4 institutions reported holding $1.9M of SPEND LIFE WISELY FUNDS INVT (RFISX) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($523,302), MML INVESTORS SERVICES, LLC ($498,845), JANE STREET GROUP, LLC ($485,662), Delos Wealth Advisors, LLC ($401,532). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $523,302 | 5,200 | New |
| 2 | MML INVESTORS SERVICES, LLC | $498,845 | 4,957 | New |
| 3 | JANE STREET GROUP, LLC | $485,662 | 4,826 | New |
| 4 | Delos Wealth Advisors, LLC | $401,532 | 3,990 | New |
Source: SEC Form 13F filings · as of 2026-03-31