RJDI Institutional Ownership
RJ Eagle GCM Dividend Select Income ETF
1W: +0.1%
1M: -1.6%
3M: -0.7%
YTD: +13.3%
$28.85
+0.28 (+0.99%)
Weekly Expected Move ±1.4%
$28
$28
$29
$29
$30
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — RJDI
21
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
52M
Total Invested
9
New Positions
8
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1,125,048 | 32M | +387,631 | +52.6% | 3Q | SEC ↗ |
| 2 | Mid-American Wealth Advisory Group, In NEW | 210,262 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors NEW | 70,317 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Clear Trail Advisors, LLC | 54,000 | 2M | +1,871 | +3.6% | 2Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 52,612 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | LPL Financial LLC NEW | 51,576 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Steward Partners Investment Advisory, | 41,629 | 1M | +17,220 | +70.5% | 3Q | SEC ↗ |
| 8 | Balefire, LLC | 35,085 | 1M | +24,061 | +218.3% | 2Q | SEC ↗ |
| 9 | Tulsa Wealth Advisors, INC | 33,085 | 955K | +9,276 | +39.0% | 2Q | SEC ↗ |
| 10 | SAXON INTERESTS, INC. NEW | 22,988 | 663K | — | +0.0% | 1Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 20,914 | 603K | +2,426 | +13.1% | 3Q | SEC ↗ |
| 12 | WETZEL INVESTMENT ADVISORS, INC. NEW | 14,356 | 414K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Phillips Wealth Planners LLC | 11,638 | 336K | — | +0.0% | 3Q | SEC ↗ |
| 14 | Nemes Rush Group LLC | 10,720 | 309K | +8,894 | +487.1% | 2Q | SEC ↗ |
| 15 | UMB Bank, n.a. NEW | 10,070 | 291K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Berry Wealth Group, LP NEW | 8,107 | 234K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Wealthcare Advisory Partners LLC NEW | 7,000 | 202K | — | +0.0% | 1Q | SEC ↗ |
| 18 | UBS Group AG | 400 | 12K | +399 | +39900.0% | 2Q | SEC ↗ |
| 19 | CLEAR INVESTMENT RESEARCH, LLC | 0 | 0K | -6,449 | -100.0% | 1Q | SEC ↗ |
| 20 | Global Assets Advisory, LLC | 0 | 0K | -30,792 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Mid-American Wealth Advisory Group, | 210,262 | 6M |
| Cambridge Investment Research Advis | 70,317 | 2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 52,612 | 2M |
| LPL Financial LLC | 51,576 | 1M |
| SAXON INTERESTS, INC. | 22,988 | 663K |
| WETZEL INVESTMENT ADVISORS, INC. | 14,356 | 414K |
| UMB Bank, n.a. | 10,070 | 291K |
| Berry Wealth Group, LP | 8,107 | 234K |
| Wealthcare Advisory Partners LLC | 7,000 | 202K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Global Assets Advisory, LLC | 30,792 | 888K |
| CLEAR INVESTMENT RESEARCH, LLC | 6,449 | 186K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +387,631 | +52.6% | 1,125,048 |
| Balefire, LLC | +24,061 | +218.3% | 35,085 |
| Steward Partners Investment Advisor | +17,220 | +70.5% | 41,629 |
| Tulsa Wealth Advisors, INC | +9,276 | +39.0% | 33,085 |
| Nemes Rush Group LLC | +8,894 | +487.1% | 10,720 |
| JANE STREET GROUP, LLC | +2,426 | +13.1% | 20,914 |
| Clear Trail Advisors, LLC | +1,871 | +3.6% | 54,000 |
| UBS Group AG | +399 | +39900.0% | 400 |
Biggest Decreases (0)
None.