Who owns RJVI?
RJ Eagle Vertical Income ETF · RJ
4 institutions reported holding RJVI, worth $8.1M, in Form 13F filings for June 30, 2026.
Top 4 institutional holders of RJVI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $5.1M | 205,130 | +31,664 shares |
| Horizon Family Wealth, Inc. | Chicago, IL | $2.4M | 96,893 | +274 shares |
| Jane Street Group, LLC | New York, NY | $494K | 19,722 | New position |
| Nemes Rush Group LLC | Novi, MI | $25K | 1,000 | No change |
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 RJVI?
4 institutional managers reported holding RJVI in Form 13F filings for June 30, 2026, worth $8.1M in total. The largest reported position was held by Raymond James Financial Inc., at $5.1M.
Did institutions buy or sell RJVI last quarter?
Reported 13F value rose 19.6% from March 31, 2026, which includes price moves as well as buying and selling. 1 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 RJVI 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.