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Institutional Holders of FVC

There is a long list of 54 institutional holders of FVC 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 FVC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FVC table below, the initial column indicates the name of each top institutional holder of FVC, with a link to that fund's top holdings. The next columns indicate the amount of FVC stock held by each of the institutional holders of FVC, followed by the FVC 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
Morgan Stanley718,717$23,557 12/31/2023
     FVC718,717$23,557 12/31/2023
Prospera Financial Services Inc420,326$13,777 12/31/2023
     FVC420,326$13,777 12/31/2023
LPL Financial LLC366,978$12,028 12/31/2023
     FVC366,978$12,028 12/31/2023
UBS Group AG295,659$9,691 12/31/2023
     FVC295,659$9,691 12/31/2023
Wells Fargo & Company MN224,496$7,358 12/31/2023
     FVC224,496$7,358 12/31/2023
Bank of America Corp DE197,546$6,475 12/31/2023
     FVC197,546$6,475 12/31/2023
Baird Financial Group Inc.156,057$5,115 12/31/2023
     FVC156,057$5,115 12/31/2023
Mariner LLC139,526$4,573 12/31/2023
     FVC139,526$4,573 12/31/2023
Atria Investments LLC126,349$4,141 12/31/2023
     FVC126,349$4,141 12/31/2023
Private Advisor Group LLC91,378$2,995 12/31/2023
     FVC91,378$2,995 12/31/2023
TD Waterhouse Canada Inc.85,120$2,862 12/31/2023
     FVC85,120$2,862 12/31/2023
Raymond James & Associates77,562$2,677 03/31/2024
     FVC77,562$2,677 03/31/2024
Raymond James Financial Services Advisors Inc.51,519$1,778 03/31/2024
     FVC51,519$1,778 03/31/2024
Royal Bank of Canada45,817$1,501 12/31/2023
     FVC45,817$1,501 12/31/2023
Advisor Group Holdings Inc.42,714$1,400 12/31/2023
     FVC42,714$1,400 12/31/2023
Janney Montgomery Scott LLC29,897$980 12/31/2023
     FVC29,897$980 12/31/2023
Resources Investment Advisors LLC.28,885$947 12/31/2023
     FVC28,885$947 12/31/2023
Oppenheimer & Co. Inc.24,753$811 12/31/2023
     FVC24,753$811 12/31/2023
Commonwealth Equity Services LLC22,222$767 03/31/2024
     FVC22,222$767 03/31/2024
Geneos Wealth Management Inc.19,287$632 12/31/2023
     FVC19,287$632 12/31/2023
NBT Bank N A NY16,267$561 03/31/2024
     FVC16,267$561 03/31/2024
Kestra Advisory Services LLC16,420$538 12/31/2023
     FVC16,420$538 12/31/2023
Cambridge Investment Research Advisors Inc.15,417$532 03/31/2024
     FVC15,417$532 03/31/2024
PCG Wealth Advisors LLC15,415$532 03/31/2024
     FVC15,415$532 03/31/2024
Susquehanna International Group LLP16,128$529 12/31/2023
     FVC16,128$529 12/31/2023
Trueblood Wealth Management LLC15,122$522 03/31/2024
     FVC15,122$522 03/31/2024
Lincoln National Corp14,874$488 12/31/2023
     FVC14,874$488 12/31/2023
Keystone Financial Group14,815$486 12/31/2023
     FVC14,815$486 12/31/2023
Eqis Capital Management Inc.14,744$483 12/31/2023
     FVC14,744$483 12/31/2023
Envestnet Asset Management Inc.10,599$347 12/31/2023
     FVC10,599$347 12/31/2023
Arkadios Wealth Advisors8,997$295 12/31/2023
     FVC8,997$295 12/31/2023
Element Pointe Advisors LLC7,787$255 12/31/2023
     FVC7,787$255 12/31/2023
Tower Research Capital LLC TRC 6,674$219 12/31/2023
     FVC6,674$219 12/31/2023
GWM Advisors LLC6,529$214 12/31/2023
     FVC6,529$214 12/31/2023
Atria Wealth Solutions Inc.6,310$207 12/31/2023
     FVC6,310$207 12/31/2023
Cetera Advisor Networks LLC6,232$204 12/31/2023
     FVC6,232$204 12/31/2023
Householder Group Estate & Retirement Specialist LLC6,149$201 12/31/2023
     FVC6,149$201 12/31/2023
Private Trust Co. NA3,857$133 03/31/2024
     FVC3,857$133 03/31/2024
Creative Financial Designs Inc. ADV3,746$123 12/31/2023
     FVC3,746$123 12/31/2023
WealthShield Partners LLC2,488$86 03/31/2024
     FVC2,488$86 03/31/2024
Comerica Bank2,581$85 12/31/2023
     FVC2,581$85 12/31/2023
MTM Investment Management LLC2,388$82 03/31/2024
     FVC2,388$82 03/31/2024
Global Retirement Partners LLC1,270$44 03/31/2024
     FVC1,270$44 03/31/2024
Founders Financial Alliance LLC1,284$42 12/31/2023
     FVC1,284$42 12/31/2023
Aptus Capital Advisors LLC521$17 12/31/2023
     FVC521$17 12/31/2023
Guardian Wealth Advisors LLC NC521$17 12/31/2023
     FVC521$17 12/31/2023
Capital Investment Advisory Services LLC470$16 03/31/2024
     FVC470$16 03/31/2024
The PNC Financial Services Group Inc.494$16 12/31/2023
     FVC494$16 12/31/2023
NBC Securities Inc.260$9 03/31/2024
     FVC260$9 03/31/2024
Harbour Investments Inc.252$8 12/31/2023
     FVC252$8 12/31/2023

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

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