Who owns RVI (RVI)
Which tracked institutional funds hold RVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RVI 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.
Conviction spread
RVI’s largest tracked holder by dollar value, TEACHER RETIREMENT SYSTEM OF TEXAS, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% 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 RVI 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 600,000 | $16M | 29.6% | 2026-Q1 |
| TIGER GLOBAL MANAGEMENT LLC new | 400,000 | $11M | 19.7% | 2026-Q1 |
| LMR Partners LLP new | 400,000 | $11M | 19.7% | 2026-Q1 |
| Orland Properties Ltd new | 120,000 | $3M | 5.9% | 2026-Q1 |
| Cetera Investment Advisers new | 117,583 | $3M | 5.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 75,961 | $2M | 3.7% | 2026-Q1 |
| Delta Global Management LP new | 70,309 | $2M | 3.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 70,309 | $2M | 3.5% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 67,817 | $2M | 3.3% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 40,060 | $1M | 2.0% | 2026-Q1 |
| Virtu Financial LLC new | 23,163 | $615K | 1.1% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 20,000 | $531K | 1.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 9,270 | $246K | 0.5% | 2026-Q1 |
| UBS Group AG new | 5,000 | $133K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC new | 4,400 | $117K | 0.2% | 2026-Q1 |
| Bogart Wealth, LLC new | 1,011 | $27K | 0.0% | 2026-Q1 |
| SWAN Capital LLC new | 384 | $10K | 0.0% | 2026-Q1 |
| Steigerwald, Gordon & Koch Inc. new | 250 | $7K | 0.0% | 2026-Q1 |
| Costello Asset Management, INC new | 100 | $3K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. new | 50 | $1K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 33 | $876 | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) new | 25 | $664 | 0.0% | 2026-Q1 |
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.