13FBOX
RJ EAGLE GCM DIVIDEND SELECT INCOME ETF · 13F Institutional Holdings
Options Calculator Rankings
R

RJ EAGLE GCM DIVIDEND SELECT INCOME ETF

RJDI
Institutions
20
Combined AUM (Q2 2026)
$53.2M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+899,066
17 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6,449
1 · 1 Exit · ≈
⚖️ Net
+892,617
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$53.2M
Institutions
20
New Buys
9
Adds
8
Reduces
0
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#11$33.0M1.1M$19.7M737,417+387,631+52.57%Add
Mid-American Wealth Advisory Group, Inc.
2.23%#1$6.2M210,262$00+210,262New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%#13$2.1M70,317$00+70,317New Buy
Clear Trail Advisors, LLC
0.24%0.23%#4$1.6M54,000$1.4M52,129+1,871+3.59%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#16$1.5M52,612$00+52,612New Buy
LPL Financial LLC
<0.01%#18$1.5M51,576$00+51,576New Buy
Steward Partners Investment Advisory, LLC
0.01%<0.01%#12$1.2M41,629$652,33124,409+17,220+70.55%Add
Balefire, LLC
0.17%0.06%#6$1.0M35,085$294,61611,024+24,061+218.26%Add
Tulsa Wealth Advisors, INC
0.14%0.11%#8$970,05633,085$636,29623,809+9,276+38.96%Add
Global Assets Advisory, LLC
0.02%0.01%#10$892,96830,792$822,91630,79200.00%Unchanged
SAXON INTERESTS, INC.
0.19%#5$674,00822,988$00+22,988New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#19$613,19820,914$494,09218,488+2,426+13.12%Add
WETZEL INVESTMENT ADVISORS, INC.
0.15%#7$421,96214,356$00+14,356New Buy
Phillips Wealth Planners LLC
0.25%0.25%#3$338,08411,638$336,38111,63800.00%Unchanged
Nemes Rush Group LLC
0.03%<0.01%#9$314,31010,720$48,8001,826+8,894+487.08%Add
UMB Bank, n.a.
<0.01%#15$295,25210,070$00+10,070New Buy
Berry Wealth Group, LP
0.76%#2$237,7058,107$00+8,107New Buy
Wealthcare Advisory Partners LLC
<0.01%#14$205,2407,000$00+7,000New Buy
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#17$76,2322,600$69,4852,60000.00%Unchanged
UBS Group AG
<0.01%<0.01%#20$11,728400$271+399+39,900.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow