Institutional Holders (2026 Q3)
64 + 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 | 1.78% | 208,567 | $4.9M |
| 2 | Goodman Advisory Group, LLC | 1.61% | 304,811 | $7.1M |
| 3 | Summit Financial Consulting LLC | 0.74% | 43,423 | $1.0M |
| 4 | Clarity Retirement & Wealth, LLC | 0.59% | 37,242 | $868K |
| 5 | FOCUS Wealth Advisors, LLC | 0.44% | 39,796 | $927K |
| 6 | Proactive Wealth Strategies LLC | 0.28% | 78,823 | $1.8M |
| 7 | Jacobson & Schmitt Advisors, LLC | 0.19% | 46,361 | $1.2M |
| 8 | Freedom Investment Management, Inc. | 0.18% | 25,257 | $588K |
| 9 | Crux Wealth Advisors | 0.17% | 22,608 | $546K |
| 10 | Hennion & Walsh Asset Management, Inc. | 0.16% | 232,492 | $5.4M |
| 11 | Crumly & Associates Inc. | 0.14% | 33,724 | $786K |
| 12 | Columbus Macro, LLC | 0.13% | 58,817 | $1.4M |
| 13 | McAdam, LLC | 0.13% | 148,875 | $3.5M |
| 14 | COFG Advisors, LLC | 0.12% | 29,617 | $690K |
| 15 | Discipline Wealth Solutions, LLC | 0.05% | 25,469 | $593K |
| 16 | Centennial Bank/AR/ | 0.04% | 5,600 | $130K |
| 17 | Latitude Advisors, LLC | 0.03% | 4,496 | $105K |
| 18 | Ascentis Independent Advisors | 0.03% | 23,457 | $547K |
| 19 | Hbw Advisory Services LLC | 0.03% | 12,413 | $289K |
| 20 | OneDigital Investment Advisors LLC | 0.02% | 134,291 | $3.1M |
| 21 | Fiduciary Financial Advisors | 0.02% | 8,797 | $205K |
| 22 | Stratos Wealth Partners, LTD. | 0.01% | 56,711 | $1.3M |
| 23 | Baker Avenue Asset Management, LP | 0.01% | 28,714 | $669K |
| 24 | Centaurus Financial, INC. | 0.01% | 9,776 | $228K |
| 25 | Benjamin Edwards Inc | 0.01% | 37,032 | $863K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|