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On this page, we present all of the funds holding RDVI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding RDVI, with a link to that fund's top holdings. The next columns
indicate the amount of RDVI stock held by each of the funds holding RDVI, followed by the RDVI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 222 funds holding RDVI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding RDVI), click the fund name in the "Holder" column of the funds-holding-RDVI table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 LPL Financial LLC | 5,976,770 | $144,877 | 12/31/2024 | | RDVI | 5,976,770 | $144,877 | 12/31/2024 | | Envestnet Asset Management Inc. | 1,669,665 | $40,473 | 12/31/2024 | | RDVI | 1,669,665 | $40,473 | 12/31/2024 | | Commonwealth Equity Services LLC | 1,640,322 | $39,761 | 12/31/2024 | | RDVI | 1,640,322 | $39,761 | 12/31/2024 | | Raymond James Financial Inc. | 1,619,755 | $39,263 | 12/31/2024 | | RDVI | 1,619,755 | $39,263 | 12/31/2024 | | Wells Fargo & Company MN | 1,596,451 | $38,698 | 12/31/2024 | | RDVI | 1,596,451 | $38,698 | 12/31/2024 | | Stifel Financial Corp | 1,459,446 | $35,377 | 12/31/2024 | | RDVI | 1,459,446 | $35,377 | 12/31/2024 | | Truist Financial Corp | 1,379,054 | $33,428 | 12/31/2024 | | RDVI | 1,379,054 | $33,428 | 12/31/2024 | | Royal Bank of Canada | 1,185,137 | $28,728 | 12/31/2024 | | RDVI | 1,185,137 | $28,728 | 12/31/2024 | | Cetera Investment Advisers | 1,171,962 | $28,408 | 12/31/2024 | | RDVI | 1,171,962 | $28,408 | 12/31/2024 | | Spectrum Wealth Counsel LLC | 1,050,399 | $25,462 | 12/31/2024 | | RDVI | 1,050,399 | $25,462 | 12/31/2024 | | SRS Capital Advisors Inc. | 1,037,951 | $25,160 | 12/31/2024 | | RDVI | 1,037,951 | $25,160 | 12/31/2024 | | Advisor Group Holdings Inc. | 992,017 | $24,363 | 12/31/2024 | | RDVI | 992,017 | $24,363 | 12/31/2024 | | Baird Financial Group Inc. | 806,937 | $19,560 | 12/31/2024 | | RDVI | 806,937 | $19,560 | 12/31/2024 | | Second Half Financial Partners LLC | 734,661 | $17,808 | 12/31/2024 | | RDVI | 734,661 | $17,808 | 12/31/2024 | | Park National Corp OH | 700,203 | $16,609 | 03/31/2025 | | RDVI | 700,203 | $16,609 | 03/31/2025 | | Cambridge Investment Research Advisors Inc. | 671,580 | $15,930 | 03/31/2025 | | RDVI | 671,580 | $15,930 | 03/31/2025 | | Luken Investment Analytics LLC | 668,603 | $15,859 | 03/31/2025 | | RDVI | 668,603 | $15,859 | 03/31/2025 | | Pinnacle Associates Ltd. | 627,611 | $15,213 | 12/31/2024 | | RDVI | 627,611 | $15,213 | 12/31/2024 | | Kestra Advisory Services LLC | 576,840 | $13,983 | 12/31/2024 | | RDVI | 576,840 | $13,983 | 12/31/2024 | | Wealth Enhancement Advisory Services LLC | 553,881 | $13,138 | 03/31/2025 | | RDVI | 553,881 | $13,138 | 03/31/2025 | | Atlas Private Wealth Advisors | 532,154 | $12,623 | 03/31/2025 | | RDVI | 532,154 | $12,623 | 03/31/2025 | | Janney