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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 216,979 | $25,263 | 12/31/2023 | RFV | 216,979 | $25,263 | 12/31/2023 | Fischer Investment Strategies LLC | 131,069 | $15,260 | 12/31/2023 | RFV | 131,069 | $15,260 | 12/31/2023 | Bank of America Corp DE | 124,249 | $14,466 | 12/31/2023 | RFV | 124,249 | $14,466 | 12/31/2023 | Royal Bank of Canada | 114,753 | $13,360 | 12/31/2023 | RFV | 114,753 | $13,360 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 111,946 | $13,034 | 12/31/2023 | RFV | 111,946 | $13,034 | 12/31/2023 | Systelligence LLC | 78,835 | $9,404 | 03/31/2024 | RFV | 78,835 | $9,404 | 03/31/2024 | LPL Financial LLC | 76,676 | $8,927 | 12/31/2023 | RFV | 76,676 | $8,927 | 12/31/2023 | Commonwealth Equity Services LLC | 57,878 | $6,739 | 12/31/2023 | RFV | 57,878 | $6,739 | 12/31/2023 | Stratos Wealth Advisors LLC | 49,823 | $5,944 | 03/31/2024 | RFV | 49,823 | $5,944 | 03/31/2024 | Wells Fargo & Company MN | 47,865 | $5,573 | 12/31/2023 | RFV | 47,865 | $5,573 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 36,303 | $4,227 | 12/31/2023 | RFV | 36,303 | $4,227 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 29,061 | $3,384 | 12/31/2023 | RFV | 29,061 | $3,384 | 12/31/2023 | Focus Financial Network Inc. ADV | 21,958 | $2,557 | 12/31/2023 | RFV | 21,958 | $2,557 | 12/31/2023 | Stifel Financial Corp | 21,302 | $2,480 | 12/31/2023 | RFV | 21,302 | $2,480 | 12/31/2023 | Advisor Group Holdings Inc. | 21,273 | $2,477 | 12/31/2023 | RFV | 21,273 | $2,477 | 12/31/2023 | Private Advisor Group LLC | 19,902 | $2,317 | 12/31/2023 | RFV | 19,902 | $2,317 | 12/31/2023 | Ameriprise Financial Inc. | 17,048 | $1,984 | 12/31/2023 | RFV | 17,048 | $1,984 | 12/31/2023 | Citadel Advisors LLC | 15,886 | $1,850 | 12/31/2023 | RFV | 15,886 | $1,850 | 12/31/2023 | Custom Index Systems LLC | 14,627 | $1,703 | 12/31/2023 | RFV | 14,627 | $1,703 | 12/31/2023 | Twelve Points Wealth Management LLC | 12,065 | $1,439 | 03/31/2024 | RFV | 12,065 | $1,439 | 03/31/2024 | Susquehanna International Group LLP | 12,141 | $1,414 | 12/31/2023 | RFV | 12,141 | $1,414 | 12/31/2023 | MML Investors Services LLC | 8,085 | $941 | 12/31/2023 | RFV | 8,085 | $941 | 12/31/2023 | Buckingham Strategic Partners | 7,799 | $908 | 12/31/2023 | RFV | 7,799 | $908 | 12/31/2023 | Envestnet Asset Management Inc. | 7,440 | $866 | 12/31/2023 | RFV | 7,440 | $866 | 12/31/2023 | Proequities Inc. | 6,177 | $719 | 12/31/2023 | RFV | 6,177 | $719 | 12/31/2023 | UBS Group AG | 5,107 | $595 | 12/31/2023 | RFV | 5,107 | $595 | 12/31/2023 | Two Sigma Investments LP | 4,900 | $571 | 12/31/2023 | RFV | 4,900 | $571 | 12/31/2023 | Well Done LLC | 4,565 | $545 | 03/31/2024 | RFV | 4,565 | $545 | 03/31/2024 | Resources Investment Advisors LLC. | 4,597 | $535 | 12/31/2023 | RFV | 4,597 | $535 | 12/31/2023 | Stratos Wealth Partners LTD. | 4,455 | $531 | 03/31/2024 | RFV | 4,455 | $531 | 03/31/2024 | Raymond James & Associates | 4,385 | $511 | 12/31/2023 | RFV | 4,385 | $511 | 12/31/2023 | Harbour Investments Inc. | 4,123 | $480 | 12/31/2023 | RFV | 4,123 | $480 | 12/31/2023 | Goldman Sachs Group Inc. | 4,014 | $467 | 12/31/2023 | RFV | 4,014 | $467 | 12/31/2023 | Jane Street Group LLC | 3,978 | $463 | 12/31/2023 | RFV | 3,978 | $463 | 12/31/2023 | DB Wealth Management Group LLC | 3,682 | $429 | 12/31/2023 | RFV | 3,682 | $429 | 12/31/2023 | Essex Financial Services Inc. | 3,266 | $380 | 12/31/2023 | RFV | 3,266 | $380 | 12/31/2023 | Kestra Advisory Services LLC | 3,178 | $370 | 12/31/2023 | RFV | 3,178 | $370 | 12/31/2023 | S.A. Mason LLC | 3,030 | $361 | 03/31/2024 | RFV | 3,030 | $361 | 03/31/2024 | Advisory Services Network LLC | 2,980 | $347 | 12/31/2023 | RFV | 2,980 | $347 | 12/31/2023 | ZRC Wealth Management LLC | 2,950 | $343 | 12/31/2023 | RFV | 2,950 | $343 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 2,899 | $338 | 12/31/2023 | RFV | 2,899 | $338 | 12/31/2023 | Commerce Bank | 2,750 | $320 | 12/31/2023 | RFV | 2,750 | $320 | 12/31/2023 | Level Four Advisory Services LLC | 2,270 | $264 | 12/31/2023 | RFV | 2,270 | $264 | 12/31/2023 | Cetera Advisors LLC | 2,157 | $251 | 12/31/2023 | RFV | 2,157 | $251 | 12/31/2023 | Thoroughbred Financial Services LLC | 2,083 | $242 | 12/31/2023 | RFV | 2,083 | $242 | 12/31/2023 | Purus Wealth Management LLC | 1,805 | $215 | 03/31/2024 | RFV | 1,805 | $215 | 03/31/2024 | Greenleaf Trust | 1,825 | $212 | 12/31/2023 | RFV | 1,825 | $212 | 12/31/2023 | VitalStone Financial LLC | 1,749 | $204 | 12/31/2023 | RFV | 1,749 | $204 | 12/31/2023 | PSI Advisors LLC | 1,203 | $140 | 12/31/2023 | RFV | 1,203 | $140 | 12/31/2023 | JNBA Financial Advisors | 1,138 | $132 | 12/31/2023 | RFV | 1,138 | $132 | 12/31/2023 | US Bancorp DE | 790 | $92 | 12/31/2023 | RFV | 790 | $92 | 12/31/2023 | IFP Advisors Inc | 740 | $86 | 12/31/2023 | RFV | 740 | $86 | 12/31/2023 | CWM LLC | 714 | $85 | 03/31/2024 | RFV | 714 | $85 | 03/31/2024 | Parallel Advisors LLC | 650 | $76 | 12/31/2023 | RFV | 650 | $76 | 12/31/2023 | Huntington National Bank | 644 | $75 | 12/31/2023 | RFV | 644 | $75 | 12/31/2023 | GWM Advisors LLC | 569 | $66 | 12/31/2023 | RFV | 569 | $66 | 12/31/2023 | FMR LLC | 509 | $59 | 12/31/2023 | RFV | 509 | $59 | 12/31/2023 | Creative Financial Designs Inc. ADV | 496 | $58 | 12/31/2023 | RFV | 496 | $58 | 12/31/2023 | Bank of Montreal Can | 462 | $54 | 12/31/2023 | RFV | 462 | $54 | 12/31/2023 | Geneos Wealth Management Inc. | 393 | $46 | 12/31/2023 | RFV | 393 | $46 | 12/31/2023 | AllSquare Wealth Management LLC | 345 | $40 | 12/31/2023 | RFV | 345 | $40 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 249 | $29 | 12/31/2023 | RFV | 249 | $29 | 12/31/2023 | Running Point Capital Advisors LLC | 187 | $22 | 12/31/2023 | RFV | 187 | $22 | 12/31/2023 | Bogart Wealth LLC | 169 | $20 | 12/31/2023 | RFV | 169 | $20 | 12/31/2023 | Tower Research Capital LLC TRC | 100 | $12 | 12/31/2023 | RFV | 100 | $12 | 12/31/2023 | Private Ocean LLC | 95 | $11 | 03/31/2024 | RFV | 95 | $11 | 03/31/2024 | Cutler Group LP | 100 | $11 | 12/31/2023 | RFV | 100 | $11 | 12/31/2023 | Bartlett & Co. LLC | 52 | $6 | 12/31/2023 | RFV | 52 | $6 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 52 | $6 | 12/31/2023 | RFV | 52 | $6 | 12/31/2023 | SOA Wealth Advisors LLC. | 33 | $4 | 03/31/2024 | RFV | 33 | $4 | 03/31/2024 | Spire Wealth Management | 23 | $3 | 12/31/2023 | RFV | 23 | $3 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 1 | $0 | 03/31/2024 | RFV | 1 | $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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