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Funds Holding RVT

On this page, we present all of the funds holding RVT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RVT, with a link to that fund's top holdings. The next columns indicate the amount of RVT stock held by each of the funds holding RVT, followed by the RVT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 160 funds holding RVT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc. (or by any of the other funds holding RVT), click the fund name in the "Holder" column of the funds-holding-RVT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $3,548,729 12/31/2023
     Call243,488$3,545,184 12/31/2023
     RVT243,488$3,545 12/31/2023
Bank of America Corp DE5,727,114$83,387 12/31/2023
     RVT5,727,114$83,387 12/31/2023
Morgan Stanley4,646,134$67,648 12/31/2023
     RVT4,646,134$67,648 12/31/2023
Raymond James & Associates1,677,821$24,429 12/31/2023
     RVT1,677,821$24,429 12/31/2023
Raymond James Financial Services Advisors Inc.1,506,478$21,934 12/31/2023
     RVT1,506,478$21,934 12/31/2023
Wells Fargo & Company MN1,338,129$19,483 12/31/2023
     RVT1,338,129$19,483 12/31/2023
Royal Bank of Canada1,120,210$16,311 12/31/2023
     RVT1,120,210$16,311 12/31/2023
Cornerstone Advisors LLC938,773$13,669 12/31/2023
     RVT938,773$13,669 12/31/2023
UBS Group AG920,854$13,408 12/31/2023
     RVT920,854$13,408 12/31/2023
LPL Financial LLC907,819$13,218 12/31/2023
     RVT907,819$13,218 12/31/2023
Stifel Financial Corp684,741$9,970 12/31/2023
     RVT684,741$9,970 12/31/2023
Advisors Asset Management Inc.608,353$8,858 12/31/2023
     RVT608,353$8,858 12/31/2023
CNH Partners LLC514,746$7,495 12/31/2023
     RVT514,746$7,495 12/31/2023
Janney Montgomery Scott LLC422,977$6,159 12/31/2023
     RVT422,977$6,159 12/31/2023
Guggenheim Capital LLC415,498$6,050 12/31/2023
     RVT415,498$6,050 12/31/2023
Allspring Global Investments Holdings LLC366,062$5,553 03/31/2024
     RVT366,062$5,553 03/31/2024
Blue Bell Private Wealth Management LLC362,004$5,271 12/31/2023
     RVT362,004$5,271 12/31/2023
Captrust Financial Advisors326,593$4,755 12/31/2023
     RVT326,593$4,755 12/31/2023
Waterfront Wealth Inc.243,202$3,541 12/31/2023
     RVT243,202$3,541 12/31/2023
Cetera Investment Advisers241,308$3,513 12/31/2023
     RVT241,308$3,513 12/31/2023
Lazard Asset Management LLC236,857$3,448 12/31/2023
     RVT236,857$3,448 12/31/2023
1607 Capital Partners LLC226,792$3,302 12/31/2023
     RVT226,792$3,302 12/31/2023
D.A. Davidson & CO.220,782$3,215 12/31/2023
     RVT220,782$3,215 12/31/2023
Landscape Capital Management L.L.C.217,405$3,165 12/31/2023
     RVT217,405$3,165 12/31/2023
Cohen & Steers Inc.211,821$3,084 12/31/2023
     RVT211,821$3,084 12/31/2023
Menlo Advisors LLC201,516$2,934 12/31/2023
     RVT201,516$2,934 12/31/2023
Karpus Management Inc.200,510$2,919 12/31/2023
     RVT200,510$2,919 12/31/2023
Commonwealth Equity Services LLC173,211$2,522 12/31/2023
     RVT173,211$2,522 12/31/2023
Advisor Group Holdings Inc.160,268$2,334 12/31/2023
     RVT160,268$2,334 12/31/2023
RB Capital Management LLC160,230$2,333 12/31/2023
     RVT160,230$2,333 12/31/2023
Oppenheimer & Co. Inc.154,549$2,250 12/31/2023
     RVT154,549$2,250 12/31/2023
HighTower Advisors LLC151,574$2,206 12/31/2023
     RVT151,574$2,206 12/31/2023
General American Investors Co. Inc.150,877$2,197 12/31/2023
