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Institutional Ownership · SEC Form 13F

Who owns FIVA


Which tracked institutional funds hold FIVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIVA 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.

95
Institutional holders
7M
Shares held (tracked funds)

How the tape is positioned

23 tracked funds added or opened FIVA while 8 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

FIVA’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FIVA 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 95 tracked filers holding FIVA, 55 increased or opened the position and 34 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 FIVA 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 3

  • Holland Advisory Services, Inc.$7M
  • GOLDMAN SACHS GROUP INC$2M
  • JOHNSON INVESTMENT COUNSEL INC$1M

Full exits 5

  • Kingsview Wealth Management, LLC$8M
  • JANE STREET GROUP, LLC$5M
  • FLOW TRADERS U.S. LLC$2M
  • Cambridge Investment Research Advisors, Inc.$1M
  • GTS SECURITIES LLC$803K

Largest adds

  • FMR LLC$4M
  • COMMONWEALTH EQUITY SERVICES, LLC$4M
  • ENVESTNET ASSET MANAGEMENT INC$4M
  • Cetera Investment Advisers$4M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
  • OSAIC HOLDINGS, INC.$3M

Largest trims

  • CITADEL ADVISORS LLC$1M
  • LPL Financial LLC$1M
  • Patriot Financial Group Insurance Agency, LLC$572K

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).

FundSharesReported value% of valueQuarter
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,525,685$59M19.9%2026-Q2
FMR LLC trimmed1,490,416$57M19.4%2026-Q2
OSAIC HOLDINGS, INC. added493,842$19M6.4%2026-Q2
LPL Financial LLC trimmed394,853$15M5.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added386,552$15M5.0%2026-Q2
Cetera Investment Advisers added244,555$9M3.2%2026-Q2
SUMMIT WEALTH GROUP LLC / CO trimmed220,817$9M2.9%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added220,463$8M2.9%2026-Q2
ROYAL BANK OF CANADA added218,506$8M2.8%2026-Q2
Kestra Advisory Services, LLC trimmed185,272$7M2.4%2026-Q2
Holland Advisory Services, Inc. new184,197$7M2.4%2026-Q2
D.A. DAVIDSON & CO. trimmed178,078$7M2.3%2026-Q2
OmniStar Financial Group, Inc. added145,704$6M1.9%2026-Q2
JPMORGAN CHASE & CO added128,403$5M1.7%2026-Q2
Braeburn Wealth Management LLC added112,099$4M1.5%2026-Q2
Roan Capital Partners trimmed100,174$4M1.3%2026-Q2
Cadent Capital Advisors, LLC added77,443$3M1.0%2026-Q2
BANK OF AMERICA CORP /DE/ added67,320$3M0.9%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added62,432$2M0.8%2026-Q2
&PARTNERS added43,794$2M0.7%2026-Q2
SEI INVESTMENTS CO added50,249$2M0.7%2026-Q2
GOLDMAN SACHS GROUP INC new49,083$2M0.6%2026-Q2
Mariner, LLC added45,347$2M0.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed42,865$2M0.6%2026-Q2
Inspire Advisors, LLC trimmed40,843$2M0.5%2026-Q2
EVERGREEN CAPITAL MANAGEMENT LLC35,825$1M0.5%2026-Q2
Midwest Financial Network, LLC added35,525$1M0.5%2026-Q2
BENJAMIN EDWARDS INC34,445$1M0.4%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. trimmed30,967$1M0.4%2026-Q2
Compound Planning, Inc. trimmed29,998$1M0.4%2026-Q2
JOHNSON INVESTMENT COUNSEL INC new29,423$1M0.4%2026-Q2
Align Financial, LLC28,086$1M0.4%2026-Q2
RCS Financial Planning, LLC added25,944$999K0.3%2026-Q2
Patriot Financial Group Insurance Agency, LLC trimmed21,077$812K0.3%2026-Q2
Ameritas Advisory Services, LLC added20,644$795K0.3%2026-Q2
Arkadios Wealth Advisors added19,591$755K0.3%2026-Q2
PRINCIPAL SECURITIES, INC. trimmed18,188$701K0.2%2026-Q2
HBK Sorce Advisory LLC17,076$680K0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed15,135$583K0.2%2026-Q2
Focus Financial Network, Inc. added10,383$400K0.1%2026-Q2
Clarity Asset Management, Inc. added9,779$377K0.1%2026-Q2
CITADEL ADVISORS LLC trimmed8,883$342K0.1%2026-Q2
STIFEL FINANCIAL CORP added8,768$338K0.1%2026-Q2
Accelerate Investment Advisors LLC added8,129$313K0.1%2026-Q2
Asset Allocation Strategies LLC added7,934$306K0.1%2026-Q2
MML INVESTORS SERVICES, LLC trimmed7,876$303K0.1%2026-Q2
J.W. COLE ADVISORS, INC. trimmed7,817$301K0.1%2026-Q2
RDA Financial Network new7,190$277K0.1%2026-Q2
Regal Investment Advisors LLC new7,122$274K0.1%2026-Q2
MONEY CONCEPTS CAPITAL CORP added7,010$270K0.1%2026-Q2
FLAGSHIP WEALTH ADVISORS, LLC new6,972$269K0.1%2026-Q2
ShoreHaven Wealth Partners, LLC new6,361$245K0.1%2026-Q2
TWIN PEAKS WEALTH ADVISORS, LLC added5,996$231K0.1%2026-Q2
Prosperity Planning, Inc. trimmed5,889$227K0.1%2026-Q2
NATIONAL BANK OF CANADA /FI/ added5,600$216K0.1%2026-Q2
Koshinski Asset Management, Inc. trimmed5,554$214K0.1%2026-Q2
Fifth Third Securities, Inc. new5,416$209K0.1%2026-Q2
Krilogy Financial LLC new5,231$201K0.1%2026-Q2
MORGAN STANLEY trimmed4,398$169K0.1%2026-Q2
AE Wealth Management LLC added3,650$141K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed3,255$125K0.0%2026-Q2
Spire Wealth Management3,239$125K0.0%2026-Q2
HARBOUR INVESTMENTS, INC.2,835$109K0.0%2026-Q2
Cornerstone Planning Group LLC added2,515$98K0.0%2026-Q2
FIFTH THIRD BANCORP2,124$82K0.0%2026-Q2
UBS Group AG trimmed1,903$73K0.0%2026-Q2
IFG Advisory, LLC new1,631$63K0.0%2026-Q2
Allworth Financial LP added1,462$56K0.0%2026-Q2
ASSETMARK, INC added590$23K0.0%2026-Q2
BANK OF MONTREAL /CAN/ trimmed590$23K0.0%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new562$22K0.0%2026-Q2
Private Wealth Asset Management, LLC500$19K0.0%2026-Q2
Aptus Capital Advisors, LLC488$19K0.0%2026-Q2
Steward Partners Investment Advisory, LLC added296$11K0.0%2026-Q2
CoreCap Advisors, LLC268$10K0.0%2026-Q2
Cullen/Frost Bankers, Inc. new235$9K0.0%2026-Q2
US BANCORP \DE\167$6K0.0%2026-Q2
SIMPLEX TRADING, LLC new133$5K0.0%2026-Q2
IFP Advisors, Inc added130$5K0.0%2026-Q2
AdvisorNet Financial, Inc added124$5K0.0%2026-Q2
CITIGROUP INC new120$5K0.0%2026-Q2
MATHER GROUP, LLC.90$3K0.0%2026-Q2
SHP Wealth Management80$3K0.0%2026-Q2
Dunhill Financial, LLC added57$2K0.0%2026-Q2
BFSG, LLC46$2K0.0%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new46$2K0.0%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC45$2K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added40$2K0.0%2026-Q2
Kozak & Associates, Inc.30$1K0.0%2026-Q2
VANGUARD ADVISERS INC trimmed18$6930.0%2026-Q2
Arax Advisory Partners6$2390.0%2026-Q2
Rockefeller Capital Management L.P.4$1540.0%2026-Q2
Burk Holdings LLC3$1310.0%2026-Q2
Kings Path Partners LLC1$320.0%2026-Q2
PNC Financial Services Group, Inc. new0$160.0%2026-Q2
Kingsview Wealth Management, LLC new217,862$8M2.6%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC added130,925$5M1.5%2026-Q1 stale (1 quarter behind)
FLOW TRADERS U.S. LLC added71,660$2M0.8%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. added33,442$1M0.4%2026-Q1 stale (1 quarter behind)
GTS SECURITIES LLC added23,062$803K0.3%2026-Q1 stale (1 quarter 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.

HoldersTotal shares

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.

Learn how to read institutional ownership