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Institutional Ownership · SEC Form 13F

Who owns FVD (FVD)


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

629
Institutional holders
110,197,001
Shares held (tracked funds)

How the tape is positioned

77 tracked funds added or opened FVD while 79 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

FVD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes FVD more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FVD 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 628 tracked filers holding FVD, 244 increased or opened the position and 331 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 FVD 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 12

  • TWO SIGMA INVESTMENTS, LP$11M
  • Baer Investment Advisory LLC$10M
  • IFS Group,LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • TCFG Investment Advisors, LLC$2M
  • Strategic Financial Concepts, LLC$2M

Full exits 13

  • Pine Valley Investments Ltd Liability Co$7M
  • AXXCESS WEALTH MANAGEMENT, LLC$6M
  • Global Retirement Partners, LLC$4M
  • Coppell Advisory Solutions LLC$3M
  • COMERICA BANK$3M
  • TrueWealth Financial Partners$2M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$23M
  • JPMORGAN CHASE & CO$16M
  • Gateway Wealth Partners, LLC$11M
  • GOLDMAN SACHS GROUP INC$11M
  • Independent Advisor Alliance$7M
  • RFG Advisory, LLC$7M

Largest trims

  • AMERIPRISE FINANCIAL INC$70M
  • OSAIC HOLDINGS, INC.$33M
  • MORGAN STANLEY$27M
  • WELLS FARGO & COMPANY/MN$21M
  • NewEdge Advisors, LLC$19M
  • IFG Advisory, LLC$18M

