Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 RDVY is one-sided between 2026-Q1 and 2026-Q2: 413 added or opened and 62 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
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 0.6% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 787 tracked filers holding RDVY, 476 increased or opened the position and 293 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 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 34
- Paradiem, LLC$50M
- IFG Advisory, LLC$20M
- PRUDENTIAL PLC$18M
- Bluespring Wealth Management, LLC$17M
- Global Retirement Partners, LLC$12M
- Trivium Point Advisory, LLC$7M
Full exits 33
- Cambridge Investment Research Advisors, Inc.$221M
- Janney Montgomery Scott LLC$106M
- HighTower Advisors, LLC$104M
- CWM, LLC$64M
- Integrated Wealth Concepts LLC$58M
- Independent Advisor Alliance$36M
Largest adds
- LPL Financial LLC$624M
- WELLS FARGO & COMPANY/MN$256M
- MORGAN STANLEY$246M
- RAYMOND JAMES FINANCIAL INC$195M
- AMERIPRISE FINANCIAL INC$123M
- NewEdge Advisors, LLC$100M
Largest trims
- TWO SIGMA INVESTMENTS, LP$57M
- Mariner, LLC$53M
- Spectrum Wealth Advisory Group, LLC$19M
- Vestmark Advisory Solutions, Inc.$10M
- KMG FIDUCIARY PARTNERS, LLC$9M
- ELEVATION POINT WEALTH PARTNERS, LLC$8M
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 | 34,938,293 | $2.8B | 18.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 20,627,246 | $1.7B | 10.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 12,803,482 | $1.0B | 6.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 12,683,451 | $1.0B | 6.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 9,393,389 | $761M | 5.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 7,458,152 | $605M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,668,806 | $460M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,503,234 | $446M | 2.9% | 2026-Q2 |
| UBS Group AG trimmed | 5,398,773 | $438M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,392,002 | $437M | 2.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,633,995 | $376M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 4,350,617 | $353M | 2.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,492,637 | $283M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 3,198,885 | $259M | 1.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,761,957 | $224M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,674,445 | $217M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,562,816 | $203M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,796,860 | $146M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,678,164 | $136M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,481,721 | $120M | 0.8% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 1,431,021 | $116M | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,406,881 | $114M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 1,259,445 | $102M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,135,839 | $92M | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 1,105,561 | $90M | 0.6% | 2026-Q2 |
| Csenge Advisory Group added | 1,066,840 | $86M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 977,097 | $79M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 967,545 | $78M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 961,997 | $78M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 926,737 | $75M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 912,649 | $74M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 870,819 | $70M | 0.5% | 2026-Q2 |
| LIBERTY SQUARE WEALTH PARTNERS LLC added | 860,676 | $70M | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 709,083 | $57M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 698,928 | $57M | 0.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 669,631 | $54M | 0.4% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 665,509 | $54M | 0.4% | 2026-Q2 |
| AFFINITY WEALTH MANAGEMENT LLC added | 663,879 | $54M | 0.4% | 2026-Q2 |
| Paradiem, LLC new | 610,726 | $50M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 588,137 | $48M | 0.3% | 2026-Q2 |
| RVW Wealth, LLC added | 586,906 | $48M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 577,642 | $46M | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 573,639 | $46M | 0.3% | 2026-Q2 |
| Ascension Capital Advisors, Inc. trimmed | 565,306 | $46M | 0.3% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 554,406 | $45M | 0.3% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 542,375 | $44M | 0.3% | 2026-Q2 |
| Horizon Advisory Services, Inc. trimmed | 523,280 | $42M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 520,450 | $42M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 506,198 | $41M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 504,374 | $41M | 0.3% | 2026-Q2 |
| Rise Advisors, LLC added | 490,602 | $40M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 489,448 | $40M | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 488,517 | $40M | 0.3% | 2026-Q2 |
| Advance Capital Management, Inc. added | 478,374 | $39M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 468,651 | $38M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 459,264 | $37M | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 429,740 | $35M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC trimmed | 428,601 | $35M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 423,202 | $34M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 406,393 | $33M | 0.2% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 403,681 | $33M | 0.2% | 2026-Q2 |
| Next Level Private LLC added | 378,597 | $31M | 0.2% | 2026-Q2 |
| ODonnell Financial Services, LLC added | 376,288 | $31M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 361,477 | $29M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 357,875 | $29M | 0.2% | 2026-Q2 |
| &PARTNERS added | 352,932 | $29M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 346,590 | $28M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 346,073 | $28M | 0.2% | 2026-Q2 |
| Sanchez Wealth Management Group added | 336,354 | $27M | 0.2% | 2026-Q2 |
| Intellus Advisors LLC trimmed | 331,858 | $27M | 0.2% | 2026-Q2 |
| Commonwealth Financial Services, LLC added | 324,066 | $26M | 0.2% | 2026-Q2 |
| Crumly & Associates Inc. added | 322,777 | $26M | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 299,667 | $24M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 296,606 | $24M | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 296,008 | $24M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 290,555 | $24M | 0.2% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC added | 285,320 | $23M | 0.2% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 278,026 | $23M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 276,555 | $22M | 0.1% | 2026-Q2 |
| Sentinel Advisory Group, LLC added | 275,966 | $22M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 274,745 | $22M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 267,847 | $22M | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 266,232 | $22M | 0.1% | 2026-Q2 |
| tru Independence LLC added | 260,568 | $21M | 0.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 260,567 | $21M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 259,141 | $21M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 254,845 | $21M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 252,822 | $20M | 0.1% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC added | 251,696 | $20M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 246,860 | $20M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 241,606 | $20M | 0.1% | 2026-Q2 |
| Traction Financial Partners, LLC added | 240,426 | $19M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 235,642 | $19M | 0.1% | 2026-Q2 |
| Chris Bulman Inc added | 233,836 | $19M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 231,642 | $19M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 227,200 | $18M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 226,751 | $18M | 0.1% | 2026-Q2 |
| Juno Financial Group LLC trimmed | 224,835 | $18M | 0.1% | 2026-Q2 |
| Napier Financial, LLC added | 223,682 | $18M | 0.1% | 2026-Q2 |
| Peak Planning Group, LLC added | 223,203 | $18M | 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.