Who Owns RiverFront Dynamic Core Income ETF (RFCI)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$4.000378430002719e+23T
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
RFCI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | New Position | +134K | +$3.0M |
| TRUIST FINANCIAL CORP | New Position | +120K | +$2.7M |
| ALPS ADVISORS INC | New Position | +79K | +$1.0M |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +275 | +$6K |
| UBS Group AG | Increased | +95 | +$-1.1M |
| LEIGH BALDWIN & CO., LLC | Increased | +108 | +$-208.9M |
| Prospera Financial Services Inc | Increased | +4K | +$-4.5B |
RFCI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| RiverFront Investment Group, LLC | Decreased | -440 | -$3.8B |
| CITADEL ADVISORS LLC | Closed Position | -28K | -$640.7M |
| Elevated Capital Advisors, LLC | Decreased | -2K | -$402.2M |
| JANE STREET GROUP, LLC | Decreased | -832 | -$323.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -11K | -$257.7M |
| NewEdge Advisors, LLC | Decreased | -540 | -$32.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Prospera Financial Services Inc | 202,915 | $4.0M | 0.07% | Share |
| 2 | RiverFront Investment Group, LLC | 166,813 | $3.8M | 0.06% | Share |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 133,626 | $3.0M | 0.00% | Share |
| 4 | TRUIST FINANCIAL CORP | 119,855 | $2.7M | 0.00% | Share |
| 5 | ALPS ADVISORS INC | 79,008 | $1.0M | 0.01% | Share |
| 6 | Elevated Capital Advisors, LLC | 15,731 | $356K | 0.08% | Share |
| 7 | LEIGH BALDWIN & CO., LLC | 9,296 | $211K | 0.14% | Share |
| 8 | EVOLUTION WEALTH MANAGEMENT INC. | 275 | $6K | 0.00% | Share |
| 9 | GAMMA Investing LLC | 258 | $5K | 0.00% | Share |
| 10 | UBS Group AG | 142 | $3K | 0.00% | Share |
| 11 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 12 | JANE STREET GROUP, LLC | 13,368 | $0 | 0.00% | Share |
| 13 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
| 14 | NewEdge Advisors, LLC | 871 | $0 | 0.00% | Share |
RFCI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $15.1M | +2 |
| Q3 2025 | 12 | $10.2B | -4 |
| Q2 2025 | 16 | $18.7B | +1 |
| Q1 2025 | 15 | $16.3B | -1 |
| Q4 2024 | 16 | $24.3B | +2 |
| Q3 2024 | 14 | $18.8T | +1 |
| Q2 2024 | 13 | $15.0T | +1 |
| Q1 2024 | 12 | $5.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold RFCI (RiverFront Dynamic Core Income ETF). The largest holder is Prospera Financial Services Inc with $4.0M in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own RFCI?
As of Q4 2025, 14 institutional investors report holding RFCI (RiverFront Dynamic Core Income ETF) in their 13F filings.
Who is the largest institutional holder of RFCI?
The largest institutional holder of RFCI is Prospera Financial Services Inc with $4.0M in shares.
Is institutional ownership of RFCI increasing or decreasing?
This quarter, 4 institutions opened new positions in RFCI and 2 closed their positions.