Who owns RPV
Which tracked institutional funds hold RPV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RPV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
41 tracked funds added or opened RPV while 30 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
RPV’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RPV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RPV 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 231 tracked filers holding RPV, 109 increased or opened the position and 109 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 RPV 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 11
- Modern Wealth Management, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- TWO SIGMA INVESTMENTS, LP$4M
- Qube Research & Technologies Ltd$4M
- Tower Research Capital LLC (TRC)$3M
- NEW WAVE WEALTH ADVISORS LLC$2M
Full exits 18
- PRINCIPAL FINANCIAL GROUP INC$101M
- Cambridge Investment Research Advisors, Inc.$14M
- HighTower Advisors, LLC$13M
- MARSHALL INVESTMENT MANAGEMENT, LLC$10M
- CWM, LLC$5M
- Independent Advisor Alliance$5M
Largest adds
- GOLDMAN SACHS GROUP INC$17M
- Jump Financial, LLC$11M
- BANK OF AMERICA CORP /DE/$5M
- NewEdge Advisors, LLC$3M
- FIDELITY D & D BANCORP INC$3M
- LPL Financial LLC$2M
Largest trims
- ASSETMARK, INC$76M
- Mount Lucas Management LP$14M
- MORGAN STANLEY$8M
- Flaharty Asset Management, LLC$6M
- Global View Capital Management LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,602,489 | $182M | 23.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,198,756 | $136M | 17.4% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 366,841 | $42M | 5.3% | 2026-Q2 |
| UBS Group AG trimmed | 286,540 | $33M | 4.2% | 2026-Q2 |
| LPL Financial LLC added | 270,732 | $31M | 3.9% | 2026-Q2 |
| FIDELITY D & D BANCORP INC added | 207,356 | $24M | 3.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 153,806 | $18M | 2.2% | 2026-Q2 |
| Mount Lucas Management LP trimmed | 139,712 | $16M | 2.0% | 2026-Q2 |
| Jump Financial, LLC added | 130,834 | $15M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 130,487 | $15M | 1.9% | 2026-Q2 |
| Invesco Ltd. trimmed | 117,731 | $13M | 1.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 110,793 | $13M | 1.6% | 2026-Q2 |
| Peak Financial Management, Inc. added | 106,190 | $12M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 92,363 | $11M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 91,538 | $10M | 1.3% | 2026-Q2 |
| FMR LLC trimmed | 88,327 | $10M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 76,153 | $9M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 72,134 | $8M | 1.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 65,771 | $7M | 1.0% | 2026-Q2 |
| Modern Wealth Management, LLC new | 60,531 | $7M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 58,457 | $7M | 0.8% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 55,378 | $6M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 55,028 | $6M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 52,878 | $6M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 49,597 | $6M | 0.7% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 47,339 | $5M | 0.7% | 2026-Q2 |
| MorganRosel Wealth Management, LLC added | 45,079 | $5M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,287 | $5M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 42,761 | $5M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 42,590 | $5M | 0.6% | 2026-Q2 |
| Gotham Asset Management, LLC | 40,945 | $5M | 0.6% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 37,844 | $4M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 37,200 | $4M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 35,266 | $4M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 33,188 | $4M | 0.5% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC | 33,103 | $4M | 0.5% | 2026-Q2 |
| WP Advisors, LLC trimmed | 32,870 | $4M | 0.5% | 2026-Q2 |
| BigSur Wealth Management LLC trimmed | 31,699 | $4M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 25,783 | $3M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 24,084 | $3M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 22,991 | $3M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 21,405 | $2M | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 21,315 | $2M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 21,119 | $2M | 0.3% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC added | 20,741 | $2M | 0.3% | 2026-Q2 |
| Oxinas Partners, LLC trimmed | 20,682 | $2M | 0.3% | 2026-Q2 |
| Breakwater Capital Group trimmed | 18,004 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 17,104 | $2M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 16,795 | $2M | 0.2% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 16,403 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 16,014 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 15,946 | $2M | 0.2% | 2026-Q2 |
| RMR Capital Management, LLC added | 15,388 | $2M | 0.2% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT trimmed | 15,170 | $2M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. | 14,852 | $2M | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 13,995 | $2M | 0.2% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 13,599 | $2M | 0.2% | 2026-Q2 |
| Hardin Capital Partners, LLC added | 13,337 | $2M | 0.2% | 2026-Q2 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,257 | $2M | 0.2% | 2026-Q2 |
| Saxony Capital Management, LLC added | 13,055 | $1M | 0.2% | 2026-Q2 |
| Wealth Care LLC added | 12,529 | $1M | 0.2% | 2026-Q2 |
| Strategic Advocates LLC added | 12,445 | $1M | 0.2% | 2026-Q2 |
| Horizon Family Wealth, Inc. new | 12,148 | $1M | 0.2% | 2026-Q2 |
| AlphaCentric Advisors LLC trimmed | 12,122 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 12,057 | $1M | 0.2% | 2026-Q2 |
| Connecticut Wealth Management, LLC | 11,947 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 11,556 | $1M | 0.2% | 2026-Q2 |
| LOM Asset Management Ltd trimmed | 11,535 | $1M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 11,400 | $1M | 0.2% | 2026-Q2 |
| Valued Retirements, Inc. trimmed | 10,657 | $1M | 0.2% | 2026-Q2 |
| Twelve Points Wealth Management LLC trimmed | 10,441 | $1M | 0.2% | 2026-Q2 |
| Well Done, LLC trimmed | 10,377 | $1M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 9,799 | $1M | 0.1% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 9,324 | $1M | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 9,298 | $1M | 0.1% | 2026-Q2 |
| Lansing Street Advisors added | 9,022 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 8,898 | $1M | 0.1% | 2026-Q2 |
| Everest Financial Group LLC added | 8,812 | $1M | 0.1% | 2026-Q2 |
| Activest Wealth Management trimmed | 8,688 | $989K | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 8,490 | $966K | 0.1% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 8,480 | $965K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 8,394 | $955K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 8,361 | $952K | 0.1% | 2026-Q2 |
| VestGen Investment Management added | 8,170 | $930K | 0.1% | 2026-Q2 |
| Plan Group Financial, LLC trimmed | 7,902 | $899K | 0.1% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC trimmed | 7,256 | $826K | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 7,194 | $819K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 7,092 | $807K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 7,067 | $804K | 0.1% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 7,043 | $802K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 7,000 | $797K | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC | 6,695 | $762K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 6,662 | $758K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 6,636 | $755K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 6,610 | $752K | 0.1% | 2026-Q2 |
| COOKSON PEIRCE & CO INC trimmed | 6,556 | $746K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 6,442 | $733K | 0.1% | 2026-Q2 |
| 4WEALTH ADVISORS, INC. added | 6,327 | $727K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 6,219 | $708K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6,134 | $698K | 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.