Who owns FIVA (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-Q1 13F filings. 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
The tracked-fund tape on FIVA is one-sided between 2025-Q4 and 2026-Q1: 26 added or opened and 5 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 86 tracked filers holding FIVA, 55 increased or opened the position and 28 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 2025-Q4 and 2026-Q1 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 10
- Kingsview Wealth Management, LLC$8M
- D.A. DAVIDSON & CO.$6M
- Roan Capital Partners$4M
- FLOW TRADERS U.S. LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- CITADEL ADVISORS LLC$2M
Largest adds
- OSAIC HOLDINGS, INC.$13M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- LPL Financial LLC$7M
- ROYAL BANK OF CANADA$7M
- Kestra Advisory Services, LLC$5M
- OmniStar Financial Group, Inc.$3M
Largest trims
- Braeburn Wealth Management LLC$4M
- Inspire Advisors, LLC$3M
- FMR LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$977K
- GREAT VALLEY ADVISOR GROUP, INC.$669K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,561,598 | $54M | 21.3% | 2026-Q1 |
| FMR LLC trimmed | 1,521,183 | $53M | 20.8% | 2026-Q1 |
| LPL Financial LLC added | 473,415 | $16M | 6.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 463,678 | $16M | 6.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 344,579 | $12M | 4.7% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 221,548 | $8M | 3.0% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 217,862 | $8M | 3.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 202,048 | $7M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 191,532 | $7M | 2.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. new | 180,028 | $6M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 153,107 | $5M | 2.1% | 2026-Q1 |
| OmniStar Financial Group, Inc. added | 136,367 | $5M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 130,925 | $5M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 126,010 | $4M | 1.7% | 2026-Q1 |
| Roan Capital Partners new | 111,476 | $4M | 1.5% | 2026-Q1 |
| Braeburn Wealth Management LLC trimmed | 110,922 | $4M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 97,815 | $3M | 1.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 71,660 | $2M | 1.0% | 2026-Q1 |
| Cadent Capital Advisors, LLC trimmed | 69,075 | $2M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 61,359 | $2M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 55,766 | $2M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 50,368 | $2M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 47,476 | $2M | 0.6% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 41,652 | $1M | 0.6% | 2026-Q1 |
| &PARTNERS added | 36,475 | $1M | 0.6% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 39,760 | $1M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO new | 38,411 | $1M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 36,867 | $1M | 0.5% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 35,825 | $1M | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 34,445 | $1M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 33,442 | $1M | 0.5% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 31,626 | $1M | 0.4% | 2026-Q1 |
| Compound Planning, Inc. added | 30,679 | $1M | 0.4% | 2026-Q1 |
| Align Financial, LLC trimmed | 28,086 | $978K | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 23,895 | $832K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 23,062 | $803K | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. new | 21,415 | $745K | 0.3% | 2026-Q1 |
| RCS Financial Planning, LLC new | 20,548 | $715K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 18,989 | $661K | 0.3% | 2026-Q1 |
| HBK Sorce Advisory LLC | 17,076 | $641K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 16,039 | $558K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. new | 8,519 | $297K | 0.1% | 2026-Q1 |
| Elequin Capital, LP new | 8,132 | $283K | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 7,626 | $265K | 0.1% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 7,523 | $262K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 6,946 | $242K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 6,918 | $241K | 0.1% | 2026-Q1 |
| Accelerate Investment Advisors LLC new | 6,891 | $240K | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP | 6,650 | $231K | 0.1% | 2026-Q1 |
| Prosperity Planning, Inc. trimmed | 6,052 | $211K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 5,005 | $177K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 4,925 | $171K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 4,543 | $158K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 4,528 | $158K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 3,654 | $127K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 3,647 | $127K | 0.0% | 2026-Q1 |
| Spire Wealth Management trimmed | 3,239 | $113K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,835 | $99K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,124 | $74K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 1,650 | $61K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 826 | $29K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 639 | $22K | 0.0% | 2026-Q1 |
| Private Wealth Asset Management, LLC new | 500 | $17K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 488 | $17K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 411 | $14K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 268 | $9K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC | 186 | $6K | 0.0% | 2026-Q1 |
| MAI Capital Management | 167 | $6K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ added | 167 | $6K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 156 | $5K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 122 | $4K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 112 | $4K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 110 | $4K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 97 | $3K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. new | 90 | $3K | 0.0% | 2026-Q1 |
| SHP Wealth Management | 80 | $3K | 0.0% | 2026-Q1 |
| Steigerwald, Gordon & Koch Inc. | 80 | $3K | 0.0% | 2026-Q1 |
| BFSG, LLC | 46 | $2K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 47 | $2K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 45 | $2K | 0.0% | 2026-Q1 |
| Dunhill Financial, LLC | 37 | $1K | 0.0% | 2026-Q1 |
| Kozak & Associates, Inc. | 30 | $1K | 0.0% | 2026-Q1 |
| Revisor Wealth Management LLC new | 14,635 | $390K | 0.2% | 2025-Q1 stale |
| High Falls Advisors, Inc added | 10,958 | $375K | 0.1% | 2025-Q4 stale |
| Beirne Wealth Consulting Services, LLC trimmed | 9,422 | $323K | 0.1% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC added | 8,257 | $283K | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 7,965 | $273K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 10,023 | $267K | 0.1% | 2025-Q1 stale |
| Dentgroup LLC new | 6,985 | $239K | 0.1% | 2025-Q4 stale |
| NWAM LLC new | 7,232 | $230K | 0.1% | 2025-Q3 stale |
| Koshinski Asset Management, Inc. trimmed | 6,054 | $207K | 0.1% | 2025-Q4 stale |
| COMERICA BANK | 2,124 | $73K | 0.0% | 2025-Q4 stale |
| Goodman Advisory Group, LLC | 255 | $9K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 132 | $5K | 0.0% | 2025-Q4 stale |
| Kings Path Partners LLC new | 85 | $2K | 0.0% | 2025-Q2 stale |
| Semmax Financial Advisors Inc. | 76 | $2K | 0.0% | 2025-Q2 stale |
| Kingdom Financial Group LLC. new | 39 | $1K | 0.0% | 2025-Q4 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP added | 32 | $853 | 0.0% | 2025-Q2 stale |
| Beacon Capital Management, LLC new | 18 | $539 | 0.0% | 2025-Q2 stale |
| Arax Advisory Partners new | 6 | $212 | 0.0% | 2025-Q4 stale |
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.