Ticker: RFV CUSIP: 46137V191 Class: S&P MDCP400 VL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 2,348 | $300 |
| Merit Financial Group, LLC | 29,395 | $3,757 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,323 | $169 |
| TWO SIGMA INVESTMENTS, LP | 8,300 | $1,061 |
| CITADEL ADVISORS LLC | 5,851 | $748 |
| GLENMEDE TRUST CO NA | 353 | $45 |
| JPMORGAN CHASE & CO | 30 | $4 |
| Thrivent Financial for Lutherans | 3,582 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Saxony Capital Management, LLC | 2,304 | 5,313 | +3,009 (+130.6%) |
| Stratos Wealth Advisors, LLC | 76,773 | 79,420 | +2,647 (+3.4%) |
| Unified Investment Management | 3,557 | 3,688 | +131 (+3.7%) |
| Sanctuary Advisors, LLC | 39,109 | 49,694 | +10,585 (+27.1%) |
| LPL Financial LLC | 85,784 | 169,208 | +83,424 (+97.2%) |
| Axiom Financial Strategies, LLC | 5,716 | 5,858 | +142 (+2.5%) |
| Golden State Wealth Management, LLC | 14 | 797 | +783 (+5592.9%) |
| Strategic Blueprint, LLC | 5,985 | 7,192 | +1,207 (+20.2%) |
| Geneos Wealth Management Inc. | 93 | 1,806 | +1,713 (+1841.9%) |
| Kestra Advisory Services, LLC | 4,645 | 9,314 | +4,669 (+100.5%) |
| ROYAL BANK OF CANADA | 51,906 | 62,037 | +10,131 (+19.5%) |
| Kingsview Wealth Management, LLC | 17,944 | 19,277 | +1,333 (+7.4%) |
| CoreCap Advisors, LLC | 1,311 | 2,133 | +822 (+62.7%) |
| WELLS FARGO & COMPANY/MN | 8,553 | 15,602 | +7,049 (+82.4%) |
| Cetera Investment Advisers | 34,417 | 37,292 | +2,875 (+8.4%) |
| MML INVESTORS SERVICES, LLC | 9,950 | 11,440 | +1,490 (+15.0%) |
| BANK OF AMERICA CORP /DE/ | 41,265 | 43,079 | +1,814 (+4.4%) |
| Advisory Services Network, LLC | 7,038 | 7,486 | +448 (+6.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 11,985 | 12,878 | +893 (+7.5%) |
| Creative Planning | 3,780 | 4,558 | +778 (+20.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SAGESPRING WEALTH PARTNERS, LLC | 14,361 | 1,746 | -12,615 (-87.8%) |
| Dale Q Rice Investment Management Ltd | 3,266 | 2,882 | -384 (-11.8%) |
| Cadent Capital Advisors, LLC | 7,710 | 7,099 | -611 (-7.9%) |
| VISTA INVESTMENT PARTNERS II, LLC | 2,993 | 2,613 | -380 (-12.7%) |
| Buckingham Strategic Partners | 21,561 | 12,095 | -9,466 (-43.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 70,981 | 37,557 | -33,424 (-47.1%) |
| Twelve Points Wealth Management LLC | 4,480 | 4,210 | -270 (-6.0%) |
| OSAIC HOLDINGS, INC. | 19,353 | 13,773 | -5,580 (-28.8%) |
| Reliant Investment Partners, LLC | 2,265 | 2,219 | -46 (-2.0%) |
| GOLDMAN SACHS GROUP INC | 10,189 | 4,395 | -5,794 (-56.9%) |
| HARBOUR INVESTMENTS, INC. | 5,291 | 4,876 | -415 (-7.8%) |
| Rockefeller Capital Management L.P. | 1,443 | 1,237 | -206 (-14.3%) |
| JONES FINANCIAL COMPANIES LLLP | 8,242 | 8,054 | -188 (-2.3%) |
| Private Advisor Group, LLC | 3,911 | 3,811 | -100 (-2.6%) |
| NewEdge Advisors, LLC | 817 | 774 | -43 (-5.3%) |
| IFP Advisors, Inc | 1,071 | 1,059 | -12 (-1.1%) |
| Cambridge Investment Research Advisors, Inc. | 20,742 | 19,761 | -981 (-4.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 3,013 | $297 |
| ZRC WEALTH MANAGEMENT, LLC | 650 | $83 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,980 | $254 |
| Root Financial Partners, LLC | 50 | $6 |
| SOA Wealth Advisors, LLC. | 34 | $4 |