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/RTO/capital-change-brief"
Use Arkolith's capital_change_brief for RTO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | $522.3M | 16.6M | ▲+3.0% Added · +491K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $359.9M | 11.4M | ▲+186% Added · +7.4M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $209.4M | 6.7M | ▲+61% Added · +2.5M sh | Q1 2026 | |
| 4 | Gates Capital Management, Inc. | $137.0M | 4.4M | ▼−3.6% Reduced · −165K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $76.0M | 2.4M | ▲+26% Added · +494K sh | Q1 2026 | |
| 6 | SCHRODER INVESTMENT MANAGEMENT GROUP | $64.4M | 2.1M | ▼−39% Reduced · −1.4M sh | Q1 2026 | |
| 7 | River Road Asset Management, LLC | $60.1M | 1.9M | ▼−12% Reduced · −271K sh | Q1 2026 | |
| 8 | Aristotle Capital Management, LLC | $56.5M | 1.8M | ▼−1.1% Reduced · −20K sh | Q1 2026 | |
| 9 | SNYDER CAPITAL MANAGEMENT L P | $53.8M | 1.7M | ▼−1.4% Reduced · −23K sh | Q1 2026 | |
| 10 | SUMMITRY LLC | $46.1M | 1.5M | ▼−0.7% Reduced · −10K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $33.3M | 1.1M | ▼−21% Reduced · −282K sh | Q1 2026 | |
| 12 | Harvey Partners, LLC | $30.7M | 976K | ▲+10% Added · +89K sh | Q1 2026 | |
| 13 | ASSETMARK, INC | $26.3M | 837K | ▲+29% Added · +188K sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $25.2M | 800K | ▼−2.0% Reduced · −17K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $23.5M | 748K | ▲+77% Added · +325K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $23.3M | 739K | ▲+20% Added · +123K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $20.9M | 683K | ▲158× Added · +678K sh | Q1 2026 | |
| 18 | DIAMOND HILL CAPITAL MANAGEMENT INC | $20.0M | 634K | ▲New +634K sh | Q1 2026 | |
| 19 | BROWN ADVISORY INC | $19.0M | 604K | ▼−60% Reduced · −920K sh | Q1 2026 | |
| 20 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $18.9M | 601K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $16.2M | 516K | ▲+31% Added · +123K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $14.9M | 475K | ▲+127% Added · +265K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $14.4M | 458K | ▲+19% Added · +73K sh | Q1 2026 | |
| 24 | D. E. Shaw & Co., Inc. | $13.8M | 439K | ▲+207% Added · +296K sh | Q1 2026 | |
| 25 | UBS Group AG | $12.9M | 410K | ▲+261% Added · +296K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 101 funds | $29.6B |
| ALPHABET INC-CL AGOOGL | 100 funds | $20.0B |
| JPMORGAN CHASE & COJPM | 100 funds | $9.7B |
| VISA INC-CLASS A SHARESV | 100 funds | $6.9B |
| COSTCO WHOLESALE CORPCOST | 99 funds | $5.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 99 funds | $5.7B |
| UNITEDHEALTH GROUP INCUNH | 99 funds | $3.6B |
| APPLE INCAAPL | 98 funds | $30.5B |
| BROADCOM INCAVGO | 98 funds | $14.1B |
| MASTERCARD INC - AMA | 98 funds | $5.9B |
| CHEVRON CORPCVX | 98 funds | $4.8B |
| LAM RESEARCH CORPLRCX | 98 funds | $4.1B |
Ranked by how many of RTO'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RTO. 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.