Who owns RFI
Which tracked institutional funds hold RFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RFI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 RFI is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 6 trimmed or exited — on balance reducing.
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
RFI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RFI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RFI 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 79 tracked filers holding RFI, 32 increased or opened the position and 31 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 RFI 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.
Largest adds
- OSAIC HOLDINGS, INC.$431K
Largest trims
- READYSTATE ASSET MANAGEMENT LP$1M
- LPL Financial LLC$897K
- WOLVERINE ASSET MANAGEMENT LLC$709K
- Cambridge Investment Research Advisors, Inc.$694K
- WealthBridge Capital Management, LLC$465K
- COMMONWEALTH EQUITY SERVICES, LLC$281K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,199,153 | $13M | 22.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 775,282 | $9M | 14.5% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 339,631 | $4M | 6.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 300,195 | $3M | 5.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 249,465 | $3M | 4.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 196,954 | $2M | 3.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 186,701 | $2M | 3.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 159,847 | $2M | 3.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 142,125 | $2M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 139,784 | $2M | 2.6% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 77,948 | $868K | 1.5% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 75,591 | $842K | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 71,941 | $801K | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 62,446 | $696K | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 60,733 | $677K | 1.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 57,500 | $641K | 1.1% | 2026-Q1 |
| PATTEN & PATTEN INC/TN added | 48,267 | $538K | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 46,792 | $521K | 0.9% | 2026-Q1 |
| Pallas Capital Advisors LLC | 42,499 | $473K | 0.8% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 40,109 | $447K | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 38,385 | $428K | 0.7% | 2026-Q1 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 35,110 | $391K | 0.7% | 2026-Q1 |
| NWF Advisory Services Inc. added | 33,425 | $372K | 0.6% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 30,664 | $342K | 0.6% | 2026-Q1 |
| Weinberger Asset Management, Inc trimmed | 30,348 | $338K | 0.6% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 29,900 | $333K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 29,338 | $327K | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 27,811 | $310K | 0.5% | 2026-Q1 |
| Westbourne Investment Advisors, Inc. added | 27,700 | $309K | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 27,095 | $302K | 0.5% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 26,141 | $291K | 0.5% | 2026-Q1 |
| WealthBridge Capital Management, LLC trimmed | 25,895 | $288K | 0.5% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 23,384 | $260K | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 21,485 | $239K | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 21,340 | $238K | 0.4% | 2026-Q1 |
| Freestate Advisors LLC added | 20,163 | $225K | 0.4% | 2026-Q1 |
| TFB Advisors LLC | 18,173 | $202K | 0.3% | 2026-Q1 |
| RB Capital Management, LLC trimmed | 17,774 | $198K | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 17,572 | $196K | 0.3% | 2026-Q1 |
| Realta Investment Advisors | 15,218 | $170K | 0.3% | 2026-Q1 |
| Virtu Financial LLC added | 14,531 | $162K | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 14,296 | $159K | 0.3% | 2026-Q1 |
| Curi Capital, LLC | 13,679 | $152K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 11,947 | $133K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC | 11,533 | $128K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,495 | $128K | 0.2% | 2026-Q1 |
| Strategic Advisors LLC | 11,101 | $124K | 0.2% | 2026-Q1 |
| Fiduciary Trust Co | 10,663 | $119K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,340 | $115K | 0.2% | 2026-Q1 |
| Sage Investment Counsel LLC | 10,000 | $111K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 8,891 | $99K | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 8,422 | $94K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 8,150 | $91K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 6,865 | $76K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 6,700 | $75K | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC added | 4,520 | $49K | 0.1% | 2026-Q1 |
| Mascoma Wealth Management LLC trimmed | 4,394 | $49K | 0.1% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 3,882 | $43K | 0.1% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 2,956 | $33K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 2,610 | $29K | 0.0% | 2026-Q1 |
| Heritage Wealth Advisors | 2,580 | $29K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,968 | $22K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 17,022 | $17K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,190 | $13K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,131 | $13K | 0.0% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. | 1,000 | $11K | 0.0% | 2026-Q1 |
| WFA of San Diego, LLC | 750 | $8K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp new | 690 | $8K | 0.0% | 2026-Q1 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC new | 619 | $7K | 0.0% | 2026-Q1 |
| Westfuller Advisors, LLC added | 603 | $7K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 450 | $5K | 0.0% | 2026-Q1 |
| CWM, LLC | 407 | $5K | 0.0% | 2026-Q1 |
| MCF Advisors LLC trimmed | 365 | $4K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC | 350 | $4K | 0.0% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC | 263 | $3K | 0.0% | 2026-Q1 |
| World Investment Advisors added | 102,275 | $1M | 2.1% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp added | 38,354 | $464K | 0.8% | 2025-Q3 stale |
| SCHNIEDERS CAPITAL MANAGEMENT LLC trimmed | 35,735 | $431K | 0.7% | 2025-Q2 stale |
| Invesco Ltd. trimmed | 29,320 | $324K | 0.5% | 2025-Q4 stale |
| COMERICA BANK added | 27,778 | $307K | 0.5% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 26,644 | $294K | 0.5% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC | 20,515 | $248K | 0.4% | 2025-Q3 stale |
| Cornerstone Advisors, LLC trimmed | 15,742 | $190K | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 15,427 | $170K | 0.3% | 2025-Q4 stale |
| FORM Wealth Advisors, LLC added | 10,951 | $132K | 0.2% | 2025-Q2 stale |
| Compass Planning Associates Inc | 8,813 | $106K | 0.2% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. trimmed | 7,820 | $95K | 0.2% | 2025-Q3 stale |
| Elequin Capital, LP added | 6,350 | $77K | 0.1% | 2025-Q2 stale |
| EASTERN BANK new | 3,779 | $46K | 0.1% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. | 3,473 | $38K | 0.1% | 2025-Q4 stale |
| Allworth Financial LP added | 2,337 | $26K | 0.0% | 2025-Q4 stale |
| Golden State Wealth Management, LLC added | 1,462 | $16K | 0.0% | 2025-Q4 stale |
| HARBOR INVESTMENT ADVISORY, LLC | 1,315 | $16K | 0.0% | 2025-Q3 stale |
| OPTIMUM INVESTMENT ADVISORS | 1,000 | $12K | 0.0% | 2025-Q3 stale |
| FIRST HORIZON CORP new | 1,000 | $12K | 0.0% | 2025-Q3 stale |
| GHP Investment Advisors, Inc. trimmed | 630 | $8K | 0.0% | 2025-Q3 stale |
| Wilmington Savings Fund Society, FSB | 388 | $5K | 0.0% | 2025-Q2 stale |
| Parallel Advisors, LLC | 335 | $4K | 0.0% | 2025-Q1 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 328 | $4K | 0.0% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC | 297 | $4K | 0.0% | 2025-Q3 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.