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Funds Holding FIVG

On this page, we present all of the funds holding FIVG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FIVG, with a link to that fund's top holdings. The next columns indicate the amount of FIVG stock held by each of the funds holding FIVG, followed by the FIVG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 159 funds holding FIVG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding FIVG), click the fund name in the "Holder" column of the funds-holding-FIVG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC321,618$11,529 12/31/2023
     FIVG321,618$11,529 12/31/2023
Commonwealth Equity Services LLC229,719$8,977 03/31/2024
     FIVG229,719$8,977 03/31/2024
The PNC Financial Services Group Inc.220,750$7,913 12/31/2023
     FIVG220,750$7,913 12/31/2023
UBS Group AG126,900$4,549 12/31/2023
     FIVG126,900$4,549 12/31/2023
Kwmg LLC108,047$4,222 03/31/2024
     FIVG108,047$4,222 03/31/2024
Advisor Group Holdings Inc.107,574$3,856 12/31/2023
     FIVG107,574$3,856 12/31/2023
Clal Insurance Enterprises Holdings Ltd105,416$3,779 12/31/2023
     FIVG105,416$3,779 12/31/2023
Cetera Advisor Networks LLC102,528$3,675 12/31/2023
     FIVG102,528$3,675 12/31/2023
Stifel Financial Corp75,324$2,700 12/31/2023
     FIVG75,324$2,700 12/31/2023
Raymond James Financial Services Advisors Inc.66,088$2,583 03/31/2024
     FIVG66,088$2,583 03/31/2024
Goldman Sachs Group Inc.70,283$2,519 12/31/2023
     FIVG70,283$2,519 12/31/2023
HighTower Advisors LLC63,579$2,280 12/31/2023
     FIVG63,579$2,280 12/31/2023
Advantage Trust Co61,467$2,203 12/31/2023
     FIVG61,467$2,203 12/31/2023
Rockefeller Capital Management L.P.60,719$2,177 12/31/2023
     FIVG60,719$2,177 12/31/2023
Raymond James & Associates49,012$1,915 03/31/2024
     FIVG49,012$1,915 03/31/2024
Northstar Asset Management LLC47,725$1,865 03/31/2024
     FIVG47,725$1,865 03/31/2024
Citadel Advisors LLC $1,723 12/31/2023
     FIVG45,080$1,616 12/31/2023
     Call3,300$118 12/31/2023
     Put300$11 12/31/2023
Susquehanna International Group LLP45,761$1,640 12/31/2023
     FIVG45,761$1,640 12/31/2023
Royal Bank of Canada43,637$1,565 12/31/2023
     FIVG43,637$1,565 12/31/2023
Crosspoint Financial LLC35,930$1,404 03/31/2024
     FIVG35,930$1,404 03/31/2024
Wedbush Securities Inc.33,950$1,217 12/31/2023
     FIVG33,950$1,217 12/31/2023
Baird Financial Group Inc.32,010$1,147 12/31/2023
     FIVG32,010$1,147 12/31/2023
Cetera Investment Advisers31,621$1,134 12/31/2023
     FIVG31,621$1,134 12/31/2023
Resources Investment Advisors LLC.30,846$1,106 12/31/2023
     FIVG30,846$1,106 12/31/2023
Aptus Capital Advisors LLC26,671$956 12/31/2023
     FIVG26,671$956 12/31/2023
Guardian Wealth Advisors LLC NC26,671$956 12/31/2023
     FIVG26,671$956 12/31/2023
Wells Fargo & Company MN26,087$935 12/31/2023
     FIVG26,087$935 12/31/2023
Jane Street Group LLC25,227$904 12/31/2023
     FIVG25,227$904 12/31/2023
Spire Wealth Management22,288$871 03/31/2024
     FIVG22,288$871 03/31/2024
Sawtooth Solutions LLC22,308$800 12/31/2023
     FIVG22,308$800 12/31/2023
Bleakley Financial Group LLC22,308$800 12/31/2023
     FIVG22,308$800 12/31/2023
