RDFI institutional holders
COLLABORATIVE INVESTMNT SER · 13F, 2026Q2
| Managers holding | 19 |
|---|---|
| Shares held | 1,906,795 |
| Reported value | $45.4m |
| Quarter flows | 7 new, 8 added, 2 trimmed, 1 exited |
Top 19 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Belpointe Asset Management LLC | 730,740 | $17.4m | 0.6% |
| Independent Wealth Network Inc. | 279,963 | $6.7m | 1.7% |
| Astoria Portfolio Advisors LLC. | 277,108 | $6.6m | 1.1% |
| Cambridge Investment Research Advisors, Inc. | 163,820 | $3.9m | 0.0% |
| MML INVESTORS SERVICES, LLC | 114,013 | $2.7m | 0.0% |
| PUFF WEALTH MANAGEMENT, LLC | 105,775 | $2.5m | 2.6% |
| WELLS FARGO & COMPANY/MN | 37,937 | $903,705 | 0.0% |
| Latitude Advisors, LLC | 36,275 | $864,107 | 0.3% |
| Oregon Pacific Wealth Management, LLC | 33,417 | $796,033 | 0.7% |
| PFG Advisors | 29,012 | $691,110 | 0.0% |
| Integrated Wealth Concepts LLC | 27,922 | $665,138 | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26,030 | $615,072 | 0.0% |
| Sound Income Strategies, LLC | 14,772 | $351,887 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 12,286 | $292,673 | 0.0% |
| Noble Wealth Management PBC | 9,228 | $219,822 | 0.1% |
| OSAIC HOLDINGS, INC. | 6,490 | $154,589 | 0.0% |
| BlackRock, Inc. | 2,000 | $47,642 | 0.0% |
| AE Wealth Management LLC | 5 | $119 | 0.0% |
| MORGAN STANLEY | 2 | $60 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("RDFI"). RDFI price history · All 13F data