Institutional Holders (2026 Q1)
197 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RPV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 6.51% | 370,013 | $39.7M |
| 2 | Peak Financial Management, Inc. | 2.88% | 105,457 | $11.3M |
| 3 | Wealth Care LLC | 1.19% | 12,488 | $1.3M |
| 4 | Cushing Capital Partners, LLC | 1.17% | 14,166 | $1.5M |
| 5 | Oxinas Partners, LLC | 1.04% | 21,164 | $2.3M |
| 6 | BigSur Wealth Management LLC | 0.98% | 32,574 | $3.5M |
| 7 | Hardin Capital Partners, LLC | 0.63% | 12,714 | $1.4M |
| 8 | 4WEALTH ADVISORS, INC. | 0.52% | 5,746 | $608K |
| 9 | Saxony Capital Management, LLC | 0.45% | 7,295 | $783K |
| 10 | Legacy Wealth Partners, LLC | 0.42% | 15,650 | $1.7M |
| 11 | Fingerlakes Wealth Management, Inc. | 0.40% | 5,653 | $607K |
| 12 | WAYSTONE ADVISORS LLC | 0.32% | 3,344 | $359K |
| 13 | Capstone Wealth Management Group LLC | 0.29% | 4,382 | $471K |
| 14 | Activest Wealth Management | 0.27% | 14,524 | $1.6M |
| 15 | MOULTON WEALTH MANAGEMENT, INC | 0.27% | 3,645 | $391K |
| 16 | Breakwater Capital Group | 0.27% | 18,452 | $2.0M |
| 17 | Twelve Points Wealth Management LLC | 0.25% | 10,597 | $1.1M |
| 18 | Heirloom Wealth Management | 0.25% | 12,807 | $1.4M |
| 19 | Lansing Street Advisors | 0.24% | 8,973 | $964K |
| 20 | PAX Financial Group, LLC | 0.21% | 11,715 | $1.3M |
| 21 | Plan Group Financial, LLC | 0.21% | 8,406 | $903K |
| 22 | Pinnacle Bancorp, Inc. | 0.17% | 5,441 | $584K |
| 23 | SILVER OAK SECURITIES, INCORPORATED | 0.17% | 21,392 | $2.3M |
| 24 | JIM SAULNIER & ASSOCIATES, LLC | 0.17% | 3,185 | $342K |
| 25 | Well Done, LLC | 0.17% | 10,465 | $1.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|