Who owns RVT (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-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
30 tracked funds added or opened RVT while 17 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
RVT’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 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 2025-Q4 and 2026-Q1, across 200 tracked filers holding RVT, 120 increased or opened the position and 74 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 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 4
- Penserra Capital Management LLC$22M
- FIFTH THIRD BANCORP$1M
- Belpointe Asset Management LLC$793K
- Fortis Capital Advisors, LLC$793K
Full exits 10
- Saba Capital Management, L.P.$23M
- Cornerstone Advisors, LLC$4M
- WOLVERINE ASSET MANAGEMENT LLC$1M
- COMERICA BANK$1M
- Composition Wealth, LLC$1M
- NewEdge Advisors, LLC$920K
Largest adds
- BANK OF AMERICA CORP /DE/$5M
- WELLS FARGO & COMPANY/MN$4M
- Cetera Investment Advisers$3M
- Steward Partners Investment Advisory, LLC$2M
- Kestra Advisory Services, LLC$2M
- LPL Financial LLC$2M
Largest trims
- Waterfront Wealth Inc.$2M
- Mariner, LLC$794K
- Advisors Asset Management, Inc.$642K
- Shaker Financial Services, LLC$620K
- Janney Montgomery Scott LLC$509K
- UBS Group AG$396K
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 trimmed | 6,108,513 | $101M | 16.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 5,836,337 | $97M | 15.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,831,766 | $47M | 7.6% | 2026-Q1 |
| LPL Financial LLC added | 2,279,577 | $38M | 6.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,691,675 | $28M | 4.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,624,774 | $27M | 4.3% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,331,546 | $22M | 3.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 825,089 | $14M | 2.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 728,481 | $12M | 1.9% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 653,774 | $11M | 1.7% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 612,315 | $10M | 1.6% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 601,975 | $10M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 582,111 | $10M | 1.6% | 2026-Q1 |
| Waterfront Wealth Inc. trimmed | 564,561 | $9M | 1.5% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 491,970 | $8M | 1.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 453,148 | $8M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 344,827 | $6M | 0.9% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 320,258 | $5M | 0.9% | 2026-Q1 |
| Paller Financial Services Inc trimmed | 308,877 | $5M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 294,684 | $5M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 276,056 | $5M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 257,186 | $4M | 0.7% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 240,212 | $4M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 234,911 | $4M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 217,046 | $4M | 0.6% | 2026-Q1 |
| Cypress Capital Management LLC (WY) added | 216,884 | $4M | 0.6% | 2026-Q1 |
| Altium Capital Management LLC | 192,509 | $3M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 189,145 | $3M | 0.5% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 185,706 | $3M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 182,851 | $3M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 177,803 | $3M | 0.5% | 2026-Q1 |
| RB Capital Management, LLC added | 170,896 | $3M | 0.5% | 2026-Q1 |
| &PARTNERS added | 161,158 | $3M | 0.4% | 2026-Q1 |
| INTREPID FAMILY OFFICE LLC added | 152,777 | $3M | 0.4% | 2026-Q1 |
| GENERAL AMERICAN INVESTORS CO INC | 150,877 | $3M | 0.4% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 138,511 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 131,095 | $2M | 0.4% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 122,485 | $2M | 0.3% | 2026-Q1 |
| Stolper Co trimmed | 13,843 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 120,196 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 118,241 | $2M | 0.3% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 112,755 | $2M | 0.3% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 111,124 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 100,222 | $2M | 0.3% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 94,893 | $2M | 0.3% | 2026-Q1 |
| Advisory Advocates, LLC added | 86,511 | $1M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 85,992 | $1M | 0.2% | 2026-Q1 |
| KENNEDY INVESTMENT GROUP, INC. added | 82,083 | $1M | 0.2% | 2026-Q1 |
| Accel Wealth Management trimmed | 77,074 | $1M | 0.2% | 2026-Q1 |
| WJ Financial Advisors LLC trimmed | 77,025 | $1M | 0.2% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 74,901 | $1M | 0.2% | 2026-Q1 |
| TrueMark Investments, LLC added | 74,571 | $1M | 0.2% | 2026-Q1 |
| Focused Wealth Management, Inc trimmed | 71,464 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 71,231 | $1M | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 65,470 | $1M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 62,279 | $1M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 61,204 | $1M | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 59,316 | $985K | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 57,270 | $951K | 0.2% | 2026-Q1 |
| Abel Hall, LLC trimmed | 55,000 | $913K | 0.1% | 2026-Q1 |
| Whitener Capital Management, Inc. added | 53,292 | $885K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 52,254 | $867K | 0.1% | 2026-Q1 |
| Bay Rivers Group added | 51,425 | $854K | 0.1% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 51,232 | $850K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 51,219 | $850K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 50,219 | $834K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 49,429 | $821K | 0.1% | 2026-Q1 |
| Fortis Capital Advisors, LLC added | 47,796 | $793K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 47,796 | $793K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 43,560 | $723K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 43,102 | $716K | 0.1% | 2026-Q1 |
| Atlanta Consulting Group Advisors, LLC | 42,931 | $713K | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 42,200 | $701K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 41,892 | $695K | 0.1% | 2026-Q1 |
| Delta Wealth Advisors LLC | 40,866 | $678K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 39,897 | $677K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 40,688 | $675K | 0.1% | 2026-Q1 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 37,020 | $615K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 34,992 | $581K | 0.1% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. added | 34,537 | $573K | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. added | 33,044 | $549K | 0.1% | 2026-Q1 |
| PMG Family Office LLC added | 32,513 | $540K | 0.1% | 2026-Q1 |
| Saba Capital Management, L.P. added | 1,437,153 | $23M | 3.7% | 2025-Q4 stale |
| Cornerstone Advisors, LLC trimmed | 246,575 | $4M | 0.6% | 2025-Q4 stale |
| MENLO ADVISORS LLC trimmed | 195,242 | $3M | 0.5% | 2025-Q2 stale |
| Consolidated Portfolio Review Corp added | 125,510 | $2M | 0.3% | 2025-Q3 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 92,701 | $1M | 0.2% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 77,968 | $1M | 0.2% | 2025-Q2 stale |
| COMERICA BANK trimmed | 71,223 | $1M | 0.2% | 2025-Q4 stale |
| Composition Wealth, LLC | 65,470 | $1M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 57,152 | $920K | 0.1% | 2025-Q4 stale |
| SeaCrest Wealth Management, LLC added | 58,168 | $875K | 0.1% | 2025-Q2 stale |
| Concorde Asset Management, LLC added | 54,092 | $871K | 0.1% | 2025-Q4 stale |
| Logan Stone Capital, LLC added | 48,819 | $786K | 0.1% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 44,812 | $723K | 0.1% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC added | 44,796 | $723K | 0.1% | 2025-Q3 stale |
| Financial Advocates Investment Management trimmed | 45,899 | $654K | 0.1% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 39,950 | $643K | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 34,732 | $560K | 0.1% | 2025-Q3 stale |
| COHEN & STEERS, INC. trimmed | 35,521 | $535K | 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.