RDFI COLLABORATIVE INVESTMNT SER: institutional ownership and insider trading
18 funds reported holding $43.8M of COLLABORATIVE INVESTMNT SER in their latest 13F filings; in Q2 2026 funds net bought $4.79M, with 6 new positions and 1 funds selling out.
Largest institutional holders of RDFI
- Belpointe Asset Management LLC — $17.4M
- Astoria Portfolio Advisors LLC. — $6.60M
- Independent Wealth Network Inc. — $6.52M
- PUFF WEALTH MANAGEMENT, LLC — $2.78M
- MML INVESTORS SERVICES, LLC — $2.72M
- Cambridge Investment Research Advisors, Inc. — $1.95M
- Oregon Pacific Wealth Management, LLC — $932K
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $904K
- Latitude Advisors, LLC — $864K
- Noble Wealth Management PBC — $745K
Who owns the most RDFI stock?
The largest institutional holders of COLLABORATIVE INVESTMNT SER in the latest 13F filings are Belpointe Asset Management LLC ($17.4M), Astoria Portfolio Advisors LLC. ($6.60M), Independent Wealth Network Inc. ($6.52M).
Which ETFs hold RDFI?
1 ETFs and mutual funds hold it among their top 100 positions, including RTRE.