RFDI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +7.0% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +3 | 1.02M | $88.73M | +3 | — |
| Q1 2026 | 18 | -1 | 951.97K | $78.17M | — | −1 |
| Q4 2025 | 19 | 0 | 896.64K | $72.19M | — | — |
| Q3 2025 | 1 | — | 352.03K | $27.01M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 362.15K | +0.3% | $31.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 362.15K | +0.3% | $31.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 202.98K | +20.4% | $17.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 171.61K | +10.3% | $14.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 88.34K | +3.3% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 48.10K | +6.9% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 41.73K | +37.2% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 22.88K | -7.7% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 21.74K | +2.8% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 17.91K | -15.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 13.97K | -2.8% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 13.19K | -0.3% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 13.19K | -0.3% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 3.98K | 0.0% | $346,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 3.53K | New | $307,570 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 3.19K | +40.4% | $278,771 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | First Trust Advisors Lp | 2.55K | 0.0% | $222,143 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 422 | 0.0% | $36,748 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 310 | 0.0% | $26,995 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 170 | -15.0% | $14,804 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 130 | New | $11,233 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 2 | New | $134 | 0.0% | New | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | -99.9% | $54 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $307,570 | 0.0% |
| Jones Financial Companies Lllp | $11,233 | 0.0% |
| Pnc Financial Services Group… | $134 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 1.48M shares, $121.89M 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.