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-Q2 13F filings (latest filed 2026-08-18). 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
4 tracked funds added or opened RFI while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 78 tracked filers holding RFI, 38 increased or opened the position and 21 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 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.
Full exits 2
- Cambridge Investment Research Advisors, Inc.$2M
- PATTEN & PATTEN INC/TN$538K
Largest adds
- WOLVERINE ASSET MANAGEMENT LLC$2M
- MORGAN STANLEY$826K
- CoreCap Advisors, LLC$351K
- OSAIC HOLDINGS, INC.$254K
Largest trims
- INDEPENDENT FINANCIAL GROUP, LLC$2M
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 added | 1,253,085 | $14M | 22.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 785,365 | $9M | 14.2% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 333,654 | $4M | 6.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 280,836 | $3M | 5.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 214,113 | $2M | 3.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 183,721 | $2M | 3.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 161,095 | $2M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 150,705 | $2M | 2.7% | 2026-Q2 |
| Cetera Investment Advisers added | 141,032 | $2M | 2.5% | 2026-Q2 |
| Everstar Asset Management, LLC | 77,948 | $882K | 1.4% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 77,105 | $873K | 1.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 71,401 | $808K | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 64,737 | $733K | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 64,546 | $731K | 1.2% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 50,000 | $566K | 0.9% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 49,156 | $556K | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 47,972 | $543K | 0.9% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 43,625 | $494K | 0.8% | 2026-Q2 |
| Pallas Capital Advisors LLC | 42,499 | $481K | 0.8% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. added | 40,718 | $461K | 0.7% | 2026-Q2 |
| CoreCap Advisors, LLC added | 37,792 | $428K | 0.7% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 35,830 | $406K | 0.6% | 2026-Q2 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 35,110 | $397K | 0.6% | 2026-Q2 |
| NWF Advisory Services Inc. | 33,425 | $378K | 0.6% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 33,196 | $376K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 32,054 | $363K | 0.6% | 2026-Q2 |
| Weinberger Asset Management, Inc trimmed | 29,310 | $337K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 29,498 | $334K | 0.5% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. added | 28,700 | $325K | 0.5% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 28,088 | $318K | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC added | 27,899 | $316K | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 25,399 | $288K | 0.5% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 25,154 | $285K | 0.5% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 25,080 | $284K | 0.5% | 2026-Q2 |
| XTX Topco Ltd new | 24,332 | $275K | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC added | 21,570 | $244K | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 21,100 | $239K | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,806 | $236K | 0.4% | 2026-Q2 |
| Freestate Advisors LLC added | 20,591 | $233K | 0.4% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 20,000 | $226K | 0.4% | 2026-Q2 |
| TFB Advisors LLC | 18,173 | $206K | 0.3% | 2026-Q2 |
| RB Capital Management, LLC added | 18,077 | $205K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 16,792 | $190K | 0.3% | 2026-Q2 |
| Realta Investment Advisors | 15,218 | $172K | 0.3% | 2026-Q2 |
| Curi Capital, LLC | 13,679 | $155K | 0.2% | 2026-Q2 |
| Almitas Capital LLC new | 13,443 | $152K | 0.2% | 2026-Q2 |
| UBS Group AG added | 12,783 | $145K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,027 | $136K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC | 11,533 | $131K | 0.2% | 2026-Q2 |
| Strategic Advisors LLC | 11,101 | $126K | 0.2% | 2026-Q2 |
| Fiduciary Trust Co | 10,663 | $121K | 0.2% | 2026-Q2 |
| Sage Investment Counsel LLC | 10,000 | $113K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 8,901 | $101K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 8,601 | $97K | 0.2% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 7,485 | $85K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 6,700 | $76K | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC | 4,520 | $52K | 0.1% | 2026-Q2 |
| Mascoma Wealth Management LLC | 4,394 | $50K | 0.1% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 3,473 | $39K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 3,035 | $34K | 0.1% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 3,018 | $34K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 2,610 | $30K | 0.0% | 2026-Q2 |
| Heritage Wealth Advisors | 2,580 | $29K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,968 | $22K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,190 | $13K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,155 | $13K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. | 1,000 | $11K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 690 | $8K | 0.0% | 2026-Q2 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 619 | $7K | 0.0% | 2026-Q2 |
| Westfuller Advisors, LLC added | 615 | $7K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 450 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 350 | $4K | 0.0% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC | 263 | $3K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC | 172 | $2K | 0.0% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC | 110 | $1K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 99 | $1K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB | 3 | $34 | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 1 | $11 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 196,954 | $2M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| PATTEN & PATTEN INC/TN added | 48,267 | $538K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC added | 14,531 | $162K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Merit Financial Group, LLC added | 14,296 | $159K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 11,495 | $128K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 8,150 | $91K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Invesco Ltd. trimmed | 29,320 | $324K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 27,778 | $307K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP added | 2,337 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Golden State Wealth Management, LLC added | 1,462 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| World Investment Advisors added | 102,275 | $1M | 2.0% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp added | 38,354 | $464K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Moloney Securities Asset Management, LLC | 20,515 | $248K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Newbridge Financial Services Group, Inc. trimmed | 7,820 | $95K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| EASTERN BANK new | 3,779 | $46K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HARBOR INVESTMENT ADVISORY, LLC | 1,315 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OPTIMUM INVESTMENT ADVISORS | 1,000 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SCHNIEDERS CAPITAL MANAGEMENT LLC trimmed | 35,735 | $431K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Cornerstone Advisors, LLC trimmed | 15,742 | $190K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| FORM Wealth Advisors, LLC added | 10,951 | $132K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Compass Planning Associates Inc | 8,813 | $106K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP added | 6,350 | $77K | 0.1% | 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.