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Funds Holding RDVI

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 138 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.

HolderAmountPosition Size
($ in 1000's)		 As of
LPL Financial LLC3,069,416$70,842 12/31/2023
     RDVI3,069,416$70,842 12/31/2023
Envestnet Asset Management Inc.1,298,685$29,974 12/31/2023
     RDVI1,298,685$29,974 12/31/2023
Advisor Group Holdings Inc.974,008$22,481 12/31/2023
     RDVI974,008$22,481 12/31/2023
Global Assets Advisory LLC886,829$21,710 03/31/2024
     RDVI886,829$21,710 03/31/2024
Truist Financial Corp834,440$19,259 12/31/2023
     RDVI834,440$19,259 12/31/2023
Spectrum Wealth Counsel LLC808,772$18,666 12/31/2023
     RDVI808,772$18,666 12/31/2023
Commonwealth Equity Services LLC803,809$18,552 12/31/2023
     RDVI803,809$18,552 12/31/2023
Royal Bank of Canada782,665$18,063 12/31/2023
     RDVI782,665$18,063 12/31/2023
Stifel Financial Corp764,943$17,655 12/31/2023
     RDVI764,943$17,655 12/31/2023
Park National Corp OH538,862$13,191 03/31/2024
     RDVI538,862$13,191 03/31/2024
Cambridge Investment Research Advisors Inc.521,036$12,755 03/31/2024
     RDVI521,036$12,755 03/31/2024
Pinnacle Associates Ltd.502,710$12,306 03/31/2024
     RDVI502,710$12,306 03/31/2024
Cetera Advisor Networks LLC446,391$10,303 12/31/2023
     RDVI446,391$10,303 12/31/2023
Prospera Financial Services Inc424,410$9,795 12/31/2023
     RDVI424,410$9,795 12/31/2023
Echo Wealth Management LLC351,343$8,601 03/31/2024
     RDVI351,343$8,601 03/31/2024
Cedrus LLC329,309$8,062 03/31/2024
     RDVI329,309$8,062 03/31/2024
Kestra Advisory Services LLC304,193$7,021 12/31/2023
     RDVI304,193$7,021 12/31/2023
Prosperity Financial Group Inc.297,996$6,878 12/31/2023
     RDVI297,996$6,878 12/31/2023
Midwest Financial Group LLC256,832$6,287 03/31/2024
     RDVI256,832$6,287 03/31/2024
Baird Financial Group Inc.266,140$6,143 12/31/2023
     RDVI266,140$6,143 12/31/2023
Cetera Investment Advisers233,058$5,379 12/31/2023
     RDVI233,058$5,379 12/31/2023
Raymond James Financial Services Advisors Inc.218,980$5,361 03/31/2024
     RDVI218,980$5,361 03/31/2024
Kestra Private Wealth Services LLC226,839$5,235 12/31/2023
     RDVI226,839$5,235 12/31/2023
HighTower Advisors LLC206,431$4,763 12/31/2023
     RDVI206,431$4,763 12/31/2023
Cetera Advisors LLC204,815$4,727 12/31/2023
     RDVI204,815$4,727 12/31/2023
Janney Montgomery Scott LLC176,899$4,083 12/31/2023
     RDVI176,899$4,083 12/31/2023
Harbour Investments Inc.174,068$4,017 12/31/2023
     RDVI174,068$4,017 12/31/2023
Ergawealth Advisors Inc.158,285$3,653 12/31/2023
     RDVI158,285$3,653 12/31/2023
Nations Financial Group Inc. IA ADV146,157$3,578 03/31/2024
     RDVI146,157$3,578 03/31/2024
Maxwell Wealth Strategies Inc.144,792$3,342 12/31/2023
     RDVI144,792$3,342 12/31/2023
Avantax Advisory Services Inc.116,405$2,687 12/31/2023
     RDVI116,405$2,687 12/31/2023
