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Ownership — REFI
Institutional Holdings
Insider Transactions
US Institutional Ownership
32.8%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
1.72M
$18.0M
8.07%
+293.5K
2026-06-30
Fielder Capital Group LLC
982.3K
$10.0M
4.61%
+22.5K
2026-06-30
Vanguard Capital Management LLC
788.3K
$8.0M
3.70%
+60.4K
2026-06-30
State Street Corp
499.2K
$5.0M
2.34%
-11.3K
2026-06-30
Segall Bryant & Hamill, LLC
188.6K
$2.0M
0.88%
--
2026-06-30
CDC Financial, Inc.
163.7K
$1.0M
0.77%
+22.2K
2026-06-30
Clayton Partners LLC
155.3K
$1.0M
0.73%
+5.0K
2026-06-30
Corient Private Wealth LP
152.7K
$1.0M
0.72%
-3.5K
2026-06-30
Northern Trust Corp
147.0K
$1.0M
0.69%
+5.5K
2026-06-30
Vanguard Portfolio Management LLC
125.8K
$1.0M
0.59%
+21.4K
2026-06-30
Vanguard Fiduciary Trust Co
115.9K
$1.0M
0.54%
+1.6K
2026-06-30
Connor, Clark & Lunn Investment Management Ltd.
113.8K
$1.0M
0.53%
-2.5K
2026-06-30
Doliver Advisors, LP
111.0K
$1.0M
0.52%
-800
2026-06-30
Penserra Capital Management LLC
108.9K
$1.0M
0.51%
+14.1K
2026-06-30
Osaic Holdings, Inc.
91.3K
--
0.43%
+7.2K
2026-06-30
Arrowstreet Capital, Limited Partnership
89.0K
--
0.42%
--
2026-06-30
Intrepid Capital Management Inc
73.9K
--
0.35%
--
2026-06-30
Price T Rowe Associates Inc
69.5K
--
0.33%
+12.5K
2026-06-30
Morgan Stanley
63.6K
--
0.30%
+14.9K
2026-06-30
Odyssean, LLC
63.3K
--
0.30%
+50.3K
2026-06-30
Charles Schwab Investment Management Inc
61.8K
--
0.29%
+12.5K
2026-06-30
Sixth Street Partners Management Company, L.P.
61.8K
--
0.29%
--
2026-06-30
Commonwealth Equity Services, LLC
58.0K
--
0.27%
--
2026-06-30
Quantinno Capital Management LP
55.8K
--
0.26%
-19.7K
2026-06-30
Bank of New York Mellon Corp
53.3K
--
0.25%
+5.4K
2026-06-30
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