RJVI Institutional Ownership & Shareholders
RJ EAGLE VERTICAL INCOME ETF (RJVI) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.09M 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 RJVI tracked by InsiderSet, reporting ownership valued at approximately $5.14M 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 $5.03M, representing an estimated loss of -2.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RJVI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Horizon Family Wealth, Inc., Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in RJ EAGLE VERTICAL INCOME ETF (RJVI).
This page ranks the largest institutional RJVI 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
4
Total Reported Value
$8.09M
Largest Holder
Raymond James Financial Inc
Largest Position
$5.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
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 | 0.00% | 205,130 | $5,141,586 | $5,026,711 | -$114,875 | -2.23% | |
| Horizon Family Wealth, Inc. | 1.11% | 96,893 | $2,428,628 | $2,374,363 | -$54,265 | -2.23% | |
| Jane Street Group, Llc | 0.00% | 19,722 | $494,332 | $483,288 | -$11,044 | -2.23% | |
| Nemes Rush Group Llc | 0.00% | 1,000 | $25,065 | $24,505 | -$560 | -2.23% |
Frequently asked questions about RJVI
Who are the largest institutional holders of RJVI?
The largest institutional holders of RJVI reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Horizon Family Wealth, Inc., Jane Street Group, Llc, and Nemes Rush Group Llc. InsiderSet ranks institutional holders by their latest reported RJVI position.
What is RJVI institutional ownership?
This page tracks RJVI positions reported by institutional investment managers through SEC Form 13F. RJ EAGLE VERTICAL INCOME ETF (RJVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RJVI?
InsiderSet currently tracks 4 institutional managers reporting RJVI 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 RJVI shareholders.
How much RJVI stock do institutions own?
Institutional investment managers disclosed approximately $8.09M in RJVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RJVI institutional ownership last updated?
The latest RJVI 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 RJVI 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 RJVI position after the reporting date.
Are institutions buying or selling RJVI?
Institutional buying and selling can be analyzed by comparing RJVI positions across consecutive 13F reporting periods. InsiderSet's RJVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RJVI ownership changes.
How has RJVI institutional ownership changed over time?
InsiderSet tracks RJVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.