Cetera Advisors LLC21,327$764 12/31/2023
     FIVG21,327$764 12/31/2023
Sheets Smith Wealth Management21,295$763 12/31/2023
     FIVG21,295$763 12/31/2023
Advisory Services Network LLC21,145$758 12/31/2023
     FIVG21,145$758 12/31/2023
TCG Advisory Services LLC20,860$748 12/31/2023
     FIVG20,860$748 12/31/2023
Cambridge Investment Research Advisors Inc.18,782$734 03/31/2024
     FIVG18,782$734 03/31/2024
Kestra Advisory Services LLC18,760$672 12/31/2023
     FIVG18,760$672 12/31/2023
Vontobel Holding Ltd.18,000$645 12/31/2023
     FIVG18,000$645 12/31/2023
Wealthsource Partners LLC17,498$627 12/31/2023
     FIVG17,498$627 12/31/2023
626 Financial LLC15,491$605 03/31/2024
     FIVG15,491$605 03/31/2024
Citigroup Inc.16,528$592 12/31/2023
     FIVG16,528$592 12/31/2023
Bank of America Corp DE16,460$590 12/31/2023
     FIVG16,460$590 12/31/2023
Creative Planning15,179$544 12/31/2023
     FIVG15,179$544 12/31/2023
Private Advisor Group LLC14,974$537 12/31/2023
     FIVG14,974$537 12/31/2023
Laidlaw Wealth Management LLC14,914$535 12/31/2023
     FIVG14,914$535 12/31/2023
IHT Wealth Management LLC13,884$498 12/31/2023
     FIVG13,884$498 12/31/2023
Tower Research Capital LLC TRC 13,575$487 12/31/2023
     FIVG13,575$487 12/31/2023
Assetmark Inc.13,536$485 12/31/2023
     FIVG13,536$485 12/31/2023
Oak Family Advisors LLC12,380$484 03/31/2024
     FIVG12,380$484 03/31/2024
Strategic Family Wealth Counselors L.L.C.13,509$484 12/31/2023
     FIVG13,509$484 12/31/2023
HT Partners LLC12,222$478 03/31/2024
     FIVG12,222$478 03/31/2024
American Institute for Advanced Investment Management LLP12,125$474 03/31/2024
     FIVG12,125$474 03/31/2024
Financial Freedom LLC12,082$472 03/31/2024
     FIVG12,082$472 03/31/2024
SageView Advisory Group LLC12,167$450 12/31/2023
     FIVG12,167$450 12/31/2023
National Asset Management Inc.12,325$442 12/31/2023
     FIVG12,325$442 12/31/2023
Oppenheimer & Co. Inc.12,216$438 12/31/2023
     FIVG12,216$438 12/31/2023
Mariner LLC12,152$436 12/31/2023
     FIVG12,152$436 12/31/2023
StoneX Group Inc.12,042$432 12/31/2023
     FIVG12,042$432 12/31/2023
Mercer Global Advisors Inc. ADV11,274$404 12/31/2023
     FIVG11,274$404 12/31/2023
Searle & CO.11,200$401 12/31/2023
     FIVG11,200$401 12/31/2023
Wsfs Capital Management LLC10,673$383 12/31/2023
     FIVG10,673$383 12/31/2023
Frisch Financial Group Inc.10,627$381 12/31/2023
     FIVG10,627$381 12/31/2023
Qube Research & Technologies Ltd10,567$379 12/31/2023
     FIVG10,567$379 12/31/2023
Sontag Advisory LLC10,484$376 12/31/2023
     FIVG10,484$376 12/31/2023
Advisors Capital Management LLC10,384$372 12/31/2023
     FIVG10,384$372 12/31/2023
MML Investors Services LLC10,057$361 12/31/2023
     FIVG10,057$361 12/31/2023
Morgan Stanley9,794$351 12/31/2023
     FIVG9,794$351 12/31/2023
Wealth Enhancement Advisory Services LLC8,936$349 03/31/2024
     FIVG8,936$349 03/31/2024
Equitable Holdings Inc.9,736$349 12/31/2023
     FIVG9,736$349 12/31/2023
Claro Advisors LLC8,863$346 03/31/2024
     FIVG8,863$346 03/31/2024
Johnson Bixby & Associates LLC8,839$345 03/31/2024
     FIVG8,839$345 03/31/2024
Valley National Advisers Inc.8,447$330 03/31/2024
     FIVG8,447$330 03/31/2024
