Who owns RJDI
Which tracked institutional funds hold RJDI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RJDI 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
The tracked-fund tape on RJDI is one-sided between 2026-Q1 and 2026-Q2: 9 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
RJDI’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes RJDI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RJDI 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 17 tracked filers holding RJDI, 16 increased or opened the position and 2 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 RJDI 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 4
- Mid-American Wealth Advisory Group, Inc.$6M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- LPL Financial LLC$2M
- SAXON INTERESTS, INC.$674K
Full exits 1
- Global Assets Advisory, LLC$823K
Largest adds
- RAYMOND JAMES FINANCIAL INC$13M
- Balefire, LLC$734K
- Steward Partners Investment Advisory, LLC$568K
- Tulsa Wealth Advisors, INC$334K
- Nemes Rush Group LLC$266K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,125,048 | $33M | 64.5% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. new | 210,262 | $6M | 12.1% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 54,000 | $2M | 3.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 52,612 | $2M | 3.0% | 2026-Q2 |
| LPL Financial LLC new | 51,576 | $2M | 3.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 41,629 | $1M | 2.4% | 2026-Q2 |
| Balefire, LLC added | 35,085 | $1M | 2.0% | 2026-Q2 |
| Tulsa Wealth Advisors, INC added | 33,085 | $970K | 1.9% | 2026-Q2 |
| SAXON INTERESTS, INC. new | 22,988 | $674K | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 20,914 | $613K | 1.2% | 2026-Q2 |
| WETZEL INVESTMENT ADVISORS, INC. new | 14,356 | $422K | 0.8% | 2026-Q2 |
| Phillips Wealth Planners LLC | 11,638 | $338K | 0.7% | 2026-Q2 |
| Nemes Rush Group LLC added | 10,720 | $314K | 0.6% | 2026-Q2 |
| UMB Bank, n.a. new | 10,070 | $295K | 0.6% | 2026-Q2 |
| Berry Wealth Group, LP new | 8,107 | $238K | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 7,000 | $205K | 0.4% | 2026-Q2 |
| UBS Group AG added | 400 | $12K | 0.0% | 2026-Q2 |
| Global Assets Advisory, LLC added | 30,792 | $823K | 1.6% | 2026-Q1 stale (1 quarter behind) |
| CLEAR INVESTMENT RESEARCH, LLC new | 6,449 | $172K | 0.3% | 2026-Q1 stale (1 quarter 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.