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Riverfront Dynamic US DV ETF (RFDA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
INCREASED
Shares208,132 from 202,772
Change+5,360 (+3%)
Value$14.7M (+$431.2K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares43,280 from 171,545
Change-128,265 (-75%)
Value$3.1M (-$9.0M)
Filed 2026-10-30
Bison Wealth, LLC
DECREASED
Shares29,270 from 29,714
Change-444 (-1%)
Value$2.1M (-$8.1K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares23,612 from 14,780
Change+8,832 (+60%)
Value$1.7M (+$628.0K)
Filed 2026-10-08
Koshinski Asset Management, Inc.
INCREASED
Shares13,163 from 13,151
Change+12 (+0%)
Value$930.2K (+$4.2K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares5,282 from 4,950
Change+332 (+7%)
Value$373.3K (+$24.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$220.2K (+$468)
Filed 2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$43.7K (+$160)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares413 from 1,021
Change-608 (-60%)
Value$29.2K (-$42.7K)
Filed 2026-10-28
Prospera Financial Services Inc
CLOSED
Shares0 from 219,625
Change-219,625 (-100%)
Value$0 (-$15.5M)
Filed 2026-11-04
Davenport & Co LLC
CLOSED
Shares0 from 13,151
Change-13,151 (-100%)
Value$0 (-$926.0K)
Filed 2026-10-14
RiverFront Investment Group, LLC
N/A
Shares— from 228,402
Change-228,402 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 180,087
Change-180,087 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 58,513
Change-58,513 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,508
Change-31,508 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,184
Change-18,184 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,933
Change-15,933 (-100%)
Value—
EWA, LLC
N/A
Shares— from 10,032
Change-10,032 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 8,195
Change-8,195 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
UBS Group AG
N/A
Shares— from 631
Change-631 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 214
Change-214 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 87
Change-87 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
Alps Advisors Inc
INCREASED208,132202,772+5,360+3%$14.3M$14.7M+$431.2K2026-11-03
Truist Financial Corp
DECREASED43,280171,545-128,265-75%$12.1M$3.1M-$9.0M2026-10-30
Bison Wealth, LLC
DECREASED29,27029,714-444-1%$2.1M$2.1M-$8.1K2026-10-13
Gamma Investing LLC
INCREASED23,61214,780+8,832+60%$1.0M$1.7M+$628.0K2026-10-08
Koshinski Asset Management, Inc.
INCREASED13,16313,151+12+0%$926.0K$930.2K+$4.2K2026-10-29
Kestra Advisory Services, LLC
INCREASED5,2824,950+332+7%$348.6K$373.3K+$24.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED3,0733,07300%$219.8K$220.2K+$4682026-10-13
Elevated Capital Advisors, LLC
UNCHANGED61861800%$43.5K$43.7K+$1602026-11-04
Evolution Wealth Management Inc.
DECREASED4131,021-608-60%$71.9K$29.2K-$42.7K2026-10-28
Prospera Financial Services Inc
CLOSED0219,625-219,625-100%$15.5M$0-$15.5M2026-11-04
Davenport & Co LLC
CLOSED013,151-13,151-100%$926.0K$0-$926.0K2026-10-14
RiverFront Investment Group, LLC
N/A—228,402-228,402-100%$16.1M———
Envestnet Asset Management Inc
N/A—180,087-180,087-100%$12.7M———
Retirement Planning Group, LLC / NY
N/A—58,513-58,513-100%$4.1M———
Raymond James Financial Inc
N/A—31,508-31,508-100%$2.2M———
Susquehanna International Group, LLP
N/A—18,184-18,184-100%$1.3M———
Janney Montgomery Scott LLC
N/A—15,933-15,933-100%$1.1M———
EWA, LLC
N/A—10,032-10,032-100%$706.4K———
Leigh Baldwin & Co., LLC
N/A—8,195-8,195-100%$577.0K———
Stratos Wealth Partners, Ltd.
N/A—4,050-4,050-100%$285.2K———
Citadel Advisors LLC
N/A—3,488-3,488-100%$245.6K———
JPMorgan Chase & Co
N/A—2,371-2,371-100%$166.9K———
NewEdge Advisors, LLC
N/A—836-836-100%$58.9K———
UBS Group AG
N/A—631-631-100%$44.4K———
Jones Financial Companies Lllp
N/A—214-214-100%$15.0K———
Morgan Stanley
N/A—87-87-100%$6.1K———
Wells Fargo & Company
N/A—37-37-100%$2.6K———
Showing 27 of 27 institutions