Among active 13F managers last quarter, 2 opened and 5 added, while 8 reduced; the largest holder to move was Global View Capital Management LLC (added).
60 tracked 13F filers disclose a position in RZG as of the latest SEC 13F filings, a combined $55.9M 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 | CWM, LLC | 125K | $7.1M | ▼−8.2% Reduced · −11K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 104K | $5.9M | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 3 | Horizon Family Wealth, Inc. | 85K | $6.2M | ▲+0.2% Added · +162 sh | Q2 2026 | |
| 4 | Global View Capital Management LLC | 54K | $3.9M | ▲Added Added · +54K sh | Q2 2026 | |
| 5 | Twelve Points Wealth Management LLC | 49K | $3.6M | ▼−1.0% Reduced · −517 sh | Q2 2026 | |
| 6 | Morgan Stanley | 44K | $2.5M | ▼−24% Reduced · −14K sh | Q1 2026 | |
| 7 | Synergy Asset Management, LLC | 42K | $3.0M | ▲New +42K sh | Q2 2026 | |
| 8 | AQR Capital Management LLC | 41K | $2.4M | ▲+11% Added · +4K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 25K | $1.4M | ▲+3.5% Added · +836 sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 24K | $1.4M | ▼−0.2% Reduced · −48 sh | Q1 2026 | |
| 11 | IMC-Chicago, LLC | 23K | $1.3M | ▲+15% Added · +3K sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 22K | $1.3M | ▼−0.7% Reduced · −163 sh | Q1 2026 | |
| 13 | Mainstay Capital Management LLC | 20K | $1.4M | —Held | Q2 2026 | |
| 14 | Berger Financial Group, Inc | 18K | $1.3M | ▼−2.2% Reduced · −396 sh | Q2 2026 | |
| 15 | Allworth Financial LP | 17K | $962K | ▼−4.9% Reduced · −872 sh | Q1 2026 | |
| 16 | Tempo Wealth, LLC | 17K | $1.2M | ▼−2.8% Reduced · −480 sh | Q2 2026 | |
| 17 | JPMorgan Chase & Co | 14K | $780K | ▲27× Added · +14K sh | Q1 2026 | |
| 18 | Willner & Heller, LLC | 11K | $824K | ▼−0.1% Reduced · −16 sh | Q2 2026 | |
| 19 | Susquehanna International Group, LLP | 11K | $639K | ▲New +11K sh | Q1 2026 | |
| 20 | Wells Fargo & Company | 10K | $592K | ▲+54% Added · +4K sh | Q1 2026 | |
| 21 | Pacific Sun Financial Corp | 9K | $634K | ▼−11% Reduced · −1K sh | Q2 2026 | |
| 22 | Raymond James Financial Inc | 9K | $497K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 23 | Purus Wealth Management, LLC | 8K | $605K | ▼−4.4% Reduced · −384 sh | Q2 2026 | |
| 24 | FAS Wealth Partners, Inc. | 8K | $555K | ▼−3.1% Reduced · −244 sh | Q2 2026 | |
| 25 | Envestnet Asset Management Inc | 7K | $394K | ▲+10% Added · +651 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, 2 funds opened a new position in RZG and 5 added to an existing one, while 8 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 |
|---|---|---|
| Apple IncAAPL | 21 funds | $5.2B |
| Microsoft CorpMSFT | 21 funds | $4.5B |
| Amazon.com IncAMZN | 21 funds | $2.7B |
| Nvidia CorpNVDA | 20 funds | $7.0B |
| Broadcom IncAVGO | 20 funds | $2.3B |
| Alphabet Inc-CL CGOOG | 20 funds | $2.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $1.8B |
| Invesco QQQ Trust Series 1QQQ | 20 funds | $1.7B |
| Eli Lilly & CoLLY | 20 funds | $1.0B |
| JPMorgan Chase & CoJPM | 20 funds | $798.8M |
| Procter & Gamble CoPG | 20 funds | $728.2M |
| Advanced Micro DevicesAMD | 20 funds | $418.7M |
Ranked by how many of RZG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RZG.
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.