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Institutional Holders of FVD

There is a long list of 516 institutional holders of FVD 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 FVD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FVD table below, the initial column indicates the name of each top institutional holder of FVD, with a link to that fund's top holdings. The next columns indicate the amount of FVD stock held by each of the institutional holders of FVD, followed by the FVD 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 Stanley27,163,274$1,101,742 12/31/2023
     FVD27,163,274$1,101,742 12/31/2023
LPL Financial LLC21,338,225$865,478 12/31/2023
     FVD21,338,225$865,478 12/31/2023
Wells Fargo & Company MN9,467,715$384,011 12/31/2023
     FVD9,467,715$384,011 12/31/2023
Bank of America Corp DE8,201,896$332,669 12/31/2023
     FVD8,201,896$332,669 12/31/2023
Ameriprise Financial Inc.8,005,200$324,653 12/31/2023
     FVD8,005,200$324,653 12/31/2023
Raymond James Financial Services Advisors Inc.5,617,442$237,225 03/31/2024
     FVD5,617,442$237,225 03/31/2024
UBS Group AG5,840,936$236,908 12/31/2023
     FVD5,840,936$236,908 12/31/2023
Royal Bank of Canada4,916,788$199,424 12/31/2023
     FVD4,916,788$199,424 12/31/2023
Raymond James & Associates4,228,569$178,572 03/31/2024
     FVD4,228,569$178,572 03/31/2024
Envestnet Asset Management Inc.3,916,910$158,870 12/31/2023
     FVD3,916,910$158,870 12/31/2023
Commonwealth Equity Services LLC3,322,719$140,318 03/31/2024
     FVD3,322,719$140,318 03/31/2024
Advisor Group Holdings Inc.3,380,197$137,113 12/31/2023
     FVD3,380,197$137,113 12/31/2023
Stifel Financial Corp2,866,964$116,285 12/31/2023
     FVD2,866,964$116,285 12/31/2023
Baird Financial Group Inc.2,084,879$84,563 12/31/2023
     FVD2,084,879$84,563 12/31/2023
HighTower Advisors LLC2,014,911$81,694 12/31/2023
     FVD2,014,911$81,694 12/31/2023
Cambridge Investment Research Advisors Inc.1,836,044$77,536 03/31/2024
     FVD1,836,044$77,536 03/31/2024
Truist Financial Corp1,542,708$62,572 12/31/2023
     FVD1,542,708$62,572 12/31/2023
Private Advisor Group LLC1,475,235$62,299 03/31/2024
     FVD1,475,235$62,299 03/31/2024
Cetera Investment Advisers1,134,942$46,033 12/31/2023
     FVD1,134,942$46,033 12/31/2023
Kestra Advisory Services LLC1,131,953$45,912 12/31/2023
     FVD1,131,953$45,912 12/31/2023
Avantax Advisory Services Inc.1,116,669$45,292 12/31/2023
     FVD1,116,669$45,292 12/31/2023
Trilogy Capital Inc.1,060,286$44,776 03/31/2024
     FVD1,060,286$44,776 03/31/2024
Harbour Investments Inc.1,008,098$40,888 12/31/2023
     FVD1,008,098$40,888 12/31/2023
Prospera Financial Services Inc931,316$37,774 12/31/2023
     FVD931,316$37,774 12/31/2023
New England Private Wealth Advisors LLC833,877$33,822 12/31/2023
     FVD833,877$33,822 12/31/2023
Janney Montgomery Scott LLC794,580$32,228 12/31/2023
     FVD794,580$32,228 12/31/2023
Cetera Advisors LLC790,672$32,070 12/31/2023
     FVD790,672$32,070 12/31/2023
Atria Wealth Solutions Inc.732,600$29,714 12/31/2023
     FVD732,600$29,714 12/31/2023
JPMorgan Chase & Co.727,068$29,490 12/31/2023
     FVD727,068$29,490 12/31/2023
IFG Advisory LLC616,080$24,988 12/31/2023
     FVD616,080$24,988 12/31/2023
Global Assets Advisory LLC566,218$23,911 03/31/2024
     FVD566,218$23,911 03/31/2024
Northwestern Mutual Wealth Management Co.589,152$23,896 12/31/2023
     FVD589,152$23,896 12/31/2023
Advisory Alpha LLC581,414$23,582 12/31/2023
     FVD581,414$23,582 12/31/2023
Rehmann Capital Advisory Group580,163$23,531 12/31/2023
     FVD580,163$23,531 12/31/2023
MML Investors Services LLC569,243$23,088 12/31/2023
     FVD569,243$23,088 12/31/2023
Petix & Botte Co568,526$23,059 12/31/2023
     FVD568,526$23,059 12/31/2023
Citigroup Inc.552,802$22,422 12/31/2023
     FVD552,802$22,422 12/31/2023
Benjamin F. Edwards & Company Inc.507,532$21,433 03/31/2024
     FVD507,532$21,433 03/31/2024
Park National Corp OH504,712$21,314 03/31/2024
     FVD504,712$21,314 03/31/2024
Stratos Wealth Partners LTD.482,378$20,371 03/31/2024
     FVD482,378$20,371 03/31/2024
GDS Wealth Management481,748$20,344 03/31/2024
     FVD481,748$20,344 03/31/2024
The PNC Financial Services Group Inc.490,701$19,903 12/31/2023
     FVD490,701$19,903 12/31/2023
Cetera Advisor Networks LLC488,355$19,808 12/31/2023
     FVD488,355$19,808 12/31/2023
GWM Advisors LLC485,382$19,629 12/31/2023
     FVD485,382$19,629 12/31/2023
Kraft Davis & Associates LLC478,891$19,359 12/31/2023
     FVD478,891$19,359 12/31/2023
Beacon Financial Group477,143$19,353 12/31/2023
     FVD477,143$19,353 12/31/2023
D.A. Davidson & CO.476,312$19,319 12/31/2023
     FVD476,312$19,319 12/31/2023
Mariner LLC471,318$19,117 12/31/2023
     FVD471,318$19,117 12/31/2023
Pine Valley Investments Ltd Liability Co441,842$17,921 12/31/2023
     FVD441,842$17,921 12/31/2023
Next Level Private LLC411,817$17,391 03/31/2024
     FVD411,817$17,391 03/31/2024

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

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