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Riverfront Dynamic Core Inc (RFCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares33,479 from 115,852
Change-82,373 (-71%)
Value$713.8K (-$1.9M)
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$7.4K (-$334)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$5.5K (-$248)
Filed 2026-10-08
Evolution Wealth Management Inc.
DECREASED
Shares124 from 444
Change-320 (-72%)
Value$2.6K (-$7.3K)
Filed 2026-10-28
Prospera Financial Services Inc
CLOSED
Shares0 from 170,569
Change-170,569 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-04
RiverFront Investment Group, LLC
N/A
Shares— from 159,660
Change-159,660 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 135,482
Change-135,482 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 81,487
Change-81,487 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 9,502
Change-9,502 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 265
Change-265 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 169
Change-169 (-100%)
Value—
UBS Group AG
N/A
Shares— from 59
Change-59 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Truist Financial Corp
DECREASED33,479115,852-82,373-71%$2.6M$713.8K-$1.9M2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED34634600%$7.7K$7.4K-$3342026-11-04
Gamma Investing LLC
UNCHANGED25825800%$5.7K$5.5K-$2482026-10-08
Evolution Wealth Management Inc.
DECREASED124444-320-72%$9.9K$2.6K-$7.3K2026-10-28
Prospera Financial Services Inc
CLOSED0170,569-170,569-100%$3.8M$0-$3.8M2026-11-04
RiverFront Investment Group, LLC
N/A—159,660-159,660-100%$3.6M———
Envestnet Asset Management Inc
N/A—135,482-135,482-100%$3.0M———
Susquehanna International Group, LLP
N/A—81,487-81,487-100%$1.8M———
Leigh Baldwin & Co., LLC
N/A—9,502-9,502-100%$211.7K———
NewEdge Advisors, LLC
N/A—871-871-100%$19.4K———
Wells Fargo & Company
N/A—265-265-100%$5.9K———
Jones Financial Companies Lllp
N/A—169-169-100%$3.8K———
UBS Group AG
N/A—59-59-100%$1.3K———
Morgan Stanley
N/A—1-1-100%$22———
Showing 14 of 14 institutions