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Institutional Ownership · SEC Form 13F

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.

227
Institutional holders
9,321,576
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added1,772,031$190M18.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,225,959$132M12.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC943,183$101M9.8%2026-Q1
ASSETMARK, INC added708,912$76M7.3%2026-Q1
Armbruster Capital Management, Inc. added370,013$40M3.8%2026-Q1
UBS Group AG added287,599$31M3.0%2026-Q1
Mount Lucas Management LP added278,712$30M2.9%2026-Q1
LPL Financial LLC added267,398$29M2.8%2026-Q1
FIDELITY D & D BANCORP INC added195,694$21M2.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added133,885$14M1.4%2026-Q1
TRUIST FINANCIAL CORP trimmed133,752$14M1.4%2026-Q1
Invesco Ltd. trimmed125,423$13M1.3%2026-Q1
HighTower Advisors, LLC trimmed120,023$13M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added115,806$12M1.2%2026-Q1
WELLS FARGO & COMPANY/MN added114,032$12M1.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added111,334$12M1.2%2026-Q1
Peak Financial Management, Inc. added105,457$11M1.1%2026-Q1
MARSHALL INVESTMENT MANAGEMENT, LLC new96,219$10M1.0%2026-Q1
FMR LLC trimmed89,698$10M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added70,647$8M0.7%2026-Q1
AMERIPRISE FINANCIAL INC added66,000$7M0.7%2026-Q1
Arkadios Wealth Advisors added63,665$7M0.7%2026-Q1
Flaharty Asset Management, LLC added61,746$7M0.6%2026-Q1
ROTHSCHILD INVESTMENT LLC trimmed59,334$6M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added58,471$6M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed49,559$5M0.5%2026-Q1
Global View Capital Management LLC added48,901$5M0.5%2026-Q1
CWM, LLC trimmed47,271$5M0.5%2026-Q1
Gladstone Institutional Advisory LLC trimmed47,201$5M0.5%2026-Q1
Cetera Investment Advisers trimmed46,234$5M0.5%2026-Q1
MorganRosel Wealth Management, LLC trimmed43,953$5M0.5%2026-Q1
Independent Advisor Alliance added43,306$5M0.4%2026-Q1
Gotham Asset Management, LLC trimmed40,945$4M0.4%2026-Q1
Integrated Wealth Concepts LLC added38,050$4M0.4%2026-Q1
INTEGRITY ALLIANCE, LLC. added37,844$4M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed37,139$4M0.4%2026-Q1
WP Advisors, LLC added37,019$4M0.4%2026-Q1
JPMORGAN CHASE & CO added37,173$4M0.4%2026-Q1
Jump Financial, LLC new36,122$4M0.4%2026-Q1
Kestra Advisory Services, LLC added33,584$4M0.3%2026-Q1
MONTAG A & ASSOCIATES INC trimmed33,103$4M0.3%2026-Q1
BigSur Wealth Management LLC trimmed32,574$3M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed29,579$3M0.3%2026-Q1
NewEdge Advisors, LLC added15,651$3M0.3%2026-Q1
LOM Asset Management Ltd added26,010$3M0.3%2026-Q1
Gateway Wealth Partners, LLC added25,863$3M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed25,810$3M0.3%2026-Q1
CIBC Bancorp USA Inc. new23,889$3M0.2%2026-Q1
AlphaCentric Advisors LLC added23,882$3M0.2%2026-Q1
AlphaCore Capital LLC trimmed22,675$2M0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added21,392$2M0.2%2026-Q1
Oxinas Partners, LLC trimmed21,164$2M0.2%2026-Q1
Cerity Partners LLC added20,949$2M0.2%2026-Q1
Galvin, Gaustad & Stein, LLC new18,707$2M0.2%2026-Q1
Breakwater Capital Group trimmed18,452$2M0.2%2026-Q1
New England Private Wealth Advisors LLC trimmed16,697$2M0.2%2026-Q1
STIFEL FINANCIAL CORP added16,039$2M0.2%2026-Q1
Balefire, LLC new15,772$2M0.2%2026-Q1
Legacy Wealth Partners, LLC new15,650$2M0.2%2026-Q1
CONDOR CAPITAL MANAGEMENT trimmed15,386$2M0.2%2026-Q1
Baird Financial Group, Inc. added14,852$2M0.2%2026-Q1
MONEY CONCEPTS CAPITAL CORP added14,575$2M0.2%2026-Q1
Activest Wealth Management added14,524$2M0.2%2026-Q1
RMR Capital Management, LLC added14,317$2M0.1%2026-Q1
Cushing Capital Partners, LLC added14,166$2M0.1%2026-Q1
Strategic Financial Concepts, LLC added13,524$1M0.1%2026-Q1
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed13,257$1M0.1%2026-Q1
Private Advisor Group, LLC added13,197$1M0.1%2026-Q1
Heirloom Wealth Management new12,807$1M0.1%2026-Q1
Hardin Capital Partners, LLC trimmed12,714$1M0.1%2026-Q1
Wealth Care LLC new12,488$1M0.1%2026-Q1
Strategic Advocates LLC trimmed12,152$1M0.1%2026-Q1
FIFTH THIRD BANCORP added12,025$1M0.1%2026-Q1
Connecticut Wealth Management, LLC11,947$1M0.1%2026-Q1
Creative Planning added11,906$1M0.1%2026-Q1
PAX Financial Group, LLC new11,715$1M0.1%2026-Q1
Algorithmic Investment Models, LLC trimmed11,420$1M0.1%2026-Q1
Valued Retirements, Inc. added10,862$1M0.1%2026-Q1
Twelve Points Wealth Management LLC trimmed10,597$1M0.1%2026-Q1
Well Done, LLC trimmed10,465$1M0.1%2026-Q1
Financial Enhancement Group LLC trimmed9,752$1M0.1%2026-Q1
Ameritas Advisory Services, LLC added9,376$1M0.1%2026-Q1
Equitable Holdings, Inc. added9,298$973K0.1%2026-Q1
Lansing Street Advisors trimmed8,973$964K0.1%2026-Q1
VERUS CAPITAL PARTNERS, LLC added8,537$917K0.1%2026-Q1
VestGen Advisors, LLC new8,221$915K0.1%2026-Q1
&PARTNERS added9,936$907K0.1%2026-Q1
ACR Alpine Capital Research, LLC added352,994$36M3.5%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added117,900$11M1.1%2025-Q1 stale
Kingsview Wealth Management, LLC added52,221$5M0.5%2025-Q2 stale
CreativeOne Wealth, LLC added48,553$5M0.4%2025-Q2 stale
EWG Elevate Inc. new39,573$4M0.4%2025-Q2 stale
CIBC Private Wealth Group LLC added23,815$2M0.2%2025-Q4 stale
SPC Financial, Inc. added24,255$2M0.2%2025-Q3 stale
SOL Capital Management CO trimmed21,144$2M0.2%2025-Q4 stale
CITADEL ADVISORS LLC added15,731$1M0.1%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC trimmed12,500$1M0.1%2025-Q4 stale
COMERICA BANK added12,142$1M0.1%2025-Q4 stale
Orion Portfolio Solutions, LLC added11,592$1M0.1%2025-Q1 stale
GTS SECURITIES LLC trimmed10,304$966K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership