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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHERN TRUST CORP added | 16,172,557 | $1.2B | 91.9% | 2026-Q2 |
| MORGAN STANLEY added | 209,083 | $16M | 1.2% | 2026-Q2 |
| Tactive Advisors, LLC added | 152,755 | $12M | 0.9% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 132,435 | $10M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 119,958 | $9M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 106,670 | $8M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 104,908 | $8M | 0.6% | 2026-Q2 |
| CIM, LLC added | 79,026 | $6M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 29,048 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,142 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 19,103 | $1M | 0.1% | 2026-Q2 |
| Boltwood Capital Management trimmed | 18,973 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 17,814 | $1M | 0.1% | 2026-Q2 |
| Auour Investments LLC added | 15,563 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 15,413 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 15,368 | $1M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 13,892 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,823 | $1M | 0.1% | 2026-Q2 |
| KEYNOTE FINANCIAL SERVICES LLC trimmed | 13,692 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,058 | $985K | 0.1% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 11,216 | $846K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,738 | $810K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 9,879 | $745K | 0.1% | 2026-Q2 |
| UBS Group AG added | 9,735 | $734K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 9,078 | $685K | 0.1% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC | 8,050 | $607K | 0.0% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 7,511 | $566K | 0.0% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 6,807 | $513K | 0.0% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 5,797 | $437K | 0.0% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 5,589 | $421K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 4,539 | $342K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 4,419 | $333K | 0.0% | 2026-Q2 |
| 1776 Wealth LLC | 4,413 | $333K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 4,314 | $325K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 4,073 | $307K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC new | 4,040 | $305K | 0.0% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 3,900 | $294K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 3,844 | $290K | 0.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,697 | $279K | 0.0% | 2026-Q2 |
| Creative Planning | 3,610 | $272K | 0.0% | 2026-Q2 |
| CAMBIENT FAMILY OFFICE, LLC added | 3,590 | $271K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 3,530 | $264K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 3,469 | $262K | 0.0% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. | 3,405 | $257K | 0.0% | 2026-Q2 |
| Sloy Dahl & Holst, LLC | 3,285 | $248K | 0.0% | 2026-Q2 |
| VestGen Investment Management trimmed | 3,245 | $245K | 0.0% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC | 3,066 | $231K | 0.0% | 2026-Q2 |
| Callan Family Office, LLC new | 2,933 | $221K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 1,972 | $149K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,754 | $132K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 1,326 | $100K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 999 | $75K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 996 | $75K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 849 | $64K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 699 | $53K | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. | 375 | $28K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 352 | $27K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 330 | $25K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 272 | $21K | 0.0% | 2026-Q2 |
| Rossmore Private Capital | 207 | $16K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 202 | $15K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 166 | $12K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 155 | $12K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 155 | $12K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 152 | $11K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 132 | $10K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 114 | $9K | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC | 88 | $7K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 85 | $6K | 0.0% | 2026-Q2 |
| Quent Capital, LLC trimmed | 63 | $5K | 0.0% | 2026-Q2 |
| MARQUETTE ASSOCIATES, INC. trimmed | 43 | $3K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 14 | $1K | 0.0% | 2026-Q2 |
| MCF Advisors LLC new | 1 | $76 | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC added | 22,596 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 11,055 | $834K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| RPg Family Wealth Advisory, LLC added | 5,647 | $426K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 4,318 | $326K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 4,306 | $324K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC trimmed | 4,218 | $318K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Flaharty Asset Management, LLC | 4,040 | $305K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC new | 2,943 | $222K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA new | 2,943 | $222K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 585 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Essential Partners LLC new | 246 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| F/m Investments LLC added | 11,552 | $870K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BESSEMER GROUP INC new | 5,324 | $401K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Mutual Advisors, LLC | 2,947 | $222K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 2,687 | $203K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 1,502 | $113K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 500 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ALLIANCEBERNSTEIN L.P. new | 16,886 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| INTEGRITY ALLIANCE, LLC. new | 14,500 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| INSIGNEO ADVISORY SERVICES, LLC new | 4,662 | $353K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Smartleaf Asset Management LLC new | 3,716 | $281K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Rockefeller Capital Management L.P. new | 3,313 | $251K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 334 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GREENLEAF TRUST trimmed | 8,159 | $616K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Forum Financial Management, LP | 2,655 | $200K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Legacy Investment Solutions, LLC new | 1,343 | $101K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,334 | $101K | 0.0% | 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.
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.