INCAAPL | 77 funds | $22.3B |
| MICROSOFT CORPMSFT | 77 funds | $16.8B |
| ALPHABET INC-CL AGOOGL | 77 funds | $11.5B |
| BROADCOM INCAVGO | 77 funds | $8.9B |
| NVIDIA CORPNVDA | 76 funds | $21.5B |
| JOHNSON & JOHNSONJNJ | 76 funds | $4.4B |
| CHEVRON CORPCVX | 76 funds | $3.1B |
| AMAZON.COM INCAMZN | 75 funds | $12.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $12.7B |
| JPMORGAN CHASE & COJPM | 75 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 75 funds | $7.3B |
| EXXON MOBIL CORPXOM | 75 funds | $4.6B |
Ranked by how many of RQI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.