Who owns RFDA?
ALPS Dynamic US Dividend Advantage ETF · ALPS
27 institutions reported holding RFDA, worth $87.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RFDA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| RiverFront Investment Group, LLC | Richmond, VA | $16.1M | 228,402 | −14,929 shares |
| Prospera Financial Services Inc | Dallas, TX | $15.5M | 219,625 | −21,351 shares |
| ALPS Advisors Inc. | Denver, CO | $14.3M | 202,772 | +33,680 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $12.7M | 180,087 | +5,587 shares |
| Truist Financial Corp. | Charlotte, NC | $12.1M | 171,545 | +6,794 shares |
| Retirement Planning Group, LLC | Malta, NY | $4.1M | 58,513 | −1,964 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.2M | 31,508 | +942 shares |
| Bison Wealth, LLC | Atlanta, GA | $2.1M | 29,714 | −221 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.3M | 18,184 | New position |
| Janney Montgomery Scott LLC | Philadelphia, PA | $1.1M | 15,933 | +186 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 RFDA?
27 institutional managers reported holding RFDA in Form 13F filings for June 30, 2026, worth $87.1M in total. The largest reported position was held by RiverFront Investment Group, LLC, at $16.1M.
Did institutions buy or sell RFDA last quarter?
Reported 13F value rose 14.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 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 RFDA 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.