48 tracked 13F filers disclose a position in RIV as of the latest SEC 13F filings, a combined $64.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $21.0M | 1.9M | ▲+9.3% Added · +160K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $5.9M | 535K | ▲+6.7% Added · +34K sh | Q1 2026 | |
| 3 | Arete Wealth Advisors, LLC | $4.9M | 437K | ▲+16% Added · +60K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $3.6M | 322K | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $3.2M | 291K | ▲+5.2% Added · +14K sh | Q1 2026 | |
| 6 | Everstar Asset Management, LLC | $2.5M | 214K | ▲+27% Added · +45K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $2.3M | 205K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 173K | ▼−6.6% Reduced · −12K sh | Q1 2026 | |
| 9 | PRINCIPAL SECURITIES, INC. | $2.0M | 169K | ▲+2.8% Added · +5K sh | Q2 2026 | |
| 10 | Baird Financial Group, Inc. | $1.4M | 123K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 11 | Quarry LP | $1.3M | 120K | ▼−22% Reduced · −34K sh | Q1 2026 | |
| 12 | Marks Group Wealth Management, Inc | $1.3M | 108K | —Held | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.1M | 103K | ▼−14% Reduced · −17K sh | Q1 2026 | |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $995K | 85K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 15 | Advisory Solutions Group, LLC | $985K | 84K | ▲New +84K sh | Q2 2026 | |
| 16 | Advisor OS, LLC | $831K | 71K | ▲+21% Added · +12K sh | Q2 2026 | |
| 17 | Opal Wealth Advisors, LLC | $803K | 69K | ▲+0.4% Added · +305 sh | Q2 2026 | |
| 18 | Allworth Financial LP | $717K | 65K | ▲+25% Added · +13K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $684K | 62K | ▼−29% Reduced · −26K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $665K | 60K | ▲+0.3% Added · +179 sh | Q1 2026 | |
| 21 | OPPENHEIMER & CO INC | $627K | 54K | ▲+1.6% Added · +830 sh | Q2 2026 | |
| 22 | NWF Advisory Services Inc. | $519K | 45K | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 23 | CSS LLC/IL | $487K | 44K | ▼−26% Reduced · −15K sh | Q1 2026 | |
| 24 | Kovack Advisors, Inc. | $471K | 40K | ▲+8.2% Added · +3K sh | Q2 2026 | |
| 25 | Total Wealth Planning & Management, Inc. | $367K | 31K | ▲+3.0% Added · +928 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in RIV and 6 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $734.3M |
| BROADCOM INCAVGO | 15 funds | $363.8M |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $305.5M |
| TESLA INCTSLA | 15 funds | $227.8M |
| JOHNSON & JOHNSONJNJ | 15 funds | $182.4M |
| CHEVRON CORPCVX | 15 funds | $138.9M |
| APPLE INCAAPL | 14 funds | $1.3B |
| NVIDIA CORPNVDA | 14 funds | $1.0B |
| AMAZON.COM INCAMZN | 14 funds | $642.6M |
| ALPHABET INC-CL AGOOGL | 14 funds | $517.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $509.5M |
| JPMORGAN CHASE & COJPM | 14 funds | $319.7M |
Ranked by how many of RIV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 27, 2023 | Raio Jerry | Director | Buy (P) | 3K | $24K |
| Apr 10, 2023 | Raio Jerry | Director | Buy (P) | 2K | $17K |
| Nov 15, 2022 | Galley Patrick W. | President, Director | Buy (P) | 42K | $0 |
| Nov 8, 2022 | HUTCHENS JOHN WAYNE | Director | Buy (P) | 3K | $33K |
| Jan 24, 2022 | O'Neill Stephen Andrew | Insider | Buy (P) | 1K | $18K |
| Jan 24, 2022 | O'Neill Stephen Andrew | Insider | Buy (P) | 200 | $3K |
| Jan 24, 2022 | O'Neill Stephen Andrew | Insider | Buy (P) | 1K | $18K |
| Jan 24, 2022 | O'Neill Stephen Andrew | Insider | Buy (P) | 500 | $7K |
| Jan 24, 2022 | O'Neill Stephen Andrew | Insider | Buy (P) | 2K | $25K |
| Jan 24, 2022 | O'Neill Stephen Andrew | Insider | Buy (P) | 200 | $3K |
| Nov 16, 2021 | HUTCHENS JOHN WAYNE | Director | Buy (P) | 2K | $28K |
| Nov 15, 2021 | Swanson David | Director | Buy (P) | 344 | $6K |
| Class | 13F holders | Value held |
|---|---|---|
| RIVthis pageETF | 48 funds | $64.0M |
| 76881Y208PREFERRED STOCK | 1 funds | $11K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for RIV
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RIV/capital-change-brief"
Use Arkolith's capital_change_brief for RIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.