Integrated Wealth Concepts LLC115,064$2,656 12/31/2023
     RDVI115,064$2,656 12/31/2023
G&S Capital LLC101,901$2,495 03/31/2024
     RDVI101,901$2,495 03/31/2024
Rehmann Capital Advisory Group104,222$2,405 12/31/2023
     RDVI104,222$2,405 12/31/2023
Stephens Inc. AR101,540$2,344 12/31/2023
     RDVI101,540$2,344 12/31/2023
Milestone Asset Management LLC95,109$2,328 03/31/2024
     RDVI95,109$2,328 03/31/2024
Secure Asset Management LLC91,965$2,123 12/31/2023
     RDVI91,965$2,123 12/31/2023
National Asset Management Inc.87,515$2,020 12/31/2023
     RDVI87,515$2,020 12/31/2023
Trueblood Wealth Management LLC80,179$1,963 03/31/2024
     RDVI80,179$1,963 03/31/2024
GWM Advisors LLC80,770$1,864 12/31/2023
     RDVI80,770$1,864 12/31/2023
Kingsview Wealth Management LLC77,884$1,798 12/31/2023
     RDVI77,884$1,798 12/31/2023
Wealth Enhancement Advisory Services LLC72,692$1,780 03/31/2024
     RDVI72,692$1,780 03/31/2024
AE Wealth Management LLC75,609$1,721 12/31/2023
     RDVI75,609$1,721 12/31/2023
STA Wealth Management LLC74,166$1,712 12/31/2023
     RDVI74,166$1,712 12/31/2023
BlackDiamond Wealth Management Inc.76,300$1,712 12/31/2023
     RDVI76,300$1,712 12/31/2023
We Are One Seven LLC73,540$1,697 12/31/2023
     RDVI73,540$1,697 12/31/2023
SILVER OAK SECURITIES Inc67,164$1,550 12/31/2023
     RDVI67,164$1,550 12/31/2023
Garden State Investment Advisory Services LLC63,060$1,455 12/31/2023
     RDVI63,060$1,455 12/31/2023
Semus Wealth Partners LLC59,113$1,364 12/31/2023
     RDVI59,113$1,364 12/31/2023
Mariner LLC58,999$1,362 12/31/2023
     RDVI58,999$1,362 12/31/2023
CWM LLC50,890$1,246 03/31/2024
     RDVI50,890$1,246 03/31/2024
Private Advisor Group LLC53,262$1,229 12/31/2023
     RDVI53,262$1,229 12/31/2023
Herold Advisors Inc.53,069$1,225 12/31/2023
     RDVI53,069$1,225 12/31/2023
Pinnacle Wealth Management Advisory Group LLC51,036$1,178 12/31/2023
     RDVI51,036$1,178 12/31/2023
Cherry Creek Investment Advisors Inc.46,243$1,132 03/31/2024
     RDVI46,243$1,132 03/31/2024
Delta Investment Management LLC47,985$1,107 12/31/2023
     RDVI47,985$1,107 12/31/2023
MN Wealth Advisors LLC46,673$1,077 12/31/2023
     RDVI46,673$1,077 12/31/2023
MTM Investment Management LLC42,812$1,048 03/31/2024
     RDVI42,812$1,048 03/31/2024
Atlas Wealth LLC49,422$1,041 12/31/2023
     RDVI49,422$1,041 12/31/2023
RFG Advisory LLC40,488$991 03/31/2024
     RDVI40,488$991 03/31/2024
JPMorgan Chase & Co.42,694$985 12/31/2023
     RDVI42,694$985 12/31/2023
Capital Investment Advisory Services LLC38,466$942 03/31/2024
     RDVI38,466$942 03/31/2024
Raymond James & Associates36,003$881 03/31/2024
     RDVI36,003$881 03/31/2024
Sandy Spring Bank37,397$863 12/31/2023
     RDVI37,397$863 12/31/2023
OLD Mission Capital LLC36,605$845 12/31/2023
     RDVI36,605$845 12/31/2023
MML Investors Services LLC35,718$824 12/31/2023
     RDVI35,718$824 12/31/2023
