Institutional Holders (2026 Q2)
59 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RIV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Everstar Asset Management, LLC | 1.20% | 213,685 | $2.5M |
| 2 | Yakira Capital Management, Inc. | 0.77% | 232,717 | $2.7M |
| 3 | Advisory Solutions Group, LLC | 0.33% | 84,470 | $985K |
| 4 | Total Wealth Planning & Management, Inc. | 0.25% | 31,437 | $367K |
| 5 | Opal Wealth Advisors, LLC | 0.17% | 68,882 | $803K |
| 6 | Tennessee Valley Asset Management Partners | 0.15% | 114,169 | $1.3M |
| 7 | Marks Group Wealth Management, Inc | 0.11% | 107,869 | $1.3M |
| 8 | WealthTrust Asset Management, LLC | 0.09% | 14,454 | $169K |
| 9 | Alterna Wealth Management, Inc | 0.07% | 11,007 | $128K |
| 10 | Advisor OS, LLC | 0.06% | 71,289 | $831K |
| 11 | NWF Advisory Services Inc. | 0.05% | 44,527 | $519K |
| 12 | Nations Financial Group Inc, /Ia/ /Adv | 0.05% | 85,337 | $995K |
| 13 | Channel Wealth LLC | 0.03% | 11,121 | $130K |
| 14 | SeaCrest Wealth Management, LLC | 0.03% | 21,593 | $252K |
| 15 | Principal Securities, INC. | 0.02% | 168,674 | $2.0M |
| 16 | Westside Investment Management, Inc. | 0.02% | 15,000 | $175K |
| 17 | Kovack Advisors, Inc. | 0.02% | 40,468 | $471K |
| 18 | Css LLC/Il | 0.02% | 43,915 | $512K |
| 19 | CoreCap Advisors, LLC | 0.01% | 35,436 | $413K |
| 20 | Gateway Wealth Partners, LLC | 0.01% | 13,833 | $161K |
| 21 | Luminist Capital LLC | 0.01% | 537 | $6K |
| 22 | Oppenheimer & Co Inc | 0.01% | 53,779 | $627K |
| 23 | Allworth Financial LP | 0.00% | 66,047 | $770K |
| 24 | Choreo, LLC | 0.00% | 24,362 | $284K |
| 25 | Pinnacle Wealth Planning Services, Inc. | 0.00% | 2,000 | $23K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|