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Funds Holding RFI

On this page, we present all of the funds holding RFI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RFI, with a link to that fund's top holdings. The next columns indicate the amount of RFI stock held by each of the funds holding RFI, followed by the RFI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 73 funds holding RFI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding RFI), click the fund name in the "Holder" column of the funds-holding-RFI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,522,344$17,888 12/31/2023
     RFI1,522,344$17,888 12/31/2023
Commonwealth Equity Services LLC913,679$10,864 03/31/2024
     RFI913,679$10,864 03/31/2024
Wells Fargo & Company MN375,777$4,415 12/31/2023
     RFI375,777$4,415 12/31/2023
Advisor Group Holdings Inc.362,262$4,257 12/31/2023
     RFI362,262$4,257 12/31/2023
Cambridge Investment Research Advisors Inc.331,662$3,943 03/31/2024
     RFI331,662$3,943 03/31/2024
LPL Financial LLC298,313$3,505 12/31/2023
     RFI298,313$3,505 12/31/2023
Cornerstone Advisors LLC181,259$2,130 12/31/2023
     RFI181,259$2,130 12/31/2023
Royal Bank of Canada176,379$2,072 12/31/2023
     RFI176,379$2,072 12/31/2023
Cornerstone Management Inc.108,767$1,278 12/31/2023
     RFI108,767$1,278 12/31/2023
Access Financial Services Inc.86,735$1,031 03/31/2024
     RFI86,735$1,031 03/31/2024
Samalin Investment Counsel LLC78,566$923 12/31/2023
     RFI78,566$923 12/31/2023
CENTRAL TRUST Co75,011$892 03/31/2024
     RFI75,011$892 03/31/2024
Bank of America Corp DE69,203$813 12/31/2023
     RFI69,203$813 12/31/2023
Quaker Wealth Management LLC65,338$777 03/31/2024
     RFI65,338$777 03/31/2024
Sigma Planning Corp59,838$711 03/31/2024
     RFI59,838$711 03/31/2024
Raymond James Financial Services Advisors Inc.51,432$612 03/31/2024
     RFI51,432$612 03/31/2024
UBS Group AG49,960$587 12/31/2023
     RFI49,960$587 12/31/2023
Schnieders Capital Management LLC47,697$567 03/31/2024
     RFI47,697$567 03/31/2024
Stratos Wealth Advisors LLC46,952$558 03/31/2024
     RFI46,952$558 03/31/2024
Cetera Advisor Networks LLC45,820$538 12/31/2023
     RFI45,820$538 12/31/2023
Pallas Capital Advisors LLC42,499$505 03/31/2024
     RFI42,499$505 03/31/2024
Ameriprise Financial Inc.41,387$486 12/31/2023
     RFI41,387$486 12/31/2023
Landscape Capital Management L.L.C.33,628$395 12/31/2023
     RFI33,628$395 12/31/2023
Invesco Ltd.31,424$369 12/31/2023
     RFI31,424$369 12/31/2023
Raymond James & Associates30,363$361 03/31/2024
     RFI30,363$361 03/31/2024
Stifel Financial Corp30,176$355 12/31/2023
     RFI30,176$355 12/31/2023
PFG Investments LLC28,264$336 03/31/2024
     RFI28,264$336 03/31/2024
RB Capital Management LLC23,980$282 12/31/2023
     RFI23,980$282 12/31/2023
Consolidated Portfolio Review Corp22,585$269 03/31/2024
     RFI22,585$269 03/31/2024
Waterloo Capital L.P.21,598$254 12/31/2023
     RFI21,598$254 12/31/2023
Moloney Securities Asset Management LLC20,515$244 03/31/2024
     RFI20,515$244 03/31/2024
HighTower Advisors LLC19,489$229 12/31/2023
     RFI19,489$229 12/31/2023
DAVENPORT & Co LLC19,207$228 03/31/2024
     RFI19,207$228 03/31/2024