Montgomery Scott LLC | 503,736 | $11,949 | 03/31/2025 | | RDVI | 503,736 | $11,949 | 03/31/2025 | | Harbour Investments Inc. | 463,566 | $11,237 | 12/31/2024 | | RDVI | 463,566 | $11,237 | 12/31/2024 | | Adamsbrown Wealth Consultants LLC | 468,939 | $11,123 | 03/31/2025 | | RDVI | 468,939 | $11,123 | 03/31/2025 | | Prospera Financial Services Inc | 443,206 | $10,748 | 12/31/2024 | | RDVI | 443,206 | $10,748 | 12/31/2024 | | Independent Advisor Alliance | 403,123 | $9,772 | 12/31/2024 | | RDVI | 403,123 | $9,772 | 12/31/2024 | | Argent Advisors Inc. | 398,017 | $9,441 | 03/31/2025 | | RDVI | 398,017 | $9,441 | 03/31/2025 | | Summit Financial Wealth Advisors LLC | 317,430 | $8,025 | 12/31/2024 | | RDVI | 317,430 | $8,025 | 12/31/2024 | | National Asset Management Inc. | 330,363 | $8,008 | 12/31/2024 | | RDVI | 330,363 | $8,008 | 12/31/2024 | | Echo Wealth Management LLC | 335,481 | $7,958 | 03/31/2025 | | RDVI | 335,481 | $7,958 | 03/31/2025 | | Integrated Wealth Concepts LLC | 294,694 | $7,143 | 12/31/2024 | | RDVI | 294,694 | $7,143 | 12/31/2024 | | HighTower Advisors LLC | 277,856 | $6,735 | 12/31/2024 | | RDVI | 277,856 | $6,735 | 12/31/2024 | | Good Life Advisors LLC | 265,437 | $6,296 | 03/31/2025 | | RDVI | 265,437 | $6,296 | 03/31/2025 | | Ergawealth Advisors Inc. | 255,887 | $6,070 | 03/31/2025 | | RDVI | 255,887 | $6,070 | 03/31/2025 | | Pinnacle Wealth Management Advisory Group LLC | 240,095 | $5,820 | 12/31/2024 | | RDVI | 240,095 | $5,820 | 12/31/2024 | | Midwest Financial Group LLC | 231,518 | $5,492 | 03/31/2025 | | RDVI | 231,518 | $5,492 | 03/31/2025 | | Mariner LLC | 220,411 | $5,343 | 12/31/2024 | | RDVI | 220,411 | $5,343 | 12/31/2024 | | Nations Financial Group Inc. IA ADV | 200,074 | $4,850 | 12/31/2024 | | RDVI | 200,074 | $4,850 | 12/31/2024 | | Avantax Advisory Services Inc. | 197,402 | $4,785 | 12/31/2024 | | RDVI | 197,402 | $4,785 | 12/31/2024 | | GWM Advisors LLC | 194,903 | $4,724 | 12/31/2024 | | RDVI | 194,903 | $4,724 | 12/31/2024 | | Kingsview Wealth Management LLC | 173,013 | $4,194 | 12/31/2024 | | RDVI | 173,013 | $4,194 | 12/31/2024 | | Wiley BROS. Aintree Capital LLC | 153,066 | $3,745 | 12/31/2024 | | RDVI | 153,066 | $3,745 | 12/31/2024 | | Private Advisor Group LLC | 143,025 | $3,467 | 12/31/2024 | | RDVI | 143,025 | $3,467 | 12/31/2024 | | Prostatis Group LLC | 139,446 | $3,380 | 12/31/2024 | | RDVI | 139,446 | $3,380 | 12/31/2024 | | Concurrent Investment Advisors LLC | 136,607 | $3,311 | 12/31/2024 | | RDVI | 136,607 | $3,311 | 12/31/2024 | | G&S Capital LLC | 130,685 | $3,100 | 03/31/2025 | | RDVI | 130,685 | $3,100 | 03/31/2025 | | Atlas Wealth LLC | 122,679 | $2,974 | 12/31/2024 | | RDVI | 122,679 | $2,974 | 12/31/2024 | | Trueblood Wealth Management LLC | 123,564 | $2,931 | 03/31/2025 | | RDVI | 123,564 | $2,931 | 03/31/2025 | | Patriot Financial Group Insurance Agency LLC | 122,030 | $2,895 | 03/31/2025 | | RDVI | 122,030 | $2,895 | 03/31/2025 | | Snowden Capital Advisors LLC | 115,482 | $2,799 | 12/31/2024 | | RDVI | 115,482 | $2,799 | 12/31/2024 | | Sanctuary Advisors LLC | 107,646 | $2,764 | 12/31/2024 | | RDVI | 107,646 | $2,764 | 12/31/2024 | | Rehmann Capital Advisory Group | 107,314 | $2,601 | 12/31/2024 | | RDVI | 107,314 | $2,601 | 12/31/2024 | | Harvest Investment Services LLC | 104,596 | $2,535 | 12/31/2024 | | RDVI | 104,596 | $2,535 | 12/31/2024 | | Prosperity Financial Group Inc. | 102,173 | $2,477 | 12/31/2024 | | RDVI | 102,173 | $2,477 | 12/31/2024 | | Global Assets Advisory LLC | 107,850 | $2,424 | 03/31/2025 | | RDVI | 107,850 | $2,424 | 03/31/2025 | | Semus Wealth Partners LLC | 99,078 | $2,402 | 12/31/2024 | | RDVI | 99,078 | $2,402 | 12/31/2024 | | Owen LaRue LLC | 93,785 | $2,273 | 12/31/2024 | | RDVI | 93,785 | $2,273 | 12/31/2024 | | Truvestments Capital LLC | 93,155 | $2,258 | 12/31/2024 | | RDVI | 93,155 | $2,258 | 12/31/2024 | | Delta Investment Management LLC | 92,168 | $2,234 | 12/31/2024 | | RDVI | 92,168 | $2,234 | 12/31/2024 | | Stephens Inc. AR | 91,135 | $2,209 | 12/31/2024 | | RDVI | 91,135 | $2,209 | 12/31/2024 | | RFG Advisory LLC | 91,976 | $2,182 | 03/31/2025 | | RDVI | 91,976 | $2,182 | 03/31/2025 | | Sigma Planning Corp | 87,621 | $2,124 | 12/31/2024 | | RDVI | 87,621 | $2,124 | 12/31/2024 | | D.A. Davidson & CO. | 85,105 | $2,063 | 12/31/2024 | | RDVI | 85,105 | $2,063 | 12/31/2024 | | KPP Advisory Services LLC | 86,344 | $2,048 | 03/31/2025 | | RDVI | 86,344 | $2,048 | 03/31/2025 | | StoneX Group Inc. | 80,234 | $1,945 | 12/31/2024 | | RDVI | 80,234 | $1,945 | 12/31/2024 | | Capital Analysts LLC | 77,268 | $1,873 | 12/31/2024 | | RDVI | 77,268 | $1,873 | 12/31/2024 | | Capital Investment Advisory Services LLC | 74,139 | $1,797 | 12/31/2024 | | RDVI | 74,139 | $1,797 | 12/31/2024 | | JPMorgan Chase & Co. | 74,108 | $1,796 | 12/31/2024 | | RDVI | 74,108 | $1,796 | 12/31/2024 | | IFP Advisors Inc | 70,880 | $1,718 | 12/31/2024 | | RDVI | 70,880 | $1,718 | 12/31/2024 | | Wedbush Securities Inc. | 67,019 | $1,625 | 12/31/2024 | | RDVI | 67,019 | $1,625 | 12/31/2024 | | Foundations Investment Advisors LLC | 66,937 | $1,623 | 12/31/2024 | | RDVI | 66,937 | $1,623 | 12/31/2024 | | MML Investors Services LLC | 66,069 | $1,602 | 12/31/2024 | | RDVI | 66,069 | $1,602 | 12/31/2024 | | Econ Financial Services Corp | 66,551 | $1,579 | 03/31/2025 | | RDVI | 66,551 | $1,579 | 03/31/2025 | | ARQ Wealth Advisors LLC | 62,401 | $1,513 | 12/31/2024 | | RDVI | 62,401 | $1,513 | 12/31/2024 | | Ameritas Advisory Services LLC | 61,379 | $1,466 | 03/31/2025 | | RDVI | 61,379 | $1,466 | 03/31/2025 | | CWM LLC | 59,608 | $1,445 | 12/31/2024 | | RDVI | 59,608 | $1,445 | 12/31/2024 | | Atria Wealth Solutions Inc. | 57,626 | $1,397 | 12/31/2024 | | RDVI | 57,626 | $1,397 | 12/31/2024 | | Sandy Spring Bank | 56,003 | $1,358 | 12/31/2024 | | RDVI | 56,003 | $1,358 | 12/31/2024 | | Moloney Securities Asset Management LLC | 55,557 | $1,347 | 12/31/2024 | | RDVI | 55,557 | $1,347 | 12/31/2024 | | Stonebridge Financial Planning Group LLC | 55,081 | $1,335 | 12/31/2024 | | RDVI | 55,081 | $1,335 | 12/31/2024 | | Kestra Private Wealth Services LLC | 54,990 | $1,333 | 12/31/2024 | | RDVI | 54,990 | $1,333 | 12/31/2024 | | Herold Advisors Inc. | 54,564 | $1,323 | 12/31/2024 | | RDVI | 54,564 | $1,323 | 12/31/2024 | | Sequent Planning LLC | 54,253 | $1,315 | 12/31/2024 | | RDVI | 54,253 | $1,315 | 12/31/2024 | | BlackDiamond Wealth Management Inc. | 53,890 | $1,306 | 12/31/2024 | | RDVI | 53,890 | $1,306 | 12/31/2024 | | Beacon Financial Group | 55,009 | $1,305 | 03/31/2025 | | RDVI | 55,009 | $1,305 | 03/31/2025 | | Maxwell Wealth Strategies Inc. | 53,333 | $1,293 | 12/31/2024 | | RDVI | 53,333 | $1,293 | 12/31/2024 | | Balboa Wealth Partners | 51,250 | $1,216 | 03/31/2025 | | RDVI | 51,250 | $1,216 | 03/31/2025 | | Quad Cities Investment Group LLC | 50,895 | $1,207 | 03/31/2025 | | RDVI | 50,895 | $1,207 | 03/31/2025 | | MTM Investment Management LLC | 49,662 | $1,204 | 12/31/2024 | | RDVI | 49,662 | $1,204 | 12/31/2024 | | GPS Wealth Strategies Group LLC | 50,405 | $1,196 | 03/31/2025 | | RDVI | 50,405 | $1,196 | 03/31/2025 | | Rockefeller Capital Management L.P. | 48,774 | $1,182 | 12/31/2024 | | RDVI | 48,774 | $1,182 | 12/31/2024 | | Secure Asset Management LLC | 49,634 | $1,177 | 03/31/2025 | | RDVI | 49,634 | $1,177 | 03/31/2025 | | Change Path LLC | 48,230 | $1,169 | 12/31/2024 | | RDVI | 48,230 | $1,169 | 12/31/2024 | | Steel Peak Wealth Management LLC | 47,454 | $1,150 | 12/31/2024 | | RDVI | 47,454 | $1,150 | 12/31/2024 | | SLT Holdings LLC | 46,574 | $1,129 | 12/31/2024 | | RDVI | 46,574 | $1,129 | 12/31/2024 | | BKA Wealth Consulting Inc. | 46,436 | $1,126 | 12/31/2024 | | RDVI | 46,436 | $1,126 | 12/31/2024 | | J.W. Cole Advisors Inc. | 46,107 | $1,118 | 12/31/2024 | | RDVI | 46,107 | $1,118 | 12/31/2024 | | Atomi Financial Group Inc. | 45,585 | $1,105 | 12/31/2024 | | RDVI | 45,585 | $1,105 | 12/31/2024 | | Ashton Thomas Private Wealth LLC | 45,249 | $1,097 | 12/31/2024 | | RDVI | 45,249 | $1,097 | 12/31/2024 | | Western Wealth Management LLC | 44,707 | $1,060 | 03/31/2025 | | RDVI | 44,707 | $1,060 | 03/31/2025 | | Retirement Planning Group | 44,166 | $1,048 | 03/31/2025 | | RDVI | 44,166 | $1,048 | 03/31/2025 | | International Assets Investment Management LLC | 43,349 | $1,028 | 03/31/2025 | | RDVI | 43,349 | $1,028 | 03/31/2025 | | Insight Advisors LLC PA | 43,239 | $1,026 | 03/31/2025 | | RDVI | 43,239 | $1,026 | 03/31/2025 | | Steward Partners Investment Advisory LLC | 42,108 | $1,021 | 12/31/2024 | | RDVI | 42,108 | $1,021 | 12/31/2024 | | Comprehensive Financial Planning Inc. PA | 40,714 | $987 | 12/31/2024 | | RDVI | 40,714 | $987 | 12/31/2024 | | Marshall Financial