RFFC Institutional Ownership & Shareholders
ALPS ACTIVE EQUITY OPPORTUNI (RFFC) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alps Advisors Inc is currently the largest disclosed institutional shareholder of RFFC tracked by InsiderSet, reporting ownership valued at approximately $14.89M 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 $15.31M, representing an estimated gain of +2.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed RFFC value among the investors covered in this analysis. Major shareholders include Alps Advisors Inc, Osaic Holdings, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ALPS ACTIVE EQUITY OPPORTUNI (RFFC).
This page ranks the largest institutional RFFC 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
19
Total Reported Value
$20.06M
Largest Holder
Alps Advisors Inc
Largest Position
$14.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alps Advisors Inc | 0.07% | 197,380 | $14,892,242 | $15,306,010 | +$413,768 | +2.78% | |
| Osaic Holdings, Inc. | 0.00% | 12,596 | $950,346 | $976,768 | +$26,422 | +2.78% | |
| Envestnet Asset Management Inc | 0.00% | 12,571 | $948,477 | $974,830 | +$26,353 | +2.78% | |
| Fermata Advisors, Llc | 0.14% | 8,909 | $672,181 | $690,856 | +$18,675 | +2.78% | |
| Arsenal Capital Advisors Llc | 0.34% | 7,666 | $578,399 | $594,467 | +$16,068 | +2.78% | |
| Koshinski Asset Management, Inc. | 0.02% | 5,316 | $401,090 | $412,234 | +$11,144 | +2.78% | |
| Susquehanna International Group, Llp | 0.00% | 4,977 | $375,513 | $385,946 | +$10,433 | +2.78% | |
| Prospera Financial Services Inc | 0.00% | 3,912 | $295,337 | $303,360 | +$8,023 | +2.72% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 3,637 | $274,410 | $282,034 | +$7,624 | +2.78% | |
| Tenzing Financial Llc | 0.15% | 2,885 | $218,050 | $223,720 | +$5,670 | +2.60% | |
| Gamma Investing Llc | 0.01% | 2,389 | $182,925 | $185,257 | +$2,332 | +1.27% | |
| Newedge Advisors, Llc | 0.00% | 1,663 | $125,449 | $128,959 | +$3,510 | +2.80% | |
| Jpmorgan Chase & Co | 0.00% | 1,031 | $76,939 | $79,950 | +$3,011 | +3.91% | |
| Ubs Group Ag | 0.00% | 398 | $30,029 | $30,863 | +$834 | +2.78% | |
| Evolution Wealth Management Inc. | 0.01% | 289 | $21,805 | $22,411 | +$606 | +2.78% | |
| Elevated Capital Advisors, Llc | 0.00% | 208 | $15,694 | $16,130 | +$436 | +2.78% | |
| Triumph Capital Management | 0.00% | 54 | $4,074 | $4,187 | +$113 | +2.79% | |
| Smartleaf Asset Management Llc | 0.00% | 3 | $224 | $233 | +$9 | +3.86% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $20 | — | — | — |
Frequently asked questions about RFFC
Who are the largest institutional holders of RFFC?
The largest institutional holders of RFFC reported in the latest SEC Form 13F filings include Alps Advisors Inc, Osaic Holdings, Inc., Envestnet Asset Management Inc, Fermata Advisors, Llc, and Arsenal Capital Advisors Llc. InsiderSet ranks institutional holders by their latest reported RFFC position.
What is RFFC institutional ownership?
This page tracks RFFC positions reported by institutional investment managers through SEC Form 13F. ALPS ACTIVE EQUITY OPPORTUNI (RFFC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RFFC?
InsiderSet currently tracks 19 institutional managers reporting RFFC 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 RFFC shareholders.
How much RFFC stock do institutions own?
Institutional investment managers disclosed approximately $20.06M in RFFC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RFFC institutional ownership last updated?
The latest RFFC 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 RFFC 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 RFFC position after the reporting date.
Are institutions buying or selling RFFC?
Institutional buying and selling can be analyzed by comparing RFFC positions across consecutive 13F reporting periods. InsiderSet's RFFC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RFFC ownership changes.
How has RFFC institutional ownership changed over time?
InsiderSet tracks RFFC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.