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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,525,685 | $59M | 19.9% | 2026-Q2 |
| FMR LLC trimmed | 1,490,416 | $57M | 19.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 493,842 | $19M | 6.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 394,853 | $15M | 5.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 386,552 | $15M | 5.0% | 2026-Q2 |
| Cetera Investment Advisers added | 244,555 | $9M | 3.2% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 220,817 | $9M | 2.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 220,463 | $8M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 218,506 | $8M | 2.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 185,272 | $7M | 2.4% | 2026-Q2 |
| Holland Advisory Services, Inc. new | 184,197 | $7M | 2.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 178,078 | $7M | 2.3% | 2026-Q2 |
| OmniStar Financial Group, Inc. added | 145,704 | $6M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 128,403 | $5M | 1.7% | 2026-Q2 |
| Braeburn Wealth Management LLC added | 112,099 | $4M | 1.5% | 2026-Q2 |
| Roan Capital Partners trimmed | 100,174 | $4M | 1.3% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 77,443 | $3M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 67,320 | $3M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 62,432 | $2M | 0.8% | 2026-Q2 |
| &PARTNERS added | 43,794 | $2M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 50,249 | $2M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 49,083 | $2M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 45,347 | $2M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 42,865 | $2M | 0.6% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 40,843 | $2M | 0.5% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 35,825 | $1M | 0.5% | 2026-Q2 |
| Midwest Financial Network, LLC added | 35,525 | $1M | 0.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 34,445 | $1M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 30,967 | $1M | 0.4% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 29,998 | $1M | 0.4% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC new | 29,423 | $1M | 0.4% | 2026-Q2 |
| Align Financial, LLC | 28,086 | $1M | 0.4% | 2026-Q2 |
| RCS Financial Planning, LLC added | 25,944 | $999K | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 21,077 | $812K | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 20,644 | $795K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 19,591 | $755K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 18,188 | $701K | 0.2% | 2026-Q2 |
| HBK Sorce Advisory LLC | 17,076 | $680K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 15,135 | $583K | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 10,383 | $400K | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 9,779 | $377K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 8,883 | $342K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,768 | $338K | 0.1% | 2026-Q2 |
| Accelerate Investment Advisors LLC added | 8,129 | $313K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 7,934 | $306K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 7,876 | $303K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 7,817 | $301K | 0.1% | 2026-Q2 |
| RDA Financial Network new | 7,190 | $277K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC new | 7,122 | $274K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 7,010 | $270K | 0.1% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC new | 6,972 | $269K | 0.1% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC new | 6,361 | $245K | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 5,996 | $231K | 0.1% | 2026-Q2 |
| Prosperity Planning, Inc. trimmed | 5,889 | $227K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 5,600 | $216K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 5,554 | $214K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. new | 5,416 | $209K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC new | 5,231 | $201K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,398 | $169K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 3,650 | $141K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 3,255 | $125K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 3,239 | $125K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,835 | $109K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 2,515 | $98K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,124 | $82K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,903 | $73K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,631 | $63K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,462 | $56K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 590 | $23K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 590 | $23K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 562 | $22K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 500 | $19K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 488 | $19K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 296 | $11K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 268 | $10K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 235 | $9K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 167 | $6K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 133 | $5K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 130 | $5K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 124 | $5K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 120 | $5K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 90 | $3K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 80 | $3K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC added | 57 | $2K | 0.0% | 2026-Q2 |
| BFSG, LLC | 46 | $2K | 0.0% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new | 46 | $2K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 45 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 40 | $2K | 0.0% | 2026-Q2 |
| Kozak & Associates, Inc. | 30 | $1K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 18 | $693 | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 6 | $239 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 4 | $154 | 0.0% | 2026-Q2 |
| Burk Holdings LLC | 3 | $131 | 0.0% | 2026-Q2 |
| Kings Path Partners LLC | 1 | $32 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 0 | $16 | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 217,862 | $8M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 130,925 | $5M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 71,660 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 33,442 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 23,062 | $803K | 0.3% | 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.
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.