RDFI — Collaborative Investmnt Ser Institutional Holders · Q3 2026
Who owns Collaborative Investmnt Ser (RDFI)? 3 institutions reported holding $3.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Puff Wealth Management, LLC ($2.8M), Noble Wealth Management PBC ($744,639), Sound Income Strategies, LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PUFF WEALTH MANAGEMENT, LLC | $2.8M | 128,465 | Added |
| 2 | Noble Wealth Management PBC | $744,639 | 34,353 | Added |
| 3 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30