Who owns RJ Eagle GCM Dividend Select Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RJDI from SEC Form 13F filings across 19 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 19 institutions disclosed 1.8M shares of RJ Eagle GCM Dividend Select Income ETF worth $50.2M — about 289.3% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
19
13F holders
$50.2M
value, 2026 filers
289.3%
of shares outstanding (1.8M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RJDI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1.1M | $33.0M | 0.0% | 182.6% | +52.6% |
| 2 | Mid-American Wealth Advisory Group, Inc.NEW | 210,262 | $6.2M | 2.2% | 34.1% | new |
| 3 | Cambridge Investment Research Advisors, Inc.NEW | 70,317 | $2,062 | 0.0% | 11.4% | new |
| 4 | Clear Trail Advisors, LLC | 54,000 | $1.6M | 0.2% | 8.8% | +3.6% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 52,612 | $1.5M | 0.0% | 8.5% | new |
| 6 | LPL Financial LLCNEW | 51,576 | $1.5M | 0.0% | 8.4% | new |
| 7 | Steward Partners Investment Advisory, LLC | 41,629 | $1.2M | 0.0% | 6.8% | +70.5% |
| 8 | Balefire, LLC | 35,085 | $1.0M | 0.2% | 5.7% | +218.3% |
| 9 | Tulsa Wealth Advisors, INC | 33,085 | $970,056 | 0.1% | 5.4% | +39.0% |
| 10 | SAXON INTERESTS, INC.NEW | 22,988 | $674,008 | 0.2% | 3.7% | new |
| 11 | JANE STREET GROUP, LLC | 20,914 | $613,198 | 0.0% | 3.4% | +13.1% |
| 12 | WETZEL INVESTMENT ADVISORS, INC.NEW | 14,356 | $421,962 | 0.1% | 2.3% | new |
| 13 | Phillips Wealth Planners LLC | 11,638 | $338,084 | 0.2% | 1.9% | 0.0% |
| 14 | Nemes Rush Group LLC | 10,720 | $314,310 | 0.0% | 1.7% | +487.1% |
| 15 | UMB Bank, n.a.NEW | 10,070 | $295,252 | 0.0% | 1.6% | new |
| 16 | Berry Wealth Group, LPNEW | 8,107 | $237,705 | 0.8% | 1.3% | new |
| 17 | Wealthcare Advisory Partners LLCNEW | 7,000 | $205,240 | 0.0% | 1.1% | new |
| 18 | HUNTINGTON NATIONAL BANK | 2,600 | $76,232 | 0.0% | 0.4% | 0.0% |
| 19 | UBS Group AG | 400 | $11,728 | 0.0% | 0.1% | +39900.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.