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Security record · archived quarter

RVT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
40Tracked holders
+5Δ holders
24.37MShares held
$404.57MReported value
+7New positions
−2Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow +2.0% · net new positions +12.5% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 39 +1 24.45M $451.58M +4 −4
Q1 2026 40 +5 24.37M $404.57M +7 −2
Q4 2025 35 -1 23.89M $384.63M — −1
Q3 2025 3 +1 5.75M $92.78M +1 —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 6.11M -2.3% $101.40M 0.0% ▼ Trim 3 SEC ↗ ×4
2 Bank Of America Corp /De/ 5.84M +1.9% $96.88M 0.0% ▲ Add 2 SEC ↗ ×2
3 Raymond James Financial Inc 2.83M -1.3% $47.01M 0.0% ▼ Trim 2 SEC ↗ ×3
4 LPL Financial LLC 2.28M +1.0% $37.84M 0.0% ▲ Add 2 SEC ↗
5 Wells Fargo & Company/Mn 1.69M +14.5% $28.08M 0.0% ▲ Add 2 SEC ↗ ×3
6 Royal Bank Of Canada 1.62M +0.8% $26.97M 0.0% ▲ Add 2 SEC ↗ ×3
7 Stifel Financial Corp 825.09K +5.3% $13.70M 0.0% ▲ Add 2 SEC ↗
8 Lazard Asset Management Llc 612.32K -0.6% $10.16M 0.0% ▼ Trim 2 SEC ↗
9 UBS Group AG 582.11K -6.8% $9.66M 0.0% ▼ Trim 2 SEC ↗ ×2
10 Osaic Holdings, Inc. 344.83K +1.9% $5.72M 0.0% ▲ Add 2 SEC ↗
11 Cetera Investment Advisers 294.68K +126.5% $4.89M 0.0% ▲ Add 2 SEC ↗
12 Captrust Financial Advisors 257.19K -3.6% $4.27M 0.0% ▼ Trim 2 SEC ↗
13 Allspring Global Investments… 189.15K +0.5% $3.14M 0.0% ▲ Add 2 SEC ↗
14 HighTower Advisors, LLC 177.80K +1.9% $2.95M 0.0% ▲ Add 2 SEC ↗
15 Commonwealth Equity Services, Llc 131.09K +9.0% $2.18M 0.0% ▲ Add 2 SEC ↗
16 First Trust Advisors Lp 85.99K +20.1% $1.43M 0.0% ▲ Add 2 SEC ↗
17 Fifth Third Bancorp 71.23K New $1.18M 0.0% New 1 SEC ↗
18 Envestnet Asset Management Inc 62.28K +131.6% $1.03M 0.0% ▲ Add 2 SEC ↗
19 Mariner, LLC 51.22K -49.8% $850,242 0.0% ▼ Trim 2 SEC ↗ ×2
20 Bank Of Montreal /Can/ 43.56K +12.1% $723,096 0.0% ▲ Add 2 SEC ↗
21 Mercer Global Advisors Inc /Adv 34.99K +14.3% $580,868 0.0% ▲ Add 2 SEC ↗
22 Baird Financial Group, Inc. 28.32K +1.3% $470,079 0.0% ▲ Add 2 SEC ↗ ×2
23 Brown Advisory Inc 25.78K 0.0% $427,915 0.0% Held 2 SEC ↗
24 Jane Street Group, Llc 25.21K -9.8% $418,486 0.0% ▼ Trim 2 SEC ↗ ×2
25 Susquehanna International Group, Llp 24.83K New $412,178 0.0% New 1 SEC ↗
26 Cerity Partners LLC 24.01K New $398,966 0.0% New 1 SEC ↗
27 Northwestern Mutual Wealth… 19.24K +55.0% $319,408 0.0% ▲ Add 2 SEC ↗
28 Us Bancorp \De\ 15.72K +1.8% $261,018 0.0% ▲ Add 2 SEC ↗
29 Focus Partners Wealth 15.60K +0.7% $258,894 0.0% ▲ Add 2 SEC ↗
30 Pnc Financial Services Group, Inc. 13.15K +3.1% $218,224 0.0% ▲ Add 2 SEC ↗ ×4
31 Creative Planning 13.07K -4.8% $217,023 0.0% ▼ Trim 2 SEC ↗
32 Truist Financial Corp 11.94K -0.5% $198,166 0.0% ▼ Trim 2 SEC ↗
33 Cwm, Llc 11.42K +576.5% $189,550 0.0% ▲ Add 2 SEC ↗
34 Assetmark, Inc 3.70K +176.4% $61,437 0.0% ▲ Add 2 SEC ↗
35 UBS AM, a distinct business unit of… 3.07K New $50,979 0.0% New 1 SEC ↗
36 National Bank Of Canada /Fi/ 407 0.0% $6,748 0.0% Held 2 SEC ↗
37 JPMorgan Chase ✦ 292 0.0% $4,712 0.0% Held 3 SEC ↗ ×2
38 Fidelity (FMR) ✦ 38 New $633 0.0% New 1 SEC ↗
39 Citigroup Inc 7 New $116 0.0% New 1 SEC ↗
40 Rockefeller Capital Management L.P. 5 New $83 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 30 CLARK CHRISTOPHER D

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

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API