Who owns RFLR
Which tracked institutional funds hold RFLR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RFLR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 RFLR is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 1 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
RFLR’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 RFLR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RFLR 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 35 tracked filers holding RFLR, 28 increased or opened the position and 10 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 RFLR 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
- Worth Financial Advisory Group, LLC$739K
Full exits 1
- JANE STREET GROUP, LLC$694K
Largest adds
- VanWeelden Wealth Management, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Rockefeller Capital Management L.P.$2M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- Brookstone Capital Management$848K
- Liberty Atlantic Advisors LLC$846K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 307,863 | $10M | 16.9% | 2026-Q2 |
| VanWeelden Wealth Management, LLC added | 292,942 | $10M | 16.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 178,859 | $6M | 9.8% | 2026-Q2 |
| Liberty Atlantic Advisors LLC added | 175,150 | $6M | 9.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 123,486 | $4M | 6.8% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 115,463 | $4M | 6.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,083 | $2M | 4.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 50,605 | $2M | 2.8% | 2026-Q2 |
| Arax Advisory Partners added | 40,608 | $1M | 2.2% | 2026-Q2 |
| Rothschild Wealth LLC added | 38,536 | $1M | 2.1% | 2026-Q2 |
| NewCorp Financial Services, Inc. added | 36,556 | $1M | 2.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 34,027 | $1M | 1.9% | 2026-Q2 |
| Brookstone Capital Management added | 32,575 | $1M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 29,826 | $978K | 1.6% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 28,587 | $937K | 1.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 27,711 | $902K | 1.5% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 22,544 | $739K | 1.2% | 2026-Q2 |
| WorthPointe, LLC added | 19,680 | $645K | 1.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 16,796 | $551K | 0.9% | 2026-Q2 |
| COFG Advisors, LLC added | 16,525 | $542K | 0.9% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 14,614 | $479K | 0.8% | 2026-Q2 |
| SIGNATUREFD, LLC added | 12,677 | $416K | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 12,256 | $402K | 0.7% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 9,618 | $310K | 0.5% | 2026-Q2 |
| Trek Financial, LLC new | 7,296 | $239K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 7,174 | $235K | 0.4% | 2026-Q2 |
| Beacon Financial Strategies CORP new | 7,110 | $233K | 0.4% | 2026-Q2 |
| GWN SECURITIES INC. new | 6,832 | $224K | 0.4% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 6,800 | $223K | 0.4% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 6,665 | $218K | 0.4% | 2026-Q2 |
| Triumph Capital Management added | 2,592 | $85K | 0.1% | 2026-Q2 |
| Regatta Research & Money Management new | 1,908 | $63K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 1,552 | $51K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 595 | $20K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 46 | $2K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 23,904 | $694K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 7,303 | $212K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 1,606 | $47K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Whipplewood Advisors, LLC new | 838 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 198 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Perigon Wealth Management, LLC new | 7,475 | $213K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY trimmed | 269 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 15,812 | $439K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Luminist Capital LLC trimmed | 12,416 | $344K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 207 | $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.