HoldingsChannel.com
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 79 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
LPL Financial LLC99,899$11,917 03/31/2024
     RFV99,899$11,917 03/31/2024
Raymond James & Associates81,330$9,702 03/31/2024
     RFV81,330$9,702 03/31/2024
Systelligence LLC78,835$9,404 03/31/2024
     RFV78,835$9,404 03/31/2024
Raymond James Financial Services Advisors Inc.73,751$8,798 03/31/2024
     RFV73,751$8,798 03/31/2024
Commonwealth Equity Services LLC59,816$7,135 03/31/2024
     RFV59,816$7,135 03/31/2024
Stratos Wealth Advisors LLC49,823$5,944 03/31/2024
     RFV49,823$5,944 03/31/2024
Avantax Advisory Services Inc.46,110$5,500 03/31/2024
     RFV46,110$5,500 03/31/2024
Wells Fargo & Company MN45,059$5,375 03/31/2024
     RFV45,059$5,375 03/31/2024
Redhawk Wealth Advisors Inc.36,303$4,227 12/31/2023
     RFV36,303$4,227 12/31/2023
Cambridge Investment Research Advisors Inc.32,070$3,826 03/31/2024
     RFV32,070$3,826 03/31/2024
Focus Financial Network Inc. ADV21,958$2,557 12/31/2023
     RFV21,958$2,557 12/31/2023
Private Advisor Group LLC21,035$2,509 03/31/2024
     RFV21,035$2,509 03/31/2024
Stifel Financial Corp21,302$2,480 12/31/2023
     RFV21,302$2,480 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
Advisor Group Holdings Inc.14,229$1,697 03/31/2024
     RFV14,229$1,697 03/31/2024
Twelve Points Wealth Management LLC12,065$1,439 03/31/2024
     RFV12,065$1,439 03/31/2024
Envestnet Asset Management Inc.11,937$1,424 03/31/2024
     RFV11,937$1,424 03/31/2024
Capital Square LLC11,019$1,314 03/31/2024
     RFV11,019$1,314 03/31/2024
Atria Wealth Solutions Inc.9,628$1,149 03/31/2024
     RFV9,628$1,149 03/31/2024
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
Focus Financial Network Inc.7,962$871 03/31/2024
     RFV7,962$871 03/31/2024
UBS Group AG7,120$849 03/31/2024
     RFV7,120$849 03/31/2024
Susquehanna International Group LLP5,897$703 03/31/2024
     RFV5,897$703 03/31/2024
Two Sigma Investments LP4,900$571 12/31/2023
     RFV4,900$571 12/31/2023
Proequities Inc.4,642$554 03/31/2024
     RFV4,642$554 03/31/2024
Well Done LLC4,565$545 03/31/2024
     RFV4,565$545 03/31/2024
Stratos Wealth Partners LTD.4,455$531 03/31/2024
     RFV4,455$531 03/31/2024
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
Resources Investment Advisors LLC.3,650$435 03/31/2024
     RFV3,650$435 03/31/2024
DB Wealth Management Group LLC3,682$429 12/31/2023
     RFV3,682$429 12/31/2023
Kestra Advisory Services LLC3,178$370 12/31/2023
     RFV3,178$370 12/31/2023
Advisory Services Network LLC3,045$363 03/31/2024
     RFV3,045$363 03/31/2024
S.A. Mason LLC3,030$361 03/31/2024
     RFV3,030$361 03/31/2024
Mercer Global Advisors Inc. ADV2,899$338 12/31/2023
     RFV2,899$338 12/31/2023
9258 Wealth Management LLC2,819$336 03/31/2024
     RFV2,819$336 03/31/2024
Commerce Bank2,750$328 03/31/2024
     RFV2,750$328 03/31/2024
ZRC Wealth Management LLC2,550$304 03/31/2024
     RFV2,550$304 03/31/2024
Level Four Advisory Services LLC2,270$264 03/31/2024
     RFV2,270$264 03/31/2024
Cetera Advisors LLC2,157$251 12/31/2023
     RFV2,157$251 12/31/2023
Thoroughbred Financial Services LLC2,086$248 03/31/2024
     RFV2,086$248 03/31/2024
Greenleaf Trust1,825$218 03/31/2024
     RFV1,825$218 03/31/2024
Purus Wealth Management LLC1,805$215 03/31/2024
     RFV1,805$215 03/31/2024
PSI Advisors LLC1,203$144 03/31/2024
     RFV1,203$144 03/31/2024
JNBA Financial Advisors1,138$136 03/31/2024
     RFV1,138$136 03/31/2024
VitalStone Financial LLC895$107 03/31/2024
     RFV895$107 03/31/2024
IFP Advisors Inc740$86 12/31/2023
     RFV740$86 12/31/2023
CWM LLC714$85 03/31/2024
     RFV714$85 03/31/2024
FMR LLC655$78 03/31/2024
     RFV655$78 03/31/2024
Parallel Advisors LLC650$78 03/31/2024
     RFV650$78 03/31/2024
Huntington National Bank644$77 03/31/2024
     RFV644$77 03/31/2024
US Bancorp DE600$72 03/31/2024
     RFV600$72 03/31/2024
GWM Advisors LLC569$66 12/31/2023
     RFV569$66 12/31/2023
Creative Financial Designs Inc. ADV496$59 03/31/2024
     RFV496$59 03/31/2024
Bank of Montreal Can432$51 03/31/2024
     RFV432$51 03/31/2024
Geneos Wealth Management Inc.393$47 03/31/2024
     RFV393$47 03/31/2024
AllSquare Wealth Management LLC345$41 03/31/2024
     RFV345$41 03/31/2024
Principal Securities Inc.281$34 03/31/2024
     RFV281$34 03/31/2024
Northwestern Mutual Wealth Management Co.249$29 12/31/2023
     RFV249$29 12/31/2023
Coastal Investment Advisors Inc.230$27 03/31/2024
     RFV230$27 03/31/2024
Running Point Capital Advisors LLC187$22 12/31/2023
     RFV187$22 12/31/2023
McIlrath & Eck LLC179$21 03/31/2024
     RFV179$21 03/31/2024
Bogart Wealth LLC169$20 03/31/2024
     RFV169$20 03/31/2024
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
CBIZ Investment Advisory Services LLC78$9 03/31/2024
     RFV78$9 03/31/2024
Bartlett & CO. Wealth Management LLC52$6 03/31/2024
     RFV52$6 03/31/2024
Bartlett & Co. LLC52$6 12/31/2023
     RFV52$6 12/31/2023
SOA Wealth Advisors LLC.33$4 03/31/2024
     RFV33$4 03/31/2024
Archer Investment Corp9$1 03/31/2024
     RFV9$1 03/31/2024
Spire Wealth Management8$1 03/31/2024
     RFV8$1 03/31/2024
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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