Among active 13F managers last quarter, 3 opened and 2 added, while none reduced or exited; the largest holder to move was Clear Trail Advisors, LLC (+3.6%).
14 tracked 13F filers disclose a position in RJDI as of the latest SEC 13F filings, a combined $33.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 737K | $19.7M | ▲+7.7% Added · +53K sh | Q1 2026 | |
| 2 | Mid-American Wealth Advisory Group, Inc. | 210K | $6.2M | ▲New +210K sh | Q2 2026 | |
| 3 | Clear Trail Advisors, LLC | 54K | $1.6M | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | 42K | $1.2M | ▲+71% Added · +17K sh | Q2 2026 | |
| 5 | Balefire, LLC | 35K | $1.0M | ▲+218% Added · +24K sh | Q2 2026 | |
| 6 | Tulsa Wealth Advisors, INC | 33K | $970K | ▲+39% Added · +9K sh | Q2 2026 | |
| 7 | Saxon Interests, Inc. | 23K | $674K | ▲New +23K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 18K | $494K | ▲+27% Added · +4K sh | Q1 2026 | |
| 9 | Wetzel Investment Advisors, Inc. | 14K | $422K | ▲New +14K sh | Q2 2026 | |
| 10 | Phillips Wealth Planners LLC | 12K | $338K | —Held | Q2 2026 | |
| 11 | UMB Bank, n.a. | 10K | $295K | ▲New +10K sh | Q2 2026 | |
| 12 | Wealthcare Advisory Partners LLC | 7K | $205K | ▲New +7K sh | Q2 2026 | |
| 13 | Huntington National Bank | 3K | $76K | —Held | Q2 2026 | |
| 14 | UBS Group AG | 1 | $27 | ▲New +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in RJDI and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 5 funds | $104.4M |
| Nvidia CorpNVDA | 5 funds | $101.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $86.4M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $72.6M |
| Microsoft CorpMSFT | 5 funds | $63.0M |
| JPMorgan Chase & CoJPM | 5 funds | $59.9M |
| Broadcom IncAVGO | 5 funds | $47.0M |
| Amazon.com IncAMZN | 5 funds | $41.1M |
| Alphabet Inc-CL AGOOGL | 5 funds | $28.7M |
| Home Depot IncHD | 5 funds | $27.6M |
| Walmart IncWMT | 5 funds | $24.5M |
| Tesla IncTSLA | 5 funds | $22.5M |
Ranked by how many of RJDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RJDI.
| Class | 13F holders | Value held |
|---|---|---|
| RJDIthis pageRJ EAGLE GCM DIV | 14 funds | $33.2M |
| RJMIRJ EAGLE MUNICIP | 7 funds | $11.6M |
| RJVIRJ EAGLE VERTICA | 2 funds | $6.8M |
| UMBMXMFA | 1 funds | $13K |
| 14214M799OPEN END TAXABLE NO LOAD FUND | 1 funds | $11K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RJDI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RJDI/capital-change-brief"
Use Arkolith's capital_change_brief for RJDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RJDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.