RDVI institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding313
Shares held71,369,157
Reported value$2.1bn
Quarter flows44 new, 184 added, 63 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC12,801,978$376.4m0.1%
WELLS FARGO & COMPANY/MN4,084,913$120.1m0.0%
RAYMOND JAMES FINANCIAL INC3,767,292$110.8m0.0%
Cetera Investment Advisers2,786,549$81.9m0.1%
ROYAL BANK OF CANADA2,606,955$76.6m0.0%
STIFEL FINANCIAL CORP2,579,990$75.9m0.1%
OSAIC HOLDINGS, INC.2,487,340$73.1m0.1%
COMMONWEALTH EQUITY SERVICES, LLC2,080,391$61.2m0.1%
Cambridge Investment Research Advisors, Inc.1,882,602$55.3m0.1%
Kestra Advisory Services, LLC1,377,615$40.5m0.1%
Baird Financial Group, Inc.1,253,958$36.9m0.1%
HARBOUR INVESTMENTS, INC.974,155$28.6m0.4%
Arax Advisory Partners858,837$25.2m0.2%
PINNACLE ASSOCIATES LTD852,753$25.1m0.3%
ENVESTNET ASSET MANAGEMENT INC851,604$25.0m0.0%
Janney Montgomery Scott LLC781,655$23.0m0.0%
Prospera Financial Services Inc714,319$21.0m0.3%
Merit Financial Group, LLC713,832$21.0m0.1%
PARK NATIONAL CORP /OH/711,228$20.9m0.6%
ADAMSBROWN WEALTH CONSULTANTS LLC686,102$20.2m3.8%
Integrated Wealth Concepts LLC634,649$18.7m0.1%
Second Half Financial Partners, LLC628,118$18.5m7.6%
Steward Partners Investment Advisory, LLC604,216$17.8m0.1%
Stratos Wealth Partners, LTD.579,456$17.0m0.2%
Focus Partners Wealth546,374$16.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("RDVI"). RDVI price history · All 13F data

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