Alps Dynamic US Dividend ADV ETF (RFDA): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of RFDA (all 13F filers)
- RiverFront Investment Group228 KType not verified−15 K
- Prospera Financial Services220 KType not verified−21 K
- Alps Advisors203 KType not verified+34 K
- Envestnet Asset Management180 KWealth adviser+5,587
- Truist Financial172 KBank or trading desk+6,794
- Retirement Planning Group59 KWealth adviser−1,964
- Raymond James Financial32 KWealth adviser+942
- Bison Wealth30 KWealth adviser−221
- Susquehanna International Group, LLP18 KBank or trading desk+18 K
- Janney Montgomery Scott16 KWealth adviser+186
- Shares
- 228 K
- Change
- −15 K
See more
- Type
- Type not verified
- Value
- $16.1M
- Shares
- 220 K
- Change
- −21 K
See more
- Type
- Type not verified
- Value
- $15.5M
- Shares
- 203 K
- Change
- +34 K
See more
- Type
- Type not verified
- Value
- $14.3M
- Shares
- 180 K
- Change
- +5,587
See more
- Type
- Wealth adviser
- Value
- $12.7M
- Shares
- 172 K
- Change
- +6,794
See more
- Type
- Bank or trading desk
- Value
- $12.1M
- Retirement Planning Group
- Shares
- 59 K
- Change
- −1,964
See more
- Type
- Wealth adviser
- Value
- $4.1M
- Shares
- 32 K
- Change
- +942
See more
- Type
- Wealth adviser
- Value
- $2.2M
- Shares
- 30 K
- Change
- −221
See more
- Type
- Wealth adviser
- Value
- $2.1M
- Shares
- 18 K
- Change
- +18 K
See more
- Type
- Bank or trading desk
- Value
- $1.3M
- Shares
- 16 K
- Change
- +186
See more
- Type
- Wealth adviser
- Value
- $1.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial3.9%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 19, 2026
- Truist Financial5.6%13G · amendmentfiling ↗Event: Aug 31, 2026 · filed: Sep 4, 2026
- Truist Financial13.1%13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 14, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