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Funds Holding RFV

On this page, we present all of the funds holding RFV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RFV, with a link to that fund's top holdings. The next columns indicate the amount of RFV stock held by each of the funds holding RFV, followed by the RFV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 71 funds holding RFV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding RFV), click the fund name in the "Holder" column of the funds-holding-RFV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley216,979$25,263 12/31/2023
     RFV216,979$25,263 12/31/2023
Fischer Investment Strategies LLC131,069$15,260 12/31/2023
     RFV131,069$15,260 12/31/2023
Bank of America Corp DE124,249$14,466 12/31/2023
     RFV124,249$14,466 12/31/2023
Royal Bank of Canada114,753$13,360 12/31/2023
     RFV114,753$13,360 12/31/2023
Raymond James Financial Services Advisors Inc.111,946$13,034 12/31/2023
     RFV111,946$13,034 12/31/2023
Systelligence LLC78,835$9,404 03/31/2024
     RFV78,835$9,404 03/31/2024
LPL Financial LLC76,676$8,927 12/31/2023
     RFV76,676$8,927 12/31/2023
Commonwealth Equity Services LLC57,878$6,739 12/31/2023
     RFV57,878$6,739 12/31/2023
Stratos Wealth Advisors LLC49,823$5,944 03/31/2024
     RFV49,823$5,944 03/31/2024
Wells Fargo & Company MN47,865$5,573 12/31/2023
     RFV47,865$5,573 12/31/2023
Redhawk Wealth Advisors Inc.36,303$4,227 12/31/2023
     RFV36,303$4,227 12/31/2023
Cambridge Investment Research Advisors Inc.29,061$3,384 12/31/2023
     RFV29,061$3,384 12/31/2023
Focus Financial Network Inc. ADV21,958$2,557 12/31/2023
     RFV21,958$2,557 12/31/2023
Stifel Financial Corp21,302$2,480 12/31/2023
     RFV21,302$2,480 12/31/2023
Advisor Group Holdings Inc.21,273$2,477 12/31/2023
     RFV21,273$2,477 12/31/2023
Private Advisor Group LLC19,902$2,317 12/31/2023
     RFV19,902$2,317 12/31/2023
Ameriprise Financial Inc.17,048$1,984 12/31/2023
     RFV17,048$1,984 12/31/2023
Citadel Advisors LLC15,886$1,850 12/31/2023
     RFV15,886$1,850 12/31/2023
Custom Index Systems LLC14,627$1,703 12/31/2023
     RFV14,627$1,703 12/31/2023
Twelve Points Wealth Management LLC12,065$1,439 03/31/2024
     RFV12,065$1,439 03/31/2024
Susquehanna International Group LLP12,141$1,414 12/31/2023
     RFV12,141$1,414 12/31/2023
MML Investors Services LLC8,085$941 12/31/2023
     RFV8,085$941 12/31/2023
Buckingham Strategic Partners7,799$908 12/31/2023
     RFV7,799$908 12/31/2023
Envestnet Asset Management Inc.7,440$866 12/31/2023
     RFV7,440$866 12/31/2023
Proequities Inc.6,177$719 12/31/2023
     RFV6,177$719 12/31/2023
UBS Group AG5,107$595 12/31/2023
     RFV5,107$595 12/31/2023
Two Sigma Investments LP4,900$571 12/31/2023
     RFV4,900$571 12/31/2023
Well Done LLC4,565$545 03/31/2024
     RFV4,565$545 03/31/2024
Resources Investment Advisors LLC.4,597$535 12/31/2023
     RFV4,597$535 12/31/2023
Stratos Wealth Partners LTD.4,455$531 03/31/2024
     RFV4,455$531 03/31/2024
Raymond James & Associates4,385$511 12/31/2023
     RFV4,385$511 12/31/2023
Harbour Investments Inc.4,123$480 12/31/2023
     RFV4,123$480 12/31/2023
Goldman Sachs Group Inc.4,014$467 12/31/2023
     RFV4,014$467 12/31/2023
Jane Street Group LLC3,978$463 12/31/2023
     RFV3,978$463 12/31/2023
DB Wealth Management Group LLC3,682$429 12/31/2023
     RFV3,682$429 12/31/2023
Essex Financial Services Inc.3,266$380 12/31/2023
     RFV3,266$380 12/31/2023
Kestra Advisory Services LLC3,178$370 12/31/2023
     RFV3,178$370 12/31/2023
S.A. Mason LLC3,030$361 03/31/2024
     RFV3,030$361 03/31/2024
Advisory Services Network LLC2,980$347 12/31/2023
     RFV2,980$347 12/31/2023
ZRC Wealth Management LLC2,950$343 12/31/2023
     RFV2,950$343 12/31/2023
Mercer Global Advisors Inc. ADV2,899$338 12/31/2023
     RFV2,899$338 12/31/2023
Commerce Bank2,750$320 12/31/2023
     RFV2,750$320 12/31/2023
Level Four Advisory Services LLC2,270$264 12/31/2023
     RFV2,270$264 12/31/2023
Cetera Advisors LLC2,157$251 12/31/2023
     RFV2,157$251 12/31/2023
Thoroughbred Financial Services LLC2,083$242 12/31/2023
     RFV2,083$242 12/31/2023
Purus Wealth Management LLC1,805$215 03/31/2024
     RFV1,805$215 03/31/2024
Greenleaf Trust1,825$212 12/31/2023
     RFV1,825$212 12/31/2023
VitalStone Financial LLC1,749$204 12/31/2023
     RFV1,749$204 12/31/2023
PSI Advisors LLC1,203$140 12/31/2023
     RFV1,203$140 12/31/2023
JNBA Financial Advisors1,138$132 12/31/2023
     RFV1,138$132 12/31/2023
US Bancorp DE790$92 12/31/2023
     RFV790$92 12/31/2023
IFP Advisors Inc740$86 12/31/2023
     RFV740$86 12/31/2023
CWM LLC714$85 03/31/2024
     RFV714$85 03/31/2024
Parallel Advisors LLC650$76 12/31/2023
     RFV650$76 12/31/2023
Huntington National Bank644$75 12/31/2023
     RFV644$75 12/31/2023
GWM Advisors LLC569$66 12/31/2023
     RFV569$66 12/31/2023
FMR LLC509$59 12/31/2023
     RFV509$59 12/31/2023
Creative Financial Designs Inc. ADV496$58 12/31/2023
     RFV496$58 12/31/2023
Bank of Montreal Can462$54 12/31/2023
     RFV462$54 12/31/2023
Geneos Wealth Management Inc.393$46 12/31/2023
     RFV393$46 12/31/2023
AllSquare Wealth Management LLC345$40 12/31/2023
     RFV345$40 12/31/2023
Northwestern Mutual Wealth Management Co.249$29 12/31/2023
     RFV249$29 12/31/2023
Running Point Capital Advisors LLC187$22 12/31/2023
     RFV187$22 12/31/2023
Bogart Wealth LLC169$20 12/31/2023
     RFV169$20 12/31/2023
Tower Research Capital LLC TRC 100$12 12/31/2023
     RFV100$12 12/31/2023
Private Ocean LLC95$11 03/31/2024
     RFV95$11 03/31/2024
Cutler Group LP100$11 12/31/2023
     RFV100$11 12/31/2023
Bartlett & Co. LLC52$6 12/31/2023
     RFV52$6 12/31/2023
Bartlett & CO. Wealth Management LLC52$6 12/31/2023
     RFV52$6 12/31/2023
SOA Wealth Advisors LLC.33$4 03/31/2024
     RFV33$4 03/31/2024
Spire Wealth Management23$3 12/31/2023
     RFV23$3 12/31/2023
Massmutual Trust Co. FSB ADV1$0 03/31/2024
     RFV1$0 03/31/2024

See Summary: Institutional Holders of RFV
See Details: Top 10 Hedge Funds Holding RFV
Also See: RFV Holdings Changes

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