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Institutional Holders of FVAL

There is a long list of 98 institutional holders of FVAL 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 FVAL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FVAL table below, the initial column indicates the name of each top institutional holder of FVAL, with a link to that fund's top holdings. The next columns indicate the amount of FVAL stock held by each of the institutional holders of FVAL, followed by the FVAL 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
FMR LLC854,390$45,281 12/31/2023
     FVAL854,390$45,281 12/31/2023
JPMorgan Chase & Co.738,662$39,148 12/31/2023
     FVAL738,662$39,148 12/31/2023
Goodwin Investment Advisory722,951$38,315 12/31/2023
     FVAL722,951$38,315 12/31/2023
Envestnet Asset Management Inc.693,110$36,733 12/31/2023
     FVAL693,110$36,733 12/31/2023
Personal Resources Investment & Strategic Management Inc.448,153$25,567 03/31/2024
     FVAL448,153$25,567 03/31/2024
Advisor Group Holdings Inc.481,217$25,506 12/31/2023
     FVAL481,217$25,506 12/31/2023
Commonwealth Equity Services LLC481,065$25,495 12/31/2023
     FVAL481,065$25,495 12/31/2023
Morgan Stanley238,926$12,663 12/31/2023
     FVAL238,926$12,663 12/31/2023
Custos Family Office LLC219,822$11,650 12/31/2023
     FVAL219,822$11,650 12/31/2023
Royal Bank of Canada208,966$11,074 12/31/2023
     FVAL208,966$11,074 12/31/2023
Dynamic Advisor Solutions LLC183,866$10,490 03/31/2024
     FVAL183,866$10,490 03/31/2024
Bank of America Corp DE195,049$10,337 12/31/2023
     FVAL195,049$10,337 12/31/2023
Thrivent Financial for Lutherans194,866$10,328 12/31/2023
     FVAL194,866$10,328 12/31/2023
Halpern Financial Inc.177,079$10,016 03/31/2024
     FVAL177,079$10,016 03/31/2024
Kestra Advisory Services LLC135,776$7,196 12/31/2023
     FVAL135,776$7,196 12/31/2023
Creative Planning122,041$6,468 12/31/2023
     FVAL122,041$6,468 12/31/2023
LPL Financial LLC106,678$5,654 12/31/2023
     FVAL106,678$5,654 12/31/2023
Condor Capital Management87,030$4,612 12/31/2023
     FVAL87,030$4,612 12/31/2023
Cambridge Investment Research Advisors Inc.72,862$3,862 12/31/2023
     FVAL72,862$3,862 12/31/2023
Forbes Financial Planning Inc.71,790$3,805 12/31/2023
     FVAL71,790$3,805 12/31/2023
AE Wealth Management LLC64,417$3,460 12/31/2023
     FVAL64,417$3,460 12/31/2023
Cetera Investment Advisers57,710$3,059 12/31/2023
     FVAL57,710$3,059 12/31/2023
Orion Portfolio Solutions LLC56,507$2,993 12/31/2023
     FVAL56,507$2,993 12/31/2023
Altfest L J & Co. Inc.54,360$2,881 12/31/2023
     FVAL54,360$2,881 12/31/2023
Bouvel Investment Partners LLC50,422$2,877 03/31/2024
     FVAL50,422$2,877 03/31/2024
Envestnet Portfolio Solutions Inc.53,806$2,852 12/31/2023
     FVAL53,806$2,852 12/31/2023
Traynor Capital Management Inc.46,878$2,674 03/31/2024
     FVAL46,878$2,674 03/31/2024
Cedar Point Capital Partners LLC47,347$2,509 12/31/2023
     FVAL47,347$2,509 12/31/2023
Patriot Financial Group Insurance Agency LLC45,900$2,433 12/31/2023
     FVAL45,900$2,433 12/31/2023
LVZ Advisors Inc.40,660$2,320 03/31/2024
     FVAL40,660$2,320 03/31/2024
Kestra Private Wealth Services LLC43,705$2,316 12/31/2023
     FVAL43,705$2,316 12/31/2023
Mutual Advisors LLC41,913$2,221 12/31/2023
     FVAL41,913$2,221 12/31/2023
PFG Advisors32,442$1,719 12/31/2023
     FVAL32,442$1,719 12/31/2023
Susquehanna International Group LLP30,607$1,622 12/31/2023
     FVAL30,607$1,622 12/31/2023
Valmark Advisers Inc.30,244$1,603 12/31/2023
     FVAL30,244$1,603 12/31/2023
Primoris Wealth Advisors LLC28,325$1,500 12/31/2023
     FVAL28,325$1,500 12/31/2023
Americana Partners LLC27,588$1,462 12/31/2023
     FVAL27,588$1,462 12/31/2023
Darwin Advisors LLC19,160$1,015 12/31/2023
     FVAL19,160$1,015 12/31/2023
Cetera Advisor Networks LLC15,764$835 12/31/2023
     FVAL15,764$835 12/31/2023
Atria Wealth Solutions Inc.15,720$833 12/31/2023
     FVAL15,720$833 12/31/2023
Samalin Investment Counsel LLC14,882$789 12/31/2023
     FVAL14,882$789 12/31/2023
Cetera Advisors LLC14,467$767 12/31/2023
     FVAL14,467$767 12/31/2023
Ethos Financial Group LLC13,608$721 12/31/2023
     FVAL13,608$721 12/31/2023
Executive Wealth Management LLC13,006$689 12/31/2023
     FVAL13,006$689 12/31/2023
Cerity Partners LLC12,850$681 12/31/2023
     FVAL12,850$681 12/31/2023
Wealth Enhancement Advisory Services LLC11,406$651 03/31/2024
     FVAL11,406$651 03/31/2024
Spectrum Investment Advisors Inc.12,046$638 12/31/2023
     FVAL12,046$638 12/31/2023
Rockefeller Capital Management L.P.11,409$605 12/31/2023
     FVAL11,409$605 12/31/2023
Principal Securities Inc.10,856$575 12/31/2023
     FVAL10,856$575 12/31/2023
GWM Advisors LLC10,542$563 12/31/2023
     FVAL10,542$563 12/31/2023

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

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