RDFI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 114.01K | +46.2% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 37.94K | New | $903,705 | 0.0% | New | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 26.03K | New | $615,072 | 0.0% | New | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 12.29K | New | $292,673 | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 6.49K | -74.3% | $154,589 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passive) | 2.00K | 0.0% | $47,642 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2 | New | $60 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wells Fargo & Company/Mn | $903,705 | 0.0% |
| Wealth Enhancement Advisory… | $615,072 | 0.0% |
| Envestnet Asset Management Inc | $292,673 | 0.0% |
| Morgan Stanley | $60 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 1.52M shares, $33.49M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.