Who Owns RiverFront Dynamic US Dividend Advantage ETF (RFDA)?Hedge Fund & Institutional Holders

$62.79-0.33 (-0.52%)Financial ServicesNYSE_ARCA

Institutional Holders

28

as of Q4 2025

Total Institutional Value

$1.5691000140000002e+91T

% of Float Held

QoQ Change in Holders

+8 / -0

Price History

$46.92$51.53$56.14$60.75$65.36Sep 24Jun 25Mar 26

RFDA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALPS ADVISORS INCNew Position+222K+$14.0B
UBS Group AGIncreased+181+$11.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+179K+$11.0M
TRUIST FINANCIAL CORPNew Position+168K+$10.7M
RETIREMENT PLANNING GROUP, LLC / NYNew Position+64K+$4.1M
Janney Montgomery Scott LLCNew Position+16K+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+3K+$220K
EVOLUTION WEALTH MANAGEMENT INC.New Position+881+$56K
DAVENPORT & Co LLCIncreased+92+$14K
CITADEL ADVISORS LLCNew Position+9K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+2K+$-243.2M
RAYMOND JAMES FINANCIAL INCIncreased+2K+$-1.1B
Prospera Financial Services IncIncreased+11K+$-14.6B

RFDA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
TWO SIGMA INVESTMENTS, LPDecreased-1K-$357.6M
NewEdge Advisors, LLCDecreased-204-$65.5M
Elevated Capital Advisors, LLCDecreased-542-$29.9M
Koshinski Asset Management, Inc.Decreased-833-$24.3M
Kestra Advisory Services, LLCDecreased-222-$322K
WELLS FARGO & COMPANY/MNDecreased-1-$32K
MORGAN STANLEYDecreased-100-$11K
GAMMA Investing LLCDecreased-18-$-10.5M
RiverFront Investment Group, LLCDecreased-170-$-186.9M
LEIGH BALDWIN & CO., LLCDecreased-867-$-337.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RiverFront Investment Group, LLC246,122$15.7B258.78%Share
2ALPS ADVISORS INC222,232$14.0B81.54%Share
3RAYMOND JAMES FINANCIAL INC53,324$3.0B0.93%Share
4Koshinski Asset Management, Inc.36,121$2.3B0.15%Share
5GAMMA Investing LLC15,049$959.0M0.05%Share
6LEIGH BALDWIN & CO., LLC9,355$596.0M0.39%Share
7Elevated Capital Advisors, LLC6,223$396.0M0.09%Share
8Stratos Wealth Partners, LTD.3,530$225.0M2.54%Share
9UBS Group AG1,092$69.0M0.01%Share
10Prospera Financial Services Inc242,818$15.0M0.25%Share
11ENVESTNET ASSET MANAGEMENT INC178,584$11.0M0.00%Share
12TRUIST FINANCIAL CORP168,070$10.7M0.01%Share
13RETIREMENT PLANNING GROUP, LLC / NY64,467$4.1M2.80%Share
14Janney Montgomery Scott LLC15,872$1.0M0.00%Share
15DAVENPORT & Co LLC9,383$598K0.00%Share
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,447$220K0.00%Share
17EVOLUTION WEALTH MANAGEMENT INC.881$56K0.05%Share
18Luminist Capital LLC39$2K0.00%Share
19WELLS FARGO & COMPANY/MN0$00.00%Share
20MORGAN STANLEY1$00.00%Share
21MORGAN STANLEY85$00.00%Share
22CITADEL ADVISORS LLC9,313$00.00%Share
23Kestra Advisory Services, LLC4,905$00.00%Share
24TWO SIGMA INVESTMENTS, LP4,480$00.00%Share
25NewEdge Advisors, LLC836$00.00%Share
26RAYMOND JAMES FINANCIAL INC13,471$00.00%Share
27SUSQUEHANNA INTERNATIONAL GROUP, LLP6,242$00.00%Share
28JPMORGAN CHASE & CO2,482$00.00%Share

RFDA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202526$37.3B+8
Q3 202518$39.3B-8
Q2 202526$76.6B+3
Q1 202523$58.5B-1
Q4 202424$69.1B+5
Q3 202419$21.8T+0
Q2 202419$21.2T+0
Q1 202419$9.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 28 institutional investors hold RFDA (RiverFront Dynamic US Dividend Advantage ETF). The largest holder is RiverFront Investment Group, LLC with $15.7B in shares. This quarter, 8 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own RFDA?

As of Q4 2025, 28 institutional investors report holding RFDA (RiverFront Dynamic US Dividend Advantage ETF) in their 13F filings.

Who is the largest institutional holder of RFDA?

The largest institutional holder of RFDA is RiverFront Investment Group, LLC with $15.7B in shares.

Is institutional ownership of RFDA increasing or decreasing?

This quarter, 8 institutions opened new positions in RFDA and 0 closed their positions.