162 tracked 13F filers disclose a position in RVT as of the latest SEC 13F filings, a combined $542.4M 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 | $101.4M | 6.1M | ▼−2.3% Reduced · −144K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $96.9M | 5.8M | ▲+1.9% Added · +109K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $47.0M | 2.8M | ▼−1.3% Reduced · −39K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $37.8M | 2.3M | ▲+1.0% Added · +23K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $28.1M | 1.7M | ▲+15% Added · +214K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $27.0M | 1.6M | ▲+0.8% Added · +13K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $13.7M | 825K | ▲+5.3% Added · +42K sh | Q1 2026 | |
| 8 | LAZARD ASSET MANAGEMENT LLC | $10.2M | 612K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 9 | Shaker Financial Services, LLC | $11.2M | 606K | ▲+337% Added · +467K sh | Q2 2026 | |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.0M | 602K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 11 | UBS Group AG | $9.7M | 582K | ▼−6.8% Reduced · −43K sh | Q1 2026 | |
| 12 | Waterfront Wealth Inc. | $9.0M | 495K | ▼−12% Reduced · −69K sh | Q2 2026 | |
| 13 | Modern Wealth Management, LLC | $8.4M | 492K | ▼−2.3% Reduced · −12K sh | Q1 2026 | |
| 14 | GUGGENHEIM CAPITAL LLC | $7.5M | 453K | ▲+6.9% Added · +29K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $5.7M | 345K | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 16 | Advisors Asset Management, Inc. | $5.3M | 320K | ▼−13% Reduced · −50K sh | Q1 2026 | |
| 17 | Paller Financial Services Inc | $5.6M | 303K | ▼−1.8% Reduced · −5K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | $4.9M | 295K | ▲+126% Added · +165K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $4.6M | 276K | ▲+65% Added · +109K sh | Q1 2026 | |
| 20 | ROTHSCHILD INVESTMENT LLC | $4.0M | 240K | ▲+4.6% Added · +11K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $4.3M | 231K | ▲+26% Added · +48K sh | Q2 2026 | |
| 22 | D.A. DAVIDSON & CO. | $4.3M | 230K | ▼−1.9% Reduced · −4K sh | Q2 2026 | |
| 23 | OPPENHEIMER & CO INC | $4.1M | 223K | ▲+2.6% Added · +6K sh | Q2 2026 | |
| 24 | Allspring Global Investments Holdings, LLC | $3.1M | 189K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 25 | Z3 Capital Partners, LLC | $3.4M | 187K | ▲+0.5% Added · +957 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 RVT and 26 added to an existing one, while 22 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 |
|---|---|---|
| APPLE INCAAPL | 75 funds | $38.9B |
| MICROSOFT CORPMSFT | 75 funds | $35.8B |
| NVIDIA CORPNVDA | 74 funds | $47.9B |
| CHEVRON CORPCVX | 72 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 71 funds | $19.6B |
| JPMORGAN CHASE & COJPM | 71 funds | $8.4B |
| JOHNSON & JOHNSONJNJ | 71 funds | $7.3B |
| HOME DEPOT INCHD | 71 funds | $4.6B |
| AMAZON.COM INCAMZN | 70 funds | $24.2B |
| BROADCOM INCAVGO | 70 funds | $18.3B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 69 funds | $15.1B |
Ranked by how many of RVT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 3K | $51K |
| Mar 24, 2026 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 5K | $75K |
| Dec 17, 2025 | Gannon Francis D. | Vice President | Buy (P) | 186 | $3K |
| Aug 26, 2025 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 1K | $21K |
| Jun 26, 2025 | ROYCE CHARLES M | Insider | Sell (S) | 22K | $325K |
| Aug 16, 2024 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 3K | $52K |
| Mar 22, 2024 | Gannon Francis D. | Vice President | Buy (P) | 2K | $30K |
| Mar 21, 2024 | Gannon Francis D. | Vice President | Buy (P) | 2K | $30K |
| Mar 21, 2024 | CLARK CHRISTOPHER D | President, Director | Buy (P) | 3K | $49K |
| Oct 5, 2022 | Grisanti Christopher C. | Director | Buy (P) | 2K | $21K |
| Sep 9, 2021 | Grisanti Christopher C. | Director | Buy (P) | 2K | $30K |
| Jul 23, 2021 | OBRIEN G PETER | Director | Buy (P) | 550 | $10K |
| Class | 13F holders | Value held |
|---|---|---|
| RVTthis pagecommon | 162 funds | $542.4M |
| 780910931COMMON STOCK | 1 funds | $1 |
| 780910964COMMON STOCK | 1 funds | $1 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for RVT
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/RVT/capital-change-brief"
Use Arkolith's capital_change_brief for RVT. 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 RVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.