Group LLC | 37,546 | $891 | 03/31/2025 | | RDVI | 37,546 | $891 | 03/31/2025 | | TrueWealth Advisors LLC | 36,982 | $877 | 03/31/2025 | | RDVI | 36,982 | $877 | 03/31/2025 | | Jane Street Group LLC | 35,073 | $850 | 12/31/2024 | | RDVI | 35,073 | $850 | 12/31/2024 | | STA Wealth Management LLC | 35,539 | $843 | 03/31/2025 | | RDVI | 35,539 | $843 | 03/31/2025 | | Garden State Investment Advisory Services LLC | 34,780 | $843 | 12/31/2024 | | RDVI | 34,780 | $843 | 12/31/2024 | | Oppenheimer & Co. Inc. | 34,568 | $820 | 03/31/2025 | | RDVI | 34,568 | $820 | 03/31/2025 | | Gladstone Institutional Advisory LLC | 33,321 | $808 | 12/31/2024 | | RDVI | 33,321 | $808 | 12/31/2024 | | Resolute Wealth Strategies LLC | 32,816 | $795 | 12/31/2024 | | RDVI | 32,816 | $795 | 12/31/2024 | | Arkadios Wealth Advisors | 30,824 | $747 | 12/31/2024 | | RDVI | 30,824 | $747 | 12/31/2024 | | CoreCap Advisors LLC | 30,507 | $739 | 12/31/2024 | | RDVI | 30,507 | $739 | 12/31/2024 | | Aurora Private Wealth Inc. | 30,851 | $732 | 03/31/2025 | | RDVI | 30,851 | $732 | 03/31/2025 | | Thrivent Financial for Lutherans | 29,919 | $725 | 12/31/2024 | | RDVI | 29,919 | $725 | 12/31/2024 | | IHT Wealth Management LLC | 29,348 | $711 | 12/31/2024 | | RDVI | 29,348 | $711 | 12/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 29,566 | $701 | 03/31/2025 | | RDVI | 29,566 | $701 | 03/31/2025 |  Citadel Advisors LLC | | $698 | 12/31/2024 | | RDVI | 27,407 | $664 | 12/31/2024 | | Call | 1,400 | $34 | 12/31/2024 | | Orion Portfolio Solutions LLC | 27,902 | $676 | 12/31/2024 | | RDVI | 27,902 | $676 | 12/31/2024 | | Next Level Private LLC | 27,846 | $661 | 03/31/2025 | | RDVI | 27,846 | $661 | 03/31/2025 | | Equitable Holdings Inc. | 27,023 | $655 | 12/31/2024 | | RDVI | 27,023 | $655 | 12/31/2024 | | Milestone Asset Management LLC | 27,231 | $646 | 03/31/2025 | | RDVI | 27,231 | $646 | 03/31/2025 | | Susquehanna International Group LLP | 26,388 | $640 | 12/31/2024 | | RDVI | 26,388 | $640 | 12/31/2024 | | Inspire Advisors LLC | 25,990 | $630 | 12/31/2024 | | RDVI | 25,990 | $630 | 12/31/2024 | | Centaurus Financial Inc. | 25,958 | $629 | 12/31/2024 | | RDVI | 25,958 | $629 | 12/31/2024 | | Tyler Stone Wealth Management | 25,426 | $616 | 12/31/2024 | | RDVI | 25,426 | $616 | 12/31/2024 | | EverSource Wealth Advisors LLC | 25,252 | $612 | 12/31/2024 | | RDVI | 25,252 | $612 | 12/31/2024 | | IFG Advisory LLC | 25,183 | $610 | 12/31/2024 | | RDVI | 25,183 | $610 | 12/31/2024 | | Envestnet Portfolio Solutions Inc. | 25,666 | $609 | 03/31/2025 | | RDVI | 25,666 | $609 | 03/31/2025 | | Strategic Financial Concepts LLC | 23,185 | $562 | 12/31/2024 | | RDVI | 23,185 | $562 | 12/31/2024 | | Main Street Financial Solutions LLC | 22,704 | $550 | 12/31/2024 | | RDVI | 22,704 | $550 | 12/31/2024 | | Warren Averett Asset Management LLC | 21,649 | $525 | 12/31/2024 | | RDVI | 21,649 | $525 | 12/31/2024 | | Insigneo Advisory Services LLC | 22,016 | $522 | 03/31/2025 | | RDVI | 22,016 | $522 | 03/31/2025 | | Novem Group | 21,225 | $515 | 12/31/2024 | | RDVI | 21,225 | $515 | 12/31/2024 | | Raab & Moskowitz Asset Management LLC | 20,500 | $497 | 12/31/2024 | | RDVI | 20,500 | $497 | 12/31/2024 | | Private Trust Co. NA | 20,036 | $486 | 12/31/2024 | | RDVI | 20,036 | $486 | 12/31/2024 | | We Are One Seven LLC | 19,240 | $466 | 12/31/2024 | | RDVI | 19,240 | $466 | 12/31/2024 | | TKG Advisors LLC | 18,258 | $463 | 12/31/2024 | | RDVI | 18,258 | $463 | 12/31/2024 | | Lakeview Capital Partners LLC | 18,580 | $450 | 12/31/2024 | | RDVI | 18,580 | $450 | 12/31/2024 | | First Heartland Consultants Inc. | 18,299 | $444 | 12/31/2024 | | RDVI | 18,299 | $444 | 12/31/2024 | | Moors & Cabot Inc. | 17,459 | $423 | 12/31/2024 | | RDVI | 17,459 | $423 | 12/31/2024 | | Calton & Associates Inc. | 17,324 | $420 | 12/31/2024 | | RDVI | 17,324 | $420 | 12/31/2024 | | Legacy Investment Solutions LLC | 16,613 | $419 | 12/31/2024 | | RDVI | 16,613 | $419 | 12/31/2024 | | Legacy Wealth Managment LLC ID | 16,613 | $419 | 12/31/2024 | | RDVI | 16,613 | $419 | 12/31/2024 | | Sunbelt Securities Inc. | 17,366 | $412 | 03/31/2025 | | RDVI | 17,366 | $412 | 03/31/2025 | | AE Wealth Management LLC | 16,982 | $412 | 12/31/2024 | | RDVI | 16,982 | $412 | 12/31/2024 | | Tcfg Wealth Management LLC | 16,729 | $397 | 03/31/2025 | | RDVI | 16,729 | $397 | 03/31/2025 | | Total Clarity Wealth Management Inc. | 16,305 | $395 | 03/31/2025 | | RDVI | 16,305 | $395 | 03/31/2025 | | Ambassador Advisors LLC | 15,951 | $387 | 12/31/2024 | | RDVI | 15,951 | $387 | 12/31/2024 | | Comprehensive Financial Consultants Institutional Inc. | 15,952 | $387 | 12/31/2024 | | RDVI | 15,952 | $387 | 12/31/2024 | | Great Valley Advisor Group Inc. | 15,782 | $382 | 12/31/2024 | | RDVI | 15,782 | $382 | 12/31/2024 | | Marshall Investment Management LLC | 15,346 | $378 | 12/31/2024 | | RDVI | 15,346 | $378 | 12/31/2024 | | Prime Capital Investment Advisors LLC | 15,070 | $365 | 12/31/2024 | | RDVI | 15,070 | $365 | 12/31/2024 | | Acorn Wealth Advisors LLC | 15,033 | $364 | 12/31/2024 | | RDVI | 15,033 | $364 | 12/31/2024 | | Atria Investments LLC | 14,466 | $351 | 12/31/2024 | | RDVI | 14,466 | $351 | 12/31/2024 | | BlueChip Wealth Advisors LLC | 14,198 | $344 | 12/31/2024 | | RDVI | 14,198 | $344 | 12/31/2024 | | Apollon Wealth Management LLC | 14,117 | $342 | 12/31/2024 | | RDVI | 14,117 | $342 | 12/31/2024 | | Smith Moore & CO. | 14,079 | $341 | 12/31/2024 | | RDVI | 14,079 | $341 | 12/31/2024 | | U.S. Capital Wealth Advisors LLC | 13,995 | $339 | 12/31/2024 | | RDVI | 13,995 | $339 | 12/31/2024 | | Independent Wealth Network Inc. | 13,340 | $323 | 12/31/2024 | | RDVI | 13,340 | $323 | 12/31/2024 | | Walkner Condon Financial Advisors LLC | 13,300 | $315 | 03/31/2025 | | RDVI | 13,300 | $315 | 03/31/2025 | | Greenleaf