COLLABORATIVE INVESTMNT SER

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RDFI·19423L722·US·ETF·Unknown - Unknown

RDFI (COLLABORATIVE INVESTMNT SER) is held by 9 institutional investors as of Q2 2026. Largest holders: MML INVESTORS SERVICES, LLC ($2.7M), WELLS FARGO & COMPANY/MN ($903,705), Integrated Wealth Concepts LLC ($665,138). Net institutional sentiment: Bullish.

9

Holders

(2 Elite)

$5.4M

Total Value

75% (8)

Consensus

6 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)37

Insider (Form 4)62

Activist (13D/13G)80

Congressional (STOCK Act)83

Holder Quality

68

★★★★★

Elite

26

★★★★

Strong

76

★★★

Solid

34

★★

Below

59

★

Weak

Held by 9 funds

2 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExited

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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%	-1.09%	36
WELLS FARGO & COMPANY/MN	New	37,937	$903,705	0.0%	-4.63%	34
IWIntegrated Wealth Concepts LLC	Increased	27,922(+2.1%)	$665,138	0.0%	-0.51%	25
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	26,030	$615,072	0.0%	-4.63%	34
ENVESTNET ASSET MANAGEMENT INC	New	12,286	$292,673	0.0%	-4.63%	32
OSAIC HOLDINGS, INC.	Decreased	6,490(-74.3%)	$154,589	0.0%	+7.50%	0
BlackRock, Inc.	Unchanged	2,000	$47,642	0.0%	-1.00%	0
AE Wealth Management LLC	Unchanged	5	$119	0.0%	+6.34%	0
MORGAN STANLEY	New	2	$60	0.0%	-4.63%	17
Private Advisor Group, LLC	Exited	0(-100.0%)	$1.4M	0.0%	+4.68%	0

RDFICOLLABORATIVE INVESTMNT SER

1M3M6M1Y3Y5Y

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