Who owns FDV
Which tracked institutional funds hold FDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FDV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
25 tracked funds added or opened FDV while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FDV’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FDV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 68 tracked filers holding FDV, 50 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FDV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Northwest Financial Advisors$76M
- Jefferies Financial Group Inc.$13M
- NewEdge Advisors, LLC$9M
- Global Retirement Partners, LLC$701K
Full exits 7
- Thrivent Financial for Lutherans$55M
- Integrated Wealth Concepts LLC$9M
- Willow Financial LLC$9M
- Janney Montgomery Scott LLC$4M
- First Commonwealth Financial Corp /PA/$2M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- RAYMOND JAMES FINANCIAL INC$30M
- LPL Financial LLC$15M
- WELLS FARGO & COMPANY/MN$7M
- BANK OF AMERICA CORP /DE/$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
- GREAT VALLEY ADVISOR GROUP, INC.$4M
Largest trims
- FOCUSED ALPHA, LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$472K
- Sanctuary Advisors, LLC$436K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$429K
- Gateway Wealth Partners, LLC$416K
- OSAIC HOLDINGS, INC.$314K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 3,416,136 | $107M | 15.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,339,145 | $105M | 14.7% | 2026-Q2 |
| Northwest Financial Advisors new | 2,422,914 | $76M | 10.7% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,926,873 | $60M | 8.5% | 2026-Q2 |
| Ascension Capital Advisors, Inc. trimmed | 1,295,622 | $41M | 5.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 943,476 | $30M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 666,160 | $21M | 2.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 539,520 | $17M | 2.4% | 2026-Q2 |
| Lantz Financial LLC added | 488,669 | $15M | 2.1% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 425,000 | $13M | 1.9% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC trimmed | 394,100 | $12M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 368,426 | $12M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 348,367 | $11M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 332,013 | $10M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 306,738 | $10M | 1.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 298,526 | $9M | 1.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 292,535 | $9M | 1.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 228,685 | $7M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 198,595 | $6M | 0.9% | 2026-Q2 |
| FOCUSED ALPHA, LLC trimmed | 182,324 | $6M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 150,990 | $5M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 124,223 | $4M | 0.6% | 2026-Q2 |
| Financial Concepts Unlimited, Inc. added | 122,172 | $4M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 101,570 | $3M | 0.5% | 2026-Q2 |
| DAVENPORT & Co LLC added | 86,636 | $3M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 76,532 | $2M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 74,620 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 67,947 | $2M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 54,755 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 52,253 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS added | 48,336 | $2M | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 43,160 | $1M | 0.2% | 2026-Q2 |
| Signature Equity Partners, LLC added | 41,355 | $1M | 0.2% | 2026-Q2 |
| IFS Group,LLC added | 37,801 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 31,789 | $998K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 31,185 | $979K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. added | 30,906 | $970K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 29,375 | $922K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 25,336 | $795K | 0.1% | 2026-Q2 |
| Intrua Financial, LLC added | 24,620 | $773K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 22,339 | $701K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 15,728 | $494K | 0.1% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP | 15,242 | $478K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 14,993 | $471K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 14,811 | $465K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 14,153 | $444K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 13,433 | $422K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 11,217 | $352K | 0.0% | 2026-Q2 |
| Financial Council, LLC added | 10,700 | $336K | 0.0% | 2026-Q2 |
| Focus Financial Network, Inc. added | 10,445 | $329K | 0.0% | 2026-Q2 |
| GATEWAY INVESTMENT ADVISERS LLC new | 10,269 | $322K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 9,450 | $297K | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC new | 9,331 | $293K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,986 | $251K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 7,923 | $249K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 7,854 | $247K | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. new | 7,601 | $239K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 6,646 | $209K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,295 | $166K | 0.0% | 2026-Q2 |
| UBS Group AG added | 3,810 | $120K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,500 | $110K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 1,753 | $56K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,766 | $55K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,588 | $50K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 683 | $21K | 0.0% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC new | 177 | $6K | 0.0% | 2026-Q2 |
| Abound Wealth Management trimmed | 154 | $5K | 0.0% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. new | 74 | $2K | 0.0% | 2026-Q2 |
| Thrivent Financial for Lutherans added | 1,795,028 | $55M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 290,327 | $9M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Willow Financial LLC trimmed | 290,221 | $9M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 120,383 | $4M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| First Commonwealth Financial Corp /PA/ new | 75,517 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 51,219 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 21,601 | $665K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Strategic Financial Concepts, LLC added | 12,416 | $382K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 11,828 | $364K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 7,666 | $236K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC trimmed | 5,533 | $170K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 1,230 | $38K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 711 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 500 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Holos Integrated Wealth LLC new | 20 | $615 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ new | 103,750 | $3M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Diversified Portfolios, Inc. new | 19,778 | $566K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 3,500 | $100K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 307 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 18,202 | $521K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Priebe Wealth Holdings LLC trimmed | 39,775 | $1M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 37,835 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC added | 13,763 | $378K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.