HoldingsChannel.com
On this page, we present all of the funds holding RFG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RFG, with a link to that fund's top holdings. The next columns indicate the amount of RFG stock held by each of the funds holding RFG, followed by the RFG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 91 funds holding RFG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Twelve Points Wealth Management LLC. For more details on the positions held by Twelve Points Wealth Management LLC (or by any of the other funds holding RFG), click the fund name in the "Holder" column of the funds-holding-RFG table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Twelve Points Wealth Management LLC | 172,001 | $8,720 | 03/31/2024 |
| RFG | 172,001 | $8,720 | 03/31/2024 |
| Morgan Stanley | 208,987 | $8,622 | 12/31/2023 |
| RFG | 208,987 | $8,622 | 12/31/2023 |
| New England Private Wealth Advisors LLC | 196,002 | $8,086 | 12/31/2023 |
| RFG | 196,002 | $8,086 | 12/31/2023 |
| LPL Financial LLC | 163,391 | $6,741 | 12/31/2023 |
| RFG | 163,391 | $6,741 | 12/31/2023 |
| Coldstream Capital Management Inc. | 147,238 | $6,074 | 12/31/2023 |
| RFG | 147,238 | $6,074 | 12/31/2023 |
| Advisor Group Holdings Inc. | 120,134 | $4,956 | 12/31/2023 |
| RFG | 120,134 | $4,956 | 12/31/2023 |
| Compton Wealth Advisory Group LLC | 50,500 | $2,560 | 03/31/2024 |
| RFG | 50,500 | $2,560 | 03/31/2024 |
| Commonwealth Equity Services LLC | 54,627 | $2,254 | 12/31/2023 |
| RFG | 54,627 | $2,254 | 12/31/2023 |
| Bank of America Corp DE | 52,702 | $2,174 | 12/31/2023 |
| RFG | 52,702 | $2,174 | 12/31/2023 |
| EisnerAmper Wealth Management Corporate Benefits LLC | 50,732 | $2,093 | 12/31/2023 |
| RFG | 50,732 | $2,093 | 12/31/2023 |
| Wells Fargo & Company MN | 47,371 | $1,954 | 12/31/2023 |
| RFG | 47,371 | $1,954 | 12/31/2023 |
| UBS Group AG | 45,649 | $1,883 | 12/31/2023 |
| RFG | 45,649 | $1,883 | 12/31/2023 |
| Ameritas Advisory Services LLC | 42,191 | $1,868 | 12/31/2023 |
| RFG | 42,191 | $1,868 | 12/31/2023 |
| Royal Bank of Canada | 35,259 | $1,455 | 12/31/2023 |
| RFG | 35,259 | $1,455 | 12/31/2023 |
| Stephens Inc. AR | 22,855 | $943 | 12/31/2023 |
| RFG | 22,855 | $943 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 22,286 | $919 | 12/31/2023 |
| RFG | 22,286 | $919 | 12/31/2023 |
| HighTower Advisors LLC | 21,938 | $905 | 12/31/2023 |
| RFG | 21,938 | $905 | 12/31/2023 |
| Commonwealth Financial Services LLC | 21,855 | $902 | 12/31/2023 |
| RFG | 21,855 | $902 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 21,622 | $892 | 12/31/2023 |
| RFG | 21,622 | $892 | 12/31/2023 |
| Northeast Financial Consultants Inc | 21,000 | $866 | 12/31/2023 |
| RFG | 21,000 | $866 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 19,746 | $815 | 12/31/2023 |
| RFG | 19,746 | $815 | 12/31/2023 |
| Envestnet Asset Management Inc. | 16,851 | $695 | 12/31/2023 |
| RFG | 16,851 | $695 | 12/31/2023 |
| Sowell Financial Services LLC | 15,494 | $639 | 12/31/2023 |
| RFG | 15,494 | $639 | 12/31/2023 |
| Connecticut Wealth Management LLC | 15,363 | $634 | 12/31/2023 |
| RFG | 15,363 | $634 | 12/31/2023 |
