Who owns RDFI
Which tracked institutional funds hold RDFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RDFI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RDFI is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RDFI’s largest tracked holder by dollar value, Belpointe Asset Management LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RDFI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 17 tracked filers holding RDFI, 14 increased or opened the position and 5 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RDFI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- PUFF WEALTH MANAGEMENT, LLC$3M
- WELLS FARGO & COMPANY/MN$904K
- PFG Advisors$691K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$615K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$2M
- Private Advisor Group, LLC$1M
Largest adds
- Astoria Portfolio Advisors LLC.$2M
- MML INVESTORS SERVICES, LLC$918K
- Belpointe Asset Management LLC$732K
- Independent Wealth Network Inc.$556K
- Latitude Advisors, LLC$390K
Largest trims
- OSAIC HOLDINGS, INC.$429K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Belpointe Asset Management LLC added | 730,740 | $17M | 36.5% | 2026-Q2 |
| Independent Wealth Network Inc. added | 279,963 | $7M | 14.0% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 277,108 | $7M | 13.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 114,013 | $3M | 5.7% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC added | 105,775 | $3M | 5.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 37,937 | $904K | 1.9% | 2026-Q2 |
| Latitude Advisors, LLC added | 36,275 | $864K | 1.8% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC added | 33,417 | $796K | 1.7% | 2026-Q2 |
| PFG Advisors new | 29,012 | $691K | 1.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 27,922 | $665K | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 26,030 | $615K | 1.3% | 2026-Q2 |
| Sound Income Strategies, LLC new | 14,772 | $352K | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 12,286 | $293K | 0.6% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 9,228 | $220K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 6,490 | $155K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC | 5 | $119 | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2 | $60 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 71,869 | $2M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 59,532 | $1M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 2,000 | $46K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Wealthcare Advisory Partners LLC trimmed | 127,115 | $3M | 6.5% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 35 | $850 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 791 | $19K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Nova Wealth Management, Inc. new | 552 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 10 | $238 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.