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Funds Holding RZV

On this page, we present all of the funds holding RZV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding RZV, with a link to that fund's top holdings. The next columns indicate the amount of RZV stock held by each of the funds holding RZV, followed by the RZV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 57 funds holding RZV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Systematic Alpha Investments LLC. For more details on the positions held by Systematic Alpha Investments LLC (or by any of the other funds holding RZV), click the fund name in the "Holder" column of the funds-holding-RZV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Systematic Alpha Investments LLC306,488$32,880 12/31/2023
     RZV306,488$32,880 12/31/2023
LPL Financial LLC117,305$12,584 12/31/2023
     RZV117,305$12,584 12/31/2023
Armbruster Capital Management Inc.88,052$9,446 12/31/2023
     RZV88,052$9,446 12/31/2023
AllSquare Wealth Management LLC75,171$8,064 12/31/2023
     RZV75,171$8,064 12/31/2023
Morgan Stanley73,667$7,903 12/31/2023
     RZV73,667$7,903 12/31/2023
UBS Group AG52,797$5,664 12/31/2023
     RZV52,797$5,664 12/31/2023
Wells Fargo & Company MN49,835$5,346 12/31/2023
     RZV49,835$5,346 12/31/2023
Wealthcare Advisory Partners LLC46,558$5,005 03/31/2024
     RZV46,558$5,005 03/31/2024
Bank of America Corp DE40,751$4,372 12/31/2023
     RZV40,751$4,372 12/31/2023
Theory Financial LLC39,869$4,277 12/31/2023
     RZV39,869$4,277 12/31/2023
IMC Chicago LLC38,211$4,108 03/31/2024
     RZV38,211$4,108 03/31/2024
Wealth Enhancement Advisory Services LLC25,178$2,707 03/31/2024
     RZV25,178$2,707 03/31/2024
Advisor Group Holdings Inc.22,783$2,444 12/31/2023
     RZV22,783$2,444 12/31/2023
Merit Financial Group LLC22,743$2,440 12/31/2023
     RZV22,743$2,440 12/31/2023
NTV Asset Management LLC20,341$2,182 12/31/2023
     RZV20,341$2,182 12/31/2023
Stifel Financial Corp19,155$2,055 12/31/2023
     RZV19,155$2,055 12/31/2023
Captrust Financial Advisors14,035$1,506 12/31/2023
     RZV14,035$1,506 12/31/2023
Twelve Points Wealth Management LLC13,584$1,460 03/31/2024
     RZV13,584$1,460 03/31/2024
Royal Bank of Canada12,032$1,291 12/31/2023
     RZV12,032$1,291 12/31/2023
Lester Murray Antman dba SimplyRich8,686$932 12/31/2023
     RZV8,686$932 12/31/2023
Commonwealth Equity Services LLC8,316$892 12/31/2023
     RZV8,316$892 12/31/2023
Buckingham Strategic Partners7,562$811 12/31/2023
     RZV7,562$811 12/31/2023
One One Wealth Management LLC7,394$795 03/31/2024
     RZV7,394$795 03/31/2024
Stratos Wealth Partners LTD.7,073$760 03/31/2024
     RZV7,073$760 03/31/2024
Ayalon Holdings Ltd.7,023$755 03/31/2024
     RZV7,023$755 03/31/2024
Benjamin F. Edwards & Company Inc.6,691$718 12/31/2023
     RZV6,691$718 12/31/2023
Summit Financial Group Inc.6,660$716 03/31/2024
     RZV6,660$716 03/31/2024
American Institute for Advanced Investment Management LLP6,522$701 03/31/2024
     RZV6,522$701 03/31/2024
Cetera Advisors LLC6,410$688 12/31/2023
     RZV6,410$688 12/31/2023
Cambridge Investment Research Advisors Inc.6,357$683 03/31/2024
     RZV6,357$683 03/31/2024
MML Investors Services LLC6,006$644 12/31/2023
     RZV6,006$644 12/31/2023
Susquehanna International Group LLP5,317$570 12/31/2023
     RZV5,317$570 12/31/2023
Northwestern Mutual Wealth Management Co.4,636$497 12/31/2023
     RZV4,636$497 12/31/2023
Truist Financial Corp4,579$491 12/31/2023
     RZV4,579$491 12/31/2023
Global Retirement Partners LLC4,290$461 03/31/2024
     RZV4,290$461 03/31/2024
IFP Advisors Inc4,033$433 12/31/2023
     RZV4,033$433 12/31/2023
Janney Montgomery Scott LLC3,105$333 12/31/2023
     RZV3,105$333 12/31/2023
Axxcess Wealth Management LLC3,081$331 12/31/2023
     RZV3,081$331 12/31/2023
Two Sigma Investments LP2,800$300 12/31/2023
     RZV2,800$300 12/31/2023
CWM LLC2,747$295 03/31/2024
     RZV2,747$295 03/31/2024
Windham Capital Management LLC2,750$295 12/31/2023
     RZV2,750$295 12/31/2023
Advisory Services Network LLC2,438$262 12/31/2023
     RZV2,438$262 12/31/2023
HighTower Advisors LLC2,249$241 12/31/2023
     RZV2,249$241 12/31/2023
Focus Financial Network Inc. ADV2,132$229 12/31/2023
     RZV2,132$229 12/31/2023
Oppenheimer & Co. Inc.1,989$213 12/31/2023
     RZV1,989$213 12/31/2023
Focus Financial Network Inc.2,137$211 03/31/2024
     RZV2,137$211 03/31/2024
Allworth Financial LP1,200$129 03/31/2024
     RZV1,200$129 03/31/2024
Valley National Advisers Inc.623$66 03/31/2024
     RZV623$66 03/31/2024
Citigroup Inc.475$51 12/31/2023
     RZV475$51 12/31/2023
FMR LLC385$41 12/31/2023
     RZV385$41 12/31/2023
Cutler Group LP $32 03/31/2024
     RZV300$32 03/31/2024
     Put100$0 03/31/2024
Concord Wealth Partners276$30 12/31/2023
     RZV276$30 12/31/2023
Farther Finance Advisors LLC269$29 12/31/2023
     RZV269$29 12/31/2023
Glass Jacobson Investment Advisors llc180$19 03/31/2024
     RZV180$19 03/31/2024
DB Wealth Management Group LLC173$19 12/31/2023
     RZV173$19 12/31/2023
Tradition Wealth Management LLC100$11 12/31/2023
     RZV100$11 12/31/2023
GWM Advisors LLC15$2 12/31/2023
     RZV15$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     RZV0$0 12/31/2023

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

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