Joel Isaacson & Co. LLC8,840$317 12/31/2023
     FIVG8,840$317 12/31/2023
Simplicity Wealth LLC7,641$299 03/31/2024
     FIVG7,641$299 03/31/2024
AllSquare Wealth Management LLC8,300$298 12/31/2023
     FIVG8,300$298 12/31/2023
SeaCrest Wealth Management LLC7,161$280 03/31/2024
     FIVG7,161$280 03/31/2024
AE Wealth Management LLC7,014$261 12/31/2023
     FIVG7,014$261 12/31/2023
Stratos Wealth Partners LTD.6,363$249 03/31/2024
     FIVG6,363$249 03/31/2024
Apollon Wealth Management LLC6,572$236 12/31/2023
     FIVG6,572$236 12/31/2023
Valley Financial Group Inc.6,199$222 12/31/2023
     FIVG6,199$222 12/31/2023
Wealthfront Advisers LLC5,633$220 03/31/2024
     FIVG5,633$220 03/31/2024
Resolute Wealth Strategies LLC6,136$220 12/31/2023
     FIVG6,136$220 12/31/2023
Flow Traders U.S. LLC5,891$211 12/31/2023
     FIVG5,891$211 12/31/2023
Strategic Blueprint LLC5,376$210 03/31/2024
     FIVG5,376$210 03/31/2024
Larson Financial Group LLC5,755$206 12/31/2023
     FIVG5,755$206 12/31/2023
Scotia Capital Inc.5,621$201 12/31/2023
     FIVG5,621$201 12/31/2023
Atria Wealth Solutions Inc.5,585$200 12/31/2023
     FIVG5,585$200 12/31/2023
Harbour Investments Inc.5,439$195 12/31/2023
     FIVG5,439$195 12/31/2023
Tradition Wealth Management LLC5,087$182 12/31/2023
     FIVG5,087$182 12/31/2023
Barclays PLC4,500$161 12/31/2023
     FIVG4,500$161 12/31/2023
Northwestern Mutual Wealth Management Co.4,463$160 12/31/2023
     FIVG4,463$160 12/31/2023
CWM LLC4,080$159 03/31/2024
     FIVG4,080$159 03/31/2024
Proequities Inc.4,331$155 12/31/2023
     FIVG4,331$155 12/31/2023
Acima Private Wealth LLC3,473$124 12/31/2023
     FIVG3,473$124 12/31/2023
Armstrong Advisory Group Inc.3,008$108 03/31/2024
     FIVG3,008$108 03/31/2024
JPMorgan Chase & Co.3,003$108 12/31/2023
     FIVG3,003$108 12/31/2023
Vima LLC2,909$104 12/31/2023
     FIVG2,909$104 12/31/2023
FMR LLC2,836$102 12/31/2023
     FIVG2,836$102 12/31/2023
Comerica Bank2,652$95 12/31/2023
     FIVG2,652$95 12/31/2023
First Command Advisory Services Inc.2,574$92 12/31/2023
     FIVG2,574$92 12/31/2023
Capital Investment Advisory Services LLC2,280$89 03/31/2024
     FIVG2,280$89 03/31/2024
PSI Advisors LLC2,278$89 03/31/2024
     FIVG2,278$89 03/31/2024
Principal Securities Inc.2,431$87 12/31/2023
     FIVG2,431$87 12/31/2023
Steward Partners Investment Advisory LLC2,310$83 12/31/2023
     FIVG2,310$83 12/31/2023
Fifth Third Bancorp2,085$81 03/31/2024
     FIVG2,085$81 03/31/2024
TD Waterhouse Canada Inc.2,240$80 12/31/2023
     FIVG2,240$80 12/31/2023
Voisard Asset Management Group Inc.1,755$69 03/31/2024
     FIVG1,755$69 03/31/2024
GWM Advisors LLC1,855$67 12/31/2023
     FIVG1,855$67 12/31/2023
Smithfield Trust Co.1,830$66 12/31/2023
     FIVG1,830$66 12/31/2023
Coastal Investment Advisors Inc.1,650$64 03/31/2024
     FIVG1,650$64 03/31/2024
Financial Advisory Service Inc.1,586$62 03/31/2024
     FIVG1,586$62 03/31/2024
HM Payson & Co.1,500$54 12/31/2023
     FIVG1,500$54 12/31/2023
National Bank of Canada FI1,372$48 12/31/2023
     FIVG1,372$48 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,090$39 12/31/2023
     FIVG1,090$39 12/31/2023
Benjamin F. Edwards & Company Inc.963$38 03/31/2024
     FIVG963$38 03/31/2024
