News + Filings Key Docs Ownership
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RFDI (RFDI)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 428,935 | -71,578 | 24,513,635,000 | 0.00 | |
Hist
| 06/30/2023 |
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RiverFront Investment Group, LLC
| 375,960 | -11,233 | 21,132,712,000 | 0.75 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 136,188 | -3,142 | 7,783,165,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 132,786 | -6,088 | 7,058,866,000 | 0.01 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 111,328 | -2,641 | 6,362,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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OLD MISSION CAPITAL LLC
| 100,093 | 81,193 | 5,720,314,000 | 0.12 | |
Hist
| 06/30/2023 |
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Per Stirling Capital Management, LLC.
| 90,961 | -10,217 | 5,198,435,000 | 1.06 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 88,810 | 6,718 | 5,075,492,000 | 0.00 | |
Hist
| 06/30/2023 |
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Prospera Financial Services Inc
| 69,927 | -1,285 | 3,996,828,000 | 0.15 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 44,131 | 3,536 | 2,522,087,000 | 0.00 | |
Hist
| 06/30/2023 |
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CENTRAL TRUST Co
| 33,745 | 5,259 | 1,793,874,000 | 0.06 | |
Hist
| 12/31/2022 |
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Baird Financial Group, Inc.
| 29,604 | -299 | 1,691,869,000 | 0.00 | |
Hist
| 06/30/2023 |
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Elevated Capital Advisors, LLC
| 28,597 | 6,685 | 1,634,319,000 | 0.54 | |
Hist
| 06/30/2023 |
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MONEYWISE, INC.
| 29,291 | 14,264 | 1,557,092,000 | 1.16 | |
Hist
| 12/31/2022 |
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Truadvice, LLC
| 19,363 | -4,425 | 1,120,150,000 | 0.41 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 17,824 | -2,442 | 1,001,887,000 | 0.00 | |
Hist
| 03/31/2023 |
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GOLDMAN SACHS GROUP INC
| 14,125 | 14,125 | 793,966,000 | 0.00 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 13,284 | 908 | 760,721,000 | | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 13,106 | -39,330 | 696,705,000 | 0.00 | |
Hist
| 12/31/2022 |
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ERn Financial, LLC
| 11,242 | -126 | 642,503,000 | 0.13 | |
Hist
| 06/30/2023 |
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Brookstone Capital Management
| 10,750 | -1,501 | 602,544,000 | 0.01 | |
Hist
| 06/30/2023 |
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DAVENPORT & Co LLC
| 8,700 | -730 | 462,000,000 | 0.00 | |
Hist
| 12/31/2022 |
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Walkner Condon Financial Advisors LLC
| 6,737 | 6,737 | 440,000,000 | 0.13 | |
Hist
| 03/31/2022 |
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Qube Research & Technologies Ltd
| 17,673 | 17,571 | 282,238,000 | 0.00 | |
Hist
| 06/30/2023 |
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American Portfolios Advisors
| 5,782 | 5,782 | 267,013,000 | 0.01 | |
Hist
| 09/30/2022 |
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Cetera Advisors LLC
| 4,090 | 0 | 229,899,000 | 0.00 | |
Hist
| 03/31/2023 |
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Dana Investment Advisors, Inc.
| 3,798 | 0 | 217,056,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raleigh Capital Management Inc.
| 4,037 | -999 | 214,581,000 | 0.11 | |
Hist
| 12/31/2022 |
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STIFEL FINANCIAL CORP
| 3,699 | 25 | 211,387,000 | 0.00 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 3,610 | 3,610 | 206,322,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 3,798 | -10,741 | 201,860,000 | 0.00 | |
Hist
| 12/31/2022 |
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HARBOUR INVESTMENTS, INC.
| 1,765 | -2,766 | 93,848,000 | 0.01 | |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| 1,411 | 1 | 80,645,000 | 0.00 | |
Hist
| 06/30/2023 |
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CONCOURSE FINANCIAL GROUP SECURITIES, INC.
| 1,366 | 0 | 78,066,000 | 0.01 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 655 | -1,646 | 37,434,000 | 0.00 | |
Hist
| 06/30/2023 |
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