Who owns RFIX (RFIX)
Which tracked institutional funds hold RFIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RFIX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
2 tracked funds added or opened RFIX while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
RFIX’s largest tracked holder by dollar value, JANE STREET GROUP, LLC, 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 RFIX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RFIX 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 11 tracked filers holding RFIX, 6 increased or opened the position and 6 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 RFIX 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 1
- GOLDMAN SACHS GROUP INC$579K
Full exits 1
- Prosperity Wealth Management, Inc.$1M
Largest adds
- True Wealth Design, LLC$790K
Largest trims
- JANE STREET GROUP, LLC$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JANE STREET GROUP, LLC trimmed | 537,078 | $22M | 28.7% | 2026-Q1 |
| Trek Financial, LLC new | 233,253 | $12M | 16.5% | 2025-Q1 |
| True Wealth Design, LLC added | 168,792 | $7M | 9.0% | 2026-Q1 |
| Beacon Capital Management, LLC new | 87,870 | $5M | 6.2% | 2025-Q1 |
| Fluent Financial, LLC trimmed | 103,777 | $4M | 5.9% | 2025-Q3 |
| WJ Interests, LLC added | 78,538 | $4M | 5.0% | 2025-Q2 |
| HighTower Advisors, LLC new | 69,080 | $4M | 4.9% | 2025-Q1 |
| BARCLAYS PLC new | 60,000 | $3M | 4.2% | 2025-Q1 |
| POM Investment Strategies, LLC new | 35,430 | $2M | 2.5% | 2025-Q1 |
| Simplify Asset Management Inc. trimmed | 33,000 | $1M | 1.9% | 2025-Q3 |
| Prosperity Wealth Management, Inc. added | 29,578 | $1M | 1.4% | 2025-Q4 |
| Mutual Advisors, LLC new | 23,594 | $1M | 1.4% | 2025-Q3 |
| PRIVATE CLIENT SERVICES, LLC new | 22,888 | $978K | 1.3% | 2025-Q3 |
| HOWARD BAILEY SECURITIES, LLC new | 15,833 | $847K | 1.1% | 2025-Q1 |
| INTREPID FAMILY OFFICE LLC | 15,000 | $641K | 0.8% | 2025-Q3 |
| Authentikos Wealth Advisory, LLC new | 11,934 | $638K | 0.8% | 2025-Q1 |
| GOLDMAN SACHS GROUP INC new | 14,306 | $579K | 0.8% | 2026-Q1 |
| TOWNSQUARE CAPITAL LLC new | 10,780 | $577K | 0.8% | 2025-Q1 |
| HRT FINANCIAL LP new | 10,604 | $567K | 0.7% | 2025-Q1 |
| Whalen Wealth Management Inc. new | 9,275 | $496K | 0.7% | 2025-Q1 |
| Mount Lucas Management LP | 11,000 | $445K | 0.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 10,629 | $430K | 0.6% | 2026-Q1 |
| FSA Advisors, Inc. new | 7,626 | $408K | 0.5% | 2025-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,443 | $379K | 0.5% | 2025-Q4 |
| LPL Financial LLC trimmed | 9,207 | $373K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,582 | $352K | 0.5% | 2025-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 7,589 | $307K | 0.4% | 2026-Q1 |
| GK Wealth Management LLC trimmed | 6,028 | $257K | 0.3% | 2025-Q3 |
| Magnolia Private Wealth, LLC new | 4,251 | $207K | 0.3% | 2025-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 5,073 | $205K | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 4,020 | $195K | 0.3% | 2025-Q2 |
| Decker Retirement Planning Inc. new | 1,867 | $100K | 0.1% | 2025-Q1 |
| Cove Street Capital, LLC added | 2,075 | $89K | 0.1% | 2025-Q3 |
| Ancora Advisors LLC | 1,980 | $72K | 0.1% | 2025-Q4 |
| MONTAG A & ASSOCIATES INC | 1,561 | $67K | 0.1% | 2025-Q3 |
| Transce3nd, LLC new | 1,215 | $65K | 0.1% | 2025-Q1 |
| Steward Partners Investment Advisory, LLC | 1,312 | $53K | 0.1% | 2026-Q1 |
| Spectrum Wealth Counsel, LLC | 930 | $50K | 0.1% | 2025-Q1 |
| AE Wealth Management LLC trimmed | 462 | $19K | 0.0% | 2026-Q1 |
| Park Square Financial Group, LLC new | 335 | $18K | 0.0% | 2025-Q1 |
| BANK OF AMERICA CORP /DE/ new | 104 | $5K | 0.0% | 2025-Q2 |
| UBS Group AG trimmed | 2 | $81 | 0.0% | 2026-Q1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 |
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.