Bank of Montreal Can983$36 12/31/2023
     FIVG983$36 12/31/2023
Parallel Advisors LLC966$35 12/31/2023
     FIVG966$35 12/31/2023
NBC Securities Inc.893$34 03/31/2024
     FIVG893$34 03/31/2024
AlphaMark Advisors LLC775$30 03/31/2024
     FIVG775$30 03/31/2024
Geneos Wealth Management Inc.800$29 12/31/2023
     FIVG800$29 12/31/2023
Anchor Investment Management LLC740$27 12/31/2023
     FIVG740$27 12/31/2023
HHM Wealth Advisors LLC740$27 12/31/2023
     FIVG740$27 12/31/2023
Sandy Spring Bank737$26 12/31/2023
     FIVG737$26 12/31/2023
Core Wealth Advisors Inc.556$20 12/31/2023
     FIVG556$20 12/31/2023
Creative Financial Designs Inc. ADV524$19 12/31/2023
     FIVG524$19 12/31/2023
IAG Wealth Partners LLC422$17 03/31/2024
     FIVG422$17 03/31/2024
Global Retirement Partners LLC395$15 03/31/2024
     FIVG395$15 03/31/2024
Financial Synergies Wealth Advisors Inc.375$15 03/31/2024
     FIVG375$15 03/31/2024
Concord Wealth Partners422$15 12/31/2023
     FIVG422$15 12/31/2023
Newbridge Financial Services Group Inc.350$14 03/31/2024
     FIVG350$14 03/31/2024
Front Row Advisors LLC400$14 12/31/2023
     FIVG400$14 12/31/2023
Crewe Advisors LLC400$14 12/31/2023
     FIVG400$14 12/31/2023
Ronald Blue Trust Inc.377$14 12/31/2023
     FIVG377$14 12/31/2023
Gradient Investments LLC301$12 03/31/2024
     FIVG301$12 03/31/2024
JJJ Advisors Inc.300$12 03/31/2024
     FIVG300$12 03/31/2024
AdvisorNet Financial Inc276$11 03/31/2024
     FIVG276$11 03/31/2024
Salomon & Ludwin LLC280$10 12/31/2023
     FIVG280$10 12/31/2023
Ancora Advisors LLC250$9 12/31/2023
     FIVG250$9 12/31/2023
JFS Wealth Advisors LLC250$9 12/31/2023
     FIVG250$9 12/31/2023
IFP Advisors Inc243$9 12/31/2023
     FIVG243$9 12/31/2023
Allworth Financial LP203$8 03/31/2024
     FIVG203$8 03/31/2024
Coppell Advisory Solutions LLC214$8 12/31/2023
     FIVG214$8 12/31/2023
Parkside Financial Bank & Trust192$7 12/31/2023
     FIVG192$7 12/31/2023
Scarborough Advisors LLC200$7 12/31/2023
     FIVG200$7 12/31/2023
Creekmur Asset Management LLC194$7 12/31/2023
     FIVG194$7 12/31/2023
Asset Dedication LLC153$6 03/31/2024
     FIVG153$6 03/31/2024
Sunbelt Securities Inc.162$6 03/31/2024
     FIVG162$6 03/31/2024
Van ECK Associates Corp161$6 12/31/2023
     FIVG161$6 12/31/2023
Salem Investment Counselors Inc.125$5 03/31/2024
     FIVG125$5 03/31/2024
McIlrath & Eck LLC125$4 12/31/2023
     FIVG125$4 12/31/2023
Avalon Trust Co100$4 12/31/2023
     FIVG100$4 12/31/2023
Sachetta LLC109$4 12/31/2023
     FIVG109$4 12/31/2023
Dunhill Financial LLC87$3 12/31/2023
     FIVG87$3 12/31/2023
Able Wealth Management LLC70$3 12/31/2023
     FIVG70$3 12/31/2023
Castleview Partners LLC42$2 12/31/2023
     FIVG42$2 12/31/2023
Your Advocates Ltd. LLP66$2 12/31/2023
     FIVG66$2 12/31/2023
US Bancorp DE26$1 12/31/2023
     FIVG26$1 12/31/2023
Farther Finance Advisors LLC28$1 12/31/2023
     FIVG28$1 12/31/2023
Sugarloaf Wealth Management LLC1$0 03/31/2024
     FIVG1$0 03/31/2024
West Branch Capital LLC4$0 03/31/2024
     FIVG4$0 03/31/2024

See Summary: Institutional Holders of FIVG
See Details: Top 10 Hedge Funds Holding FIVG
Also See: FIVG Holdings Changes

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