| Susquehanna International Group LLP | 14,880 | $614 | 12/31/2023 |
| RFG | 14,880 | $614 | 12/31/2023 |
| Willner & Heller LLC | 12,596 | $520 | 12/31/2023 |
| RFG | 12,596 | $520 | 12/31/2023 |
| Pacific Sun Financial Corp | 11,955 | $493 | 12/31/2023 |
| RFG | 11,955 | $493 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 9,033 | $458 | 03/31/2024 |
| RFG | 9,033 | $458 | 03/31/2024 |
| Goldman Sachs Group Inc. | 10,975 | $453 | 12/31/2023 |
| RFG | 10,975 | $453 | 12/31/2023 |
| Ballentine Partners LLC | 8,730 | $443 | 03/31/2024 |
| RFG | 8,730 | $443 | 03/31/2024 |
| Kestra Advisory Services LLC | 9,130 | $377 | 12/31/2023 |
| RFG | 9,130 | $377 | 12/31/2023 |
| Synovus Financial Corp | 8,933 | $369 | 12/31/2023 |
| RFG | 8,933 | $369 | 12/31/2023 |
| Cary Street Partners Investment Advisory LLC | 8,301 | $342 | 12/31/2023 |
| RFG | 8,301 | $342 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 7,536 | $311 | 12/31/2023 |
| RFG | 7,536 | $311 | 12/31/2023 |
| Tower Research Capital LLC TRC | 7,192 | $297 | 12/31/2023 |
| RFG | 7,192 | $297 | 12/31/2023 |
| Jacobi Capital Management LLC | 7,191 | $297 | 12/31/2023 |
| RFG | 7,191 | $297 | 12/31/2023 |
| Merit Financial Group LLC | 6,875 | $284 | 12/31/2023 |
| RFG | 6,875 | $284 | 12/31/2023 |
| Ameriprise Financial Inc. | 6,801 | $281 | 12/31/2023 |
| RFG | 6,801 | $281 | 12/31/2023 |
| Commerce Bank | 6,605 | $272 | 12/31/2023 |
| RFG | 6,605 | $272 | 12/31/2023 |
| Raymond James & Associates | 6,188 | $255 | 12/31/2023 |
| RFG | 6,188 | $255 | 12/31/2023 |
| Stifel Financial Corp | 5,845 | $241 | 12/31/2023 |
| RFG | 5,845 | $241 | 12/31/2023 |
| Citadel Advisors LLC | 5,826 | $240 | 12/31/2023 |
| RFG | 5,826 | $240 | 12/31/2023 |
| Heritage Trust Co | 5,780 | $238 | 12/31/2023 |
| RFG | 5,780 | $238 | 12/31/2023 |
| National Asset Management Inc. | 5,528 | $228 | 12/31/2023 |
| RFG | 5,528 | $228 | 12/31/2023 |
| Princeton Global Asset Management LLC | 5,500 | $227 | 12/31/2023 |
| RFG | 5,500 | $227 | 12/31/2023 |
| Citizens Financial Group Inc RI | 5,471 | $226 | 12/31/2023 |
| RFG | 5,471 | $226 | 12/31/2023 |
| American Institute for Advanced Investment Management LLP | 5,485 | $226 | 12/31/2023 |
| RFG | 5,485 | $226 | 12/31/2023 |
| FMR LLC | 5,454 | $225 | 12/31/2023 |
| RFG | 5,454 | $225 | 12/31/2023 |
| Treynor Bancshares Inc. | 5,160 | $213 | 12/31/2023 |
| RFG | 5,160 | $213 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 5,030 | $208 | 12/31/2023 |
| RFG | 5,030 | $208 | 12/31/2023 |
| RMR Wealth Builders | 3,985 | $202 | 03/31/2024 |
| RFG | 3,985 | $202 | 03/31/2024 |
| Comerica Bank | 4,850 | $200 | 12/31/2023 |
| RFG | 4,850 | $200 | 12/31/2023 |
| Glassman Wealth Services | 4,635 | $191 | 12/31/2023 |
| RFG | 4,635 | $191 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 3,947 | $163 | 12/31/2023 |
| RFG | 3,947 | $163 | 12/31/2023 |
| Spire Wealth Management | 3,128 | $130 | 12/31/2023 |
| RFG | 3,128 | $130 | 12/31/2023 |
| Salem Investment Counselors Inc. | 2,500 | $127 | 03/31/2024 |
| RFG | 2,500 | $127 | 03/31/2024 |
| NBC Securities Inc. | 2,500 | $126 | 03/31/2024 |
| RFG | 2,500 | $126 | 03/31/2024 |
| Trust Co | 2,268 | $115 | 03/31/2024 |
