Who owns RPV (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-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
53 tracked funds added or opened RPV while 23 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
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 0.1% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 227 tracked filers holding RPV, 124 increased or opened the position and 81 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 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
- MARSHALL INVESTMENT MANAGEMENT, LLC$10M
- Independent Advisor Alliance$5M
- Jump Financial, LLC$4M
- CIBC Bancorp USA Inc.$3M
- Cerity Partners LLC$2M
- Galvin, Gaustad & Stein, LLC$2M
Full exits 8
- ACR Alpine Capital Research, LLC$36M
- CIBC Private Wealth Group LLC$2M
- SOL Capital Management CO$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- COMERICA BANK$1M
- Independent Wealth Network Inc.$652K
Largest adds
- ASSETMARK, INC$76M
- MORGAN STANLEY$25M
- Mount Lucas Management LP$8M
- Cambridge Investment Research Advisors, Inc.$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
- Global View Capital Management LLC$5M
Largest trims
- New England Private Wealth Advisors LLC$34M
- Strategic Advocates LLC$29M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- OSAIC HOLDINGS, INC.$3M
- MorganRosel Wealth Management, LLC$3M
- Synergy Asset Management, LLC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,772,031 | $190M | 18.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,225,959 | $132M | 12.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC | 943,183 | $101M | 9.8% | 2026-Q1 |
| ASSETMARK, INC added | 708,912 | $76M | 7.3% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 370,013 | $40M | 3.8% | 2026-Q1 |
| UBS Group AG added | 287,599 | $31M | 3.0% | 2026-Q1 |
| Mount Lucas Management LP added | 278,712 | $30M | 2.9% | 2026-Q1 |
| LPL Financial LLC added | 267,398 | $29M | 2.8% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 195,694 | $21M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 133,885 | $14M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 133,752 | $14M | 1.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 125,423 | $13M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 120,023 | $13M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 115,806 | $12M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 114,032 | $12M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 111,334 | $12M | 1.2% | 2026-Q1 |
| Peak Financial Management, Inc. added | 105,457 | $11M | 1.1% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC new | 96,219 | $10M | 1.0% | 2026-Q1 |
| FMR LLC trimmed | 89,698 | $10M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 70,647 | $8M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 66,000 | $7M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 63,665 | $7M | 0.7% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 61,746 | $7M | 0.6% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC trimmed | 59,334 | $6M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 58,471 | $6M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 49,559 | $5M | 0.5% | 2026-Q1 |
| Global View Capital Management LLC added | 48,901 | $5M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 47,271 | $5M | 0.5% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 47,201 | $5M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 46,234 | $5M | 0.5% | 2026-Q1 |
| MorganRosel Wealth Management, LLC trimmed | 43,953 | $5M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 43,306 | $5M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 40,945 | $4M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 38,050 | $4M | 0.4% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 37,844 | $4M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 37,139 | $4M | 0.4% | 2026-Q1 |
| WP Advisors, LLC added | 37,019 | $4M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 37,173 | $4M | 0.4% | 2026-Q1 |
| Jump Financial, LLC new | 36,122 | $4M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 33,584 | $4M | 0.3% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC trimmed | 33,103 | $4M | 0.3% | 2026-Q1 |
| BigSur Wealth Management LLC trimmed | 32,574 | $3M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 29,579 | $3M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC added | 15,651 | $3M | 0.3% | 2026-Q1 |
| LOM Asset Management Ltd added | 26,010 | $3M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 25,863 | $3M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 25,810 | $3M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 23,889 | $3M | 0.2% | 2026-Q1 |
| AlphaCentric Advisors LLC added | 23,882 | $3M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 22,675 | $2M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 21,392 | $2M | 0.2% | 2026-Q1 |
| Oxinas Partners, LLC trimmed | 21,164 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 20,949 | $2M | 0.2% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC new | 18,707 | $2M | 0.2% | 2026-Q1 |
| Breakwater Capital Group trimmed | 18,452 | $2M | 0.2% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 16,697 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 16,039 | $2M | 0.2% | 2026-Q1 |
| Balefire, LLC new | 15,772 | $2M | 0.2% | 2026-Q1 |
| Legacy Wealth Partners, LLC new | 15,650 | $2M | 0.2% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 15,386 | $2M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 14,852 | $2M | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 14,575 | $2M | 0.2% | 2026-Q1 |
| Activest Wealth Management added | 14,524 | $2M | 0.2% | 2026-Q1 |
| RMR Capital Management, LLC added | 14,317 | $2M | 0.1% | 2026-Q1 |
| Cushing Capital Partners, LLC added | 14,166 | $2M | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 13,524 | $1M | 0.1% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed | 13,257 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 13,197 | $1M | 0.1% | 2026-Q1 |
| Heirloom Wealth Management new | 12,807 | $1M | 0.1% | 2026-Q1 |
| Hardin Capital Partners, LLC trimmed | 12,714 | $1M | 0.1% | 2026-Q1 |
| Wealth Care LLC new | 12,488 | $1M | 0.1% | 2026-Q1 |
| Strategic Advocates LLC trimmed | 12,152 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 12,025 | $1M | 0.1% | 2026-Q1 |
| Connecticut Wealth Management, LLC | 11,947 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 11,906 | $1M | 0.1% | 2026-Q1 |
| PAX Financial Group, LLC new | 11,715 | $1M | 0.1% | 2026-Q1 |
| Algorithmic Investment Models, LLC trimmed | 11,420 | $1M | 0.1% | 2026-Q1 |
| Valued Retirements, Inc. added | 10,862 | $1M | 0.1% | 2026-Q1 |
| Twelve Points Wealth Management LLC trimmed | 10,597 | $1M | 0.1% | 2026-Q1 |
| Well Done, LLC trimmed | 10,465 | $1M | 0.1% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 9,752 | $1M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 9,376 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 9,298 | $973K | 0.1% | 2026-Q1 |
| Lansing Street Advisors trimmed | 8,973 | $964K | 0.1% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 8,537 | $917K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 8,221 | $915K | 0.1% | 2026-Q1 |
| &PARTNERS added | 9,936 | $907K | 0.1% | 2026-Q1 |
| ACR Alpine Capital Research, LLC added | 352,994 | $36M | 3.5% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 117,900 | $11M | 1.1% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC added | 52,221 | $5M | 0.5% | 2025-Q2 stale |
| CreativeOne Wealth, LLC added | 48,553 | $5M | 0.4% | 2025-Q2 stale |
| EWG Elevate Inc. new | 39,573 | $4M | 0.4% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 23,815 | $2M | 0.2% | 2025-Q4 stale |
| SPC Financial, Inc. added | 24,255 | $2M | 0.2% | 2025-Q3 stale |
| SOL Capital Management CO trimmed | 21,144 | $2M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 15,731 | $1M | 0.1% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 12,500 | $1M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 12,142 | $1M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 11,592 | $1M | 0.1% | 2025-Q1 stale |
| GTS SECURITIES LLC trimmed | 10,304 | $966K | 0.1% | 2025-Q2 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.