RVT(RVT)
RVT
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -249 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -929 | -- |
| Fairway Wealth LLC | -- | Jun 30, 26 | -2.00K | -- |
| Formidable Asset Management, LLC | -- | Jun 30, 26 | -10.24K | -- |
| Strategic Blueprint, LLC | -- | Jun 30, 26 | -10.79K | -- |
| MORGAN STANLEY | 6.11M | Mar 31, 26 | -143.98K | 5.11% |
| BANK OF AMERICA CORP /DE/ | 5.84M | Mar 31, 26 | +108.63K | 4.88% |
| RAYMOND JAMES FINANCIAL INC | 2.83M | Mar 31, 26 | -38.56K | 2.37% |
| LPL Financial LLC | 2.28M | Mar 31, 26 | +22.54K | 1.91% |
| WELLS FARGO & COMPANY/MN | 1.69M | Mar 31, 26 | +214.46K | 1.41% |
| ROYAL BANK OF CANADA | 1.62M | Mar 31, 26 | +13.09K | 1.36% |
| Penserra Capital Management LLC | 1.33M | Mar 31, 26 | +1.33M | 1.11% |
| STIFEL FINANCIAL CORP | 825.09K | Mar 31, 26 | +41.66K | 0.69% |
| Janney Montgomery Scott LLC | 728.48K | Mar 31, 26 | -54.27K | 0.61% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 653.77K | Mar 31, 26 | +1.47K | 0.55% |
| LAZARD ASSET MANAGEMENT LLC | 612.32K | Mar 31, 26 | -3.51K | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 601.98K | Mar 31, 26 | +3.09K | 0.50% |
| UBS Group AG | 582.11K | Mar 31, 26 | -42.65K | 0.49% |
| Modern Wealth Management, LLC | 491.97K | Mar 31, 26 | -11.59K | 0.41% |
| GUGGENHEIM CAPITAL LLC | 453.15K | Mar 31, 26 | +29.34K | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 344.83K | Mar 31, 26 | +6.27K | 0.29% |
| Advisors Asset Management, Inc. | 320.26K | Mar 31, 26 | -49.84K | 0.27% |
| Cetera Investment Advisers | 294.68K | Mar 31, 26 | +164.58K | 0.25% |
| Steward Partners Investment Advisory, LLC | 276.06K | Mar 31, 26 | +109.17K | 0.23% |
| CAPTRUST FINANCIAL ADVISORS | 257.19K | Mar 31, 26 | -9.72K | 0.21% |
| ROTHSCHILD INVESTMENT LLC | 240.21K | Mar 31, 26 | +10.51K | 0.20% |
| OPPENHEIMER & CO INC | 217.05K | Mar 31, 26 | +4.13K | 0.18% |
| Cypress Capital Management LLC (WY) | 216.88K | Mar 31, 26 | +27.01K | 0.18% |
| Altium Capital Management LP | 192.51K | Mar 31, 26 | -- | 0.16% |
| Allspring Global Investments Holdings, LLC | 189.15K | Mar 31, 26 | +1.00K | 0.16% |
| HighTower Advisors, LLC | 177.80K | Mar 31, 26 | +3.30K | 0.15% |
| RB Capital Management, LLC | 170.90K | Mar 31, 26 | +398 | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 161.16K | Mar 31, 26 | +15.06K | 0.13% |
| INTREPID FAMILY OFFICE LLC | 152.78K | Mar 31, 26 | +49.42K | 0.13% |
| GENERAL AMERICAN INVESTORS CO INC | 150.88K | Mar 31, 26 | -- | 0.13% |
| Sanctuary Advisors, LLC | 100.22K | Mar 31, 26 | -1.85K | 0.08% |
| Atlantic Union Bankshares Corp | 94.89K | Mar 31, 26 | -- | 0.08% |
| FIRST TRUST ADVISORS LP | 85.99K | Mar 31, 26 | +14.39K | 0.07% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 74.90K | Mar 31, 26 | -9.00K | 0.06% |
| Focused Wealth Management, Inc | 71.46K | Mar 31, 26 | -407 | 0.06% |
| FIFTH THIRD BANCORP | 71.23K | Mar 31, 26 | +71.23K | 0.06% |
