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Institutional Holders of FDVV

There is a long list of 196 institutional holders of FDVV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FDVV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FDVV table below, the initial column indicates the name of each top institutional holder of FDVV, with a link to that fund's top holdings. The next columns indicate the amount of FDVV stock held by each of the institutional holders of FDVV, followed by the FDVV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC2,240,932$101,537 03/31/2024
     FDVV2,240,932$101,537 03/31/2024
Morgan Stanley1,078,169$45,585 12/31/2023
     FDVV1,078,169$45,585 12/31/2023
Advisor Group Holdings Inc.992,994$41,988 12/31/2023
     FDVV992,994$41,988 12/31/2023
Bank of America Corp DE886,191$37,468 12/31/2023
     FDVV886,191$37,468 12/31/2023
Envestnet Asset Management Inc.640,642$27,086 12/31/2023
     FDVV640,642$27,086 12/31/2023
Childress Capital Advisors LLC547,507$24,808 03/31/2024
     FDVV547,507$24,808 03/31/2024
LPL Financial LLC556,843$23,543 12/31/2023
     FDVV556,843$23,543 12/31/2023
Integrated Wealth Concepts LLC489,823$20,710 12/31/2023
     FDVV489,823$20,710 12/31/2023
Wells Fargo & Company MN474,633$20,068 12/31/2023
     FDVV474,633$20,068 12/31/2023
Kestra Advisory Services LLC441,273$18,657 12/31/2023
     FDVV441,273$18,657 12/31/2023
McIlrath & Eck LLC397,057$16,788 12/31/2023
     FDVV397,057$16,788 12/31/2023
JPMorgan Chase & Co.325,228$13,751 12/31/2023
     FDVV325,228$13,751 12/31/2023
Mascoma Wealth Management LLC289,390$13,112 03/31/2024
     FDVV289,390$13,112 03/31/2024
Jane Street Group LLC303,413$12,828 12/31/2023
     FDVV303,413$12,828 12/31/2023
Lakeridge Wealth Management LLC255,074$11,557 03/31/2024
     FDVV255,074$11,557 03/31/2024
Cambridge Investment Research Advisors Inc.254,940$11,551 03/31/2024
     FDVV254,940$11,551 03/31/2024
Arden Trust Co225,499$10,217 03/31/2024
     FDVV225,499$10,217 03/31/2024
Raymond James Financial Services Advisors Inc.221,635$10,042 03/31/2024
     FDVV221,635$10,042 03/31/2024
Lincoln National Corp217,746$9,866 03/31/2024
     FDVV217,746$9,866 03/31/2024
Retirement Planning Group190,921$8,651 03/31/2024
     FDVV190,921$8,651 03/31/2024
Captrust Financial Advisors191,385$8,092 12/31/2023
     FDVV191,385$8,092 12/31/2023
Stifel Financial Corp186,775$7,897 12/31/2023
     FDVV186,775$7,897 12/31/2023
Cetera Investment Advisers166,710$7,048 12/31/2023
     FDVV166,710$7,048 12/31/2023
Northwestern Mutual Wealth Management Co.161,789$6,840 12/31/2023
     FDVV161,789$6,840 12/31/2023
Cetera Advisor Networks LLC160,367$6,780 12/31/2023
     FDVV160,367$6,780 12/31/2023
AE Wealth Management LLC142,185$6,123 12/31/2023
     FDVV142,185$6,123 12/31/2023
Lineweaver Wealth Advisors LLC128,808$5,836 03/31/2024
     FDVV128,808$5,836 03/31/2024
Bollard Group LLC136,048$5,752 12/31/2023
     FDVV136,048$5,752 12/31/2023
Avantax Advisory Services Inc.121,529$5,138 12/31/2023
     FDVV121,529$5,138 12/31/2023
Slagle Financial LLC119,970$5,072 12/31/2023
     FDVV119,970$5,072 12/31/2023
RFG Advisory LLC111,416$5,048 03/31/2024
     FDVV111,416$5,048 03/31/2024
McGlone Suttner Wealth Management Inc.108,324$4,908 03/31/2024
     FDVV108,324$4,908 03/31/2024
MML Investors Services LLC111,944$4,733 12/31/2023
     FDVV111,944$4,733 12/31/2023
AdvisorNet Financial Inc102,646$4,651 03/31/2024
     FDVV102,646$4,651 03/31/2024
Marmo Financial Group LLC90,800$4,114 03/31/2024
     FDVV90,800$4,114 03/31/2024
Gallagher Fiduciary Advisors LLC95,950$4,057 12/31/2023
     FDVV95,950$4,057 12/31/2023
Kovack Advisors Inc.84,543$3,831 03/31/2024
     FDVV84,543$3,831 03/31/2024
Advisory Services Network LLC82,238$3,726 03/31/2024
     FDVV82,238$3,726 03/31/2024
Valmark Advisers Inc.80,392$3,643 03/31/2024
     FDVV80,392$3,643 03/31/2024
Personal CFO Solutions LLC86,004$3,636 12/31/2023
     FDVV86,004$3,636 12/31/2023
Kestra Private Wealth Services LLC76,850$3,482 03/31/2024
     FDVV76,850$3,482 03/31/2024
Truist Financial Corp75,358$3,186 12/31/2023
     FDVV75,358$3,186 12/31/2023
Royal Bank of Canada73,318$3,100 12/31/2023
     FDVV73,318$3,100 12/31/2023
Investmark Advisory Group LLC72,573$3,068 12/31/2023
     FDVV72,573$3,068 12/31/2023
Koshinski Asset Management Inc.71,005$3,002 12/31/2023
     FDVV71,005$3,002 12/31/2023
Foresight Capital Management Advisors Inc.64,795$2,936 03/31/2024
     FDVV64,795$2,936 03/31/2024
Mason & Associates LLC64,795$2,936 03/31/2024
     FDVV64,795$2,936 03/31/2024
Qube Research & Technologies Ltd67,904$2,871 12/31/2023
     FDVV67,904$2,871 12/31/2023
Prudential Financial Inc.64,411$2,723 12/31/2023
     FDVV64,411$2,723 12/31/2023
Principle Wealth Partners LLC59,973$2,717 03/31/2024
     FDVV59,973$2,717 03/31/2024

See All: Funds Holding FDVV
See Details: Top 10 Hedge Funds Holding FDVV
Also See: FDVV Holdings Changes

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