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
MORGAN STANLEY trimmed18,147,711$853M18.4%2026-Q1
LPL Financial LLC trimmed16,816,974$791M17.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed5,345,787$251M5.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed5,292,515$249M5.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed5,162,932$243M5.2%2026-Q1
UBS Group AG trimmed3,377,606$159M3.4%2026-Q1
ROYAL BANK OF CANADA trimmed3,287,993$155M3.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added3,272,443$154M3.3%2026-Q1
STIFEL FINANCIAL CORP trimmed2,169,935$102M2.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed2,034,940$96M2.1%2026-Q1
Cetera Investment Advisers trimmed1,983,916$93M2.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,859,101$87M1.9%2026-Q1
HighTower Advisors, LLC trimmed1,566,495$74M1.6%2026-Q1
TRUIST FINANCIAL CORP trimmed1,281,757$60M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed1,206,149$57M1.2%2026-Q1
Kestra Advisory Services, LLC trimmed865,457$41M0.9%2026-Q1
Baird Financial Group, Inc. trimmed830,494$39M0.8%2026-Q1
JPMORGAN CHASE & CO added812,645$38M0.8%2026-Q1
New England Private Wealth Advisors LLC added763,623$36M0.8%2026-Q1
Private Advisor Group, LLC trimmed707,761$33M0.7%2026-Q1
Prospera Financial Services Inc trimmed616,506$29M0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added596,065$28M0.6%2026-Q1
BENJAMIN EDWARDS INC trimmed554,403$26M0.6%2026-Q1
Intellus Advisors LLC trimmed552,985$26M0.6%2026-Q1
Janney Montgomery Scott LLC added546,709$26M0.6%2026-Q1
Rockefeller Capital Management L.P. trimmed537,188$25M0.5%2026-Q1
D.A. DAVIDSON & CO. added501,597$24M0.5%2026-Q1
HARBOUR INVESTMENTS, INC. added495,155$23M0.5%2026-Q1
PARK NATIONAL CORP /OH/ added494,262$23M0.5%2026-Q1
Golden State Wealth Management, LLC added483,139$23M0.5%2026-Q1
CITIGROUP INC trimmed453,595$21M0.5%2026-Q1
Mariner, LLC trimmed453,295$21M0.5%2026-Q1
Gateway Wealth Partners, LLC added452,776$21M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed447,558$21M0.5%2026-Q1
BEACON FINANCIAL GROUP trimmed414,431$19M0.4%2026-Q1
Equitable Holdings, Inc. added398,372$18M0.4%2026-Q1
Solano Wealth Investment Advisors LLC added390,392$18M0.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed381,973$18M0.4%2026-Q1
GOLDMAN SACHS GROUP INC added379,923$18M0.4%2026-Q1
Concurrent Investment Advisors, LLC trimmed365,461$17M0.4%2026-Q1
Hobart Private Capital, LLC added356,142$17M0.4%2026-Q1
Stratos Wealth Partners, LTD. trimmed311,649$15M0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed311,045$15M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed308,104$14M0.3%2026-Q1
WealthCare Investment Partners, LLC added307,314$14M0.3%2026-Q1
Steward Partners Investment Advisory, LLC trimmed293,384$14M0.3%2026-Q1
COMMERCE BANK added285,016$13M0.3%2026-Q1
Modern Wealth Management, LLC added279,941$13M0.3%2026-Q1
Merit Financial Group, LLC added271,316$13M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed263,585$12M0.3%2026-Q1
&PARTNERS added257,139$12M0.3%2026-Q1
US BANCORP \DE\ added255,204$12M0.3%2026-Q1
Independent Advisor Alliance added251,777$12M0.3%2026-Q1
Claris Financial LLC added250,591$12M0.3%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed244,171$11M0.2%2026-Q1
Holistic Financial Partners trimmed233,337$11M0.2%2026-Q1
ASSETMARK, INC added229,722$11M0.2%2026-Q1
Prosperity Consulting Group, LLC trimmed229,511$11M0.2%2026-Q1
Arkadios Wealth Advisors added224,953$11M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added224,600$11M0.2%2026-Q1
Beacon Financial Advisory LLC trimmed224,352$11M0.2%2026-Q1
CWM, LLC trimmed223,522$11M0.2%2026-Q1
Beacon Pointe Advisors, LLC added216,419$10M0.2%2026-Q1
Concentrum Wealth Management trimmed210,440$10M0.2%2026-Q1
Proactive Wealth Strategies LLC added207,927$10M0.2%2026-Q1
Baer Investment Advisory LLC new204,164$10M0.2%2026-Q1
VICTORY FINANCIAL GROUP, LLC trimmed204,164$10M0.2%2026-Q1
IFP Advisors, Inc added198,163$9M0.2%2026-Q1
Sanctuary Advisors, LLC trimmed191,794$9M0.2%2026-Q1
RFG Advisory, LLC added182,125$9M0.2%2026-Q1
Plus Group Wealth Advisors LLC added179,708$8M0.2%2026-Q1
BlueChip Wealth Advisors LLC trimmed178,162$8M0.2%2026-Q1
Center for Wealth Management Advisory added173,866$8M0.2%2026-Q1
Cherry Creek Investment Advisors, Inc. added173,179$8M0.2%2026-Q1
Petix & Botte Co trimmed162,383$8M0.2%2026-Q1
Rehmann Capital Advisory Group trimmed162,824$8M0.2%2026-Q1
Crumly & Associates Inc. trimmed158,900$7M0.2%2026-Q1
OPPENHEIMER & CO INC added156,810$7M0.2%2026-Q1
Larson Financial Group LLC trimmed153,769$7M0.2%2026-Q1
Towerpoint Wealth, LLC added146,006$7M0.1%2026-Q1
Strategic Family Wealth Counselors, L.L.C. trimmed145,156$7M0.1%2026-Q1
1ST SOURCE BANK trimmed142,906$7M0.1%2026-Q1
1776 Wealth LLC trimmed135,015$6M0.1%2026-Q1
BARRETT & COMPANY, INC. added134,540$6M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed133,329$6M0.1%2026-Q1
Mutual Advisors, LLC added131,423$6M0.1%2026-Q1
Kovack Advisors, Inc. trimmed130,731$6M0.1%2026-Q1
Lido Advisors, LLC trimmed128,108$6M0.1%2026-Q1
IHT Wealth Management, LLC trimmed127,278$6M0.1%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added124,035$6M0.1%2026-Q1
Clear Creek Financial Management, LLC added124,330$6M0.1%2026-Q1
Sigma Planning Corp trimmed124,208$6M0.1%2026-Q1
Allworth Financial LP trimmed123,607$6M0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. trimmed447,429$20M0.4%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed270,844$12M0.3%2025-Q2 stale
Kaye Capital Management trimmed268,684$12M0.3%2025-Q2 stale
Apexium Financial, LP trimmed246,175$11M0.2%2025-Q3 stale
Orion Portfolio Solutions, LLC trimmed153,310$7M0.1%2025-Q1 stale
Pine Valley Investments Ltd Liability Co trimmed142,911$7M0.1%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC added119,695$6M0.1%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.

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