RIVERFRONT DYNAMIC US DV ETF (RFDA) Institutional Shareholders
RIVERFRONT DYNAMIC US DV ETF (RFDA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $82.62M in RFDA holdings during the latest filing period.
Riverfront Investment Group, Llc is currently the largest disclosed institutional shareholder of RFDA tracked by InsiderSet, reporting ownership valued at approximately $16.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.43M, representing an estimated gain of +2.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed RFDA value among the investors covered in this analysis. Major shareholders include Riverfront Investment Group, Llc, Prospera Financial Services Inc, Alps Advisors Inc, and several other long-term asset managers with concentrated positions in RIVERFRONT DYNAMIC US DV ETF (RFDA).
This page ranks the largest institutional RFDA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$82.62M
Largest Holder
Riverfront Investment Group, Llc
Largest Position
$16.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Riverfront Investment Group, Llc | 0.21% | 228,402 | $16,082,082 | $16,427,517 | +$345,435 | +2.15% | |
| Prospera Financial Services Inc | 0.22% | 219,625 | $15,464,335 | $15,796,243 | +$331,908 | +2.15% | |
| Alps Advisors Inc | 0.07% | 202,772 | $14,277,440 | $14,584,112 | +$306,672 | +2.15% | |
| Truist Financial Corp | 0.01% | 171,545 | $12,078,735 | $12,338,151 | +$259,416 | +2.15% | |
| Envestnet Asset Management Inc | 0.00% | 174,500 | $10,935,690 | $12,550,686 | +$1,614,996 | +14.77% | |
| Retirement Planning Group, Llc / Ny | 2.44% | 60,477 | $3,789,993 | $4,349,730 | +$559,737 | +14.77% | |
| Bison Wealth, Llc | 0.19% | 29,714 | $2,113,185 | $2,137,141 | +$23,956 | +1.13% | |
| Raymond James Financial Inc | 0.00% | 30,566 | $1,915,544 | $2,198,420 | +$282,876 | +14.77% | |
| Gamma Investing Llc | 0.04% | 14,780 | $1,040,679 | $1,063,032 | +$22,353 | +2.15% | |
| Koshinski Asset Management, Inc. | 0.05% | 13,151 | $926,000 | $945,869 | +$19,869 | +2.15% | |
| Davenport & Co Llc | 0.00% | 13,151 | $925,979 | $945,869 | +$19,890 | +2.15% | |
| Ewa, Llc | 0.13% | 10,032 | $706,366 | $721,539 | +$15,173 | +2.15% | |
| Citadel Advisors Llc | 0.00% | 9,475 | $593,786 | $681,477 | +$87,691 | +14.77% | |
| Leigh Baldwin & Co., Llc | 0.33% | 8,179 | $512,593 | $588,264 | +$75,671 | +14.76% | |
| Kestra Advisory Services, Llc | 0.00% | 4,950 | $348,554 | $356,022 | +$7,468 | +2.14% | |
| Two Sigma Investments, Lp | 0.00% | 4,380 | $274,489 | $315,026 | +$40,537 | +14.77% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,050 | $253,815 | $291,291 | +$37,476 | +14.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,073 | $219,763 | $221,022 | +$1,259 | +0.57% | |
| Evolution Wealth Management Inc. | 0.04% | 1,021 | $71,890 | $73,434 | +$1,544 | +2.15% | |
| Elevated Capital Advisors, Llc | 0.02% | 974 | $61,039 | $70,054 | +$9,015 | +14.77% | |
| Ubs Group Ag | 0.00% | 389 | $24,378 | $27,978 | +$3,600 | +14.77% | |
| Morgan Stanley | 0.00% | 86 | $5,415 | $6,185 | +$770 | +14.23% | |
| Janney Montgomery Scott Llc | 0.00% | 15,747 | $987 | $1,132,583 | +$1,131,596 | +114650.00% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $56 | $72 | +$16 | +28.44% |
Frequently asked questions about RFDA
Who owns the most RFDA stock?
The largest holders of RFDA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for RIVERFRONT DYNAMIC US DV ETF (RFDA).
Is RFDA widely held by superinvestors?
Many widely followed stocks like RFDA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFDA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.