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