RDVY institutional holders

FIRST TR EXCHANGE TRADED FD · 13F, 2026Q2

Managers holding814
Shares held226,699,073
Reported value$18.4bn
Quarter flows94 new, 397 added, 227 trimmed, 45 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC34,938,293$2.8bn0.6%
MORGAN STANLEY20,627,246$1.7bn0.1%
RAYMOND JAMES FINANCIAL INC12,803,482$1.0bn0.3%
WELLS FARGO & COMPANY/MN12,683,451$1.0bn0.2%
AMERIPRISE FINANCIAL INC9,393,389$761.4m0.2%
BANK OF AMERICA CORP /DE/7,458,152$604.6m0.0%
Cambridge Investment Research Advisors, Inc.6,907,979$560.0m0.6%
COMMONWEALTH EQUITY SERVICES, LLC5,668,806$459.5m0.6%
ENVESTNET ASSET MANAGEMENT INC5,503,234$446.1m0.1%
UBS Group AG5,398,773$437.6m0.1%
ROYAL BANK OF CANADA5,392,002$437.1m0.1%
OSAIC HOLDINGS, INC.4,633,995$375.7m0.4%
Cetera Investment Advisers4,350,617$352.7m0.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,492,637$283.1m0.2%
Private Advisor Group, LLC3,198,885$259.3m1.2%
Kestra Advisory Services, LLC2,761,957$223.9m0.7%
STIFEL FINANCIAL CORP2,674,445$216.8m0.2%
JONES FINANCIAL COMPANIES LLLP2,562,816$203.2m0.1%
TRUIST FINANCIAL CORP1,796,860$145.7m0.2%
MML INVESTORS SERVICES, LLC1,678,164$136.0m0.3%
Janney Montgomery Scott LLC1,623,440$131.6m0.3%
NewEdge Advisors, LLC1,481,721$120.1m0.4%
BLAIR WILLIAM & CO/IL1,431,021$116.0m0.3%
PNC Financial Services Group, Inc.1,406,881$114.0m0.1%
HighTower Advisors, LLC1,342,401$108.8m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("RDVY"). RDVY price history · All 13F data

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