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Institutional Ownership · SEC Form 13F

Who owns RAVI


Which tracked institutional funds hold RAVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RAVI company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

73
Institutional holders
17M
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened RAVI while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

RAVI’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in RAVI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 73 tracked filers holding RAVI, 37 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in RAVI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • COMMONWEALTH EQUITY SERVICES, LLC$1M
  • J.W. COLE ADVISORS, INC.$745K
  • GOLDMAN SACHS GROUP INC$685K

Full exits 2

  • FLOW TRADERS U.S. LLC$2M
  • JANE STREET GROUP, LLC$834K

Largest adds

  • NORTHERN TRUST CORP$36M
  • MML INVESTORS SERVICES, LLC$3M
  • MORGAN STANLEY$3M
  • UBS Group AG$562K
  • INTERACTIVE FINANCIAL ADVISORS, INC.$446K
  • ENVESTNET ASSET MANAGEMENT INC$302K

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
  • CITADEL ADVISORS LLC$2M
  • INDEPENDENT FINANCIAL GROUP, LLC$1M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$372K
  • Horizon Investments, LLC$264K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
NORTHERN TRUST CORP added16,172,557$1.2B91.9%2026-Q2
MORGAN STANLEY added209,083$16M1.2%2026-Q2
Tactive Advisors, LLC added152,755$12M0.9%2026-Q2
INTERACTIVE FINANCIAL ADVISORS, INC. added132,435$10M0.8%2026-Q2
LPL Financial LLC added119,958$9M0.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added106,670$8M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added104,908$8M0.6%2026-Q2
CIM, LLC added79,026$6M0.4%2026-Q2
Baird Financial Group, Inc. added29,048$2M0.2%2026-Q2
CITADEL ADVISORS LLC trimmed21,142$2M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added19,103$1M0.1%2026-Q2
Boltwood Capital Management trimmed18,973$1M0.1%2026-Q2
Cetera Investment Advisers trimmed17,814$1M0.1%2026-Q2
Auour Investments LLC added15,563$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. trimmed15,413$1M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed15,368$1M0.1%2026-Q2
Beacon Financial Advisory LLC added13,892$1M0.1%2026-Q2
Kestra Advisory Services, LLC trimmed13,823$1M0.1%2026-Q2
KEYNOTE FINANCIAL SERVICES LLC trimmed13,692$1M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed13,058$985K0.1%2026-Q2
Emerald Investment Advisers, LLC added11,216$846K0.1%2026-Q2
JPMORGAN CHASE & CO added10,738$810K0.1%2026-Q2
J.W. COLE ADVISORS, INC. trimmed9,879$745K0.1%2026-Q2
UBS Group AG added9,735$734K0.1%2026-Q2
GOLDMAN SACHS GROUP INC new9,078$685K0.1%2026-Q2
Raab & Moskowitz Asset Management LLC8,050$607K0.0%2026-Q2
Legacy Wealth Managment, LLC/ID added7,511$566K0.0%2026-Q2
PINNACLE ASSOCIATES LTD trimmed6,807$513K0.0%2026-Q2
CALTON & ASSOCIATES, INC. trimmed5,797$437K0.0%2026-Q2
SILVER OAK SECURITIES, INCORPORATED trimmed5,589$421K0.0%2026-Q2
Beacon Pointe Advisors, LLC4,539$342K0.0%2026-Q2
Allworth Financial LP trimmed4,419$333K0.0%2026-Q2
1776 Wealth LLC4,413$333K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed4,314$325K0.0%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC trimmed4,073$307K0.0%2026-Q2
Modern Wealth Management, LLC new4,040$305K0.0%2026-Q2
Walkner Condon Financial Advisors LLC added3,900$294K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed3,844$290K0.0%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC3,697$279K0.0%2026-Q2
Creative Planning3,610$272K0.0%2026-Q2
CAMBIENT FAMILY OFFICE, LLC added3,590$271K0.0%2026-Q2
Horizon Investments, LLC trimmed3,530$264K0.0%2026-Q2
