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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Commonwealth Equity Services LLC | 2,240,932 | $101,537 | 03/31/2024 | FDVV | 2,240,932 | $101,537 | 03/31/2024 | Morgan Stanley | 1,078,169 | $45,585 | 12/31/2023 | FDVV | 1,078,169 | $45,585 | 12/31/2023 | Advisor Group Holdings Inc. | 992,994 | $41,988 | 12/31/2023 | FDVV | 992,994 | $41,988 | 12/31/2023 | Bank of America Corp DE | 886,191 | $37,468 | 12/31/2023 | FDVV | 886,191 | $37,468 | 12/31/2023 | Envestnet Asset Management Inc. | 640,642 | $27,086 | 12/31/2023 | FDVV | 640,642 | $27,086 | 12/31/2023 | Childress Capital Advisors LLC | 547,507 | $24,808 | 03/31/2024 | FDVV | 547,507 | $24,808 | 03/31/2024 | LPL Financial LLC | 556,843 | $23,543 | 12/31/2023 | FDVV | 556,843 | $23,543 | 12/31/2023 | Integrated Wealth Concepts LLC | 489,823 | $20,710 | 12/31/2023 | FDVV | 489,823 | $20,710 | 12/31/2023 | Wells Fargo & Company MN | 474,633 | $20,068 | 12/31/2023 | FDVV | 474,633 | $20,068 | 12/31/2023 | Kestra Advisory Services LLC | 441,273 | $18,657 | 12/31/2023 | FDVV | 441,273 | $18,657 | 12/31/2023 | McIlrath & Eck LLC | 397,057 | $16,788 | 12/31/2023 | FDVV | 397,057 | $16,788 | 12/31/2023 | JPMorgan Chase & Co. | 325,228 | $13,751 | 12/31/2023 | FDVV | 325,228 | $13,751 | 12/31/2023 | Mascoma Wealth Management LLC | 289,390 | $13,112 | 03/31/2024 | FDVV | 289,390 | $13,112 | 03/31/2024 | Jane Street Group LLC | 303,413 | $12,828 | 12/31/2023 | FDVV | 303,413 | $12,828 | 12/31/2023 | Lakeridge Wealth Management LLC | 255,074 | $11,557 | 03/31/2024 | FDVV | 255,074 | $11,557 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 254,940 | $11,551 | 03/31/2024 | FDVV | 254,940 | $11,551 | 03/31/2024 | Arden Trust Co | 225,499 | $10,217 | 03/31/2024 | FDVV | 225,499 | $10,217 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 221,635 | $10,042 | 03/31/2024 | FDVV | 221,635 | $10,042 | 03/31/2024 | Lincoln National Corp | 217,746 | $9,866 | 03/31/2024 | FDVV | 217,746 | $9,866 | 03/31/2024 | Retirement Planning Group | 190,921 | $8,651 | 03/31/2024 | FDVV | 190,921 | $8,651 | 03/31/2024 | Captrust Financial Advisors | 191,385 | $8,092 | 12/31/2023 | FDVV | 191,385 | $8,092 | 12/31/2023 | Stifel Financial Corp | 186,775 | $7,897 | 12/31/2023 | FDVV | 186,775 | $7,897 | 12/31/2023 | Cetera Investment Advisers | 166,710 | $7,048 | 12/31/2023 | FDVV | 166,710 | $7,048 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 161,789 | $6,840 | 12/31/2023 | FDVV | 161,789 | $6,840 | 12/31/2023 | Cetera Advisor Networks LLC | 160,367 | $6,780 | 12/31/2023 | FDVV | 160,367 | $6,780 | 12/31/2023 | AE Wealth Management LLC | 142,185 | $6,123 | 12/31/2023 | FDVV | 142,185 | $6,123 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 128,808 | $5,836 | 03/31/2024 | FDVV | 128,808 | $5,836 | 03/31/2024 | Bollard Group LLC | 136,048 | $5,752 | 12/31/2023 | FDVV | 136,048 | $5,752 | 12/31/2023 | Avantax Advisory Services Inc. | 121,529 | $5,138 | 12/31/2023 | FDVV | 121,529 | $5,138 | 12/31/2023 | Slagle Financial LLC | 119,970 | $5,072 | 12/31/2023 | FDVV | 119,970 | $5,072 | 12/31/2023 | RFG Advisory LLC | 111,416 | $5,048 | 03/31/2024 | FDVV | 111,416 | $5,048 | 03/31/2024 | McGlone Suttner Wealth Management Inc. | 108,324 | $4,908 | 03/31/2024 | FDVV | 108,324 | $4,908 | 03/31/2024 | MML Investors Services LLC | 111,944 | $4,733 | 12/31/2023 | FDVV | 111,944 | $4,733 | 12/31/2023 | AdvisorNet Financial Inc | 102,646 | $4,651 | 03/31/2024 | FDVV | 102,646 | $4,651 | 03/31/2024 | Marmo Financial Group LLC | 90,800 | $4,114 | 03/31/2024 | FDVV | 90,800 | $4,114 | 03/31/2024 | Gallagher Fiduciary Advisors LLC | 95,950 | $4,057 | 12/31/2023 | FDVV | 95,950 | $4,057 | 12/31/2023 | Kovack Advisors Inc. | 84,543 | $3,831 | 03/31/2024 | FDVV | 84,543 | $3,831 | 03/31/2024 | Advisory Services Network LLC | 82,238 | $3,726 | 03/31/2024 | FDVV | 82,238 | $3,726 | 03/31/2024 | Valmark Advisers Inc. | 80,392 | $3,643 | 03/31/2024 | FDVV | 80,392 | $3,643 | 03/31/2024 | Personal CFO Solutions LLC | 86,004 | $3,636 | 12/31/2023 | FDVV | 86,004 | $3,636 | 12/31/2023 | Kestra Private Wealth Services LLC | 76,850 | $3,482 | 03/31/2024 | FDVV | 76,850 | $3,482 | 03/31/2024 | Truist Financial Corp | 75,358 | $3,186 | 12/31/2023 | FDVV | 75,358 | $3,186 | 12/31/2023 | Royal Bank of Canada | 73,318 | $3,100 | 12/31/2023 | FDVV | 73,318 | $3,100 | 12/31/2023 | Investmark Advisory Group LLC | 72,573 | $3,068 | 12/31/2023 | FDVV | 72,573 | $3,068 | 12/31/2023 | Koshinski Asset Management Inc. | 71,005 | $3,002 | 12/31/2023 | FDVV | 71,005 | $3,002 | 12/31/2023 | Foresight Capital Management Advisors Inc. | 64,795 | $2,936 | 03/31/2024 | FDVV | 64,795 | $2,936 | 03/31/2024 | Mason & Associates LLC | 64,795 | $2,936 | 03/31/2024 | FDVV | 64,795 | $2,936 | 03/31/2024 | Qube Research & Technologies Ltd | 67,904 | $2,871 | 12/31/2023 | FDVV | 67,904 | $2,871 | 12/31/2023 | Prudential Financial Inc. | 64,411 | $2,723 | 12/31/2023 | FDVV | 64,411 | $2,723 | 12/31/2023 | Principle Wealth Partners LLC | 59,973 | $2,717 | 03/31/2024 | FDVV | 59,973 | $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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