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/RWK/capital-change-brief"
Use Arkolith's capital_change_brief for RWK. 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 | $123.3M | 961K | ▲+2.5% Added · +23K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $80.2M | 625K | ▲+3.6% Added · +22K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $75.6M | 590K | ▼−9.2% Reduced · −60K sh | Q1 2026 | |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $68.7M | 535K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $41.8M | 326K | ▲+17% Added · +47K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $33.9M | 265K | ▼−8.1% Reduced · −23K sh | Q1 2026 | |
| 7 | Bleakley Financial Group, LLC | $26.3M | 205K | ▲10× Added · +185K sh | Q1 2026 | |
| 8 | Resonant Capital Advisors, LLC | $21.9M | 171K | ▲+4.0% Added · +7K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $18.1M | 141K | ▲+6.6% Added · +9K sh | Q1 2026 | |
| 10 | RVW Wealth, LLC | $18.8M | 128K | ▲+9.2% Added · +11K sh | Q2 2026 | |
| 11 | UBS Group AG | $16.2M | 127K | ▲+64% Added · +50K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.7M | 122K | ▲+3.3% Added · +4K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $11.3M | 88K | ▲+18% Added · +13K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $9.6M | 75K | ▲+0.1% Added · +97 sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $8.5M | 68K | ▲+29% Added · +15K sh | Q1 2026 | |
| 16 | EverSource Wealth Advisors, LLC | $6.1M | 48K | ▲+7.7% Added · +3K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $6.1M | 47K | ▼−22% Reduced · −14K sh | Q1 2026 | |
| 18 | Ipsen Advisor Group LLC | $5.9M | 46K | ▲+1.2% Added · +564 sh | Q1 2026 | |
| 19 | NWAM LLC | $5.1M | 40K | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 39K | ▲+3.9% Added · +1K sh | Q2 2026 | |
| 21 | CWM, LLC | $4.7M | 37K | ▲+9.0% Added · +3K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $4.6M | 36K | ▼−0.6% Reduced · −210 sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $3.9M | 30K | ▲+9.6% Added · +3K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 30K | ▼−40% Reduced · −20K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $3.5M | 28K | ▲+1.1% Added · +288 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 50 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 50 funds | $9.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $7.7B |
| BROADCOM INCAVGO | 50 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 50 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 50 funds | $4.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 50 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 50 funds | $3.5B |
| EXXON MOBIL CORPXOM | 50 funds | $3.2B |
| ELI LILLY & COLLY | 50 funds | $3.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 50 funds | $3.1B |
Ranked by how many of RWK'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 RWK. 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.