     RVT150,877$2,197 12/31/2023
SeaCrest Wealth Management LLC136,797$2,075 03/31/2024
     RVT136,797$2,075 03/31/2024
RPO LLC137,362$2,000 12/31/2023
     RVT137,362$2,000 12/31/2023
Gabelli Funds LLC124,158$1,808 12/31/2023
     RVT124,158$1,808 12/31/2023
Accel Wealth Management119,464$1,739 12/31/2023
     RVT119,464$1,739 12/31/2023
Atlantic Union Bankshares Corp103,126$1,564 03/31/2024
     RVT103,126$1,564 03/31/2024
Private Advisor Group LLC106,675$1,553 12/31/2023
     RVT106,675$1,553 12/31/2023
Financial Advocates Investment Management94,372$1,374 12/31/2023
     RVT94,372$1,374 12/31/2023
Comerica Bank89,734$1,307 12/31/2023
     RVT89,734$1,307 12/31/2023
Benjamin F. Edwards & Company Inc.83,853$1,221 12/31/2023
     RVT83,853$1,221 12/31/2023
Kennedy Investment Group83,565$1,217 12/31/2023
     RVT83,565$1,217 12/31/2023
Bulldog Investors LLC83,173$1,211 12/31/2023
     RVT83,173$1,211 12/31/2023
Atria Investments LLC82,641$1,203 12/31/2023
     RVT82,641$1,203 12/31/2023
Wedbush Securities Inc.68,903$1,003 12/31/2023
     RVT68,903$1,003 12/31/2023
Miracle Mile Advisors LLC65,464$993 03/31/2024
     RVT65,464$993 03/31/2024
Steward Partners Investment Advisory LLC64,918$945 12/31/2023
     RVT64,918$945 12/31/2023
Mraz Amerine & Associates Inc.64,838$944 12/31/2023
     RVT64,838$944 12/31/2023
Samalin Investment Counsel LLC62,870$915 12/31/2023
     RVT62,870$915 12/31/2023
Mariner LLC62,336$908 12/31/2023
     RVT62,336$908 12/31/2023
Shaker Financial Services LLC59,018$859 12/31/2023
     RVT59,018$859 12/31/2023
Cambridge Investment Research Advisors Inc.56,307$820 12/31/2023
     RVT56,307$820 12/31/2023
Rockefeller Capital Management L.P.55,073$802 12/31/2023
     RVT55,073$802 12/31/2023
SOL Capital Management CO54,972$800 12/31/2023
     RVT54,972$800 12/31/2023
1832 Asset Management L.P.53,623$781 12/31/2023
     RVT53,623$781 12/31/2023
Focused Wealth Management Inc53,342$777 12/31/2023
     RVT53,342$777 12/31/2023
Northwestern Mutual Wealth Management Co.52,251$761 12/31/2023
     RVT52,251$761 12/31/2023
9258 Wealth Management LLC51,857$755 12/31/2023
     RVT51,857$755 12/31/2023
Stolper Co45,768$694 03/31/2024
     RVT45,768$694 03/31/2024
Daymark Wealth Partners LLC45,420$689 03/31/2024
     RVT45,420$689 03/31/2024
All Season Financial Advisors Inc.43,397$658 03/31/2024
     RVT43,397$658 03/31/2024
Coastal Investment Advisors Inc.44,262$644 12/31/2023
     RVT44,262$644 12/31/2023
Raymond James Trust N.A.41,836$609 12/31/2023
     RVT41,836$609 12/31/2023
Whitener Capital Management Inc.37,932$575 03/31/2024
     RVT37,932$575 03/31/2024
GWM Advisors LLC39,668$571 12/31/2023
     RVT39,668$571 12/31/2023
Bank of Montreal Can36,460$531 12/31/2023
     RVT36,460$531 12/31/2023
David J Yvars Group34,914$528 03/31/2024
     RVT34,914$528 03/31/2024
Hennion & Walsh Asset Management Inc.34,470$523 03/31/2024
     RVT34,470$523 03/31/2024
1776 Wealth LLC35,406$516 12/31/2023
     RVT35,406$516 12/31/2023
Stonebrook Private Inc.35,153$512 12/31/2023
     RVT35,153$512 12/31/2023
Quantedge Capital Pte Ltd34,100$496 12/31/2023
     RVT34,100$496 12/31/2023
Envestnet Asset Management Inc.33,860$493 12/31/2023
     RVT33,860$493 12/31/2023
Centaurus Financial Inc.33,380$486 12/31/2023
     RVT33,380$486 12/31/2023
First Trust Advisors LP31,218$455 12/31/2023