Trust | 12,500 | $303 | 12/31/2024 | | RDVI | 12,500 | $303 | 12/31/2024 | | SeaCrest Wealth Management LLC | 12,611 | $299 | 03/31/2025 | | RDVI | 12,611 | $299 | 03/31/2025 | | Plotkin Financial Advisors LLC | 11,852 | $287 | 12/31/2024 | | RDVI | 11,852 | $287 | 12/31/2024 | | HBW Advisory Services LLC | 12,012 | $285 | 03/31/2025 | | RDVI | 12,012 | $285 | 03/31/2025 | | Triad Wealth Partners LLC | 11,714 | $284 | 12/31/2024 | | RDVI | 11,714 | $284 | 12/31/2024 | | Quadrature Capital Ltd | 11,685 | $283 | 12/31/2024 | | RDVI | 11,685 | $283 | 12/31/2024 | | Farther Finance Advisors LLC | 11,859 | $282 | 03/31/2025 | | RDVI | 11,859 | $282 | 03/31/2025 | | Accel Wealth Management | 11,811 | $280 | 03/31/2025 | | RDVI | 11,811 | $280 | 03/31/2025 | | Tounjian Advisory Partners LLC | 11,665 | $277 | 03/31/2025 | | RDVI | 11,665 | $277 | 03/31/2025 | | Advisory Services Network LLC | 11,371 | $276 | 12/31/2024 | | RDVI | 11,371 | $276 | 12/31/2024 | | Level Four Advisory Services LLC | 10,989 | $266 | 12/31/2024 | | RDVI | 10,989 | $266 | 12/31/2024 | | Chilton Capital Management LLC | 10,785 | $261 | 12/31/2024 | | RDVI | 10,785 | $261 | 12/31/2024 | | NBC Securities Inc. | 10,794 | $256 | 03/31/2025 | | RDVI | 10,794 | $256 | 03/31/2025 | | Hickory Asset Management Inc. | 10,241 | $243 | 03/31/2025 | | RDVI | 10,241 | $243 | 03/31/2025 | | Morgan Stanley | 9,983 | $242 | 12/31/2024 | | RDVI | 9,983 | $242 | 12/31/2024 | | DHJJ Financial Advisors Ltd. | 10,062 | $239 | 03/31/2025 | | RDVI | 10,062 | $239 | 03/31/2025 | | Triumph Capital Management | 9,812 | $238 | 12/31/2024 | | RDVI | 9,812 | $238 | 12/31/2024 | | Talon Private Wealth LLC | 9,812 | $238 | 12/31/2024 | | RDVI | 9,812 | $238 | 12/31/2024 | | AlphaMark Advisors LLC | 9,750 | $236 | 12/31/2024 | | RDVI | 9,750 | $236 | 12/31/2024 | | Brookstone Capital Management | 9,530 | $231 | 12/31/2024 | | RDVI | 9,530 | $231 | 12/31/2024 | | Cherry Creek Investment Advisors Inc. | 9,703 | $230 | 03/31/2025 | | RDVI | 9,703 | $230 | 03/31/2025 | | Proequities Inc. | 8,927 | $229 | 12/31/2024 | | RDVI | 8,927 | $229 | 12/31/2024 | | Ashton Thomas Securities LLC | 9,225 | $224 | 12/31/2024 | | RDVI | 9,225 | $224 | 12/31/2024 | | Ignite Planners LLC | 9,162 | $224 | 12/31/2024 | | RDVI | 9,162 | $224 | 12/31/2024 | | Daymark Wealth Partners LLC | 8,948 | $212 | 03/31/2025 | | RDVI | 8,948 | $212 | 03/31/2025 | | Stratos Wealth Partners LTD. | 8,446 | $205 | 12/31/2024 | | RDVI | 8,446 | $205 | 12/31/2024 | | IronOak Wealth LLC. | 8,401 | $204 | 12/31/2024 | | RDVI | 8,401 | $204 | 12/31/2024 | | ORG Partners LLC | 8,000 | $190 | 03/31/2025 | | RDVI | 8,000 | $190 | 03/31/2025 | | Synergy Investment Management LLC | 7,220 | $175 | 12/31/2024 | | RDVI | 7,220 | $175 | 12/31/2024 | | Aptus Capital Advisors LLC | 7,000 | $170 | 12/31/2024 | | RDVI | 7,000 | $170 | 12/31/2024 | | Guardian Wealth