Among active 13F managers last quarter, 10 opened and 22 added, while 6 reduced; the largest holder to move was Davidson Kempner Capital Management LP (−41%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
171 tracked 13F filers disclose a position in RR as of the latest SEC 13F filings, a combined $148.1M 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 | BlackRock, Inc. | 12.5M | $26.0M | ▲+10% Added · +1.2M sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 7.1M | $14.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | State Street Corp | 6.0M | $12.7M | ▲+32% Added · +1.5M sh | Q2 2026 | |
| 4 | Davidson Kempner Capital Management LP | 5.0M | $10.6M | ▼−41% Reduced · −3.5M sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 4.6M | $9.7M | ▲+18% Added · +701K sh | Q2 2026 | |
| 6 | Millennium Management LLC | 3.2M | $6.7M | ▲+476% Added · +2.6M sh | Q1 2026 | |
| 7 | Jump Financial, LLC | 3.2M | $6.6M | ▲New +3.2M sh | Q1 2026 | |
| 8 | Marshall Wace, LLP | 2.8M | $5.9M | ▲New +2.8M sh | Q1 2026 | |
| 9 | Two Sigma Investments, LP | 2.2M | $4.7M | ▲New +2.2M sh | Q1 2026 | |
| 10 | Bank Of America Corp | 1.8M | $3.9M | ▲+739% Added · +1.6M sh | Q1 2026 | |
| 11 | Vanguard Portfolio Management LLC | 1.6M | $3.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | Mirae Asset Global Etfs Holdings Ltd. | 1.5M | $3.2M | ▲+58% Added · +560K sh | Q1 2026 | |
| 13 | Susquehanna International Group, LLP | 1.4M | $2.9M | ▼−15% Reduced · −252K sh | Q1 2026 | |
| 14 | Themes Management Co LLC | 1.3M | $2.8M | ▲+185% Added · +866K sh | Q2 2026 | |
| 15 | Northern Trust Corp | 1.3M | $2.7M | ▲+10% Added · +121K sh | Q1 2026 | |
| 16 | Barclays PLC | 1.2M | $2.6M | ▲+334% Added · +946K sh | Q1 2026 | |
| 17 | Nuveen, LLC | 1.1M | $2.2M | ▲+317% Added · +818K sh | Q1 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 1.1M | $2.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 19 | UBS Group AG | 898K | $1.9M | ▼−50% Reduced · −907K sh | Q1 2026 | |
| 20 | ExodusPoint Capital Management, LP | 739K | $1.6M | ▲+233% Added · +517K sh | Q2 2026 | |
| 21 | Morgan Stanley | 700K | $1.5M | ▲+29% Added · +158K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 550K | $1.2M | ▲+46% Added · +173K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 470K | $983K | ▼−1.0% Reduced · −5K sh | Q1 2026 | |
| 24 | Citadel Advisors LLC | 470K | $992K | ▼−43% Reduced · −349K sh | Q2 2026 | |
| 25 | Vontobel Holding Ltd. | 417K | $881K | ▲+16% Added · +59K 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.
Last quarter, 10 funds opened a new position in RR and 22 added to an existing one, while 6 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 |
|---|---|---|
| Amazon.com IncAMZN | 85 funds | $119.0B |
| Nvidia CorpNVDA | 84 funds | $247.4B |
| Microsoft CorpMSFT | 83 funds | $164.5B |
| Meta Platforms Inc-Class AMETA | 83 funds | $69.6B |
| Advanced Micro DevicesAMD | 83 funds | $21.2B |
| Micron Technology IncMU | 82 funds | $21.8B |
| RTX CorpRTX | 82 funds | $10.2B |
| Broadcom IncAVGO | 81 funds | $98.0B |
| Oracle CorpORCL | 81 funds | $13.8B |
| Wells Fargo & CoWFC | 81 funds | $10.4B |
| Alphabet Inc-CL AGOOGL | 80 funds | $90.8B |
| JPMorgan Chase & CoJPM | 80 funds | $36.9B |
Ranked by how many of RR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 19, 2026 | Casella Matthew G. | Insider | Sell (S) | 13K | $34K |
| Feb 17, 2026 | Casella Matthew G. | Insider | Sell (S) | 20K | $56K |
| Feb 13, 2026 | Casella Matthew G. | Insider | Sell (S) | 40K | $120K |
| Sep 22, 2025 | Zheng Phil | Chief Operating Officer | Sell (S) | 100K | $511K |
| Aug 26, 2025 | Zheng Phil | Chief Operating Officer | Sell (S) | 100K | $301K |
| Jun 5, 2025 | Zheng Phil | Chief Operating Officer | Sell (S) | 55K | $139K |
| Jun 3, 2025 | Zheng Phil | Chief Operating Officer | Sell (S) | 40K | $99K |
| May 29, 2025 | Zheng Phil | Chief Operating Officer | Sell (S) | 105K | $278K |
| Mar 13, 2025 | Casella Matthew G. | President | Sell (S) | 60K | $100K |
| Aug 8, 2024 | King Bliss Ltd | 10% Owner | Sell (S) | 2.2M | $748K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 50 | 22 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for RR
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/RR/capital-change-brief"
Use Arkolith's capital_change_brief for RR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for RR. Filings are public domain, sourced to SEC EDGAR.