COLLABORATIVE INVESTMNT SER

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TickerRDFI

Sector · IndustryUnknownUnknown

SecurityETF · US

CUSIP19423L722

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RDFI institutional ownership changes in Q2 2026: 6 institutions opened or added positions, 2 trimmed or exited. RDFI (COLLABORATIVE INVESTMNT SER) is held by 9 institutional investors as of Q2 2026. Top institutional shareholders: MML Investors Services, LLC ($2.7M), Wells Fargo & Company ($903,705), Integrated Wealth Concepts LLC ($665,138). Institutions were buying, on balance.

9

Holders

(1 Elite)

$5.4M

Total Value

75% (8)

Consensus

6 buying - 2 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

••

★★★★★

Elite

••

★★★★

Strong

••

★★★

Solid

••

★★

Below

••

★

Weak

Held by 9 funds

1 elite

Who's Trading

Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for RDFI.

Top Holders

FundsInsidersCongressActivists

Holdings (9)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MML Investors Services, LLC	Increased	114,013(+46.2%)	$2.7M	0.0%	-2.92%	36
Wells Fargo & Company	New	37,937	$903,705	0.0%	-6.39%	34
IWIntegrated Wealth Concepts LLC	Increased	27,922(+2.1%)	$665,138	0.0%	-2.36%	25
Wealth Enhancement Advisory Services, LLC	New	26,030	$615,072	0.0%	0.00%	34
Envestnet Asset Management Inc.	New	12,286	$292,673	0.0%	-6.39%	32
Osaic Holdings, Inc.	Decreased	6,490(-74.3%)	$154,589	0.0%	+5.51%	0
BlackRock, Inc.	Unchanged	2,000	$47,642	0.0%	-2.83%	0
AE Wealth Management LLC	Unchanged	5	$119	0.0%	+4.37%	0
Morgan Stanley	New	2	$60	0.0%	-6.39%	17
Private Advisor Group, LLC	Exited	0(-100.0%)	$1.4M	0.0%	+4.68%	0

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RDFICOLLABORATIVE INVESTMNT SER

1M3M6M1Y3Y5Y

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Questions investors ask about RDFI

Who owns RDFI?

9 institutional investors held RDFI on June 30, 2026, led by MML Investors Services, LLC ($2.7M), Wells Fargo & Company ($903,705) and Integrated Wealth Concepts LLC ($665,138).

How many hedge funds hold RDFI?

9 institutional investors reported RDFI in their 13F filings for the quarter ended June 30, 2026, $5.4M in all. One of them is rated Elite.

Are institutions buying or selling RDFI?

Buying, on balance. In Q2 2026, 6 institutions opened or added to positions in RDFI and 2 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer