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Funds Holding RPV

On this page, we present all of the funds holding RPV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RPV, with a link to that fund's top holdings. The next columns indicate the amount of RPV stock held by each of the funds holding RPV, followed by the RPV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 207 funds holding RPV 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 RPV), click the fund name in the "Holder" column of the funds-holding-RPV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,873,867$153,807 12/31/2023
     RPV1,873,867$153,807 12/31/2023
Bank of America Corp DE1,871,994$153,653 12/31/2023
     RPV1,871,994$153,653 12/31/2023
ACR Alpine Capital Research LLC1,025,958$84,211 12/31/2023
     RPV1,025,958$84,211 12/31/2023
Bank of New York Mellon Corp899,439$73,826 12/31/2023
     RPV899,439$73,826 12/31/2023
Invesco Ltd.802,912$65,903 12/31/2023
     RPV802,912$65,903 12/31/2023
Armbruster Capital Management Inc.390,042$32,015 12/31/2023
     RPV390,042$32,015 12/31/2023
UBS Group AG384,282$31,542 12/31/2023
     RPV384,282$31,542 12/31/2023
Truist Financial Corp308,475$25,320 12/31/2023
     RPV308,475$25,320 12/31/2023
Wells Fargo & Company MN292,840$24,036 12/31/2023
     RPV292,840$24,036 12/31/2023
Raymond James Financial Services Advisors Inc.240,707$21,288 03/31/2024
     RPV240,707$21,288 03/31/2024
HighTower Advisors LLC247,893$20,354 12/31/2023
     RPV247,893$20,354 12/31/2023
LPL Financial LLC244,001$20,028 12/31/2023
     RPV244,001$20,028 12/31/2023
Strategic Advocates LLC207,612$18,361 03/31/2024
     RPV207,612$18,361 03/31/2024
Financial Enhancement Group LLC154,817$12,909 03/31/2024
     RPV154,817$12,909 03/31/2024
Envestnet Asset Management Inc.156,962$12,883 12/31/2023
     RPV156,962$12,883 12/31/2023
Ameriprise Financial Inc.132,945$10,929 12/31/2023
     RPV132,945$10,929 12/31/2023
Commonwealth Equity Services LLC124,081$10,185 12/31/2023
     RPV124,081$10,185 12/31/2023
WP Advisors LLC109,245$8,967 12/31/2023
     RPV109,245$8,967 12/31/2023
Peak Financial Management Inc.100,726$8,908 03/31/2024
     RPV100,726$8,908 03/31/2024
Arkadios Wealth Advisors104,169$8,550 12/31/2023
     RPV104,169$8,550 12/31/2023
FMR LLC101,824$8,358 12/31/2023
     RPV101,824$8,358 12/31/2023
Two Sigma Investments LP100,100$8,216 12/31/2023
     RPV100,100$8,216 12/31/2023
Kestra Advisory Services LLC80,844$6,636 12/31/2023
     RPV80,844$6,636 12/31/2023
Cambridge Investment Research Advisors Inc.70,385$6,225 03/31/2024
     RPV70,385$6,225 03/31/2024
Advisor Group Holdings Inc.75,391$6,188 12/31/2023
     RPV75,391$6,188 12/31/2023
Mount Lucas Management LP75,114$6,165 12/31/2023
     RPV75,114$6,165 12/31/2023
Commonwealth Financial Services LLC68,742$5,642 12/31/2023
     RPV68,742$5,642 12/31/2023
CWM LLC63,136$5,584 03/31/2024
     RPV63,136$5,584 03/31/2024
FinTrust Capital Advisors LLC67,102$5,508 12/31/2023
     RPV67,102$5,508 12/31/2023
Arrow Investment Advisors LLC66,179$5,432 12/31/2023
     RPV66,179$5,432 12/31/2023
Oversea Chinese Banking CORP Ltd65,060$5,340 12/31/2023
     RPV65,060$5,340 12/31/2023
United Asset Strategies Inc.57,236$5,062 03/31/2024
     RPV57,236$5,062 03/31/2024
IMC Chicago LLC53,334$4,717 03/31/2024
     RPV53,334$4,717 03/31/2024
Fidelity D & D Bancorp Inc.50,358$4,454 03/31/2024
     RPV50,358$4,454 03/31/2024
SOL Capital Management CO48,524$4,291 03/31/2024
     RPV48,524$4,291 03/31/2024
BigSur Wealth Management LLC52,187$4,284 12/31/2023
     RPV52,187$4,284 12/31/2023
Susquehanna International Group LLP $4,249 12/31/2023
     RPV38,963$3,198 12/31/2023
     Call12,800$1,051 12/31/2023
Citadel Advisors LLC $4,019 12/31/2023
     RPV48,764$4,003 12/31/2023
     Call200$16 12/31/2023
Wealth Enhancement Advisory Services LLC45,335$4,009 03/31/2024
     RPV45,335$4,009 03/31/2024
Gladstone Institutional Advisory LLC47,518$3,900 12/31/2023
     RPV47,518$3,900 12/31/2023
Planned Solutions Inc.45,270$3,716 12/31/2023
     RPV45,270$3,716 12/31/2023
Raymond James & Associates35,560$3,145 03/31/2024
     RPV35,560$3,145 03/31/2024
Natixis37,885$3,105 12/31/2023
     RPV37,885$3,105 12/31/2023
Northwestern Mutual Wealth Management Co.36,301$2,980 12/31/2023
     RPV36,301$2,980 12/31/2023
Almanack Investment Partners LLC.35,918$2,948 12/31/2023
     RPV35,918$2,948 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC32,855$2,697 12/31/2023
     RPV32,855$2,697 12/31/2023
Montag A & Associates Inc.32,350$2,655 12/31/2023
     RPV32,350$2,655 12/31/2023
Oxinas Partners Wealth Management LLC29,634$2,621 03/31/2024
     RPV29,634$2,621 03/31/2024
Royal Bank of Canada31,551$2,589 12/31/2023
     RPV31,551$2,589 12/31/2023
Concord Wealth Partners31,488$2,585 12/31/2023
     RPV31,488$2,585 12/31/2023
Twelve Points Wealth Management LLC29,089$2,573 03/31/2024
     RPV29,089$2,573 03/31/2024
Qube Research & Technologies Ltd28,913$2,373 12/31/2023
     RPV28,913$2,373 12/31/2023
Private Advisor Group LLC26,744$2,195 12/31/2023
     RPV26,744$2,195 12/31/2023
Condor Capital Management26,226$2,153 12/31/2023
     RPV26,226$2,153 12/31/2023
Lockheed Martin Investment Management Co.24,200$1,986 12/31/2023
     RPV24,200$1,986 12/31/2023
CIBC Private Wealth Group LLC23,689$1,944 12/31/2023
     RPV23,689$1,944 12/31/2023
Migdal Insurance & Financial Holdings Ltd.22,988$1,887 12/31/2023
     RPV22,988$1,887 12/31/2023
Integrated Wealth Concepts LLC22,870$1,877 12/31/2023
     RPV22,870$1,877 12/31/2023
Saxony Capital Management LLC22,628$1,857 12/31/2023
     RPV22,628$1,857 12/31/2023
Breakwater Capital Group19,185$1,697 03/31/2024
     RPV19,185$1,697 03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.20,087$1,649 12/31/2023
     RPV20,087$1,649 12/31/2023
AlphaCentric Advisors LLC17,834$1,577 03/31/2024
     RPV17,834$1,577 03/31/2024
Millennium Management LLC18,849$1,547 12/31/2023
     RPV18,849$1,547 12/31/2023
GSA Capital Partners LLP18,807$1,544 12/31/2023
     RPV18,807$1,544 12/31/2023
Lansing Street Advisors18,423$1,512 12/31/2023
     RPV18,423$1,512 12/31/2023
CI Private Wealth LLC17,729$1,455 12/31/2023
     RPV17,729$1,455 12/31/2023
Baird Financial Group Inc.17,508$1,437 12/31/2023
     RPV17,508$1,437 12/31/2023
Plan Group Financial LLC16,257$1,334 12/31/2023
     RPV16,257$1,334 12/31/2023
SILVER OAK SECURITIES Inc15,917$1,306 12/31/2023
     RPV15,917$1,306 12/31/2023
DHK Financial Advisors Inc.15,801$1,297 12/31/2023
     RPV15,801$1,297 12/31/2023
Well Done LLC12,723$1,125 03/31/2024
     RPV12,723$1,125 03/31/2024
Nations Financial Group Inc. IA ADV12,142$1,074 03/31/2024
     RPV12,142$1,074 03/31/2024
Stonebridge Financial Planning Group LLC12,874$1,057 12/31/2023
     RPV12,874$1,057 12/31/2023
Equitable Holdings Inc.12,642$1,038 12/31/2023
     RPV12,642$1,038 12/31/2023
Stifel Financial Corp12,478$1,024 12/31/2023
     RPV12,478$1,024 12/31/2023
Connecticut Wealth Management LLC12,077$991 12/31/2023
     RPV12,077$991 12/31/2023
Cookson Peirce & Co. Inc.10,738$950 03/31/2024
     RPV10,738$950 03/31/2024
Comerica Bank11,472$942 12/31/2023
     RPV11,472$942 12/31/2023
SPC Financial Inc.11,022$905 12/31/2023
     RPV11,022$905 12/31/2023
Creative Planning10,044$824 12/31/2023
     RPV10,044$824 12/31/2023
Avantax Advisory Services Inc.9,994$820 12/31/2023
     RPV9,994$820 12/31/2023
Concurrent Investment Advisors LLC9,823$806 12/31/2023
     RPV9,823$806 12/31/2023
Berger Financial Group Inc9,003$796 03/31/2024
     RPV9,003$796 03/31/2024
Mariner LLC9,595$788 12/31/2023
     RPV9,595$788 12/31/2023
Guidance Capital Inc.8,992$746 03/31/2024
     RPV8,992$746 03/31/2024
Orion Portfolio Solutions LLC8,032$668 12/31/2023
     RPV8,032$668 12/31/2023
GTS Securities LLC8,088$664 12/31/2023
     RPV8,088$664 12/31/2023
Cetera Advisor Networks LLC7,885$647 12/31/2023
     RPV7,885$647 12/31/2023
Ayalon Holdings Ltd.7,293$645 03/31/2024
     RPV7,293$645 03/31/2024
Flow Traders U.S. LLC7,836$643 12/31/2023
     RPV7,836$643 12/31/2023
JPMorgan Chase & Co.7,777$638 12/31/2023
     RPV7,777$638 12/31/2023
Wambolt & Associates LLC7,718$633 12/31/2023
     RPV7,718$633 12/31/2023
Independent Wealth Network Inc.6,683$591 03/31/2024
     RPV6,683$591 03/31/2024
National Asset Management Inc.7,181$589 12/31/2023
     RPV7,181$589 12/31/2023
Alesco Advisors LLC6,970$572 12/31/2023
     RPV6,970$572 12/31/2023
Flagship Harbor Advisors LLC6,393$565 03/31/2024
     RPV6,393$565 03/31/2024
Strategic Financial Concepts LLC6,281$555 03/31/2024
     RPV6,281$555 03/31/2024
Nomura Asset Management Co. Ltd.6,699$550 12/31/2023
     RPV6,699$550 12/31/2023
Arete Wealth Advisors LLC6,588$541 12/31/2023
     RPV6,588$541 12/31/2023
WealthPLAN Partners LLC6,434$528 12/31/2023
     RPV6,434$528 12/31/2023
Apollon Financial LLC6,420$527 12/31/2023
     RPV6,420$527 12/31/2023
Essex Financial Services Inc.5,825$515 03/31/2024
     RPV5,825$515 03/31/2024
Cary Street Partners Investment Advisory LLC6,143$504 12/31/2023
     RPV6,143$504 12/31/2023
PBMares Wealth Management LLC6,003$493 12/31/2023
     RPV6,003$493 12/31/2023
Atria Wealth Solutions Inc.5,940$488 12/31/2023
     RPV5,940$488 12/31/2023
Pinnacle Bank5,442$481 03/31/2024
     RPV5,442$481 03/31/2024
Fingerlakes Wealth Management Inc.5,383$476 03/31/2024
     RPV5,383$476 03/31/2024
Trexquant Investment LP5,649$464 12/31/2023
     RPV5,649$464 12/31/2023
Wedbush Securities Inc.5,628$462 12/31/2023
     RPV5,628$462 12/31/2023
King Luther Capital Management Corp5,598$459 12/31/2023
     RPV5,598$459 12/31/2023
Relative Value Partners Group LLC5,454$448 12/31/2023
     RPV5,454$448 12/31/2023
Oakworth Capital Inc.4,997$442 03/31/2024
     RPV4,997$442 03/31/2024
Money Concepts Capital Corp5,274$433 12/31/2023
     RPV5,274$433 12/31/2023
Santori & Peters Inc.4,714$417 03/31/2024
     RPV4,714$417 03/31/2024
Regal Investment Advisors LLC5,032$413 12/31/2023
     RPV5,032$413 12/31/2023
MorganRosel Wealth Management LLC4,516$399 03/31/2024
     RPV4,516$399 03/31/2024
Paragon Capital Management Ltd4,471$395 03/31/2024
     RPV4,471$395 03/31/2024
Apollon Wealth Management LLC4,693$385 12/31/2023
     RPV4,693$385 12/31/2023
MML Investors Services LLC4,652$382 12/31/2023
     RPV4,652$382 12/31/2023
Planning Capital Management Corp4,433$364 12/31/2023
     RPV4,433$364 12/31/2023
Goldman Sachs Group Inc.4,425$363 12/31/2023
     RPV4,425$363 12/31/2023
Advisory Services Network LLC4,421$363 12/31/2023
     RPV4,421$363 12/31/2023
National Wealth Management Group LLC4,353$357 12/31/2023
     RPV4,353$357 12/31/2023
Private Trust Co. NA3,992$353 03/31/2024
     RPV3,992$353 03/31/2024
Renaissance Technologies LLC4,200$345 12/31/2023
     RPV4,200$345 12/31/2023
Salomon & Ludwin LLC4,110$337 12/31/2023
     RPV4,110$337 12/31/2023
Lincoln National Corp4,092$336 12/31/2023
     RPV4,092$336 12/31/2023
Captrust Financial Advisors3,969$326 12/31/2023
     RPV3,969$326 12/31/2023
WealthTrust Asset Management LLC3,943$324 12/31/2023
     RPV3,943$324 12/31/2023
PFG Investments LLC3,600$318 03/31/2024
     RPV3,600$318 03/31/2024
Bridgewealth Advisory Group LLC3,528$312 03/31/2024
     RPV3,528$312 03/31/2024
Liberty Wealth Management LLC3,777$310 12/31/2023
     RPV3,777$310 12/31/2023
Stratos Wealth Partners LTD.3,484$308 03/31/2024
     RPV3,484$308 03/31/2024
Janney Montgomery Scott LLC3,740$307 12/31/2023
     RPV3,740$307 12/31/2023
Raymond James Trust N.A.3,356$297 03/31/2024
     RPV3,356$297 03/31/2024
Northern Trust Corp3,557$292 12/31/2023
     RPV3,557$292 12/31/2023
Strategic Blueprint LLC3,289$291 03/31/2024
     RPV3,289$291 03/31/2024
Poplar Forest Capital LLC3,550$291 12/31/2023
     RPV3,550$291 12/31/2023
Worth Financial Advisory Group LLC3,519$289 12/31/2023
     RPV3,519$289 12/31/2023
Blair William & Co. IL3,124$256 12/31/2023
     RPV3,124$256 12/31/2023
Willis Johnson & Associates Inc.2,694$238 03/31/2024
     RPV2,694$238 03/31/2024
Diligent Investors LLC2,896$238 12/31/2023
     RPV2,896$238 12/31/2023
Atlas Private Wealth Advisors2,822$232 12/31/2023
     RPV2,822$232 12/31/2023
Good Life Advisors LLC2,807$230 12/31/2023
     RPV2,807$230 12/31/2023
Global Retirement Partners LLC2,572$227 03/31/2024
     RPV2,572$227 03/31/2024
Delos Wealth Advisors LLC2,705$222 12/31/2023
     RPV2,705$222 12/31/2023
Allworth Financial LP2,500$221 03/31/2024
     RPV2,500$221 03/31/2024
HBW Advisory Services LLC2,677$220 03/31/2024
     RPV2,677$220 03/31/2024
Bank of Montreal Can2,454$203 12/31/2023
     RPV2,454$203 12/31/2023
MGB Wealth Management LLC1,730$142 12/31/2023
     RPV1,730$142 12/31/2023
Cullen Frost Bankers Inc.1,557$128 12/31/2023
     RPV1,557$128 12/31/2023
Able Wealth Management LLC1,474$121 12/31/2023
     RPV1,474$121 12/31/2023
S.A. Mason LLC1,355$120 03/31/2024
     RPV1,355$120 03/31/2024
Steward Partners Investment Advisory LLC1,448$119 12/31/2023
     RPV1,448$119 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV950$78 12/31/2023
     RPV950$78 12/31/2023
South State CORP.825$68 12/31/2023
     RPV825$68 12/31/2023
Woodmont Investment Counsel LLC696$62 03/31/2024
     RPV696$62 03/31/2024
AdvisorNet Financial Inc703$62 03/31/2024
     RPV703$62 03/31/2024
Goodman Advisory Group LLC739$61 12/31/2023
     RPV739$61 12/31/2023
The PNC Financial Services Group Inc.721$59 12/31/2023
     RPV721$59 12/31/2023
Principal Securities Inc.697$57 12/31/2023
