RVT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -2.8% ·
share flow +2.1% ·
net new positions -2.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.25M | +9.1% | $100.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 5.73M | — | $92.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 2.87M | — | $46.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 2.26M | — | $36.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.61M | — | $25.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Wells Fargo & Company/Mn | 1.48M | — | $23.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 783.43K | — | $12.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 624.76K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Lazard Asset Management Llc | 615.83K | — | $9.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 338.55K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 266.91K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Allspring Global Investments… | 188.15K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 174.50K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 130.11K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 120.28K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 102.12K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | First Trust Advisors Lp | 71.60K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 38.86K | — | $625,646 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 30.61K | — | $492,759 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 27.95K | — | $450,060 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Jane Street Group, Llc | 27.95K | — | $449,915 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Envestnet Asset Management Inc | 26.89K | — | $432,917 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Brown Advisory Inc | 25.78K | — | $415,026 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 15.49K | — | $249,453 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 15.44K | — | $248,600 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 13.74K | — | $221,145 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 12.89K | — | $214,148 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 12.75K | — | $205,340 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 12.42K | — | $199,921 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 12.00K | — | $193,180 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 1.69K | — | $27,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 1.34K | — | $21,558 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 407 | — | $6,553 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 325 | — | $5,233 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 292 | -59.6% | $4,715 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $306,470 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 198 holders, 35.84M shares, $558.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer, Director · President · 1.20K sh @ 17.06 · $20,472
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology