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On this page, we present all of the funds holding FVAL from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding FVAL, with a link to that fund's top holdings. The next columns
indicate the amount of FVAL stock held by each of the funds holding FVAL, followed by the FVAL position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 98 funds holding FVAL within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by FMR LLC. For more details on the positions held by FMR LLC
(or by any of the other funds holding FVAL), click the fund name in the "Holder" column of the funds-holding-FVAL table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
FMR LLC | 854,390 | $45,281 | 12/31/2023 | FVAL | 854,390 | $45,281 | 12/31/2023 | JPMorgan Chase & Co. | 738,662 | $39,148 | 12/31/2023 | FVAL | 738,662 | $39,148 | 12/31/2023 | Goodwin Investment Advisory | 722,951 | $38,315 | 12/31/2023 | FVAL | 722,951 | $38,315 | 12/31/2023 | Envestnet Asset Management Inc. | 693,110 | $36,733 | 12/31/2023 | FVAL | 693,110 | $36,733 | 12/31/2023 | Personal Resources Investment & Strategic Management Inc. | 448,153 | $25,567 | 03/31/2024 | FVAL | 448,153 | $25,567 | 03/31/2024 | Advisor Group Holdings Inc. | 481,217 | $25,506 | 12/31/2023 | FVAL | 481,217 | $25,506 | 12/31/2023 | Commonwealth Equity Services LLC | 481,065 | $25,495 | 12/31/2023 | FVAL | 481,065 | $25,495 | 12/31/2023 | Morgan Stanley | 238,926 | $12,663 | 12/31/2023 | FVAL | 238,926 | $12,663 | 12/31/2023 | Custos Family Office LLC | 219,822 | $11,650 | 12/31/2023 | FVAL | 219,822 | $11,650 | 12/31/2023 | Royal Bank of Canada | 208,966 | $11,074 | 12/31/2023 | FVAL | 208,966 | $11,074 | 12/31/2023 | Dynamic Advisor Solutions LLC | 183,866 | $10,490 | 03/31/2024 | FVAL | 183,866 | $10,490 | 03/31/2024 | Bank of America Corp DE | 195,049 | $10,337 | 12/31/2023 | FVAL | 195,049 | $10,337 | 12/31/2023 | Thrivent Financial for Lutherans | 194,866 | $10,328 | 12/31/2023 | FVAL | 194,866 | $10,328 | 12/31/2023 | Halpern Financial Inc. | 177,079 | $10,016 | 03/31/2024 | FVAL | 177,079 | $10,016 | 03/31/2024 | Kestra Advisory Services LLC | 135,776 | $7,196 | 12/31/2023 | FVAL | 135,776 | $7,196 | 12/31/2023 | Creative Planning | 122,041 | $6,468 | 12/31/2023 | FVAL | 122,041 | $6,468 | 12/31/2023 | LPL Financial LLC | 106,678 | $5,654 | 12/31/2023 | FVAL | 106,678 | $5,654 | 12/31/2023 | Condor Capital Management | 87,030 | $4,612 | 12/31/2023 | FVAL | 87,030 | $4,612 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 72,862 | $3,862 | 12/31/2023 | FVAL | 72,862 | $3,862 | 12/31/2023 | Forbes Financial Planning Inc. | 71,790 | $3,805 | 12/31/2023 | FVAL | 71,790 | $3,805 | 12/31/2023 | AE Wealth Management LLC | 64,417 | $3,460 | 12/31/2023 | FVAL | 64,417 | $3,460 | 12/31/2023 | Cetera Investment Advisers | 57,710 | $3,059 | 12/31/2023 | FVAL | 57,710 | $3,059 | 12/31/2023 | Orion Portfolio Solutions LLC | 56,507 | $2,993 | 12/31/2023 | FVAL | 56,507 | $2,993 | 12/31/2023 | Altfest L J & Co. Inc. | 54,360 | $2,881 | 12/31/2023 | FVAL | 54,360 | $2,881 | 12/31/2023 | Bouvel Investment Partners LLC | 50,422 | $2,877 | 03/31/2024 | FVAL | 50,422 | $2,877 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 53,806 | $2,852 | 12/31/2023 | FVAL | 53,806 | $2,852 | 12/31/2023 | Traynor Capital Management Inc. | 46,878 | $2,674 | 03/31/2024 | FVAL | 46,878 | $2,674 | 03/31/2024 | Cedar Point Capital Partners LLC | 47,347 | $2,509 | 12/31/2023 | FVAL | 47,347 | $2,509 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 45,900 | $2,433 | 12/31/2023 | FVAL | 45,900 | $2,433 | 12/31/2023 | LVZ Advisors Inc. | 40,660 | $2,320 | 03/31/2024 | FVAL | 40,660 | $2,320 | 03/31/2024 | Kestra Private Wealth Services LLC | 43,705 | $2,316 | 12/31/2023 | FVAL | 43,705 | $2,316 | 12/31/2023 | Mutual Advisors LLC | 41,913 | $2,221 | 12/31/2023 | FVAL | 41,913 | $2,221 | 12/31/2023 | PFG Advisors | 32,442 | $1,719 | 12/31/2023 | FVAL | 32,442 | $1,719 | 12/31/2023 | Susquehanna International Group LLP | 30,607 | $1,622 | 12/31/2023 | FVAL | 30,607 | $1,622 | 12/31/2023 | Valmark Advisers Inc. | 30,244 | $1,603 | 12/31/2023 | FVAL | 30,244 | $1,603 | 12/31/2023 | Primoris Wealth Advisors LLC | 28,325 | $1,500 | 12/31/2023 | FVAL | 28,325 | $1,500 | 12/31/2023 | Americana Partners LLC | 27,588 | $1,462 | 12/31/2023 | FVAL | 27,588 | $1,462 | 12/31/2023 | Darwin Advisors LLC | 19,160 | $1,015 | 12/31/2023 | FVAL | 19,160 | $1,015 | 12/31/2023 | Cetera Advisor Networks LLC | 15,764 | $835 | 12/31/2023 | FVAL | 15,764 | $835 | 12/31/2023 | Atria Wealth Solutions Inc. | 15,720 | $833 | 12/31/2023 | FVAL | 15,720 | $833 | 12/31/2023 | Samalin Investment Counsel LLC | 14,882 | $789 | 12/31/2023 | FVAL | 14,882 | $789 | 12/31/2023 | Cetera Advisors LLC | 14,467 | $767 | 12/31/2023 | FVAL | 14,467 | $767 | 12/31/2023 | Ethos Financial Group LLC | 13,608 | $721 | 12/31/2023 | FVAL | 13,608 | $721 | 12/31/2023 | Executive Wealth Management LLC | 13,006 | $689 | 12/31/2023 | FVAL | 13,006 | $689 | 12/31/2023 | Cerity Partners LLC | 12,850 | $681 | 12/31/2023 | FVAL | 12,850 | $681 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 11,406 | $651 | 03/31/2024 | FVAL | 11,406 | $651 | 03/31/2024 | Spectrum Investment Advisors Inc. | 12,046 | $638 | 12/31/2023 | FVAL | 12,046 | $638 | 12/31/2023 | Rockefeller Capital Management L.P. | 11,409 | $605 | 12/31/2023 | FVAL | 11,409 | $605 | 12/31/2023 | Principal Securities Inc. | 10,856 | $575 | 12/31/2023 | FVAL | 10,856 | $575 | 12/31/2023 | GWM Advisors LLC | 10,542 | $563 | 12/31/2023 | FVAL | 10,542 | $563 | 12/31/2023 | Allworth Financial LP | 10,532 | $558 | 12/31/2023 | FVAL | 10,532 | $558 | 12/31/2023 | Sunbelt Securities Inc. | 9,172 | $523 | 03/31/2024 | FVAL | 9,172 | $523 | 03/31/2024 | Certified Advisory Corp | 9,738 | $516 | 12/31/2023 | FVAL | 9,738 | $516 | 12/31/2023 | Hoxton Planning & Management LLC | 8,680 | $495 | 03/31/2024 | FVAL | 8,680 | $495 | 03/31/2024 | Empirical Asset Management LLC | 8,728 | $463 | 12/31/2023 | FVAL | 8,728 | $463 | 12/31/2023 | Sigma Planning Corp | 8,550 | $453 | 12/31/2023 | FVAL | 8,550 | $453 | 12/31/2023 | MML Investors Services LLC | 8,380 | $444 | 12/31/2023 | FVAL | 8,380 | $444 | 12/31/2023 | J.W. Cole Advisors Inc. | 7,594 | $402 | 12/31/2023 | FVAL | 7,594 | $402 | 12/31/2023 | Signal Advisors Wealth LLC | 6,393 | $365 | 03/31/2024 | FVAL | 6,393 | $365 | 03/31/2024 | Foguth Wealth Management LLC. | 6,393 | $365 | 03/31/2024 | FVAL | 6,393 | $365 | 03/31/2024 | Principle Wealth Partners LLC | 6,167 | $327 | 12/31/2023 | FVAL | 6,167 | $327 | 12/31/2023 | CFO4Life Group LLC | 5,989 | $317 | 12/31/2023 | FVAL | 5,989 | $317 | 12/31/2023 | Sequoia Financial Advisors LLC | 5,800 | $307 | 12/31/2023 | FVAL | 5,800 | $307 | 12/31/2023 | Ameritas Advisory Services LLC | 5,500 | $294 | 12/31/2023 | FVAL | 5,500 | $294 | 12/31/2023 | Mariner LLC | 5,369 | $285 | 12/31/2023 | FVAL | 5,369 | $285 | 12/31/2023 | Meridian Wealth Management LLC | 5,180 | $275 | 12/31/2023 | FVAL | 5,180 | $275 | 12/31/2023 | Lincoln National Corp | 5,058 | $268 | 12/31/2023 | FVAL | 5,058 | $268 | 12/31/2023 | Avaii Wealth Management LLC | 4,995 | $265 | 12/31/2023 | FVAL | 4,995 | $265 | 12/31/2023 | Advisory Services Network LLC | 4,987 | $264 | 12/31/2023 | FVAL | 4,987 | $264 | 12/31/2023 | Vicus Capital | 4,417 | $252 | 03/31/2024 | FVAL | 4,417 | $252 | 03/31/2024 | Clarity Capital Partners LLC | 4,622 | $245 | 12/31/2023 | FVAL | 4,622 | $245 | 12/31/2023 | Landaas & Co. WI ADV | 4,560 | $242 | 12/31/2023 | FVAL | 4,560 | $242 | 12/31/2023 | Strategic Blueprint LLC | 4,144 | $220 | 12/31/2023 | FVAL | 4,144 | $220 | 12/31/2023 | NewEdge Wealth LLC | 4,065 | $215 | 12/31/2023 | FVAL | 4,065 | $215 | 12/31/2023 | Orin Green Financial LLC | 4,000 | $212 | 12/31/2023 | FVAL | 4,000 | $212 | 12/31/2023 | LJI Wealth Management LLC | 3,930 | $208 | 12/31/2023 | FVAL | 3,930 | $208 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 3,463 | $184 | 12/31/2023 | FVAL | 3,463 | $184 | 12/31/2023 | Assetmark Inc. | 2,799 | $148 | 12/31/2023 | FVAL | 2,799 | $148 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 2,525 | $134 | 12/31/2023 | FVAL | 2,525 | $134 | 12/31/2023 | Clarity Asset Management Inc. | 2,510 | $133 | 12/31/2023 | FVAL | 2,510 | $133 | 12/31/2023 | Citigroup Inc. | 2,054 | $109 | 12/31/2023 | FVAL | 2,054 | $109 | 12/31/2023 | Indiana Trust & Investment Management CO | 1,677 | $96 | 03/31/2024 | FVAL | 1,677 | $96 | 03/31/2024 | Richard W. Paul & Associates LLC | 1,695 | $90 | 12/31/2023 | FVAL | 1,695 | $90 | 12/31/2023 | Comerica Bank | 1,632 | $87 | 12/31/2023 | FVAL | 1,632 | $87 | 12/31/2023 | SILVER OAK SECURITIES Inc | 893 | $47 | 12/31/2023 | FVAL | 893 | $47 | 12/31/2023 | AdvisorNet Financial Inc | 661 | $38 | 03/31/2024 | FVAL | 661 | $38 | 03/31/2024 | Proequities Inc. | 700 | $37 | 12/31/2023 | FVAL | 700 | $37 | 12/31/2023 | IFP Advisors Inc | 639 | $34 | 12/31/2023 | FVAL | 639 | $34 | 12/31/2023 | Resurgent Financial Advisors LLC | 400 | $21 | 12/31/2023 | FVAL | 400 | $21 | 12/31/2023 | Parkside Financial Bank & Trust | 335 | $18 | 12/31/2023 | FVAL | 335 | $18 | 12/31/2023 | Spire Wealth Management | 283 | $15 | 12/31/2023 | FVAL | 283 | $15 | 12/31/2023 | Geneos Wealth Management Inc. | 222 | $12 | 12/31/2023 | FVAL | 222 | $12 | 12/31/2023 | Atlas Capital Advisors LLC | 180 | $10 | 03/31/2024 | FVAL | 180 | $10 | 03/31/2024 | Logan Capital Management Inc. | 186 | $10 | 12/31/2023 | FVAL | 186 | $10 | 12/31/2023 | Global Retirement Partners LLC | 142 | $7 | 12/31/2023 | FVAL | 142 | $7 | 12/31/2023 | Steward Partners Investment Advisory LLC | 52 | $3 | 12/31/2023 | FVAL | 52 | $3 | 12/31/2023 | Farther Finance Advisors LLC | 32 | $2 | 12/31/2023 | FVAL | 32 | $2 | 12/31/2023 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | FVAL | 1 | $0 | 12/31/2023 | Harbour Investments Inc. | 1 | $0 | 12/31/2023 | FVAL | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FVAL
See Details: Top 10 Hedge Funds Holding FVAL
Also See: FVAL Holdings Changes
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