| Comprehensive Money Management Services LLC | 65.47K | Mar 31, 26 | +8.70K | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 62.28K | Mar 31, 26 | +35.39K | 0.05% |
| Jefferies Financial Group Inc. | 59.32K | Mar 31, 26 | +21.74K | 0.05% |
| NewEdge Advisors, LLC | 56.10K | Mar 31, 26 | -1.05K | 0.05% |
| Waverly Advisors, LLC | 52.25K | Mar 31, 26 | -145 | 0.04% |
| Concorde Asset Management, LLC | 52.05K | Mar 31, 26 | -2.04K | 0.04% |
| Mariner, LLC | 51.22K | Mar 31, 26 | -50.90K | 0.04% |
| Belpointe Asset Management LLC | 47.80K | Mar 31, 26 | +47.80K | 0.04% |
| BANK OF MONTREAL /CAN/ | 43.56K | Mar 31, 26 | +4.70K | 0.04% |
| Atlanta Consulting Group Advisors, LLC | 42.93K | Mar 31, 26 | -- | 0.04% |
| GABELLI FUNDS LLC | 42.20K | Mar 31, 26 | -20.40K | 0.04% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 37.02K | Mar 31, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 34.99K | Mar 31, 26 | +4.39K | 0.03% |
| Alexander Randolph Advisory, Inc. | 34.54K | Mar 31, 26 | +628 | 0.03% |
| Vontobel Holding Ltd. | 33.04K | Mar 31, 26 | +1.69K | 0.03% |
| Pensionmark Financial Group, LLC | 29.78K | Mar 31, 26 | +16.66K | 0.02% |
| SPIREPOINT PRIVATE CLIENT, LLC | 29.23K | Mar 31, 26 | +5.58K | 0.02% |
| Baird Financial Group, Inc. | 28.32K | Mar 31, 26 | +364 | 0.02% |
| 1776 Wealth LLC | 26.78K | Mar 31, 26 | +475 | 0.02% |
| Allworth Financial LP | 26.54K | Mar 31, 26 | +3.66K | 0.02% |
| BROWN ADVISORY INC | 25.78K | Mar 31, 26 | -- | 0.02% |
| Mezzasalma Advisors, LLC | 25.30K | Mar 31, 26 | +416 | 0.02% |
| JANE STREET GROUP, LLC | 25.21K | Mar 31, 26 | -2.73K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.83K | Mar 31, 26 | +24.83K | 0.02% |
| Moors & Cabot, Inc. | 24.63K | Mar 31, 26 | +46 | 0.02% |
| Cerity Partners LLC | 24.01K | Mar 31, 26 | +24.01K | 0.02% |
| DAYMARK WEALTH PARTNERS, LLC | 21.93K | Mar 31, 26 | +37 | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20.84K | Mar 31, 26 | -15.93K | 0.02% |
| PKS Advisory Services, LLC | 20.75K | Mar 31, 26 | -83 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19.24K | Mar 31, 26 | +6.82K | 0.02% |
| Beacon Financial Advisory LLC | 19.02K | Mar 31, 26 | +898 | 0.02% |
| SouthState Corp | 18.97K | Mar 31, 26 | -- | 0.02% |
| Carson Advisory Inc. | 18.10K | Mar 31, 26 | +328 | 0.02% |
| Redmond Asset Management, LLC | 17.90K | Mar 31, 26 | -- | 0.01% |
| Simplicity Wealth,LLC | 17.76K | Mar 31, 26 | -- | 0.01% |
| SIERRA OCEAN, LLC | 17.38K | Mar 31, 26 | -- | 0.01% |
| HBK Sorce Advisory LLC | 16.63K | Mar 31, 26 | +244 | 0.01% |
| K2 PRINCIPAL FUND, L.P. | 16.50K | Mar 31, 26 | -4.00K | 0.01% |
| Karpus Management, Inc. | 16.09K | Mar 31, 26 | +16.09K | 0.01% |
| FCA CORP /TX | 15.86K | Mar 31, 26 | +277 | 0.01% |
| US BANCORP \DE\ | 15.72K | Mar 31, 26 | +283 | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 15.68K | Mar 31, 26 | +15.68K | 0.01% |
| Independent Advisor Alliance | 15.65K | Mar 31, 26 | +15.65K | 0.01% |
| Colony Group, LLC | 15.60K | Mar 31, 26 | +102 | 0.01% |
