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/RWL/capital-change-brief"
Use Arkolith's capital_change_brief for RWL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $758.2M | 6.6M | ▲+12% Added · +727K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $454.3M | 4.0M | ▲+4.8% Added · +181K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $377.9M | 3.3M | ▲+4.2% Added · +134K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $252.2M | 2.2M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $248.3M | 2.2M | ▼−4.9% Reduced · −110K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $194.3M | 1.7M | ▲+72% Added · +706K sh | Q1 2026 | |
| 7 | Allworth Financial LP | $143.6M | 1.2M | ▼−1.0% Reduced · −12K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $138.2M | 1.2M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $125.4M | 1.1M | ▲+26% Added · +222K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $116.0M | 1.0M | ▲+13% Added · +115K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $111.5M | 989K | ▲+25% Added · +198K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $92.7M | 806K | ▲+6.2% Added · +47K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $90.3M | 786K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $61.0M | 532K | ▲+51% Added · +180K sh | Q1 2026 | |
| 15 | UBS Group AG | $60.6M | 527K | ▼−2.6% Reduced · −14K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $53.8M | 468K | ▲+9.3% Added · +40K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $44.3M | 386K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 18 | Kozak & Associates, Inc. | $42.9M | 334K | ▼−43% Reduced · −253K sh | Q2 2026 | |
| 19 | Klingman & Associates, LLC | $37.8M | 329K | ▲+8.8% Added · +27K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $34.2M | 298K | ▲+89% Added · +140K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $33.7M | 294K | ▲+15% Added · +39K sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $33.0M | 287K | ▲+3.9% Added · +11K sh | Q1 2026 | |
| 23 | Everest Financial Group LLC | $28.7M | 250K | ▲+4.5% Added · +11K sh | Q1 2026 | |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $27.0M | 235K | ▼−30% Reduced · −100K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $24.6M | 214K | ▲+24% Added · +41K 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 | 104 funds | $19.7B |
| ALPHABET INC-CL AGOOGL | 104 funds | $13.3B |
| VANGUARD S&P 500 ETFVOO | 104 funds | $13.0B |
| ALPHABET INC-CL CGOOG | 104 funds | $8.8B |
| BROADCOM INCAVGO | 104 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 104 funds | $8.6B |
| ISHARES CORE MSCI EAFE ETFIEFA | 104 funds | $5.6B |
| JOHNSON & JOHNSONJNJ | 104 funds | $5.5B |
| WALMART INCWMT | 104 funds | $5.4B |
| EXXON MOBIL CORPXOM | 104 funds | $5.1B |
| ELI LILLY & COLLY | 104 funds | $4.9B |
| VISA INC-CLASS A SHARESV | 104 funds | $4.7B |
Ranked by how many of RWL'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 RWL. 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.