RDVY Institutional Ownership
Who owns RDVY and what the big funds did with it last quarter, from every SEC 13F filing. 819 funds reported holding RDVY at Jun 30, 2026.
- ▲462 buying vs 254 selling
- ▲Shares held by funds +5.3%
- ▲Funds holding +48
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 819 | 771 | +6.2% |
| In funds' top 10 | 95 | 84 | +13.1% |
| 13F shares | 227M | 216M | +5.3% |
| Held by funds | – | – | – |
| New positions | 81 | 54 | +50.0% |
| Increased | 381 | 399 | −4.5% |
| Reduced | 222 | 197 | +12.7% |
| Sold out | 32 | 45 | −28.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in RDVY
All superinvestors →
Who owns RDVY
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds48.4%
- Banks and brokers51.2%
- Pensions, insurers and other0.4%
The top 10 holders own 53.4% of all RDVY shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
633 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−3.2M sh
- LPL Financial LLCAdded+2M sh
- Raymond James Financial IncAdded+631K sh
- Jones Financial Companies LllpAdded+457K sh
- Private Advisor Group, LLCAdded+453K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 34.9M | $2.8B | +2.6M |
| 2 | Morgan Stanley | – | 20.6M | $1.7B | −251K |
| 3 | Raymond James Financial Inc | – | 12.8M | $1B | +459K |
| 4 | Wells Fargo & Company/mn | – | 12.7M | $1B | +1.4M |
| 5 | Ameriprise Financial Inc | – | 9.4M | $761M | +52K |
| 6 | Bank of America Corp /de/ | – | 7.5M | $605M | +14K |
| 7 | Cambridge Investment Research Advisors, Inc. | – | 6.9M | $560M | +3.7M |
| 8 | Commonwealth Equity Services, LLC | – | 5.7M | $460M | +57K |
| 9 | Envestnet Asset Management Inc | – | 5.5M | $446M | +87K |
| 10 | UBS Group AG | – | 5.4M | $438M | −130K |
- Cambridge Investment Research Advisors, Inc.+3.7M sh+$298M
- LPL Financial LLC+2.6M sh+$211M
- Wells Fargo & Company/mn+1.4M sh+$112M
- Paradiem, LLC+611K sh+$49.5M
- Private Advisor Group, LLC+596K sh+$48.3M
- Blair William & Co/il+550K sh+$44.6M
- Raymond James Financial Inc+459K sh+$37.2M
- Jones Financial Companies Lllp+457K sh+$36.2M
- Two Sigma Investments, LP−842K sh−$68.2M
- Mariner, LLC−813K sh−$65.9M
- Independent Advisor Alliance−523K sh−$35.7M
- Spectrum Wealth Advisory Group, LLC−318K sh−$25.7M
- Morgan Stanley−251K sh−$20.4M
- Vestmark Advisory Solutions, Inc.−236K sh−$19.2M
- Elevation Point Wealth Partners, LLC−218K sh−$17.7M
- HighTower Advisors, LLC−182K sh−$14.7M
RDVY institutional ownership FAQ
Who owns the most RDVY stock?
In Q2 2026 13F filings the largest holder of RDVY was LPL Financial LLC, followed by Morgan Stanley and Raymond James Financial Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of RDVY is owned by institutions?
819 funds reported holding 227M RDVY shares at Jun 30, 2026.
Are hedge funds buying RDVY?
In Q2 2026, 462 funds bought RDVY (81 of them new positions) and 254 sold (32 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for RDVY is bullish.
What is RDVY's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this RDVY ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.