COLLABORATIVE INVESTMNT SER

Watch

Share

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

RDFI (COLLABORATIVE INVESTMNT SER) is held by 6 institutional investors as of Q1 2026. Largest holders: MML INVESTORS SERVICES, LLC ($1.8M), Private Advisor Group, LLC ($1.4M), Integrated Wealth Concepts LLC ($630,337). Net institutional sentiment: Mixed.

6

Holders

(1 Elite)

$4.4M

Total Value

40% (5)

Consensus

2 buying - 3 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

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 6 funds

1 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MML INVESTORS SERVICES, LLC	New	77,982	$1.8M	0.0%	+5.31%	36
Private Advisor Group, LLC	Decreased	59,532(-2.2%)	$1.4M	0.0%	+4.47%	0
IWIntegrated Wealth Concepts LLC	Increased	27,343(+11.8%)	$630,337	0.0%	+4.20%	27
OSAIC HOLDINGS, INC.	Decreased	25,300(-67.6%)	$583,156	0.0%	+12.49%	0
BlackRock, Inc.	Unchanged	2,000	$46,106	0.0%	+3.60%	0
AE Wealth Management LLC	Unchanged	5	$115	0.0%	+11.27%	0
MORGAN STANLEY	Exited	0(-100.0%)	$43	0.0%	-1.17%	0

RDFICOLLABORATIVE INVESTMNT SER

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

346 holders · $23.2B

SPYState Street Spdr S&p 500 Etf Trust TR UNIT

295 holders · $273B

IVViShares Trust CORE S&P500 ETF

266 holders · $436.8B

VOOVANGUARD INDEX FDS

245 holders · $223.5B

IWMISHARES TR

244 holders · $61.3B

GLDSPDR GOLD TR

242 holders · $39.2B

QQQInvesco QQQ Trust, Series 1 UNIT SER 1

241 holders · $91.2B

XLFSELECT SECTOR SPDR TR

224 holders · $30.2B

EFAiShares Trust MSCI EAFE ETF

223 holders · $44B

XLVSELECT SECTOR SPDR TR

217 holders · $20.8B

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