Stonebridge Financial Planning Group LLC34,657$800 12/31/2023
     RDVI34,657$800 12/31/2023
D.A. Davidson & CO.33,891$782 12/31/2023
     RDVI33,891$782 12/31/2023
Key Client Fiduciary Advisors LLC30,848$755 03/31/2024
     RDVI30,848$755 03/31/2024
Sigma Planning Corp32,112$741 12/31/2023
     RDVI32,112$741 12/31/2023
GPS Wealth Strategies Group LLC32,016$739 12/31/2023
     RDVI32,016$739 12/31/2023
Virtue Capital Management LLC30,590$702 12/31/2023
     RDVI30,590$702 12/31/2023
Patriot Financial Group Insurance Agency LLC30,340$700 12/31/2023
     RDVI30,340$700 12/31/2023
Wedbush Securities Inc.30,117$695 12/31/2023
     RDVI30,117$695 12/31/2023
Lincoln National Corp28,352$654 12/31/2023
     RDVI28,352$654 12/31/2023
J.W. Cole Advisors Inc.28,057$648 12/31/2023
     RDVI28,057$648 12/31/2023
Foundations Investment Advisors LLC28,155$638 12/31/2023
     RDVI28,155$638 12/31/2023
Capital Analysts LLC27,374$632 12/31/2023
     RDVI27,374$632 12/31/2023
Moloney Securities Asset Management LLC25,877$597 12/31/2023
     RDVI25,877$597 12/31/2023
Citadel Advisors LLC25,803$596 12/31/2023
     RDVI25,803$596 12/31/2023
Insight Advisors LLC PA25,427$587 12/31/2023
     RDVI25,427$587 12/31/2023
First Heartland Consultants Inc.24,797$572 12/31/2023
     RDVI24,797$572 12/31/2023
Atlas Private Wealth Advisors24,522$566 12/31/2023
     RDVI24,522$566 12/31/2023
Main Street Financial Solutions LLC22,460$550 03/31/2024
     RDVI22,460$550 03/31/2024
Vima LLC22,660$523 12/31/2023
     RDVI22,660$523 12/31/2023
Rockefeller Capital Management L.P.22,500$519 12/31/2023
     RDVI22,500$519 12/31/2023
Gladstone Institutional Advisory LLC21,926$506 12/31/2023
     RDVI21,926$506 12/31/2023
Derbend Asset Management20,836$481 12/31/2023
     RDVI20,836$481 12/31/2023
Raab & Moskowitz Asset Management LLC20,500$473 12/31/2023
     RDVI20,500$473 12/31/2023
Marshall Financial Group LLC18,196$445 03/31/2024
     RDVI18,196$445 03/31/2024
Beacon Financial Group19,108$441 12/31/2023
     RDVI19,108$441 12/31/2023
TKG Advisors LLC18,819$434 12/31/2023
     RDVI18,819$434 12/31/2023
Atomi Financial Group Inc.18,538$428 12/31/2023
     RDVI18,538$428 12/31/2023
Acorn Wealth Advisors LLC16,421$402 03/31/2024
     RDVI16,421$402 03/31/2024
Triumph Capital Management16,368$398 03/31/2024
     RDVI16,368$398 03/31/2024
Equitable Holdings Inc.17,123$395 12/31/2023
     RDVI17,123$395 12/31/2023
Snowden Capital Advisors LLC16,347$377 12/31/2023
     RDVI16,347$377 12/31/2023
Comprehensive Financial Consultants Institutional Inc.15,952$368 12/31/2023
     RDVI15,952$368 12/31/2023
HBW Advisory Services LLC15,665$362 03/31/2024
     RDVI15,665$362 03/31/2024
Steel Peak Wealth Management LLC14,450$354 03/31/2024
     RDVI14,450$354 03/31/2024
DHJJ Financial Advisors Ltd.13,776$337 03/31/2024
     RDVI13,776$337 03/31/2024
Western Wealth Management LLC13,164$304 12/31/2023
     RDVI13,164$304 12/31/2023
