Institutional shares held 956,904
0 calls
0 puts
Total value of holdings $120M
$0 calls
$0 puts
# of Institutions 91


Latest Institutional Activity in RFV

Top Purchases

Q3 2025
Sagespring Wealth Partners, LLC Shares Held: 14.4K ($1.8M)
Q3 2025
Cadent Capital Advisors, LLC Shares Held: 7.71K ($965K)
Q3 2025
Strategic Blueprint, LLC Shares Held: 5.99K ($749K)
Q3 2025
Running Point Capital Advisors, LLC Shares Held: 4.75K ($595K)
Q3 2025
Vista Investment Partners Ii, LLC Shares Held: 2.99K ($375K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 71K ($8.88M)
Q3 2025
Twelve Points Wealth Management LLC Shares Held: 4.48K ($561K)
Q3 2025
Nova Wealth Management, Inc. Shares Held: 16 ($2K)
Q3 2025
Dale Q Rice Investment Management LTD Shares Held: 3.27K ($409K)
Q3 2025
Bartlett & Co. Wealth Management LLC Shares Held: 7 ($876)

About RFV

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