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.
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 |
LPL Financial LLC | 99,899 | $11,917 | 03/31/2024 |
RFV | 99,899 | $11,917 | 03/31/2024 |
Raymond James & Associates | 81,330 | $9,702 | 03/31/2024 |
RFV | 81,330 | $9,702 | 03/31/2024 |
Systelligence LLC | 78,835 | $9,404 | 03/31/2024 |
RFV | 78,835 | $9,404 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 73,751 | $8,798 | 03/31/2024 |
RFV | 73,751 | $8,798 | 03/31/2024 |
Commonwealth Equity Services LLC | 59,816 | $7,135 | 03/31/2024 |
RFV | 59,816 | $7,135 | 03/31/2024 |
Stratos Wealth Advisors LLC | 49,823 | $5,944 | 03/31/2024 |
RFV | 49,823 | $5,944 | 03/31/2024 |
Avantax Advisory Services Inc. | 46,110 | $5,500 | 03/31/2024 |
RFV | 46,110 | $5,500 | 03/31/2024 |
Wells Fargo & Company MN | 45,059 | $5,375 | 03/31/2024 |
RFV | 45,059 | $5,375 | 03/31/2024 |
Redhawk Wealth Advisors Inc. | 36,303 | $4,227 | 12/31/2023 |
RFV | 36,303 | $4,227 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 32,070 | $3,826 | 03/31/2024 |
RFV | 32,070 | $3,826 | 03/31/2024 |
Focus Financial Network Inc. ADV | 21,958 | $2,557 | 12/31/2023 |
RFV | 21,958 | $2,557 | 12/31/2023 |
Private Advisor Group LLC | 21,035 | $2,509 | 03/31/2024 |
RFV | 21,035 | $2,509 | 03/31/2024 |
Stifel Financial Corp | 21,302 | $2,480 | 12/31/2023 |
RFV | 21,302 | $2,480 | 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 |
Advisor Group Holdings Inc. | 14,229 | $1,697 | 03/31/2024 |
RFV | 14,229 | $1,697 | 03/31/2024 |
Twelve Points Wealth Management LLC | 12,065 | $1,439 | 03/31/2024 |
RFV | 12,065 | $1,439 | 03/31/2024 |
Envestnet Asset Management Inc. | 11,937 | $1,424 | 03/31/2024 |
RFV | 11,937 | $1,424 | 03/31/2024 |
Capital Square LLC | 11,019 | $1,314 | 03/31/2024 |
RFV | 11,019 | $1,314 | 03/31/2024 |
Atria Wealth Solutions Inc. | 9,628 | $1,149 | 03/31/2024 |
RFV | 9,628 | $1,149 | 03/31/2024 |
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 |
Focus Financial Network Inc. | 7,962 | $871 | 03/31/2024 |
RFV | 7,962 | $871 | 03/31/2024 |
UBS Group AG | 7,120 | $849 | 03/31/2024 |
RFV | 7,120 | $849 | 03/31/2024 |
Susquehanna International Group LLP | 5,897 | $703 | 03/31/2024 |
RFV | 5,897 | $703 | 03/31/2024 |
Two Sigma Investments LP | 4,900 | $571 | 12/31/2023 |
RFV | 4,900 | $571 | 12/31/2023 |
Proequities Inc. | 4,642 | $554 | 03/31/2024 |
RFV | 4,642 | $554 | 03/31/2024 |
Well Done LLC | 4,565 | $545 | 03/31/2024 |
RFV | 4,565 | $545 | 03/31/2024 |
Stratos Wealth Partners LTD. | 4,455 | $531 | 03/31/2024 |
RFV | 4,455 | $531 | 03/31/2024 |
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 |
Resources Investment Advisors LLC. | 3,650 | $435 | 03/31/2024 |
RFV | 3,650 | $435 | 03/31/2024 |
DB Wealth Management Group LLC | 3,682 | $429 | 12/31/2023 |
RFV | 3,682 | $429 | 12/31/2023 |
Kestra Advisory Services LLC | 3,178 | $370 | 12/31/2023 |
RFV | 3,178 | $370 | 12/31/2023 |
Advisory Services Network LLC | 3,045 | $363 | 03/31/2024 |
RFV | 3,045 | $363 | 03/31/2024 |
