Who owns RFCI?
ALPS Dynamic Core Income ETF · ALPS
14 institutions reported holding RFCI, worth $15.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RFCI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prospera Financial Services Inc | Dallas, TX | $3.8M | 170,569 | −25,244 shares |
| RiverFront Investment Group, LLC | Richmond, VA | $3.6M | 159,660 | −3,770 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.0M | 135,482 | +6,689 shares |
| Truist Financial Corp. | Charlotte, NC | $2.6M | 115,852 | +542 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.8M | 81,487 | +15,022 shares |
| Leigh Baldwin & Co., LLC | Cazenovia, NY | $212K | 9,502 | +106 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $19K | 871 | New position |
| Evolution Wealth Management Inc. | Fort Myers, FL | $10K | 444 | +169 shares |
| Elevated Capital Advisors, LLC | Sandy, UT | $8K | 346 | No change |
| Wells Fargo & Company | San Francisco, CA | $6K | 265 | +264 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RFCI?
14 institutional managers reported holding RFCI in Form 13F filings for June 30, 2026, worth $15.0M in total. The largest reported position was held by Prospera Financial Services Inc, at $3.8M.
Did institutions buy or sell RFCI last quarter?
Reported 13F value fell 1.3% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RFCI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.