Who owns 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-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
1 tracked fund added or opened RFIX while 1 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
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 13 tracked filers holding RFIX, 9 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 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 1
- Journey Advisory Group, LLC$2M
Largest trims
- JANE STREET GROUP, LLC$5M
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 |
|---|---|---|---|---|
| JANE STREET GROUP, LLC trimmed | 434,678 | $17M | 39.1% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 168,484 | $7M | 15.1% | 2026-Q2 |
| Journey Advisory Group, LLC new | 56,757 | $2M | 5.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 14,306 | $560K | 1.3% | 2026-Q2 |
| Mount Lucas Management LP added | 11,027 | $431K | 1.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 10,440 | $408K | 0.9% | 2026-Q2 |
| LANE BROTHERS & CO INC new | 6,123 | $239K | 0.6% | 2026-Q2 |
| AE Wealth Management LLC added | 5,893 | $230K | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,312 | $51K | 0.1% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 247 | $10K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 212 | $8K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. trimmed | 110 | $4K | 0.0% | 2026-Q2 |
| Key Capital Management, INC new | 83 | $3K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 10,629 | $430K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| LPL Financial LLC trimmed | 9,207 | $373K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 7,589 | $307K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 2 | $81 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Prosperity Wealth Management, Inc. added | 29,578 | $1M | 2.5% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 10,443 | $379K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Ancora Advisors LLC | 1,980 | $72K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Fluent Financial, LLC trimmed | 103,777 | $4M | 10.2% | 2025-Q3 stale (3 quarters behind) |
| Simplify Asset Management Inc. trimmed | 33,000 | $1M | 3.2% | 2025-Q3 stale (3 quarters behind) |
| Mutual Advisors, LLC new | 23,594 | $1M | 2.4% | 2025-Q3 stale (3 quarters behind) |
| PRIVATE CLIENT SERVICES, LLC new | 22,888 | $978K | 2.2% | 2025-Q3 stale (3 quarters behind) |
| INTREPID FAMILY OFFICE LLC | 15,000 | $641K | 1.5% | 2025-Q3 stale (3 quarters behind) |
| GK Wealth Management LLC trimmed | 6,028 | $257K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Cove Street Capital, LLC added | 2,075 | $89K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| MONTAG A & ASSOCIATES INC | 1,561 | $67K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| WJ Interests, LLC added | 78,538 | $4M | 8.8% | 2025-Q2 stale (4 quarters behind) |
| Magnolia Private Wealth, LLC new | 4,251 | $207K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 4,020 | $195K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 104 | $5K | 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.