AI Holders Summary · Q2 2026

220 institutions reported RVT in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 20.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$112M6.1M0.01%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$109M5.9M0.01%Q2 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$57M3.1M0.02%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$44M2.4M0.01%Q2 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$30M1.6M0.00%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$30M1.6M0.00%Q2 2026 07

Saba Capital Management, L.P.

CIK 0001510281

$23M1.2M0.59%Q2 2026 08

Penserra Capital Management LLC

CIK 0001593324

$22M1.3M0.26%Q1 2026 09

STIFEL FINANCIAL CORP

CIK 0000720672

$16M848K0.01%Q2 2026 10

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$12M675K1.55%Q2 2026 11

Janney Montgomery Scott LLC

CIK 0001329948

$12M728K0.03%Q1 2026 12

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$11M612K0.02%Q2 2026 13

Shaker Financial Services, LLC

CIK 0001511794

$11M606K3.50%Q2 2026 14

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$10M602K0.50%Q1 2026 15

Waterfront Wealth Inc.

CIK 0001775210

$9M495K1.39%Q2 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$9M484K0.01%Q2 2026 17

UBS Group AG

CIK 0001610520

$9M465K0.00%Q2 2026 18

Modern Wealth Management, LLC

CIK 0002001900

$8M492K0.14%Q1 2026 19

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M423K0.05%Q2 2026 20

Paller Financial Services Inc

CIK 0002095931

$6M303K4.19%Q2 2026

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