RFMZ(RFMZ)
RFMZ
Institutional Ownership
Top 73 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Noble Wealth Management PBC | 74.10K | Sep 30, 26 | -594 | 0.30% |
| Worth Asset Management, LLC | -- | Sep 30, 26 | -21.83K | -- |
| Pathstone Holdings, LLC | 840.05K | Jun 30, 26 | +293.97K | 3.45% |
| Rockefeller Capital Management L.P. | 817.45K | Jun 30, 26 | +6.00K | 3.36% |
| MORGAN STANLEY | 700.25K | Jun 30, 26 | +2.70K | 2.88% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 643.73K | Jun 30, 26 | -- | 2.64% |
| UBS Group AG | 534.34K | Jun 30, 26 | -69.21K | 2.19% |
| Atlas Wealth LLC | 467.36K | Jun 30, 26 | +130.41K | 1.92% |
| GUGGENHEIM CAPITAL LLC | 432.95K | Jun 30, 26 | +318.44K | 1.78% |
| WELLS FARGO & COMPANY/MN | 375.96K | Jun 30, 26 | -14.60K | 1.54% |
| ROYAL BANK OF CANADA | 351.75K | Jun 30, 26 | -3.29K | 1.44% |
| Karpus Management, Inc. | 254.28K | Jun 30, 26 | -8.90K | 1.04% |
| Thomas J. Herzfeld Advisors, Inc. | 243.64K | Jun 30, 26 | +14.01K | 1.00% |
| STIFEL FINANCIAL CORP | 220.56K | Jun 30, 26 | -13.04K | 0.91% |
| ENVESTNET ASSET MANAGEMENT INC | 187.03K | Jun 30, 26 | +12.74K | 0.77% |
| Professional Financial Management, Inc. | 179.93K | Jun 30, 26 | -4.00K | 0.74% |
| OPPENHEIMER & CO INC | 178.52K | Jun 30, 26 | -8.44K | 0.73% |
| Gateway Wealth Partners, LLC | 177.11K | Jun 30, 26 | -173.95K | 0.73% |
| RIVERBRIDGE PARTNERS LLC | 157.85K | Jun 30, 26 | -67.21K | 0.65% |
| Closed-End Fund Advisors, Inc. | 135.33K | Jun 30, 26 | -6.29K | 0.56% |
| NewEdge Advisors, LLC | 112.52K | Jun 30, 26 | +11.49K | 0.46% |
| WEDBUSH SECURITIES INC | 97.28K | Jun 30, 26 | +18.64K | 0.40% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 66.01K | Jun 30, 26 | -- | 0.27% |
| IFC Advisors LLC | 66.01K | Jun 30, 26 | +36.01K | 0.27% |
| Concurrent Investment Advisors, LLC | 64.28K | Jun 30, 26 | +19.80K | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 55.73K | Jun 30, 26 | +1.46K | 0.23% |
| CITADEL ADVISORS LLC | 44.40K | Jun 30, 26 | +10.60K | 0.18% |
| Private Advisor Group, LLC | 43.80K | Jun 30, 26 | +74 | 0.18% |
| Mathes Company, Inc. | 34.00K | Jun 30, 26 | -- | 0.14% |
| Carnegie Capital Asset Management, LLC | 30.00K | Jun 30, 26 | -- | 0.12% |
| PW Nova Financial Services LLC | 29.56K | Jun 30, 26 | -3.06K | 0.12% |
| River Street Advisors LLC | 28.57K | Jun 30, 26 | -- | 0.12% |
| CHOREO, LLC | 26.34K | Jun 30, 26 | -552 | 0.11% |
| Waverly Advisors, LLC | 23.01K | Jun 30, 26 | +2.50K | 0.09% |
| Arlington Capital Management, Inc. | 22.38K | Jun 30, 26 | +315 | 0.09% |
| Worth Asset Management, LLC | 21.83K | Jun 30, 26 | +21.83K | 0.09% |
| LPL Financial LLC | 17.63K | Jun 30, 26 | -- | 0.07% |
| Beacon Pointe Advisors, LLC | 17.21K | Jun 30, 26 | +17.21K | 0.07% |
| FIFTH THIRD BANCORP | 14.90K | Jun 30, 26 | -- | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.46K | Jun 30, 26 | +14.46K | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 13.93K | Jun 30, 26 | +532 | 0.06% |
| SRS Capital Advisors, Inc. | 12.47K | Jun 30, 26 | +12.47K | 0.05% |
| HighTower Advisors, LLC | 12.20K | Jun 30, 26 | -3.21K | 0.05% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 12.00K | Jun 30, 26 | -- | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11.11K | Jun 30, 26 | -- | 0.05% |
| PFG Investments, LLC | 10.30K | Jun 30, 26 | -2.42K | 0.04% |
| XML Financial, LLC | 10.00K | Jun 30, 26 | -3.00K | 0.04% |
| Wellspring Financial Advisors, LLC | 10.00K | Jun 30, 26 | -- | 0.04% |
| COMPASS FINANCIAL MANAGEMENT LLC | 6.01K | Jun 30, 26 | +6.01K | 0.02% |
| EverSource Wealth Advisors, LLC | 6.00K | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 3.06K | Jun 30, 26 | -1.01K | 0.01% |
| Global Retirement Partners, LLC | 2.29K | Jun 30, 26 | +2.29K | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 963 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 886 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 879 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 700 | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 266 | Jun 30, 26 | -- | 0.00% |
| XP Advisory US, Inc. | 35 | Jun 30, 26 | +35 | 0.00% |
| Saba Capital Management, L.P. | -- | Jun 30, 26 | -288.12K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -287 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -3.20K | -- |
| Logan Stone Capital, LLC | -- | Jun 30, 26 | -67.25K | -- |
| Matisse Capital | -- | Jun 30, 26 | -49.19K | -- |
| TRUIST FINANCIAL CORP | -- | Jun 30, 26 | -16.15K | -- |
| U.S. Capital Wealth Advisors, LLC | 12.47K | Mar 31, 26 | -43.09K | 0.05% |
| COMERICA BANK | 13.90K | Dec 31, 25 | +15 | 0.06% |
| Fairhaven Wealth Management, LLC | 20.84K | Dec 31, 24 | -- | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 16.35K | Sep 30, 24 | -- | 0.07% |
| RAYMOND JAMES & ASSOCIATES | 12.79K | Sep 30, 24 | -2.93K | 0.05% |
| Hightower 6M Holding, LLC | 30.49K | Sep 30, 22 | +30.49K | 0.13% |
| MUFG Americas Holdings Corp | 2.50K | Sep 30, 22 | +2.50K | 0.01% |
| B. Riley Wealth Management, Inc. | 15.25K | Jun 30, 22 | +15.25K | 0.06% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25.05K | Mar 31, 22 | +25.05K | 0.10% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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