Who owns RDVI
Which tracked institutional funds hold RDVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RDVI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
The tracked-fund tape on RDVI is one-sided between 2026-Q1 and 2026-Q2: 143 added or opened and 26 trimmed or exited — on balance accumulating.
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
RDVI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes RDVI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RDVI 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 303 tracked filers holding RDVI, 216 increased or opened the position and 85 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 RDVI 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 13
- VIMA LLC$3M
- FWG Holdings, LLC$2M
- PSI Advisors, LLC$2M
- CITADEL ADVISORS LLC$1M
- Visionary Wealth Advisors$1M
- INTEGRITY ALLIANCE, LLC.$1M
Full exits 13
- Independent Advisor Alliance$29M
- Cambridge Investment Research Advisors, Inc.$23M
- Janney Montgomery Scott LLC$17M
- CWM, LLC$13M
- HighTower Advisors, LLC$9M
- Aurora Private Wealth, Inc.$5M
Largest adds
- LPL Financial LLC$87M
- WELLS FARGO & COMPANY/MN$24M
- RAYMOND JAMES FINANCIAL INC$20M
- Cetera Investment Advisers$19M
- OSAIC HOLDINGS, INC.$17M
- ROYAL BANK OF CANADA$13M
Largest trims
- Mariner, LLC$7M
- Prime Capital Investment Advisors, LLC$3M
- Gateway Wealth Partners, LLC$3M
- Whipplewood Advisors, LLC$3M
- Patriot Financial Group Insurance Agency, LLC$3M
- Orion Porfolio Solutions, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 12,801,978 | $376M | 20.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,084,913 | $120M | 6.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,767,292 | $111M | 6.1% | 2026-Q2 |
| Cetera Investment Advisers added | 2,786,549 | $82M | 4.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,606,955 | $77M | 4.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,579,990 | $76M | 4.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,487,340 | $73M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,080,391 | $61M | 3.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,377,615 | $41M | 2.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,253,958 | $37M | 2.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 974,155 | $29M | 1.6% | 2026-Q2 |
| Arax Advisory Partners added | 858,837 | $25M | 1.4% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 852,753 | $25M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 851,604 | $25M | 1.4% | 2026-Q2 |
| Prospera Financial Services Inc added | 714,319 | $21M | 1.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 713,832 | $21M | 1.1% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 711,228 | $21M | 1.1% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 686,102 | $20M | 1.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 634,649 | $19M | 1.0% | 2026-Q2 |
| Second Half Financial Partners, LLC | 628,118 | $18M | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 604,216 | $18M | 1.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 579,456 | $17M | 0.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 546,374 | $16M | 0.9% | 2026-Q2 |
| VestGen Advisors, LLC added | 545,359 | $16M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 517,800 | $15M | 0.8% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 514,302 | $15M | 0.8% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 506,641 | $15M | 0.8% | 2026-Q2 |
| Cooper Capital Advisors LLC added | 486,689 | $14M | 0.8% | 2026-Q2 |
| Argent Advisors, Inc. trimmed | 441,026 | $13M | 0.7% | 2026-Q2 |
| Clarus Group, Inc. trimmed | 425,643 | $13M | 0.7% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 423,807 | $12M | 0.7% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC added | 406,865 | $12M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 366,388 | $11M | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 363,384 | $11M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 362,301 | $11M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 360,184 | $11M | 0.6% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 349,706 | $10M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 341,896 | $10M | 0.5% | 2026-Q2 |
| Echo Wealth Management, LLC added | 330,875 | $10M | 0.5% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 316,399 | $9M | 0.5% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 294,973 | $8M | 0.5% | 2026-Q2 |
| Luken Investment Analytics, LLC trimmed | 293,324 | $9M | 0.5% | 2026-Q2 |
| &PARTNERS trimmed | 292,479 | $9M | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 289,620 | $9M | 0.5% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 284,512 | $8M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 279,969 | $8M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC added | 257,160 | $8M | 0.4% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 248,184 | $7M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 239,480 | $7M | 0.4% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 234,838 | $7M | 0.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 228,833 | $7M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 215,085 | $6M | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 209,963 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 202,755 | $6M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 202,280 | $6M | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 187,978 | $6M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 185,519 | $5M | 0.3% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 181,543 | $5M | 0.3% | 2026-Q2 |
| Meadow Creek Wealth Advisors LLC added | 181,531 | $5M | 0.3% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. added | 180,277 | $5M | 0.3% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 174,899 | $5M | 0.3% | 2026-Q2 |
| RiverTree Advisors, LLC added | 174,809 | $5M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 174,242 | $5M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 172,209 | $5M | 0.3% | 2026-Q2 |
| StoneX Group Inc. added | 171,840 | $5M | 0.3% | 2026-Q2 |
| Elevation Advisory Partners LLC added | 165,647 | $5M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 163,866 | $5M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 162,842 | $5M | 0.3% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 161,312 | $5M | 0.3% | 2026-Q2 |
| G&S Capital LLC added | 160,757 | $5M | 0.3% | 2026-Q2 |
| Compass Financial Services Inc added | 160,135 | $5M | 0.3% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 155,433 | $5M | 0.3% | 2026-Q2 |
| Semus Wealth Partners LLC added | 153,022 | $4M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 151,710 | $4M | 0.2% | 2026-Q2 |
| Atlas Wealth LLC added | 148,102 | $4M | 0.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 145,345 | $4M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 142,520 | $4M | 0.2% | 2026-Q2 |
| Accel Wealth Management added | 141,030 | $4M | 0.2% | 2026-Q2 |
| Delta Investment Management, LLC added | 140,825 | $4M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 130,550 | $4M | 0.2% | 2026-Q2 |
| Prostatis Group LLC trimmed | 126,488 | $4M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 126,310 | $4M | 0.2% | 2026-Q2 |
| Centerpoint Advisory Group added | 125,462 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 125,163 | $4M | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 118,403 | $3M | 0.2% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC added | 117,905 | $3M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 114,238 | $3M | 0.2% | 2026-Q2 |
| Buska Wealth Management, LLC added | 107,379 | $3M | 0.2% | 2026-Q2 |
| KPP Advisory Services LLC added | 107,221 | $3M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 106,281 | $3M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 103,859 | $3M | 0.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 98,952 | $3M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 97,103 | $3M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 96,808 | $3M | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 93,210 | $3M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 91,351 | $3M | 0.1% | 2026-Q2 |
| VIMA LLC added | 89,567 | $3M | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC added | 85,403 | $3M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 84,287 | $2M | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 81,541 | $2M | 0.1% | 2026-Q2 |
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.