RDFI(RDFI)
RDFI
Institutional Ownership
Top 20 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Belpointe Asset Management LLC | 730.74K | Jun 30, 26 | +7.39K | 20.58% |
| Independent Wealth Network Inc. | 279.96K | Jun 30, 26 | +14.78K | 7.88% |
| Astoria Portfolio Advisors LLC. | 277.11K | Jun 30, 26 | +72.46K | 7.80% |
| PUFF WEALTH MANAGEMENT, LLC | 105.78K | Jun 30, 26 | +105.78K | 2.98% |
| Cambridge Investment Research Advisors, Inc. | 81.91K | Jun 30, 26 | +10.04K | 2.31% |
| Latitude Advisors, LLC | 36.27K | Jun 30, 26 | +15.69K | 1.02% |
| Oregon Pacific Wealth Management, LLC | 33.42K | Jun 30, 26 | +2.51K | 0.94% |
| PFG Advisors | 29.01K | Jun 30, 26 | +29.01K | 0.82% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26.03K | Jun 30, 26 | +26.03K | 0.73% |
| Sound Income Strategies, LLC | 14.77K | Jun 30, 26 | +14.77K | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 12.29K | Jun 30, 26 | +12.29K | 0.35% |
| Noble Wealth Management PBC | 9.23K | Jun 30, 26 | -27 | 0.26% |
| AE Wealth Management LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -59.53K | -- |
| MML INVESTORS SERVICES, LLC | 77.98K | Mar 31, 26 | +77.98K | 2.20% |
| Integrated Wealth Concepts LLC | 27.34K | Mar 31, 26 | +2.88K | 0.77% |
| ADVISOR GROUP HOLDINGS, INC. | 25.30K | Mar 31, 26 | -52.70K | 0.71% |
| BlackRock, Inc. | 2.00K | Mar 31, 26 | -- | 0.06% |
| MORGAN STANLEY | -- | Mar 31, 26 | -1 | -- |
| American Portfolios Advisors | 210 | Sep 30, 22 | -- | 0.01% |