Advisors LLC NC | 7,000 | $170 | 12/31/2024 | | RDVI | 7,000 | $170 | 12/31/2024 | | Tidemark LLC | 6,329 | $153 | 12/31/2024 | | RDVI | 6,329 | $153 | 12/31/2024 | | Principal Securities Inc. | 5,384 | $131 | 12/31/2024 | | RDVI | 5,384 | $131 | 12/31/2024 | | Whipplewood Advisors LLC | 4,907 | $116 | 03/31/2025 | | RDVI | 4,907 | $116 | 03/31/2025 | | Comerica Bank | 4,790 | $116 | 12/31/2024 | | RDVI | 4,790 | $116 | 12/31/2024 | | BRYN MAWR TRUST Co | 4,683 | $114 | 12/31/2024 | | RDVI | 4,683 | $114 | 12/31/2024 | | Rothschild Investment LLC | 4,675 | $111 | 03/31/2025 | | RDVI | 4,675 | $111 | 03/31/2025 | | Spire Wealth Management | 2,675 | $63 | 03/31/2025 | | RDVI | 2,675 | $63 | 03/31/2025 | | Kestra Investment Management LLC | 2,522 | $61 | 12/31/2024 | | RDVI | 2,522 | $61 | 12/31/2024 | | Geneos Wealth Management Inc. | 2,150 | $52 | 12/31/2024 | | RDVI | 2,150 | $52 | 12/31/2024 | | ZRC Wealth Management LLC | 2,053 | $49 | 03/31/2025 | | RDVI | 2,053 | $49 | 03/31/2025 | | Smallwood Wealth Investment Management LLC | 2,000 | $47 | 03/31/2025 | | RDVI | 2,000 | $47 | 03/31/2025 | | Larson Financial Group LLC | 1,803 | $44 | 12/31/2024 | | RDVI | 1,803 | $44 | 12/31/2024 | | Creekmur Asset Management LLC | 1,835 | $44 | 12/31/2024 | | RDVI | 1,835 | $44 | 12/31/2024 | | Wagner Wealth Management LLC | 1,711 | $41 | 03/31/2025 | | RDVI | 1,711 | $41 | 03/31/2025 | | IMG Wealth Management Inc. | 1,715 | $41 | 03/31/2025 | | RDVI | 1,715 | $41 | 03/31/2025 | | Clearstead Advisors LLC | 1,053 | $26 | 12/31/2024 | | RDVI | 1,053 | $26 | 12/31/2024 | | Global Trust Asset Management LLC | 1,000 | $24 | 03/31/2025 | | RDVI | 1,000 | $24 | 03/31/2025 | | Bank of America Corp DE | 1,000 | $24 | 12/31/2024 | | RDVI | 1,000 | $24 | 12/31/2024 | | Financial Gravity Companies Inc. | 1,000 | $24 | 12/31/2024 | | RDVI | 1,000 | $24 | 12/31/2024 | | Luminist Capital LLC | 814 | $20 | 12/31/2024 | | RDVI | 814 | $20 | 12/31/2024 | | Kozak & Associates Inc. | 828 | $19 | 03/31/2025 | | RDVI | 828 | $19 | 03/31/2025 | | POM Investment Strategies LLC | 769 | $19 | 12/31/2024 | | RDVI | 769 | $19 | 12/31/2024 | | O Shaughnessy Asset Management LLC | 627 | $15 | 12/31/2024 | | RDVI | 627 | $15 | 12/31/2024 | | Founders Financial Alliance LLC | 500 | $12 | 12/31/2024 | | RDVI | 500 | $12 | 12/31/2024 | | REAP Financial Group LLC | 394 | $10 | 12/31/2024 | | RDVI | 394 | $10 | 12/31/2024 | | SBI Securities Co. Ltd. | 381 | $9 | 12/31/2024 | | RDVI | 381 | $9 | 12/31/2024 | | Allworth Financial LP | 100 | $3 | 12/31/2024 | | RDVI | 100 | $3 | 12/31/2024 | | Simplex Trading LLC | 75 | $2 | 12/31/2024 | | RDVI | 75 | $2 | 12/31/2024 | | FMR LLC | 1 | $0 | 12/31/2024 | | RDVI | 1 | $0 | 12/31/2024 |
See Summary: Institutional Holders of RDVI
See Details: Top 10 Hedge Funds Holding RDVI
Also See: RDVI Holdings Changes
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