Institutional Holders (2026 Q1)
226 + 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 | Mount Lucas Management LP | 11.05% | 278,712 | $29.9M |
| 2 | Fidelity D & D Bancorp Inc | 8.43% | 195,694 | $21.0M |
| 3 | Armbruster Capital Management, Inc. | 6.51% | 370,013 | $39.7M |
| 4 | Strategic Advocates LLC | 5.77% | 12,152 | $1.3M |
| 5 | Marshall Investment Management, LLC | 4.96% | 96,219 | $10.3M |
| 6 | Peak Financial Management, Inc. | 2.88% | 105,457 | $11.3M |
| 7 | AlphaCentric Advisors LLC | 2.56% | 23,882 | $2.6M |
| 8 | MorganRosel Wealth Management, LLC | 1.86% | 43,953 | $4.7M |
| 9 | Algorithmic Investment Models, LLC | 1.51% | 11,420 | $1.2M |
| 10 | Global View Capital Management LLC | 1.39% | 48,901 | $5.3M |
| 11 | Wealth Care LLC | 1.19% | 12,488 | $1.3M |
| 12 | Cushing Capital Partners, LLC | 1.17% | 14,166 | $1.5M |
| 13 | Valued Retirements, Inc. | 1.14% | 10,862 | $1.2M |
| 14 | RMR Capital Management, LLC | 1.11% | 14,317 | $1.5M |
| 15 | Oxinas Partners, LLC | 1.04% | 21,164 | $2.3M |
| 16 | WP Advisors, LLC | 1.03% | 37,019 | $4.0M |
| 17 | BigSur Wealth Management LLC | 0.98% | 32,574 | $3.5M |
| 18 | Flaharty Asset Management, LLC | 0.82% | 61,746 | $6.6M |
| 19 | LOM Asset Management Ltd | 0.80% | 26,010 | $2.8M |
| 20 | Hardin Capital Partners, LLC | 0.63% | 12,714 | $1.4M |
| 21 | 4wealth Advisors, INC. | 0.52% | 5,746 | $608K |
| 22 | Saxony Capital Management, LLC | 0.45% | 7,295 | $783K |
| 23 | Legacy Wealth Partners, LLC | 0.42% | 15,650 | $1.7M |
| 24 | VestGen Investment Management | 0.42% | 7,098 | $762K |
| 25 | Fingerlakes Wealth Management, Inc. | 0.40% | 5,653 | $607K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|