Private Advisor Group LLC18,859$224 03/31/2024
     RFI18,859$224 03/31/2024
Burney Co.17,323$204 12/31/2023
     RFI17,323$204 12/31/2023
TFB Advisors LLC18,173$201 03/31/2024
     RFI18,173$201 03/31/2024
JPMorgan Chase & Co.16,250$191 12/31/2023
     RFI16,250$191 12/31/2023
Coastal Investment Advisors Inc.15,218$181 03/31/2024
     RFI15,218$181 03/31/2024
Meridian Investment Counsel Inc.13,894$163 12/31/2023
     RFI13,894$163 12/31/2023
Shufro Rose & Co. LLC13,700$161 12/31/2023
     RFI13,700$161 12/31/2023
The PNC Financial Services Group Inc.12,697$149 12/31/2023
     RFI12,697$149 12/31/2023
GWM Advisors LLC11,630$140 12/31/2023
     RFI11,630$140 12/31/2023
CoreCap Advisors LLC11,570$136 12/31/2023
     RFI11,570$136 12/31/2023
Strategic Advisors LLC11,101$132 03/31/2024
     RFI11,101$132 03/31/2024
Modern Wealth Management LLC10,893$128 12/31/2023
     RFI10,893$128 12/31/2023
Fiduciary Trust Co.10,663$125 12/31/2023
     RFI10,663$125 12/31/2023
Level Four Advisory Services LLC10,573$124 12/31/2023
     RFI10,573$124 12/31/2023
Cyndeo Wealth Partners LLC10,000$119 03/31/2024
     RFI10,000$119 03/31/2024
Trivant Custom Portfolio Group LLC6,871$82 03/31/2024
     RFI6,871$82 03/31/2024
Global Retirement Partners LLC6,181$73 03/31/2024
     RFI6,181$73 03/31/2024
Bartlett & CO. Wealth Management LLC5,975$72 12/31/2023
     RFI5,975$72 12/31/2023
Bartlett & Co. LLC5,975$71 12/31/2023
     RFI5,975$71 12/31/2023
Mascoma Wealth Management LLC5,650$67 03/31/2024
     RFI5,650$67 03/31/2024
Albion Financial Group UT5,190$62 03/31/2024
     RFI5,190$62 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC4,510$54 03/31/2024
     RFI4,510$54 03/31/2024
Northwestern Mutual Wealth Management Co.3,453$41 12/31/2023
     RFI3,453$41 12/31/2023
Steward Partners Investment Advisory LLC3,393$40 12/31/2023
     RFI3,393$40 12/31/2023
Raleigh Capital Management Inc.2,968$35 12/31/2023
     RFI2,968$35 12/31/2023
AdvisorNet Financial Inc1,580$19 03/31/2024
     RFI1,580$19 03/31/2024
Harbor Investment Advisory LLC1,315$16 03/31/2024
     RFI1,315$16 03/31/2024
Optimum Investment Advisors1,000$12 03/31/2024
     RFI1,000$12 03/31/2024
Richardson Financial Services Inc.1,000$12 03/31/2024
     RFI1,000$12 03/31/2024
MCF Advisors LLC731$9 03/31/2024
     RFI731$9 03/31/2024
VitalStone Financial LLC800$9 12/31/2023
     RFI800$9 12/31/2023
Retirement Group LLC650$8 03/31/2024
     RFI650$8 03/31/2024
Parallel Advisors LLC558$7 12/31/2023
     RFI558$7 12/31/2023
Concord Wealth Partners510$6 03/31/2024
     RFI510$6 03/31/2024
CWM LLC391$5 03/31/2024
     RFI391$5 03/31/2024
GPS Wealth Strategies Group LLC441$5 03/31/2024
     RFI441$5 03/31/2024
BlackRock Inc.231$3 12/31/2023
     RFI231$3 12/31/2023
Advisory Services Network LLC223$3 12/31/2023
     RFI223$3 12/31/2023
Valley National Advisers Inc.110$1 03/31/2024
     RFI110$1 03/31/2024
Huntington National Bank1$0 03/31/2024
     RFI1$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     RFI0$0 03/31/2024

See Summary: Institutional Holders of RFI
See Details: Top 10 Hedge Funds Holding RFI
Also See: RFI Insider Buying
Also See: RFI Holdings Changes

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