Institutional Holders (2026 Q1)
61 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RVNU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Evergreen Private Wealth LLC | 2.08% | 208,887 | $5.1M |
| 2 | Goodman Advisory Group, LLC | 1.75% | 273,644 | $6.7M |
| 3 | Clarity Retirement & Wealth, LLC | 0.71% | 35,926 | $885K |
| 4 | Summit Financial Consulting LLC | 0.71% | 40,036 | $986K |
| 5 | COFG Advisors, LLC | 0.58% | 95,592 | $2.4M |
| 6 | FOCUS Wealth Advisors, LLC | 0.53% | 43,903 | $1.1M |
| 7 | Proactive Wealth Strategies LLC | 0.43% | 92,995 | $2.3M |
| 8 | Crumly & Associates Inc. | 0.32% | 61,227 | $1.5M |
| 9 | Freedom Investment Management, Inc. | 0.25% | 34,755 | $856K |
| 10 | Jacobson & Schmitt Advisors, LLC | 0.21% | 47,975 | $1.2M |
| 11 | Vista Cima Wealth Management LLC | 0.20% | 8,400 | $207K |
| 12 | McAdam, LLC | 0.18% | 158,922 | $3.9M |
| 13 | Hennion & Walsh Asset Management, Inc. | 0.17% | 211,055 | $5.2M |
| 14 | Crux Wealth Advisors | 0.17% | 18,145 | $447K |
| 15 | Columbus Macro, LLC | 0.14% | 53,802 | $1.3M |
| 16 | Equitable Holdings, Inc. | 0.06% | 407,983 | $10.0M |
| 17 | Advyzon Investment Management, LLC | 0.06% | 27,478 | $677K |
| 18 | Ascentis Independent Advisors | 0.04% | 23,676 | $583K |
| 19 | Hbw Advisory Services LLC | 0.03% | 12,877 | $317K |
| 20 | OneDigital Investment Advisors LLC | 0.03% | 130,859 | $3.2M |
| 21 | Fortis Capital Advisors, LLC | 0.03% | 9,534 | $235K |
| 22 | Fifth Third Securities, INC. | 0.02% | 11,236 | $277K |
| 23 | Ausdal Financial Partners, Inc. | 0.02% | 15,661 | $386K |
| 24 | Baker Avenue Asset Management, LP | 0.02% | 30,124 | $742K |
| 25 | Stratos Wealth Partners, LTD. | 0.02% | 58,501 | $1.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|