Who owns FVR
Which tracked institutional funds hold FVR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FVR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
20 tracked funds added or opened FVR while 15 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
FVR’s largest tracked holder by dollar value, FMR 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 FVR 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 110 tracked filers holding FVR, 59 increased or opened the position and 42 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 FVR 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 5
- VANGUARD CAPITAL MANAGEMENT LLC$14M
- ENVESTNET ASSET MANAGEMENT INC$3M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- JANE STREET GROUP, LLC$1M
Full exits 4
- VANGUARD GROUP INC$17M
- Alyeska Investment Group, L.P.$9M
- WATERFALL ASSET MANAGEMENT, LLC$3M
- One Wealth Management Investment & Advisory Services, LLC$2M
Largest adds
- PRUDENTIAL FINANCIAL INC$24M
- BlackRock, Inc.$6M
- FMR LLC$4M
- First Eagle Investment Management, LLC$3M
- Daiwa Securities Group Inc.$2M
- ROYAL BANK OF CANADA$1M
Largest trims
- Zimmer Partners, LP$7M
- CITADEL ADVISORS LLC$7M
- Nuveen, LLC$1M
- AMERIPRISE FINANCIAL INC$591K
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$404K
- HSBC HOLDINGS PLC$390K
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 |
|---|---|---|---|---|
| FMR LLC added | 3,345,353 | $52M | 15.4% | 2026-Q1 |
| BlackRock, Inc. added | 2,828,149 | $44M | 13.0% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,680,974 | $26M | 7.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 914,333 | $14M | 4.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 700,801 | $11M | 3.2% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 577,126 | $9M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 533,608 | $8M | 2.4% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 424,233 | $7M | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 422,146 | $7M | 1.9% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC added | 415,025 | $6M | 1.9% | 2026-Q1 |
| STATE STREET CORP added | 385,052 | $6M | 1.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 384,201 | $6M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 373,680 | $6M | 1.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 357,796 | $6M | 1.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 221,798 | $3M | 1.0% | 2026-Q1 |
| SlateStone Wealth, LLC trimmed | 217,445 | $3M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 177,496 | $3M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 159,570 | $2M | 0.7% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 152,224 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 136,591 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 122,474 | $2M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 118,458 | $2M | 0.5% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 113,627 | $2M | 0.5% | 2026-Q1 |
| First Dallas Securities Inc. added | 95,950 | $1M | 0.4% | 2026-Q1 |
| Hodges Capital Management Inc. added | 92,160 | $1M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 83,596 | $1M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 83,002 | $1M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 81,431 | $1M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 73,142 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 66,977 | $1M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 65,315 | $1M | 0.3% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 63,830 | $987K | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 62,933 | $974K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 62,609 | $969K | 0.3% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 57,966 | $897K | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 55,803 | $863K | 0.3% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 39,330 | $608K | 0.2% | 2026-Q1 |
| UBS Group AG added | 37,441 | $579K | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 37,500 | $579K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 36,332 | $562K | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 35,200 | $545K | 0.2% | 2026-Q1 |
| Meixler Investment Management, Ltd. added | 34,937 | $543K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 31,392 | $486K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 30,400 | $470K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 30,206 | $467K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 29,357 | $454K | 0.1% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 27,755 | $429K | 0.1% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd new | 27,585 | $427K | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 26,603 | $412K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 26,094 | $404K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 24,838 | $384K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 24,540 | $380K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 23,684 | $366K | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC new | 21,691 | $336K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 18,332 | $284K | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 17,763 | $275K | 0.1% | 2026-Q1 |
| SFMG, LLC | 17,200 | $266K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 16,053 | $248K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 14,530 | $225K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 14,186 | $219K | 0.1% | 2026-Q1 |
| Wedmont Private Capital | 13,414 | $218K | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 13,825 | $214K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 14,300 | $211K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 13,036 | $199K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue | 12,775 | $195K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,128,626 | $17M | 4.9% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC added | 834,744 | $11M | 3.2% | 2025-Q1 stale |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 765,666 | $10M | 2.9% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. | 624,274 | $9M | 2.7% | 2025-Q4 stale |
| Heitman Real Estate Securities LLC trimmed | 434,606 | $5M | 1.5% | 2025-Q2 stale |
| Burkehill Global Management, LP | 300,000 | $4M | 1.2% | 2025-Q3 stale |
| FEDERATED HERMES, INC. trimmed | 311,031 | $4M | 1.1% | 2025-Q2 stale |
| WATERFALL ASSET MANAGEMENT, LLC trimmed | 184,197 | $3M | 0.8% | 2025-Q4 stale |
| One Wealth Management Investment & Advisory Services, LLC new | 165,420 | $2M | 0.7% | 2025-Q4 stale |
| Jain Global LLC trimmed | 187,243 | $2M | 0.7% | 2025-Q2 stale |
| Kodai Capital Management LP trimmed | 140,655 | $2M | 0.5% | 2025-Q1 stale |
| BANK OF MONTREAL /CAN/ new | 138,513 | $2M | 0.5% | 2025-Q2 stale |
| Ghisallo Capital Management LLC | 110,000 | $1M | 0.4% | 2025-Q1 stale |
| NEUBERGER BERMAN GROUP LLC trimmed | 98,717 | $1M | 0.4% | 2025-Q1 stale |
| Arkhouse Management Co. LP added | 73,449 | $1M | 0.3% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC added | 67,296 | $861K | 0.3% | 2025-Q1 stale |
| AYAL Capital Advisors Ltd new | 60,000 | $823K | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 58,958 | $808K | 0.2% | 2025-Q3 stale |
| BESSEMER GROUP INC | 57,503 | $788K | 0.2% | 2025-Q3 stale |
| State of New Jersey Common Pension Fund D trimmed | 60,000 | $720K | 0.2% | 2025-Q2 stale |
| Man Group plc new | 52,360 | $628K | 0.2% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 47,245 | $567K | 0.2% | 2025-Q2 stale |
| Jump Financial, LLC trimmed | 37,200 | $510K | 0.2% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 42,295 | $508K | 0.2% | 2025-Q2 stale |
| Quadrature Capital Ltd new | 23,285 | $280K | 0.1% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 20,300 | $278K | 0.1% | 2025-Q3 stale |
| XTX Topco Ltd added | 21,451 | $257K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,333 | $256K | 0.1% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 18,576 | $255K | 0.1% | 2025-Q3 stale |
| Cresset Asset Management, LLC new | 17,000 | $255K | 0.1% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,863 | $234K | 0.1% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 18,133 | $232K | 0.1% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP new | 16,113 | $221K | 0.1% | 2025-Q3 stale |
| Graham Capital Management, L.P. new | 17,640 | $212K | 0.1% | 2025-Q2 stale |
| Heritage Investment Group, Inc. new | 14,781 | $203K | 0.1% | 2025-Q3 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.