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Security record

RVT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
40Tracked holders
+1Δ holders
24.65MShares held
$455.29MReported value
+4New positions
−3Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.6% · share flow +1.2% · net new positions +2.5%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 40 +1 24.65M $455.29M +4 −3
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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 6.05M +3.7% $111.83M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 6.05M +3.7% $111.83M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley 5.90M -3.4% $109.04M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 5.90M -3.4% $109.04M 0.0% ▼ Trim 4 SEC ↗
5 Morgan Stanley 5.90M -3.4% $109.04M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 5.90M -3.4% $109.04M 0.0% ▼ Trim 4 SEC ↗
7 Morgan Stanley 5.90M -3.4% $109.04M 0.0% ▼ Trim 4 SEC ↗
8 Raymond James Financial Inc 3.09M +9.1% $57.05M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 3.09M +9.1% $57.05M 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 3.09M +9.1% $57.05M 0.0% ▲ Add 3 SEC ↗
11 LPL Financial LLC 2.40M +5.2% $44.27M 0.0% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 1.65M -2.7% $30.41M 0.0% ▼ Trim 3 SEC ↗
13 Wells Fargo & Company/Mn 1.65M -2.7% $30.41M 0.0% ▼ Trim 3 SEC ↗
14 Wells Fargo & Company/Mn 1.65M -2.7% $30.41M 0.0% ▼ Trim 3 SEC ↗
15 Royal Bank Of Canada 1.64M +0.9% $30.28M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 1.64M +0.9% $30.28M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 1.64M +0.9% $30.28M 0.0% ▲ Add 3 SEC ↗
18 Stifel Financial Corp 848.25K +2.8% $15.67M 0.0% ▲ Add 3 SEC ↗
19 Lazard Asset Management Llc 612.32K 0.0% $11.31M 0.0% Held 3 SEC ↗
20 Osaic Holdings, Inc. 484.01K +40.4% $8.94M 0.0% ▲ Add 3 SEC ↗
21 UBS Group AG 465.25K -20.1% $8.59M 0.0% ▼ Trim 3 SEC ↗
22 UBS Group AG 465.25K -20.1% $8.59M 0.0% ▼ Trim 3 SEC ↗
23 UBS Group AG 465.25K -20.1% $8.59M 0.0% ▼ Trim 3 SEC ↗
24 Allspring Global Investments… 287.28K +51.9% $5.31M 0.0% ▲ Add 3 SEC ↗
25 Captrust Financial Advisors 249.03K -3.2% $4.60M 0.0% ▼ Trim 3 SEC ↗
26 HighTower Advisors, LLC 200.82K +12.9% $3.71M 0.0% ▲ Add 3 SEC ↗
27 Commonwealth Equity Services, Llc 121.63K -7.2% $2.25M 0.0% ▼ Trim 3 SEC ↗
28 First Trust Advisors Lp 86.33K +0.4% $1.59M 0.0% ▲ Add 3 SEC ↗
29 Fifth Third Bancorp 73.50K +3.2% $1.36M 0.0% ▲ Add 2 SEC ↗
30 Jane Street Group, Llc 68.24K +170.7% $1.26M 0.0% ▲ Add 3 SEC ↗
31 Cetera Investment Advisers 65.75K -77.7% $1.21M 0.0% ▼ Trim 3 SEC ↗
32 Envestnet Asset Management Inc 50.04K -19.7% $924,174 0.0% ▼ Trim 3 SEC ↗
33 Bank Of Montreal /Can/ 45.95K +5.5% $848,604 0.0% ▲ Add 3 SEC ↗
34 Mercer Global Advisors Inc /Adv 29.81K -14.8% $550,582 0.0% ▼ Trim 3 SEC ↗
35 Baird Financial Group, Inc. 29.60K +4.5% $546,786 0.0% ▲ Add 3 SEC ↗
36 Baird Financial Group, Inc. 29.60K +4.5% $546,786 0.0% ▲ Add 3 SEC ↗
37 Brown Advisory Inc 28.74K +11.5% $530,754 0.0% ▲ Add 3 SEC ↗
38 Cerity Partners LLC 22.45K -6.5% $415,000 0.0% ▼ Trim 2 SEC ↗
39 Northwestern Mutual Wealth… 21.09K +9.6% $389,541 0.0% ▲ Add 3 SEC ↗
40 Mariner, LLC 18.09K -64.7% $334,054 0.0% ▼ Trim 3 SEC ↗
41 Focus Partners Wealth 15.99K +2.5% $295,409 0.0% ▲ Add 3 SEC ↗
42 Us Bancorp \De\ 15.73K 0.0% $290,459 0.0% ▲ Add 3 SEC ↗
43 Susquehanna International Group, Llp 15.42K -37.9% $284,863 0.0% ▼ Trim 2 SEC ↗
44 Pnc Financial Services Group, Inc. 13.15K 0.0% $242,807 0.0% Held 3 SEC ↗
45 Pnc Financial Services Group, Inc. 13.15K 0.0% $242,807 0.0% Held 3 SEC ↗
46 Pnc Financial Services Group, Inc. 13.15K 0.0% $242,807 0.0% Held 3 SEC ↗
47 Pnc Financial Services Group, Inc. 13.15K 0.0% $242,807 0.0% Held 3 SEC ↗
48 Truist Financial Corp 12.75K +6.8% $235,413 0.0% ▲ Add 3 SEC ↗
49 Invesco Ltd. 11.73K New $216,727 0.0% New 1 SEC ↗
50 Sei Investments Co 10.26K New $189,470 0.0% New 1 SEC ↗
51 Wealth Enhancement Advisory… 10.00K New $181,129 0.0% New 1 SEC ↗
52 Assetmark, Inc 3.70K 0.0% $68,357 0.0% Held 3 SEC ↗
53 UBS AM, a distinct business unit of… 3.07K 0.0% $56,721 0.0% Held 2 SEC ↗
54 National Bank Of Canada /Fi/ 407 0.0% $7,521 0.0% Held 3 SEC ↗
55 JPMorgan Chase 292 0.0% $5,376 0.0% Held 4 SEC ↗
56 JPMorgan Chase 292 0.0% $5,376 0.0% Held 4 SEC ↗
57 Rockefeller Capital Management L.P. 114 +2180.0% $2,123 0.0% ▲ Add 2 SEC ↗
58 Russell Investments Group, Ltd. 1 New $18 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

Invesco Ltd. $216,727 0.0%
Sei Investments Co $189,470 0.0%
Wealth Enhancement Advisory… $181,129 0.0%
Russell Investments Group… $18 0.0%

Exited

Creative Planning $217,023 was 0.0%
Fidelity (FMR) $633 was 0.0%
Citigroup Inc $116 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.

Frequently co-owned

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

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: Q2 2026 · Methodology · Get this via the API