Among active 13F managers last quarter, 3 opened and 34 added, while 14 reduced; the largest holder to move was Rivernorth Capital Management, LLC (+0.9%).
193 tracked 13F filers disclose a position in RVT as of the latest SEC 13F filings, a combined $585.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 6.1M | $101.4M | ▼−2.3% Reduced · −144K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 5.8M | $96.9M | ▲+1.9% Added · +109K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 2.8M | $47.0M | ▼−1.3% Reduced · −39K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 2.3M | $37.8M | ▲+1.0% Added · +23K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 1.7M | $28.1M | ▲+15% Added · +214K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 1.6M | $27.0M | ▲+0.8% Added · +13K sh | Q1 2026 | |
| 7 | Stifel Financial Corp | 825K | $13.7M | ▲+5.3% Added · +42K sh | Q1 2026 | |
| 8 | Blue Bell Private Wealth Management, LLC | 675K | $12.5M | ▲+3.2% Added · +21K sh | Q2 2026 | |
| 9 | Lazard Asset Management LLC | 612K | $10.2M | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 10 | Rivernorth Capital Management, LLC | 607K | $11.2M | ▲+0.9% Added · +5K sh | Q2 2026 | |
| 11 | Shaker Financial Services, LLC | 606K | $11.2M | ▲+337% Added · +467K sh | Q2 2026 | |
| 12 | UBS Group AG | 582K | $9.7M | ▼−6.8% Reduced · −43K sh | Q1 2026 | |
| 13 | Waterfront Wealth Inc. | 495K | $9.0M | ▼−12% Reduced · −69K sh | Q2 2026 | |
| 14 | Modern Wealth Management, LLC | 480K | $8.9M | ▼−2.4% Reduced · −12K sh | Q2 2026 | |
| 15 | Guggenheim Capital LLC | 453K | $7.5M | ▲+6.9% Added · +29K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 345K | $5.7M | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 17 | Advisors Asset Management, Inc. | 337K | $6.2M | ▲+5.1% Added · +16K sh | Q2 2026 | |
| 18 | Paller Financial Services Inc | 303K | $5.6M | ▼−1.8% Reduced · −5K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 295K | $4.9M | ▲+126% Added · +165K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 291K | $5.4M | ▲+5.3% Added · +15K sh | Q2 2026 | |
| 21 | Allspring Global Investments Holdings, LLC | 287K | $5.3M | ▲+52% Added · +98K sh | Q2 2026 | |
| 22 | Rothschild Investment LLC | 251K | $4.6M | ▲+4.4% Added · +11K sh | Q2 2026 | |
| 23 | Cypress Capital Management LLC (WY) | 244K | $4.5M | ▲+12% Added · +27K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | 231K | $4.3M | ▲+26% Added · +48K sh | Q2 2026 | |
| 25 | D.A. Davidson & Co. | 230K | $4.3M | ▼−1.9% Reduced · −4K 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 34 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 96 funds | $35.9B |
| Apple IncAAPL | 94 funds | $40.7B |
| Nvidia CorpNVDA | 93 funds | $48.6B |
| Meta Platforms Inc-Class AMETA | 92 funds | $10.8B |
| Alphabet Inc-CL AGOOGL | 91 funds | $20.1B |
| Amazon.com IncAMZN | 90 funds | $24.8B |
| JPMorgan Chase & CoJPM | 90 funds | $8.6B |
| Broadcom IncAVGO | 89 funds | $18.7B |
| Johnson & JohnsonJNJ | 89 funds | $7.3B |
| Cisco Systems IncCSCO | 89 funds | $4.6B |
| Chevron CorpCVX | 89 funds | $2.5B |
| Alphabet Inc-CL CGOOG | 88 funds | $15.7B |
Ranked by how many of RVT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RVT.
| Class | 13F holders | Value held |
|---|---|---|
| RVTthis pagecommon | 193 funds | $585.8M |
| 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 ETF 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 + quarter-over-quarter ownership changes + 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.