     RPV697$57 12/31/2023
IFP Advisors Inc685$56 12/31/2023
     RPV685$56 12/31/2023
Rockbridge Investment Management LCC685$56 12/31/2023
     RPV685$56 12/31/2023
New Republic Capital LLC622$51 12/31/2023
     RPV622$51 12/31/2023
ICA Group Wealth Management LLC600$49 12/31/2023
     RPV600$49 12/31/2023
Activest Wealth Management506$45 03/31/2024
     RPV506$45 03/31/2024
Citizens National Bank Trust Department510$42 12/31/2023
     RPV510$42 12/31/2023
Sandy Spring Bank474$39 12/31/2023
     RPV474$39 12/31/2023
NBC Securities Inc.430$38 03/31/2024
     RPV430$38 03/31/2024
Tidemark LLC457$38 12/31/2023
     RPV457$38 12/31/2023
Balentine LLC430$35 12/31/2023
     RPV430$35 12/31/2023
First Horizon Advisors Inc.365$30 12/31/2023
     RPV365$30 12/31/2023
Geneos Wealth Management Inc.315$26 12/31/2023
     RPV315$26 12/31/2023
DB Wealth Management Group LLC308$25 12/31/2023
     RPV308$25 12/31/2023
MTM Investment Management LLC275$24 03/31/2024
     RPV275$24 03/31/2024
Gleason Group Inc.237$21 03/31/2024
     RPV237$21 03/31/2024
Salem Investment Counselors Inc.219$19 03/31/2024
     RPV219$19 03/31/2024
Financial Advisory Service Inc.227$19 12/31/2023
     RPV227$19 12/31/2023
GWM Advisors LLC228$19 12/31/2023
     RPV228$19 12/31/2023
WealthShield Partners LLC225$18 12/31/2023
     RPV225$18 12/31/2023
Davis Capital Management188$17 03/31/2024
     RPV188$17 03/31/2024
Baystate Wealth Management LLC182$15 12/31/2023
     RPV182$15 12/31/2023
Cutler Group LP $14 03/31/2024
     Call900$14 03/31/2024
Spectrum Wealth Counsel LLC167$14 12/31/2023
     RPV167$14 12/31/2023
Versant Capital Management Inc147$13 03/31/2024
     RPV147$13 03/31/2024
Investors Research Corp156$13 12/31/2023
     RPV156$13 12/31/2023
Hazlett Burt & Watson Inc.138$11 12/31/2023
     RPV138$11 12/31/2023
Householder Group Estate & Retirement Specialist LLC135$11 12/31/2023
     RPV135$11 12/31/2023
National Bank of Canada FI120$10 12/31/2023
     RPV120$10 12/31/2023
Cape Investment Advisory Inc.123$10 12/31/2023
     RPV123$10 12/31/2023
Blue Bell Private Wealth Management LLC100$9 03/31/2024
     RPV100$9 03/31/2024
Spire Wealth Management90$8 03/31/2024
     RPV90$8 03/31/2024
Glassman Wealth Services101$8 12/31/2023
     RPV101$8 12/31/2023
Coppell Advisory Solutions LLC76$6 12/31/2023
     RPV76$6 12/31/2023
Kiely Wealth Advisory Group Inc.73$6 12/31/2023
     RPV73$6 12/31/2023
Founders Financial Alliance LLC61$5 12/31/2023
     RPV61$5 12/31/2023
Fifth Third Bancorp50$4 03/31/2024
     RPV50$4 03/31/2024
Bogart Wealth LLC48$4 03/31/2024
     RPV48$4 03/31/2024
Wagner Wealth Management LLC44$4 03/31/2024
     RPV44$4 03/31/2024
Farther Finance Advisors LLC52$4 12/31/2023
     RPV52$4 12/31/2023
Signature Resources Capital Management LLC32$3 03/31/2024
     RPV32$3 03/31/2024
Y.D. More Investments Ltd33$3 12/31/2023
     RPV33$3 12/31/2023
Simplex Trading LLC9$1 03/31/2024
     RPV9$1 03/31/2024
Ambassador Advisors LLC7$1 12/31/2023
     RPV7$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     RPV0$0 12/31/2023
Citigroup Inc.3$0 12/31/2023
     RPV3$0 12/31/2023
Aptus Capital Advisors LLC1$0 12/31/2023
     RPV1$0 12/31/2023
Addison Advisors LLC5$0 12/31/2023
     RPV5$0 12/31/2023

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

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