| SAGE PRIVATE WEALTH GROUP, LLC | 14.08K | Mar 31, 26 | +14.08K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 13.15K | Mar 31, 26 | +392 | 0.01% |
| Creative Planning | 13.07K | Mar 31, 26 | -662 | 0.01% |
| VERUS CAPITAL PARTNERS, LLC | 13.04K | Mar 31, 26 | -433 | 0.01% |
| Tradition Wealth Management, LLC | 12.58K | Mar 31, 26 | +3 | 0.01% |
| NORTH STAR ASSET MANAGEMENT INC | 12.28K | Mar 31, 26 | -300 | 0.01% |
| CWM, LLC | 11.42K | Mar 31, 26 | +9.73K | 0.01% |
| ENDEAVOR PRIVATE WEALTH, INC. | 11.28K | Mar 31, 26 | -- | 0.01% |
| NorthStar Asset Management LLC /NJ/ | 11.07K | Mar 31, 26 | +201 | 0.01% |
| ZACKS INVESTMENT MANAGEMENT | 10.79K | Mar 31, 26 | +10.79K | 0.01% |
| Coastal Bridge Advisors, LLC | 10.70K | Mar 31, 26 | -- | 0.01% |
| SITTNER & NELSON, LLC | 10.22K | Mar 31, 26 | -- | 0.01% |
| Operose Advisors LLC | 7.00K | Mar 31, 26 | -- | 0.01% |
| Private Wealth Asset Management, LLC | 5.47K | Mar 31, 26 | +2.21K | 0.00% |
| PROSPERITY BANCSHARES INC | 5.18K | Mar 31, 26 | +5.18K | 0.00% |
| Pingora Partners LLC | 3.73K | Mar 31, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 3.07K | Mar 31, 26 | +3.07K | 0.00% |
| Quent Capital, LLC | 3.00K | Mar 31, 26 | +54 | 0.00% |
| HUNTINGTON NATIONAL BANK | 2.92K | Mar 31, 26 | +2.92K | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 2.90K | Mar 31, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 2.20K | Mar 31, 26 | -- | 0.00% |
| Western Wealth Management, LLC | 1.66K | Mar 31, 26 | +1.66K | 0.00% |
| Osbon Capital Management LLC | 1.49K | Mar 31, 26 | +1.49K | 0.00% |
| Advisory Services Network, LLC | 1.30K | Mar 31, 26 | +1.30K | 0.00% |
| CENTRAL TRUST Co | 1.00K | Mar 31, 26 | -- | 0.00% |
| Anfield Capital Management, LLC | 779 | Mar 31, 26 | +779 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 634 | Mar 31, 26 | +510 | 0.00% |
| Geneos Wealth Management Inc. | 565 | Mar 31, 26 | +10 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 500 | Mar 31, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 407 | Mar 31, 26 | -- | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 402 | Mar 31, 26 | +7 | 0.00% |
| Game Plan Financial Advisors, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 292 | Mar 31, 26 | -- | 0.00% |
| Tidemark, LLC | 109 | Mar 31, 26 | +3 | 0.00% |
| Tower Research Capital LLC (TRC) | 88 | Mar 31, 26 | +88 | 0.00% |
| FMR LLC | 38 | Mar 31, 26 | +38 | 0.00% |
| Capital Analysts, LLC | 34 | Mar 31, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 26 | Mar 31, 26 | +26 | 0.00% |
| CITIGROUP INC | 7 | Mar 31, 26 | +7 | 0.00% |
| Rockefeller Capital Management L.P. | 5 | Mar 31, 26 | +5 | 0.00% |
| Saba Capital Management, L.P. | -- | Mar 31, 26 | -1.44M | -- |
| Quantedge Capital Pte Ltd | -- | Mar 31, 26 | -29.90K | -- |
| Almitas Capital LLC | -- | Mar 31, 26 | -10.46K | -- |
| WPG Advisers, LLC | -- | Mar 31, 26 | -164 | -- |
| Pinnacle Wealth Planning Services, Inc. | -- | Mar 31, 26 | -397 | -- |
| Coastline Trust Co | -- | Mar 31, 26 | -3.10K | -- |
| Logan Stone Capital, LLC | -- | Mar 31, 26 | -48.82K | -- |
| Larson Financial Group LLC | -- | Mar 31, 26 | -81 | -- |
| Alpine Global Management, LLC | -- | Mar 31, 26 | -15.51K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Mar 31, 26 | -92.70K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Mar 31, 26 | -325 | -- |
| TIAA TRUST, NATIONAL ASSOCIATION | -- | Mar 31, 26 | -15.35K | -- |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -- | Mar 31, 26 | -39.95K | -- |
| Cornerstone Advisors, LLC | -- | Mar 31, 26 | -246.57K | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -23.54K | -- |
| COMERICA BANK | 71.22K | Dec 31, 25 | -5.42K | 0.06% |
| TRUST CO OF VERMONT | 5.41K | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 1.22K | Dec 31, 25 | +1.03K | 0.00% |
| Ransom Advisory, Ltd | 600 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 428 | Dec 31, 25 | -566 | 0.00% |
| GPS Wealth Strategies Group, LLC | 356 | Dec 31, 25 | +11 | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 11.80K | Sep 30, 25 | -- | 0.01% |
| MENLO ADVISORS LLC | 195.24K | Jun 30, 25 | -5.80K | 0.16% |
| Benchmark Wealth Management, LLC | 12.62K | Jun 30, 25 | -96 | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 11.31K | Jun 30, 25 | +11.31K | 0.01% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -11.76K | -- |
| Cutter & CO Brokerage, Inc. | 19.97K | Mar 31, 25 | +6.84K | 0.02% |
| CAROLINAS WEALTH CONSULTING LLC | 9.14K | Mar 31, 25 | -- | 0.01% |
| TrinityPoint Wealth, LLC | 10.70K | Dec 31, 24 | -- | 0.01% |
| SignalPoint Asset Management, LLC | 10.65K | Dec 31, 24 | -- | 0.01% |
| AlphaMark Advisors, LLC | 51 | Dec 31, 24 | +1 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 1.58M | Sep 30, 24 | +82.01K | 1.32% |
| RAYMOND JAMES & ASSOCIATES | 1.50M | Sep 30, 24 | +78.60K | 1.26% |
| 9258 Wealth Management, LLC | 51.14K | Sep 30, 24 | -1.91K | 0.04% |
| RAYMOND JAMES TRUST N.A. | 43.77K | Sep 30, 24 | -- | 0.04% |
| All Season Financial Advisors, Inc. | 40.91K | Sep 30, 24 | +130 | 0.03% |
| LifePro Asset Management | 17.76K | Sep 30, 24 | -- | 0.01% |
| FinTrust Capital Advisors, LLC | 3.50K | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 991 | Sep 30, 24 | +17 | 0.00% |
| Carmichael Hill & Associates, Inc. | 850 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 85.48K | Jun 30, 24 | -1.63K | 0.07% |
| Cetera Advisors LLC | 263.91K | Mar 31, 24 | +263.91K | 0.22% |
| Cetera Advisor Networks LLC | 20.77K | Mar 31, 24 | -56 | 0.02% |
| FOCUS FINANCIAL NETWORK INC /ADV | 14.00K | Dec 31, 23 | +14.00K | 0.01% |
| Baystate Wealth Management LLC | 1.54K | Dec 31, 23 | +1.54K | 0.00% |
| ROTHSCHILD INVESTMENT CORP /IL | 153.99K | Sep 30, 23 | +7.90K | 0.13% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 36.54K | Sep 30, 23 | +705 | 0.03% |
| TIAA, FSB | 12.38K | Jun 30, 23 | +222 | 0.01% |
| OTA Financial Group L.P. | -- | Jun 30, 23 | -54.45K | -- |
| Ahrens Investment Partners LLC | 840 | Mar 31, 23 | +840 | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 90.93K | Dec 31, 22 | +4.22K | 0.08% |
