RFDA Institutional Ownership & Shareholders
RIVERFRONT DYNAMIC US DV ETF (RFDA) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $62.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $16.58M, representing an estimated gain of +3.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed RFDA value among the investors covered in this analysis. Major shareholders include Riverfront Investment Group, Llc, Alps Advisors Inc, Envestnet Asset Management 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
25
Total Reported Value
$62.75M
Largest Holder
Riverfront Investment Group, Llc
Largest Position
$16.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $16,583,401 | +$501,319 | +3.12% | |
| Alps Advisors Inc | 0.07% | 208,132 | $14,708,688 | $15,111,674 | +$402,986 | +2.74% | |
| Envestnet Asset Management Inc | 0.00% | 180,087 | $12,680,174 | $13,075,433 | +$395,259 | +3.12% | |
| Retirement Planning Group, Llc / Ny | 2.24% | 58,513 | $4,119,988 | $4,248,407 | +$128,419 | +3.12% | |
| Truist Financial Corp | 0.00% | 43,280 | $3,058,615 | $3,142,396 | +$83,781 | +2.74% | |
| Raymond James Financial Inc | 0.00% | 31,508 | $2,218,505 | $2,287,676 | +$69,171 | +3.12% | |
| Bison Wealth, Llc | 0.18% | 29,270 | $2,105,127 | $2,125,183 | +$20,056 | +0.95% | |
| Gamma Investing Llc | 0.06% | 23,612 | $1,668,660 | $1,714,378 | +$45,718 | +2.74% | |
| Susquehanna International Group, Llp | 0.00% | 18,184 | $1,280,359 | $1,320,271 | +$39,912 | +3.12% | |
| Janney Montgomery Scott Llc | 0.00% | 15,933 | $1,122,000 | $1,156,835 | +$34,835 | +3.10% | |
| Koshinski Asset Management, Inc. | 0.05% | 13,163 | $930,238 | $955,715 | +$25,477 | +2.74% | |
| Ewa, Llc | 0.13% | 10,032 | $706,366 | $728,385 | +$22,019 | +3.12% | |
| Leigh Baldwin & Co., Llc | 0.31% | 8,195 | $576,993 | $595,008 | +$18,015 | +3.12% | |
| Kestra Advisory Services, Llc | 0.00% | 5,282 | $373,281 | $383,506 | +$10,225 | +2.74% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,050 | $285,179 | $294,055 | +$8,876 | +3.11% | |
| Citadel Advisors Llc | 0.00% | 3,488 | $245,595 | $253,250 | +$7,655 | +3.12% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,073 | $220,231 | $223,119 | +$2,888 | +1.31% | |
| Jpmorgan Chase & Co | 0.00% | 2,371 | $166,891 | $172,149 | +$5,258 | +3.15% | |
| Newedge Advisors, Llc | 0.00% | 836 | $58,864 | $60,699 | +$1,835 | +3.12% | |
| Ubs Group Ag | 0.00% | 631 | $44,429 | $45,815 | +$1,386 | +3.12% | |
| Elevated Capital Advisors, Llc | 0.01% | 618 | $43,674 | $44,871 | +$1,197 | +2.74% | |
| Evolution Wealth Management Inc. | 0.02% | 413 | $29,187 | $29,986 | +$799 | +2.74% | |
| Jones Financial Companies Lllp | 0.00% | 214 | $15,034 | $15,538 | +$504 | +3.35% | |
| Morgan Stanley | 0.00% | 87 | $6,128 | $6,317 | +$189 | +3.08% | |
| Wells Fargo & Company/Mn | 0.00% | 37 | $2,631 | $2,686 | +$55 | +2.11% |
Frequently asked questions about RFDA
Who are the largest institutional holders of RFDA?
The largest institutional holders of RFDA reported in the latest SEC Form 13F filings include Riverfront Investment Group, Llc, Alps Advisors Inc, Envestnet Asset Management Inc, Retirement Planning Group, Llc / Ny, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported RFDA position.
What is RFDA institutional ownership?
This page tracks RFDA positions reported by institutional investment managers through SEC Form 13F. RIVERFRONT DYNAMIC US DV ETF (RFDA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RFDA?
InsiderSet currently tracks 25 institutional managers reporting RFDA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RFDA shareholders.
How much RFDA stock do institutions own?
Institutional investment managers disclosed approximately $62.75M in RFDA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RFDA institutional ownership last updated?
The latest RFDA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RFDA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RFDA position after the reporting date.
Are institutions buying or selling RFDA?
Institutional buying and selling can be analyzed by comparing RFDA positions across consecutive 13F reporting periods. InsiderSet's RFDA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RFDA ownership changes.
How has RFDA institutional ownership changed over time?
InsiderSet tracks RFDA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.