S.A. Mason LLC | 3,030 | $361 | 03/31/2024 |
RFV | 3,030 | $361 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 2,899 | $338 | 12/31/2023 |
RFV | 2,899 | $338 | 12/31/2023 |
9258 Wealth Management LLC | 2,819 | $336 | 03/31/2024 |
RFV | 2,819 | $336 | 03/31/2024 |
Commerce Bank | 2,750 | $328 | 03/31/2024 |
RFV | 2,750 | $328 | 03/31/2024 |
ZRC Wealth Management LLC | 2,550 | $304 | 03/31/2024 |
RFV | 2,550 | $304 | 03/31/2024 |
Level Four Advisory Services LLC | 2,270 | $264 | 03/31/2024 |
RFV | 2,270 | $264 | 03/31/2024 |
Cetera Advisors LLC | 2,157 | $251 | 12/31/2023 |
RFV | 2,157 | $251 | 12/31/2023 |
Thoroughbred Financial Services LLC | 2,086 | $248 | 03/31/2024 |
RFV | 2,086 | $248 | 03/31/2024 |
Greenleaf Trust | 1,825 | $218 | 03/31/2024 |
RFV | 1,825 | $218 | 03/31/2024 |
Purus Wealth Management LLC | 1,805 | $215 | 03/31/2024 |
RFV | 1,805 | $215 | 03/31/2024 |
PSI Advisors LLC | 1,203 | $144 | 03/31/2024 |
RFV | 1,203 | $144 | 03/31/2024 |
JNBA Financial Advisors | 1,138 | $136 | 03/31/2024 |
RFV | 1,138 | $136 | 03/31/2024 |
VitalStone Financial LLC | 895 | $107 | 03/31/2024 |
RFV | 895 | $107 | 03/31/2024 |
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 |
FMR LLC | 655 | $78 | 03/31/2024 |
RFV | 655 | $78 | 03/31/2024 |
Parallel Advisors LLC | 650 | $78 | 03/31/2024 |
RFV | 650 | $78 | 03/31/2024 |
Huntington National Bank | 644 | $77 | 03/31/2024 |
RFV | 644 | $77 | 03/31/2024 |
US Bancorp DE | 600 | $72 | 03/31/2024 |
RFV | 600 | $72 | 03/31/2024 |
GWM Advisors LLC | 569 | $66 | 12/31/2023 |
RFV | 569 | $66 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 496 | $59 | 03/31/2024 |
RFV | 496 | $59 | 03/31/2024 |
Bank of Montreal Can | 432 | $51 | 03/31/2024 |
RFV | 432 | $51 | 03/31/2024 |
Geneos Wealth Management Inc. | 393 | $47 | 03/31/2024 |
RFV | 393 | $47 | 03/31/2024 |
AllSquare Wealth Management LLC | 345 | $41 | 03/31/2024 |
RFV | 345 | $41 | 03/31/2024 |
Principal Securities Inc. | 281 | $34 | 03/31/2024 |
RFV | 281 | $34 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 249 | $29 | 12/31/2023 |
RFV | 249 | $29 | 12/31/2023 |
Coastal Investment Advisors Inc. | 230 | $27 | 03/31/2024 |
RFV | 230 | $27 | 03/31/2024 |
Running Point Capital Advisors LLC | 187 | $22 | 12/31/2023 |
RFV | 187 | $22 | 12/31/2023 |
McIlrath & Eck LLC | 179 | $21 | 03/31/2024 |
RFV | 179 | $21 | 03/31/2024 |
Bogart Wealth LLC | 169 | $20 | 03/31/2024 |
RFV | 169 | $20 | 03/31/2024 |
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 |
CBIZ Investment Advisory Services LLC | 78 | $9 | 03/31/2024 |
RFV | 78 | $9 | 03/31/2024 |
Bartlett & CO. Wealth Management LLC | 52 | $6 | 03/31/2024 |
RFV | 52 | $6 | 03/31/2024 |
Bartlett & Co. 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 |
Archer Investment Corp | 9 | $1 | 03/31/2024 |
RFV | 9 | $1 | 03/31/2024 |
Spire Wealth Management | 8 | $1 | 03/31/2024 |
RFV | 8 | $1 | 03/31/2024 |
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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