| Sargent Bickham Lagudis LLC | 920 | Dec 31, 22 | +19 | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 5.35K | Sep 30, 22 | +5.35K | 0.00% |
| American Portfolios Advisors | 5.18K | Sep 30, 22 | -573 | 0.00% |
| Frontier Wealth Management LLC | 333.45K | Jun 30, 22 | +333.45K | 0.28% |
| B. Riley Wealth Management, Inc. | 17.90K | Jun 30, 22 | +17.90K | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2.43M | Mar 31, 22 | -564.78K | 2.03% |
| KINGS POINT CAPITAL MANAGEMENT | 2.10K | Mar 31, 22 | +42 | 0.00% |
| People's United Financial, Inc. | -- | Mar 31, 22 | -10.35K | -- |
| REILLY FINANCIAL ADVISORS, LLC | 5.27K | Dec 31, 21 | +218 | 0.00% |
| NEXT Financial Group, Inc | 2.10K | Dec 31, 21 | -200 | 0.00% |
| Carroll Financial Associates, Inc. | 270 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 19.45K | Sep 30, 21 | +4.10K | 0.02% |
| Harborview Advisors, LLC | 11.11K | Sep 30, 21 | +91 | 0.01% |
| Hochman Cole Investment Advisors, Inc. | -- | Sep 30, 21 | -11.47K | -- |
| Reby Advisors, LLC | 2.00K | Dec 31, 20 | +2.00K | 0.00% |
| First Allied Advisory Services, Inc. | 13.12K | Sep 30, 20 | -3.37K | 0.01% |
| Watson Rebecca | 10.72K | Sep 30, 20 | -- | 0.01% |
| Private Vista, LLC | -- | Jun 30, 20 | -25.06K | -- |
| Osborn Williams & Donohoe LLC | -- | Mar 31, 20 | -29.16K | -- |
| Crow Point Partners, LLC | 119.93K | Dec 31, 19 | +22.18K | 0.10% |
| Advisor Group, Inc. | 47.13K | Dec 31, 19 | +2.14K | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 45.10K | Dec 31, 19 | -11.26K | 0.04% |
| BB&T SECURITIES, LLC | 33.82K | Sep 30, 19 | +1.67K | 0.03% |
| SUNTRUST BANKS INC | 15.34K | Sep 30, 19 | +71 | 0.01% |
| HL FINANCIAL SERVICES LLC | 24.38K | Mar 31, 19 | -1.36K | 0.02% |
| Horizon Kinetics LLC | 52.89K | Dec 31, 18 | -43.09K | 0.04% |
| TRAIN BABCOCK ADVISORS LLC | 10.00K | Dec 31, 17 | -- | 0.01% |
| WFG Advisors, LP | 241.69K | Jun 30, 17 | +16.66K | 0.20% |
| Commonwealth Equity Services, Inc | 102.01K | Jun 30, 17 | -8.56K | 0.09% |
| MSI Financial Services Inc | 75.54K | Dec 31, 16 | +43.24K | 0.06% |
| VSR Financial Services, Inc. | 135.68K | Jun 30, 16 | -3.66K | 0.11% |
| Aris Wealth Services, Inc. | 310 | Sep 30, 15 | -- | 0.00% |
| Relative Value Partners, LLC | 1.64M | Mar 31, 15 | -166.23K | 1.37% |
| BAIRD ROBERT W & CO INC /WI/ | 131.41K | Mar 31, 15 | -2.50K | 0.11% |
| NEW ENGLAND SECURITIES CORP /MA/ | 341 | Dec 31, 14 | -1.21K | 0.00% |
| UBS AG | 817.23K | Sep 30, 14 | +11.95K | 0.68% |
| McAdams Wright Ragen, Inc. | 118.28K | Sep 30, 14 | -1.38K | 0.10% |
| KMS FINANCIAL SERVICES, INC | 15.25K | Jun 30, 14 | -30.01K | 0.01% |
| STIFEL NICOLAUS & CO INC \MO\ | 130.51K | Sep 30, 13 | +5.75K | 0.11% |
| First Allied Securities, Inc. | 66.54K | Jun 30, 12 | +5.88K | 0.06% |
| NOLLENBERGER CAPITAL PARTNERS INC | 8.32K | Dec 31, 10 | +7 | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 684.71K | Jun 30, 10 | -309.10K | 0.57% |
| RBC Dominion Securities Inc. | 19.17K | Dec 31, 08 | +246 | 0.02% |