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-Q1 13F filings (latest filed 2026-05-15). 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 2025-Q4 and 2026-Q1: 6 added or opened and 2 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 2025-Q4 and 2026-Q1, across 13 tracked filers holding RDFI, 9 increased or opened the position and 4 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 2025-Q4 and 2026-Q1 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 2
- MML INVESTORS SERVICES, LLC$2M
- Oregon Pacific Wealth Management, LLC$713K
Full exits 1
- PUFF WEALTH MANAGEMENT, LLC$555K
Largest adds
- Astoria Portfolio Advisors LLC.$2M
- Belpointe Asset Management LLC$2M
- Independent Wealth Network Inc.$991K
- Cambridge Investment Research Advisors, Inc.$730K
Largest trims
- OSAIC HOLDINGS, INC.$1M
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 | 723,349 | $17M | 41.0% | 2026-Q1 |
| Independent Wealth Network Inc. added | 265,184 | $6M | 15.0% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 204,652 | $5M | 12.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 77,982 | $2M | 4.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 71,869 | $2M | 4.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 59,532 | $1M | 3.4% | 2026-Q1 |
| Oregon Pacific Wealth Management, LLC new | 30,911 | $713K | 1.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 27,343 | $630K | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 25,300 | $583K | 1.4% | 2026-Q1 |
| Latitude Advisors, LLC added | 20,581 | $474K | 1.2% | 2026-Q1 |
| Noble Wealth Management PBC added | 9,255 | $213K | 0.5% | 2026-Q1 |
| BlackRock, Inc. | 2,000 | $46K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC | 5 | $115 | 0.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 127,115 | $3M | 7.6% | 2025-Q3 stale |
| Clear Creek Financial Management, LLC added | 50,226 | $1M | 2.9% | 2025-Q1 stale |
| PUFF WEALTH MANAGEMENT, LLC new | 23,133 | $555K | 1.4% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 21,067 | $499K | 1.2% | 2025-Q1 stale |
| StoneX Group Inc. added | 8,671 | $205K | 0.5% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC new | 791 | $19K | 0.0% | 2025-Q2 stale |
| Nova Wealth Management, Inc. new | 552 | $13K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 35 | $850 | 0.0% | 2025-Q3 stale |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 10 | $238 | 0.0% | 2025-Q2 stale |
| MORGAN STANLEY trimmed | 1 | $43 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.