     RVT31,218$455 12/31/2023
Weiss Asset Management LP30,409$443 12/31/2023
     RVT30,409$443 12/31/2023
Mercer Global Advisors Inc. ADV29,598$431 12/31/2023
     RVT29,598$431 12/31/2023
The PNC Financial Services Group Inc.28,511$415 12/31/2023
     RVT28,511$415 12/31/2023
Alexander Randolph Advisory Inc.28,443$414 12/31/2023
     RVT28,443$414 12/31/2023
Atria Wealth Solutions Inc.28,056$409 12/31/2023
     RVT28,056$409 12/31/2023
Uncommon Cents Investing LLC27,539$401 12/31/2023
     RVT27,539$401 12/31/2023
Baird Financial Group Inc.26,998$393 12/31/2023
     RVT26,998$393 12/31/2023
Advisor Resource Council25,998$379 12/31/2023
     RVT25,998$379 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC23,224$338 12/31/2023
     RVT23,224$338 12/31/2023
International Assets Investment Management LLC22,151$334 03/31/2024
     RVT22,151$334 03/31/2024
Tradition Wealth Management LLC21,485$313 12/31/2023
     RVT21,485$313 12/31/2023
Level Four Advisory Services LLC20,974$305 12/31/2023
     RVT20,974$305 12/31/2023
Cetera Advisor Networks LLC20,829$303 12/31/2023
     RVT20,829$303 12/31/2023
Prevail Innovative Wealth Advisors LLC20,708$302 12/31/2023
     RVT20,708$302 12/31/2023
Susquehanna International Group LLP20,574$300 12/31/2023
     RVT20,574$300 12/31/2023
Abel Hall LLC20,000$291 12/31/2023
     RVT20,000$291 12/31/2023
Brown Advisory Inc.18,747$273 12/31/2023
     RVT18,747$273 12/31/2023
Kestra Advisory Services LLC18,779$273 12/31/2023
     RVT18,779$273 12/31/2023
North Star Asset Management Inc.18,029$263 12/31/2023
     RVT18,029$263 12/31/2023
Silverlake Wealth Management LLC17,292$262 03/31/2024
     RVT17,292$262 03/31/2024
Redmond Asset Management LLC17,900$261 12/31/2023
     RVT17,900$261 12/31/2023
Barrett & Company Inc.15,830$240 03/31/2024
     RVT15,830$240 03/31/2024
Apollon Wealth Management LLC16,491$240 12/31/2023
     RVT16,491$240 12/31/2023
Concorde Asset Management LLC15,904$232 12/31/2023
     RVT15,904$232 12/31/2023
Stephens Inc. AR15,123$220 12/31/2023
     RVT15,123$220 12/31/2023
Carson Advisory Inc.14,913$217 12/31/2023
     RVT14,913$217 12/31/2023
Benchmark Wealth Management LLC14,238$216 03/31/2024
     RVT14,238$216 03/31/2024
Creative Planning14,469$211 12/31/2023
     RVT14,469$211 12/31/2023
National Asset Management Inc.14,384$209 12/31/2023
     RVT14,384$209 12/31/2023
Truist Financial Corp14,249$207 12/31/2023
     RVT14,249$207 12/31/2023
Focus Financial Network Inc. ADV13,999$204 12/31/2023
     RVT13,999$204 12/31/2023
Kestra Private Wealth Services LLC13,897$202 12/31/2023
     RVT13,897$202 12/31/2023
Coastline Trust Co13,474$196 12/31/2023
     RVT13,474$196 12/31/2023
Centurion Wealth Management LLC13,451$196 12/31/2023
     RVT13,451$196 12/31/2023
FCA Corp TX13,172$192 12/31/2023
     RVT13,172$192 12/31/2023
Spire Wealth Management13,451$189 12/31/2023
     RVT13,451$189 12/31/2023
TIAA Trust National Association12,882$188 12/31/2023
     RVT12,882$188 12/31/2023
Thrivent Financial for Lutherans12,391$180 12/31/2023
     RVT12,391$180 12/31/2023
Parisi Gray Wealth Management11,110$169 03/31/2024
     RVT11,110$169 03/31/2024
First Financial Bank Trust Division10,899$165 03/31/2024
     RVT10,899$165 03/31/2024
SignalPoint Asset Management LLC10,699$162 03/31/2024
     RVT10,699$162 03/31/2024
Verus Capital Partners LLC10,828$158 12/31/2023
