56 tracked 13F filers disclose a position in RZG as of the latest SEC 13F filings, a combined $44.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $7.1M | 125K | ▼−8.2% Reduced · −11K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $5.9M | 104K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 3 | Global View Capital Management LLC | $3.9M | 54K | ▲Added Added · +54K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $2.5M | 44K | ▼−24% Reduced · −14K sh | Q1 2026 | |
| 5 | Synergy Asset Management, LLC | $3.0M | 42K | ▲New +42K sh | Q2 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $2.4M | 41K | ▲+11% Added · +4K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $1.4M | 25K | ▲+3.5% Added · +836 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.4M | 24K | ▼−0.2% Reduced · −48 sh | Q1 2026 | |
| 9 | IMC-Chicago, LLC | $1.3M | 23K | ▲+15% Added · +3K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 22K | ▼−0.7% Reduced · −163 sh | Q1 2026 | |
| 11 | Berger Financial Group, Inc | $1.3M | 18K | ▼−2.2% Reduced · −396 sh | Q2 2026 | |
| 12 | Allworth Financial LP | $962K | 17K | ▼−4.9% Reduced · −872 sh | Q1 2026 | |
| 13 | Tempo Wealth, LLC | $1.2M | 17K | ▼−2.8% Reduced · −480 sh | Q2 2026 | |
| 14 | JPMORGAN CHASE & CO | $780K | 14K | ▲27× Added · +14K sh | Q1 2026 | |
| 15 | WILLNER & HELLER, LLC | $824K | 11K | ▼−0.1% Reduced · −16 sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $639K | 11K | ▲New +11K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $592K | 10K | ▲+54% Added · +4K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $497K | 9K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 19 | Purus Wealth Management, LLC | $605K | 8K | ▼−4.4% Reduced · −384 sh | Q2 2026 | |
| 20 | FAS Wealth Partners, Inc. | $555K | 8K | ▼−3.1% Reduced · −244 sh | Q2 2026 | |
| 21 | CITADEL ADVISORS LLC | $432K | 8K | ▲New +8K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $394K | 7K | ▲+10% Added · +651 sh | Q1 2026 | |
| 23 | Commonwealth Financial Services, LLC | $450K | 6K | —Held | Q2 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $351K | 6K | ▲+61% Added · +2K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $337K | 6K | ▲+16% Added · +804 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.
Last quarter, 4 funds opened a new position in RZG and 4 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 20 funds | $6.1B |
| MICROSOFT CORPMSFT | 20 funds | $5.3B |
| AMAZON.COM INCAMZN | 20 funds | $4.3B |
| BROADCOM INCAVGO | 20 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 20 funds | $1.4B |
| RTX CORPRTX | 20 funds | $657.7M |
| NVIDIA CORPNVDA | 19 funds | $10.0B |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 19 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $1.6B |
Ranked by how many of RZG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for RZG
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/RZG/capital-change-brief"
Use Arkolith's capital_change_brief for RZG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RZG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.