Institutional Holders (2026 Q2)
226 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RPV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Fidelity D & D Bancorp Inc | 8.10% | 207,356 | $23.6M |
| 2 | Armbruster Capital Management, Inc. | 6.22% | 366,841 | $41.8M |
| 3 | Mount Lucas Management LP | 5.67% | 139,712 | $15.9M |
| 4 | Strategic Advocates LLC | 5.48% | 12,445 | $1.4M |
| 5 | Peak Financial Management, Inc. | 2.78% | 106,190 | $12.1M |
| 6 | MorganRosel Wealth Management, LLC | 1.73% | 45,079 | $5.1M |
| 7 | Cushing Capital Partners, LLC | 1.29% | 16,403 | $1.9M |
| 8 | RMR Capital Management, LLC | 1.21% | 15,388 | $1.8M |
| 9 | AlphaCentric Advisors LLC | 1.17% | 12,122 | $1.4M |
| 10 | Wealth Care LLC | 1.15% | 12,529 | $1.4M |
| 11 | Valued Retirements, Inc. | 1.09% | 10,657 | $1.2M |
| 12 | Oxinas Partners, LLC | 0.93% | 20,682 | $2.4M |
| 13 | WP Advisors, LLC | 0.91% | 32,870 | $3.7M |
| 14 | Flaharty Asset Management, LLC | 0.89% | 5,389 | $623K |
| 15 | BigSur Wealth Management LLC | 0.87% | 31,699 | $3.6M |
| 16 | Hardin Capital Partners, LLC | 0.71% | 13,337 | $1.5M |
| 17 | Saxony Capital Management, LLC | 0.68% | 13,055 | $1.5M |
| 18 | New Wave Wealth Advisors LLC | 0.64% | 20,741 | $2.4M |
| 19 | Horizon Family Wealth, Inc. | 0.63% | 12,148 | $1.4M |
| 20 | 4wealth Advisors, INC. | 0.56% | 6,327 | $727K |
| 21 | VestGen Investment Management | 0.49% | 8,170 | $930K |
| 22 | Strategic Financial Concepts, LLC | 0.46% | 13,599 | $1.5M |
| 23 | Moulton Wealth Management, Inc | 0.45% | 5,892 | $678K |
| 24 | Midwest Financial Network, LLC | 0.37% | 4,775 | $544K |
| 25 | Fingerlakes Wealth Management, Inc. | 0.34% | 5,567 | $634K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|