     RVT10,828$158 12/31/2023
CTC Alternative Strategies Ltd.10,803$157 12/31/2023
     RVT10,803$157 12/31/2023
TrinityPoint Wealth LLC10,695$156 12/31/2023
     RVT10,695$156 12/31/2023
Sittner & Nelson LLC10,594$154 12/31/2023
     RVT10,594$154 12/31/2023
Allworth Financial LP10,481$153 12/31/2023
     RVT10,481$153 12/31/2023
LaFleur & Godfrey LLC10,404$151 12/31/2023
     RVT10,404$151 12/31/2023
Kovack Advisors Inc.10,363$151 12/31/2023
     RVT10,363$151 12/31/2023
Mascoma Wealth Management LLC10,217$149 12/31/2023
     RVT10,217$149 12/31/2023
Graves Light Private Wealth Management Inc.10,253$149 12/31/2023
     RVT10,253$149 12/31/2023
Carolinas Wealth Consulting LLC9,144$133 12/31/2023
     RVT9,144$133 12/31/2023
Operose Advisors LLC7,000$102 12/31/2023
     RVT7,000$102 12/31/2023
North Star Investment Management Corp.6,125$89 12/31/2023
     RVT6,125$89 12/31/2023
Future Financial Wealth Managment LLC5,000$76 03/31/2024
     RVT5,000$76 03/31/2024
Creative Financial Designs Inc. ADV4,535$66 12/31/2023
     RVT4,535$66 12/31/2023
Advisory Services Network LLC3,800$55 12/31/2023
     RVT3,800$55 12/31/2023
Pingora Partners LLC3,733$54 12/31/2023
     RVT3,733$54 12/31/2023
Principal Securities Inc.3,269$48 12/31/2023
     RVT3,269$48 12/31/2023
McIlrath & Eck LLC2,461$36 12/31/2023
     RVT2,461$36 12/31/2023
CGC Financial Services LLC2,424$35 12/31/2023
     RVT2,424$35 12/31/2023
Hexagon Capital Partners LLC1,503$23 03/31/2024
     RVT1,503$23 03/31/2024
Baystate Wealth Management LLC1,537$22 12/31/2023
     RVT1,537$22 12/31/2023
JPMorgan Chase & Co.1,067$16 12/31/2023
     RVT1,067$16 12/31/2023
Global Retirement Partners LLC1,127$16 12/31/2023
     RVT1,127$16 12/31/2023
CENTRAL TRUST Co1,000$15 12/31/2023
     RVT1,000$15 12/31/2023
M&R Capital Management Inc.955$14 03/31/2024
     RVT955$14 03/31/2024
Carmichael Hill & Associates Inc.850$12 12/31/2023
     RVT850$12 12/31/2023
American Capital Advisory LLC741$11 12/31/2023
     RVT741$11 12/31/2023
NBC Securities Inc.504$7 03/31/2024
     RVT504$7 03/31/2024
City State Bank447$7 03/31/2024
     RVT447$7 03/31/2024
Game Plan Financial Advisors LLC300$5 03/31/2024
     RVT300$5 03/31/2024
Thomas J. Herzfeld Advisors Inc.331$5 12/31/2023
     RVT331$5 12/31/2023
WASHINGTON TRUST Co300$4 12/31/2023
     RVT300$4 12/31/2023
GPS Wealth Strategies Group LLC302$4 12/31/2023
     RVT302$4 12/31/2023
Massmutual Trust Co. FSB ADV170$3 03/31/2024
     RVT170$3 03/31/2024
JFS Wealth Advisors LLC209$3 12/31/2023
     RVT209$3 12/31/2023
IFP Advisors Inc155$2 12/31/2023
     RVT155$2 12/31/2023
AlphaMark Advisors LLC50$1 03/31/2024
     RVT50$1 03/31/2024
Huntington National Bank $1 12/31/2023
     RVT37$1 12/31/2023
     COMMON STOCK2$0 12/31/2023
Lee Financial Co100$1 12/31/2023
     RVT100$1 12/31/2023
Harbor Investment Advisory LLC12$0 03/31/2024
     RVT12$0 03/31/2024
Rise Advisors LLC8$0 03/31/2024
     RVT8$0 03/31/2024
FMR LLC1$0 12/31/2023
     RVT1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     RVT0$0 12/31/2023
Key Financial Inc31$0 12/31/2023
     RVT31$0 12/31/2023
Naples Money Management LLC5$0 12/31/2023
     RVT5$0 12/31/2023

See Summary: Institutional Holders of RVT
See Details: Top 10 Hedge Funds Holding RVT
Also See: RVT Insider Buying
Also See: RVT Holdings Changes

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