Institutional shares held 924,275
0 calls
0 puts
Total value of holdings $121M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in RFV

Top Purchases

Q2 2025
Morgan Stanley Shares Held: 170K ($22.2M)
Q2 2025
Cetera Investment Advisers Shares Held: 17.7K ($2.31M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 2.77K ($362K)
Q2 2025
Royal Bank Of Canada Shares Held: 51.6K ($6.73M)
Q2 2025
Stratos Wealth Advisors, LLC Shares Held: 68.2K ($8.9M)

Top Sells

Q2 2025
Fifth Third Securities, Inc. Shares Held: 2.98K ($388K)
Q2 2025
Lpl Financial LLC Shares Held: 80.3K ($10.5M)
Q2 2025
Raymond James Financial Inc Shares Held: 32K ($4.18M)
Q2 2025
Dale Q Rice Investment Management LTD Shares Held: 3.39K ($442K)
Q2 2025
Twelve Points Wealth Management LLC Shares Held: 5.19K ($676K)

About RFV

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