Who owns RVT
Which tracked institutional funds hold RVT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RVT 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 RVT is one-sided between 2026-Q1 and 2026-Q2: 45 added or opened and 14 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
RVT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 RVT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RVT 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 199 tracked filers holding RVT, 113 increased or opened the position and 78 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 RVT 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 9
- Saba Capital Management, L.P.$23M
- Logan Stone Capital, LLC$4M
- WOLVERINE ASSET MANAGEMENT LLC$3M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- NewEdge Advisors, LLC$2M
- 1607 Capital Partners, LLC$1M
Full exits 6
- Penserra Capital Management LLC$22M
- Janney Montgomery Scott LLC$12M
- HighTower Advisors, LLC$3M
- Stolper Co$2M
- Cambridge Investment Research Advisors, Inc.$2M
- MCCARTER PRIVATE WEALTH SERVICES LLC$615K
Largest adds
- BANK OF AMERICA CORP /DE/$15M
- RAYMOND JAMES FINANCIAL INC$10M
- Shaker Financial Services, LLC$9M
- MORGAN STANLEY$8M
- LPL Financial LLC$6M
- ROYAL BANK OF CANADA$3M
Largest trims
- Cetera Investment Advisers$4M
- Kestra Advisory Services, LLC$1M
- UBS Group AG$1M
- Jefferies Financial Group Inc.$555K
- Mariner, LLC$516K
- Belpointe Asset Management LLC$497K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 6,054,512 | $112M | 17.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,903,526 | $109M | 16.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,088,819 | $57M | 8.7% | 2026-Q2 |
| LPL Financial LLC added | 2,396,929 | $44M | 6.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,646,540 | $30M | 4.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,639,146 | $30M | 4.6% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 1,247,806 | $23M | 3.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 848,245 | $16M | 2.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 674,729 | $12M | 1.9% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC | 612,315 | $11M | 1.7% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 607,243 | $11M | 1.7% | 2026-Q2 |
| Shaker Financial Services, LLC added | 605,745 | $11M | 1.7% | 2026-Q2 |
| Waterfront Wealth Inc. trimmed | 495,162 | $9M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 484,010 | $9M | 1.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 480,230 | $9M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 465,248 | $9M | 1.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 423,470 | $8M | 1.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 336,541 | $6M | 1.0% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 303,412 | $6M | 0.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 290,748 | $5M | 0.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 287,283 | $5M | 0.8% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 250,772 | $5M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 249,028 | $5M | 0.7% | 2026-Q2 |
| Cypress Capital Management LLC (WY) added | 243,763 | $5M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 231,258 | $4M | 0.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 230,461 | $4M | 0.7% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 222,656 | $4M | 0.6% | 2026-Q2 |
| Logan Stone Capital, LLC added | 195,674 | $4M | 0.6% | 2026-Q2 |
| Altium Capital Management LLC | 192,509 | $4M | 0.5% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 186,663 | $3M | 0.5% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 178,790 | $3M | 0.5% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 177,676 | $3M | 0.5% | 2026-Q2 |
| RB Capital Management, LLC added | 171,223 | $3M | 0.5% | 2026-Q2 |
| &PARTNERS added | 164,931 | $3M | 0.5% | 2026-Q2 |
| INTREPID FAMILY OFFICE LLC added | 155,643 | $3M | 0.4% | 2026-Q2 |
| GENERAL AMERICAN INVESTORS CO INC | 150,877 | $3M | 0.4% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 147,347 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 121,634 | $2M | 0.3% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 119,199 | $2M | 0.3% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 108,008 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 102,167 | $2M | 0.3% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 94,361 | $2M | 0.3% | 2026-Q2 |
| Advisory Advocates, LLC added | 90,631 | $2M | 0.3% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 88,150 | $2M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 86,326 | $2M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 84,159 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 82,369 | $2M | 0.2% | 2026-Q2 |
| TrueMark Investments, LLC added | 79,839 | $1M | 0.2% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. trimmed | 77,383 | $1M | 0.2% | 2026-Q2 |
| WJ Financial Advisors LLC trimmed | 75,025 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 73,504 | $1M | 0.2% | 2026-Q2 |
| Focused Wealth Management, Inc added | 73,461 | $1M | 0.2% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 70,000 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 69,950 | $1M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 68,238 | $1M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 65,753 | $1M | 0.2% | 2026-Q2 |
| Accel Wealth Management trimmed | 65,508 | $1M | 0.2% | 2026-Q2 |
| Whitener Capital Management, Inc. added | 60,929 | $1M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 60,538 | $1M | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 60,025 | $1M | 0.2% | 2026-Q2 |
| Abel Hall, LLC | 55,000 | $1M | 0.2% | 2026-Q2 |
| Concorde Asset Management, LLC added | 54,600 | $1M | 0.2% | 2026-Q2 |
| Quantedge Capital Pte Ltd added | 54,300 | $1M | 0.2% | 2026-Q2 |
| Bay Rivers Group added | 53,475 | $988K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 53,079 | $980K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 51,281 | $947K | 0.1% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. | 51,232 | $946K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 50,037 | $924K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 47,762 | $882K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 46,722 | $863K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 45,945 | $849K | 0.1% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC | 42,931 | $793K | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC | 42,200 | $779K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 41,667 | $770K | 0.1% | 2026-Q2 |
| Delta Wealth Advisors LLC | 40,866 | $755K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 39,044 | $721K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 38,628 | $714K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 36,639 | $677K | 0.1% | 2026-Q2 |
| Alexander Randolph Advisory, Inc. added | 35,134 | $649K | 0.1% | 2026-Q2 |
| Karpus Management, Inc. added | 34,568 | $638K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 33,637 | $621K | 0.1% | 2026-Q2 |
| PMG Family Office LLC added | 33,453 | $618K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 30,365 | $561K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 29,810 | $551K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 29,604 | $547K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 29,544 | $552K | 0.1% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 29,243 | $540K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 28,819 | $484K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC added | 28,736 | $531K | 0.1% | 2026-Q2 |
| David J Yvars Group | 28,164 | $518K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 27,333 | $505K | 0.1% | 2026-Q2 |
| 1776 Wealth LLC added | 27,231 | $503K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 26,774 | $495K | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. trimmed | 26,268 | $485K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 26,085 | $482K | 0.1% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 25,694 | $475K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 24,669 | $456K | 0.1% | 2026-Q2 |
| FCA CORP /TX added | 24,532 | $453K | 0.1% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC trimmed | 23,665 | $437K | 0.1% | 2026-Q2 |
| Uncommon Cents Investing LLC trimmed | 23,274 | $430K | 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.