| RFG | 2,268 | $115 | 03/31/2024 |
| Global Retirement Partners LLC | 2,680 | $109 | 12/31/2023 |
| RFG | 2,680 | $109 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 1,910 | $79 | 12/31/2023 |
| RFG | 1,910 | $79 | 12/31/2023 |
| GHP Investment Advisors Inc. | 1,733 | $71 | 12/31/2023 |
| RFG | 1,733 | $71 | 12/31/2023 |
| Horizons Wealth Management | 1,350 | $68 | 03/31/2024 |
| RFG | 1,350 | $68 | 03/31/2024 |
| Huntington National Bank | 1,525 | $63 | 12/31/2023 |
| RFG | 1,525 | $63 | 12/31/2023 |
| AllSquare Wealth Management LLC | 1,525 | $63 | 12/31/2023 |
| RFG | 1,525 | $63 | 12/31/2023 |
| CWM LLC | 1,143 | $58 | 03/31/2024 |
| RFG | 1,143 | $58 | 03/31/2024 |
| Provence Wealth Management Group | 1,305 | $54 | 12/31/2023 |
| RFG | 1,305 | $54 | 12/31/2023 |
| Parallel Advisors LLC | 1,250 | $52 | 12/31/2023 |
| RFG | 1,250 | $52 | 12/31/2023 |
| Sunbelt Securities Inc. | 877 | $44 | 03/31/2024 |
| RFG | 877 | $44 | 03/31/2024 |
| Advisory Services Network LLC | 1,000 | $41 | 12/31/2023 |
| RFG | 1,000 | $41 | 12/31/2023 |
| PSI Advisors LLC | 976 | $40 | 12/31/2023 |
| RFG | 976 | $40 | 12/31/2023 |
| Toth Financial Advisory Corp | 750 | $38 | 03/31/2024 |
| RFG | 750 | $38 | 03/31/2024 |
| Wetzel Investment Advisors Inc. | 895 | $37 | 12/31/2023 |
| RFG | 895 | $37 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 765 | $31 | 12/31/2023 |
| RFG | 765 | $31 | 12/31/2023 |
| Valley National Advisers Inc. | 540 | $27 | 03/31/2024 |
| RFG | 540 | $27 | 03/31/2024 |
| Citigroup Inc. | 650 | $27 | 12/31/2023 |
| RFG | 650 | $27 | 12/31/2023 |
| GWM Advisors LLC | 635 | $26 | 12/31/2023 |
| RFG | 635 | $26 | 12/31/2023 |
| IFP Advisors Inc | 500 | $21 | 12/31/2023 |
| RFG | 500 | $21 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 260 | $13 | 03/31/2024 |
| RFG | 260 | $13 | 03/31/2024 |
| Principal Securities Inc. | 325 | $13 | 12/31/2023 |
| RFG | 325 | $13 | 12/31/2023 |
| Main Street Group LTD | 325 | $13 | 12/31/2023 |
| RFG | 325 | $13 | 12/31/2023 |
| Glenmede Trust Co. NA | 270 | $11 | 12/31/2023 |
| RFG | 270 | $11 | 12/31/2023 |
| Blair William & Co. IL | 265 | $11 | 12/31/2023 |
| RFG | 265 | $11 | 12/31/2023 |
| Founders Financial Alliance LLC | 191 | $8 | 12/31/2023 |
| RFG | 191 | $8 | 12/31/2023 |
| Logan Capital Management Inc. | 158 | $7 | 12/31/2023 |
| RFG | 158 | $7 | 12/31/2023 |
| Nalls Sherbakoff Group LLC | 107 | $4 | 12/31/2023 |
| RFG | 107 | $4 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 62 | $3 | 12/31/2023 |
| RFG | 62 | $3 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 21 | $1 | 12/31/2023 |
| RFG | 21 | $1 | 12/31/2023 |
| Crewe Advisors LLC | 25 | $1 | 12/31/2023 |
| RFG | 25 | $1 | 12/31/2023 |
| Element Wealth LLC | 15 | $1 | 12/31/2023 |
| RFG | 15 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| RFG | 0 | $0 | 12/31/2023 |
| Gradient Investments LLC | 1 | $0 | 12/31/2023 |
| RFG | 1 | $0 | 12/31/2023 |
| Allworth Financial LP | 1 | $0 | 12/31/2023 |
| RFG | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of RFG
See Details: Top 10 Hedge Funds Holding RFG
Also See: RFG Holdings Changes
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