Position in RDVT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$211,890
-$144,730 QoQ
Shares Held
6,124
-2.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RDVT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Cetera Investment Advisers holds $557,987,628 across 77 Software - Application names. RDVT ranks #69 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
369,205 | $68,919,497 | |
| 2 | UBER |
Uber Technologies, Inc
|
934,094 | $67,189,381 | |
| 3 | NOW |
ServiceNow, Inc.
|
469,873 | $49,125,222 | |
| 4 | SHOP |
Shopify Inc.
|
372,259 | $44,157,362 | |
| 5 | ADP |
Automatic Data Processing Inc
|
211,260 | $42,923,806 | |
| 6 | MSTR |
Strategy Inc
|
279,626 | $34,897,324 | |
| 7 | ADBE |
Adobe Inc.
|
142,030 | $34,524,652 | |
| 8 | INTU |
Intuit Inc.
|
75,725 | $32,741,975 |
All Filings in RDVT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,890 | 6,124 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $356,620 | 6,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $381,895 | 7,309 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||