Who owns RJDI?
RJ Eagle GCM Dividend Select Income ETF · RJ
18 institutions reported holding RJDI, worth $54.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RJDI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $33.0M | 1,125,048 | +387,631 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $6.2M | 210,262 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.1M | 140,634 | New position |
| Clear Trail Advisors, LLC | Houston, TX | $1.6M | 54,000 | +1,871 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.5M | 52,612 | New position |
| LPL Financial LLC | Fort Mill, SC | $1.5M | 51,576 | New position |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $1.2M | 41,629 | +17,220 shares |
| Balefire, LLC | Dallas, TX | $1.0M | 35,085 | +24,061 shares |
| Tulsa Wealth Advisors, INC | Tulsa, OK | $970K | 33,085 | +9,276 shares |
| Saxon Interests, Inc. | Houston, TX | $674K | 22,988 | New position |
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.
Similar ETFs
Compare what they hold: RJDI vs RSSY, RJDI vs MDPL, RJDI vs DFE, RJDI vs ITAN.
Frequently asked questions
Who owns RJDI?
18 institutional managers reported holding RJDI in Form 13F filings for June 30, 2026, worth $54.2M in total. The largest reported position was held by Raymond James Financial Inc., at $33.0M.
Did institutions buy or sell RJDI last quarter?
Reported 13F value rose 120.9% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 2 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 RJDI 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.