Who owns RDVY (RDVY)
Which tracked institutional funds hold RDVY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RDVY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
188 tracked funds added or opened RDVY while 117 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
RDVY’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.5% 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 RDVY 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 2025-Q4 and 2026-Q1, across 753 tracked filers holding RDVY, 459 increased or opened the position and 266 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 RDVY between the 2025-Q4 and 2026-Q1 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 20
- TWO SIGMA INVESTMENTS, LP$58M
- Independent Advisor Alliance$36M
- Sentinel Advisory Group, LLC$18M
- AVAII WEALTH MANAGEMENT, LLC$17M
- Commonwealth Financial Services, LLC$12M
- IFS Group,LLC$3M
Full exits 28
- BNP PARIBAS FINANCIAL MARKETS$39M
- Pine Valley Investments Ltd Liability Co$21M
- PRUDENTIAL PLC$17M
- IFG Advisory, LLC$14M
- ORG Partners LLC$14M
- Global Retirement Partners, LLC$13M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$161M
- LPL Financial LLC$89M
- RAYMOND JAMES FINANCIAL INC$59M
- Vestmark Advisory Solutions, Inc.$48M
- ELEVATION POINT WEALTH PARTNERS, LLC$46M
- Cambridge Investment Research Advisors, Inc.$32M
Largest trims
- BELLEVUE ASSET MANAGEMENT, LLC$92M
- NewEdge Advisors, LLC$71M
- UBS Group AG$39M
- Arax Advisory Partners$15M
- ABLE Financial Group, LLC$15M
- Envestnet Portfolio Solutions, Inc.$12M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 32,332,134 | $2.2B | 17.2% | 2026-Q1 |
| MORGAN STANLEY added | 20,878,444 | $1.4B | 11.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,344,290 | $843M | 6.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 11,305,832 | $772M | 6.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 9,341,197 | $638M | 5.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 7,444,315 | $508M | 4.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,611,798 | $383M | 3.0% | 2026-Q1 |
| UBS Group AG trimmed | 5,529,230 | $378M | 2.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,416,550 | $370M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,030,578 | $343M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,412,718 | $301M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers added | 4,044,145 | $276M | 2.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 3,230,196 | $221M | 1.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,112,676 | $213M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 2,885,091 | $197M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 2,603,193 | $178M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,553,066 | $174M | 1.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,105,680 | $140M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,763,900 | $120M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,548,817 | $106M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,524,251 | $104M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,396,712 | $95M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,357,751 | $93M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 1,249,378 | $87M | 0.7% | 2026-Q1 |
| Prospera Financial Services Inc added | 1,171,062 | $80M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,126,899 | $77M | 0.6% | 2026-Q1 |
| Csenge Advisory Group added | 1,048,094 | $72M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 1,039,283 | $71M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,034,009 | $71M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 967,621 | $66M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 952,581 | $65M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 939,509 | $64M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 935,616 | $64M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 887,227 | $61M | 0.5% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 880,823 | $60M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 855,453 | $58M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 844,400 | $58M | 0.4% | 2026-Q1 |
| LIBERTY SQUARE WEALTH PARTNERS LLC added | 805,324 | $55M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 773,165 | $51M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 742,642 | $51M | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 722,842 | $49M | 0.4% | 2026-Q1 |
| AFFINITY WEALTH MANAGEMENT LLC trimmed | 663,446 | $45M | 0.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 654,217 | $45M | 0.3% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 645,395 | $44M | 0.3% | 2026-Q1 |
| Ascension Capital Advisors, Inc. added | 585,365 | $40M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 582,079 | $40M | 0.3% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 570,710 | $39M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 569,198 | $39M | 0.3% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 564,494 | $39M | 0.3% | 2026-Q1 |
| Financial Partners Group, Inc added | 543,025 | $37M | 0.3% | 2026-Q1 |
| Horizon Advisory Services, Inc. trimmed | 537,012 | $37M | 0.3% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC trimmed | 532,040 | $36M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 523,384 | $36M | 0.3% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 519,015 | $35M | 0.3% | 2026-Q1 |
| Hobart Private Capital, LLC added | 516,607 | $35M | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 505,605 | $35M | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 480,671 | $33M | 0.3% | 2026-Q1 |
| Arax Advisory Partners trimmed | 480,602 | $33M | 0.3% | 2026-Q1 |
| Rise Advisors, LLC added | 472,396 | $33M | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 430,978 | $32M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 459,941 | $31M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 444,900 | $30M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 430,510 | $29M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 399,950 | $27M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 399,315 | $27M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 385,183 | $26M | 0.2% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 378,101 | $26M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 370,701 | $26M | 0.2% | 2026-Q1 |
| Next Level Private LLC added | 362,555 | $25M | 0.2% | 2026-Q1 |
| ODonnell Financial Services, LLC added | 362,140 | $25M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 353,709 | $24M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 337,481 | $23M | 0.2% | 2026-Q1 |
| Intellus Advisors LLC added | 332,314 | $23M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 331,820 | $23M | 0.2% | 2026-Q1 |
| Sanchez Wealth Management Group added | 325,764 | $22M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 325,077 | $22M | 0.2% | 2026-Q1 |
| Tidemark, LLC added | 316,682 | $22M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 315,259 | $22M | 0.2% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 305,910 | $21M | 0.2% | 2026-Q1 |
| INTEGRITY WEALTH ADVISORS, INC. added | 303,538 | $21M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 1,157,890 | $20M | 0.2% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 288,104 | $20M | 0.2% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC trimmed | 280,764 | $19M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 271,821 | $19M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 270,094 | $18M | 0.1% | 2026-Q1 |
| Uniting Wealth Partners, LLC added | 269,997 | $18M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 269,660 | $18M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 269,459 | $18M | 0.1% | 2026-Q1 |
| Sentinel Advisory Group, LLC new | 266,200 | $18M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 259,052 | $18M | 0.1% | 2026-Q1 |
| tru Independence LLC added | 257,442 | $18M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 249,140 | $17M | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 248,181 | $17M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 244,557 | $17M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 554,949 | $39M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 545,836 | $34M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 432,090 | $27M | 0.2% | 2025-Q2 stale |
| Pine Valley Investments Ltd Liability Co added | 303,721 | $21M | 0.2% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 290,787 | $18M | 0.1% | 2025-Q2 stale |
| PRUDENTIAL PLC trimmed | 245,700 | $17M | 0.1% | 2025-Q4 stale |
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.