VestGen Advisors, LLC trimmed3,469$262K0.0%2026-Q2
Nicholas Hoffman & Company, LLC.3,405$257K0.0%2026-Q2
Sloy Dahl & Holst, LLC3,285$248K0.0%2026-Q2
VestGen Investment Management trimmed3,245$245K0.0%2026-Q2
SIMON QUICK ADVISORS, LLC3,066$231K0.0%2026-Q2
Callan Family Office, LLC new2,933$221K0.0%2026-Q2
CoreCap Advisors, LLC trimmed1,972$149K0.0%2026-Q2
FIFTH THIRD BANCORP added1,754$132K0.0%2026-Q2
Cullen/Frost Bankers, Inc. new1,326$100K0.0%2026-Q2
Tower Research Capital LLC (TRC) added999$75K0.0%2026-Q2
EverSource Wealth Advisors, LLC added996$75K0.0%2026-Q2
Farther Finance Advisors, LLC added849$64K0.0%2026-Q2
Arax Advisory Partners699$53K0.0%2026-Q2
Birchwood Financial Partners, Inc.375$28K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. added352$27K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new330$25K0.0%2026-Q2
Cape Investment Advisory, Inc. added272$21K0.0%2026-Q2
Rossmore Private Capital207$16K0.0%2026-Q2
US BANCORP \DE\202$15K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed166$12K0.0%2026-Q2
Qube Research & Technologies Ltd added155$12K0.0%2026-Q2
Institute for Wealth Management, LLC. new155$12K0.0%2026-Q2
NewEdge Advisors, LLC152$11K0.0%2026-Q2
BANK OF MONTREAL /CAN/ trimmed132$10K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV114$9K0.0%2026-Q2
Measured Wealth Private Client Group, LLC88$7K0.0%2026-Q2
Integrated Wealth Concepts LLC new85$6K0.0%2026-Q2
Quent Capital, LLC trimmed63$5K0.0%2026-Q2
MARQUETTE ASSOCIATES, INC. trimmed43$3K0.0%2026-Q2
Highland Investment Advisors LLC new14$1K0.0%2026-Q2
MCF Advisors LLC new1$760.0%2026-Q2
FLOW TRADERS U.S. LLC added22,596$2M0.1%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC trimmed11,055$834K0.1%2026-Q1 stale (1 quarter behind)
RPg Family Wealth Advisory, LLC added5,647$426K0.0%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC4,318$326K0.0%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added4,306$324K0.0%2026-Q1 stale (1 quarter behind)
Gateway Wealth Partners, LLC trimmed4,218$318K0.0%2026-Q1 stale (1 quarter behind)
Flaharty Asset Management, LLC4,040$305K0.0%2026-Q1 stale (1 quarter behind)
FLYNN ZITO CAPITAL MANAGEMENT, LLC new2,943$222K0.0%2026-Q1 stale (1 quarter behind)
PRIVATE TRUST CO NA new2,943$222K0.0%2026-Q1 stale (1 quarter behind)
MAI Capital Management585$44K0.0%2026-Q1 stale (1 quarter behind)
Essential Partners LLC new246$19K0.0%2026-Q1 stale (1 quarter behind)
F/m Investments LLC added11,552$870K0.1%2025-Q4 stale (2 quarters behind)
BESSEMER GROUP INC new5,324$401K0.0%2025-Q4 stale (2 quarters behind)
Mutual Advisors, LLC2,947$222K0.0%2025-Q4 stale (2 quarters behind)
Cambridge Investment Research Advisors, Inc. trimmed2,687$203K0.0%2025-Q4 stale (2 quarters behind)
COMERICA BANK trimmed1,502$113K0.0%2025-Q4 stale (2 quarters behind)
FLAGSHIP HARBOR ADVISORS, LLC new500$38K0.0%2025-Q4 stale (2 quarters behind)
ALLIANCEBERNSTEIN L.P. new16,886$1M0.1%2025-Q3 stale (3 quarters behind)
INTEGRITY ALLIANCE, LLC. new14,500$1M0.1%2025-Q3 stale (3 quarters behind)
INSIGNEO ADVISORY SERVICES, LLC new4,662$353K0.0%2025-Q3 stale (3 quarters behind)
Smartleaf Asset Management LLC new3,716$281K0.0%2025-Q3 stale (3 quarters behind)
Rockefeller Capital Management L.P. new3,313$251K0.0%2025-Q3 stale (3 quarters behind)
ARCADIA INVESTMENT MANAGEMENT CORP/MI334$25K0.0%2025-Q3 stale (3 quarters behind)
GREENLEAF TRUST trimmed8,159$616K0.0%2025-Q2 stale (4 quarters behind)
Forum Financial Management, LP2,655$200K0.0%2025-Q2 stale (4 quarters behind)
Legacy Investment Solutions, LLC new1,343$101K0.0%2025-Q2 stale (4 quarters behind)
RAYMOND JAMES FINANCIAL INC new1,334$101K0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership