RJDI Institutional Ownership & Shareholders
RJ EAGLE GCM DIV S INC ETF (RJDI) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of RJDI tracked by InsiderSet, reporting ownership valued at approximately $32.99M 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 $33.15M, representing an estimated gain of +0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed RJDI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Mid-American Wealth Advisory Group, Inc., Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in RJ EAGLE GCM DIV S INC ETF (RJDI).
This page ranks the largest institutional RJDI 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
$50.35M
Largest Holder
Raymond James Financial Inc
Largest Position
$32.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 1,125,048 | $32,986,397 | $33,148,864 | +$162,467 | +0.49% | |
| Mid-American Wealth Advisory Group, Inc. | 2.10% | 211,808 | $6,025,936 | $6,240,796 | +$214,860 | +3.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,004 | $1,963,170 | $2,033,161 | +$69,991 | +3.57% | |
| Clear Trail Advisors, Llc | 0.23% | 54,202 | $1,542,050 | $1,597,029 | +$54,979 | +3.57% | |
| Lpl Financial Llc | 0.00% | 51,576 | $1,512,208 | $1,519,656 | +$7,448 | +0.49% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 41,629 | $1,220,549 | $1,226,574 | +$6,025 | +0.49% | |
| Tulsa Wealth Advisors, Inc | 0.14% | 33,085 | $970,056 | $974,830 | +$4,774 | +0.49% | |
| Balefire, Llc | 0.14% | 30,295 | $861,901 | $892,624 | +$30,723 | +3.56% | |
| Saxon Interests, Inc. | 0.23% | 23,166 | $659,074 | $682,572 | +$23,498 | +3.57% | |
| Jane Street Group, Llc | 0.00% | 20,914 | $613,198 | $616,218 | +$3,020 | +0.49% | |
| Wetzel Investment Advisors, Inc. | 0.15% | 15,702 | $447,879 | $462,650 | +$14,771 | +3.30% | |
| Phillips Wealth Planners Llc | 0.25% | 11,638 | $338,084 | $342,907 | +$4,823 | +1.43% | |
| Nemes Rush Group Llc | 0.03% | 10,720 | $314,310 | $315,858 | +$1,548 | +0.49% | |
| Umb Bank, N.A. | 0.00% | 10,070 | $295,252 | $296,707 | +$1,455 | +0.49% | |
| Aegis Wealth Management, Inc. | 0.16% | 9,660 | $274,827 | $284,626 | +$9,799 | +3.57% | |
| Berry Wealth Group, Lp | 0.76% | 8,107 | $237,705 | $238,868 | +$1,163 | +0.49% | |
| Huntington National Bank | 0.00% | 2,600 | $76,232 | $76,607 | +$375 | +0.49% | |
| Ubs Group Ag | 0.00% | 400 | $11,728 | $11,786 | +$58 | +0.49% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 76,932 | $2,189 | $2,266,755 | +$2,264,566 | +103452.09% |
Frequently asked questions about RJDI
Who are the largest institutional holders of RJDI?
The largest institutional holders of RJDI reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Mid-American Wealth Advisory Group, Inc., Commonwealth Equity Services, Llc, Clear Trail Advisors, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported RJDI position.
What is RJDI institutional ownership?
This page tracks RJDI positions reported by institutional investment managers through SEC Form 13F. RJ EAGLE GCM DIV S INC ETF (RJDI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RJDI?
InsiderSet currently tracks 19 institutional managers reporting RJDI 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 RJDI shareholders.
How much RJDI stock do institutions own?
Institutional investment managers disclosed approximately $50.35M in RJDI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RJDI institutional ownership last updated?
The latest RJDI 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 RJDI 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 RJDI position after the reporting date.
Are institutions buying or selling RJDI?
Institutional buying and selling can be analyzed by comparing RJDI positions across consecutive 13F reporting periods. InsiderSet's RJDI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RJDI ownership changes.
How has RJDI institutional ownership changed over time?
InsiderSet tracks RJDI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.