WCG Wealth Advisors LLC12,604$291 12/31/2023
     RDVI12,604$291 12/31/2023
Retirement Planning Group11,300$277 03/31/2024
     RDVI11,300$277 03/31/2024
StoneX Group Inc.11,847$275 12/31/2023
     RDVI11,847$275 12/31/2023
Aptus Capital Advisors LLC11,929$275 12/31/2023
     RDVI11,929$275 12/31/2023
Apollon Wealth Management LLC11,542$266 12/31/2023
     RDVI11,542$266 12/31/2023
CoreCap Advisors LLC11,084$256 12/31/2023
     RDVI11,084$256 12/31/2023
TrueWealth Advisors LLC10,316$253 03/31/2024
     RDVI10,316$253 03/31/2024
Aurora Private Wealth Inc.10,116$246 03/31/2024
     RDVI10,116$246 03/31/2024
Atria Wealth Solutions Inc.10,506$242 12/31/2023
     RDVI10,506$242 12/31/2023
Insigneo Advisory Services LLC10,375$239 12/31/2023
     RDVI10,375$239 12/31/2023
Smith Moore & CO.10,227$236 12/31/2023
     RDVI10,227$236 12/31/2023
Proequities Inc.9,978$230 12/31/2023
     RDVI9,978$230 12/31/2023
Susquehanna International Group LLP9,818$227 12/31/2023
     RDVI9,818$227 12/31/2023
Ignite Planners LLC9,162$223 03/31/2024
     RDVI9,162$223 03/31/2024
U.S. Capital Wealth Advisors LLC9,500$219 12/31/2023
     RDVI9,500$219 12/31/2023
Ameritas Advisory Services LLC9,438$217 12/31/2023
     RDVI9,438$217 12/31/2023
Quad Cities Investment Group LLC8,570$210 03/31/2024
     RDVI8,570$210 03/31/2024
Beacon Financial Advisory LLC9,095$210 12/31/2023
     RDVI9,095$210 12/31/2023
Guardian Wealth Advisors LLC NC8,500$196 12/31/2023
     RDVI8,500$196 12/31/2023
Luken Investment Analytics LLC7,135$175 03/31/2024
     RDVI7,135$175 03/31/2024
NBC Securities Inc.5,499$134 03/31/2024
     RDVI5,499$134 03/31/2024
IFP Advisors Inc5,343$123 12/31/2023
     RDVI5,343$123 12/31/2023
EverSource Wealth Advisors LLC4,820$111 12/31/2023
     RDVI4,820$111 12/31/2023
Advisory Services Network LLC3,705$86 12/31/2023
     RDVI3,705$86 12/31/2023
Tyler Stone Wealth Management3,435$79 12/31/2023
     RDVI3,435$79 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,740$40 12/31/2023
     RDVI1,740$40 12/31/2023
Creekmur Asset Management LLC1,710$39 12/31/2023
     RDVI1,710$39 12/31/2023
Wagner Wealth Management LLC1,476$36 03/31/2024
     RDVI1,476$36 03/31/2024
Steward Partners Investment Advisory LLC1,500$35 12/31/2023
     RDVI1,500$35 12/31/2023
Benjamin F. Edwards & Company Inc.1,000$23 12/31/2023
     RDVI1,000$23 12/31/2023
Private Trust Co. NA900$22 03/31/2024
     RDVI900$22 03/31/2024
Larson Financial Group LLC890$21 12/31/2023
     RDVI890$21 12/31/2023
ICA Group Wealth Management LLC500$12 12/31/2023
     RDVI500$12 12/31/2023
Comerica Bank327$8 12/31/2023
     RDVI327$8 12/31/2023
Principal Securities Inc.312$7 12/31/2023
     RDVI312$7 12/31/2023
AlphaMark Advisors LLC100$2 03/31/2024
     RDVI100$2 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     RDVI1$0 12/31/2023

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

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