ALPS ETF TR

TickerRFDA

Sector · IndustryUnknownUnknown

13D/G

SecurityETF · US

CUSIP00162Q528

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15

Holders

$44.6M

Total Value

73% (15)

Consensus

11 buying - 4 selling

Fund holdings as of Jun 30, 2026

RFDA institutional ownership changes in Q2 2026: 11 institutions opened or added positions, 4 trimmed or exited. RFDA (ALPS ETF TR) is held by 15 institutional investors as of Q2 2026. Top institutional shareholders: ALPS Advisors Inc. ($14.3M), Envestnet Asset Management Inc. ($12.7M), Truist Financial Corp. ($12.1M). Institutions were buying, on balance.

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

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★★★★★

Elite

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★★★★

Strong

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★★★

Solid

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★★

Below

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★

Weak

Held by 15 funds

Who's Trading

Latest move

Source dates: Price Nov 6, 2026 · Insiders none · Activists Sep 4, 2026 · Congress none

ActivistActTRUIST FINANCIAL CORP5.6%Sep 4, 2026

ActivistActTRUIST FINANCIAL CORP13.1%Jul 14, 2025

View all activist filings

Top Holders

FundsInsidersCongressActivists

Holdings (15)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ALPS Advisors Inc.	Increased	202,772(+19.9%)	$14.3M	0.1%	+19.09%	33
Envestnet Asset Management Inc.	Increased	180,087(+3.2%)	$12.7M	0.0%	+99.71%	29
Truist Financial Corp.	Increased	171,545(+4.1%)	$12.1M	0.0%	+111.27%	29
Raymond James Financial Inc.	Increased	31,508(+3.1%)	$2.2M	0.0%	+30.60%	27
Susquehanna International Group, LLP	New	18,184	$1.3M	0.0%	+1.43%	35
Davenport & Co LLC	Increased	13,151(+12.1%)	$925,979	0.0%	+46.66%	28
Kestra Advisory Services, LLC	Decreased	4,950(-5.5%)	$348,554	0.0%	+66.32%	0
Citadel Advisors LLC	Decreased	3,488(-63.2%)	$245,595	0.0%	+13.28%	0
Wealth Enhancement Advisory Services, LLC	New	3,073	$219,763	0.0%	0.00%	32
JPMorgan Chase & Co.	Decreased	2,371(-4.5%)	$166,891	0.0%	+34.13%	0
NewEdge Advisors, LLC	Unchanged	836	$58,864	0.0%	+84.55%	0
UBS Group AG	Increased	631(+62.2%)	$44,429	0.0%	+14.78%	20
Jones Financial Companies LLLP	New	214	$15,034	0.0%	+1.43%	28
Morgan Stanley	Increased	87(+1.2%)	$6,128	0.0%	+39.86%	11
Wells Fargo & Company	Increased	37(+3600.0%)	$2,631	0.0%	+1.75%	14
Two Sigma Investments, LP	Exited	0(-100.0%)	$274,489	0.0%	+30.69%	0

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Latest activist filings

Filer	Stake	Filed
TRUIST FINANCIAL CORP	5.6%	Sep 4, 2026
TRUIST FINANCIAL CORP	13.1%	Jul 14, 2025

RFDAALPS ETF TR

1M3M6M1Y3Y5Y

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Questions investors ask about RFDA

Who owns RFDA?

15 institutional investors held RFDA on June 30, 2026, led by ALPS Advisors Inc. ($14.3M), Envestnet Asset Management Inc. ($12.7M) and Truist Financial Corp. ($12.1M).

How many hedge funds hold RFDA?

15 institutional investors reported RFDA in their 13F filings for the quarter ended June 30, 2026, $44.6M in all.

Are institutions buying or selling RFDA?

Buying, on balance. In Q2 2026, 11 institutions opened or added to positions in RFDA and 4 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