59 tracked 13F filers disclose a position in FCVT as of the latest SEC 13F filings, a combined $76.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Concurrent Investment Advisors, LLC | $15.3M | 284K | ▲+64% Added · +111K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $8.2M | 187K | ▲+13% Added · +22K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $7.3M | 165K | ▲+517% Added · +138K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.2M | 117K | ▲+18% Added · +18K sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $4.1M | 93K | ▼−7.6% Reduced · −8K sh | Q1 2026 | |
| 6 | Proactive Wealth Strategies LLC | $4.4M | 82K | ▼−1.8% Reduced · −2K sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $3.3M | 75K | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $2.8M | 63K | ▼−29% Reduced · −26K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $2.0M | 46K | ▲+14% Added · +6K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $1.5M | 34K | ▲+75% Added · +14K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $1.5M | 33K | ▲+2.9% Added · +931 sh | Q1 2026 | |
| 12 | RiverTree Advisors, LLC | $1.5M | 29K | ▼−13% Reduced · −4K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $1.5M | 27K | ▼−35% Reduced · −15K sh | Q2 2026 | |
| 14 | Milestones Private Investment Advisors LLC | $1.5M | 27K | ▼−1.5% Reduced · −419 sh | Q2 2026 | |
| 15 | Plus Group Wealth Advisors LLC | $1.4M | 27K | ▲+2.8% Added · +721 sh | Q2 2026 | |
| 16 | D.A. DAVIDSON & CO. | $1.4M | 27K | ▲+10% Added · +2K sh | Q2 2026 | |
| 17 | CWM, LLC | $1.2M | 26K | ▲+313% Added · +20K sh | Q1 2026 | |
| 18 | Tidemark, LLC | $1.2M | 23K | —Held | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $831K | 19K | ▼−8.8% Reduced · −2K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $796K | 18K | ▼−20% Reduced · −5K sh | Q1 2026 | |
| 21 | OneDigital Investment Advisors LLC | $664K | 15K | ▲+11% Added · +1K sh | Q1 2026 | |
| 22 | Stratos Wealth Partners, LTD. | $774K | 14K | ▲+0.7% Added · +95 sh | Q2 2026 | |
| 23 | JPMORGAN CHASE & CO | $600K | 14K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 24 | Wagner Wealth Management, Corp | $674K | 13K | ▲+139% Added · +7K sh | Q2 2026 | |
| 25 | Kovack Advisors, Inc. | $609K | 12K | ▼−1.8% Reduced · −207 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in FCVT and 10 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 24 funds | $4.6B |
| NVIDIA CORPNVDA | 24 funds | $3.1B |
| MICROSOFT CORPMSFT | 24 funds | $2.4B |
| AMAZON.COM INCAMZN | 24 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 24 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 24 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $973.4M |
| JPMORGAN CHASE & COJPM | 24 funds | $782.5M |
| VANGUARD S&P 500 ETFVOO | 23 funds | $1.6B |
| VANGUARD GROWTH ETFVUG | 23 funds | $1.4B |
| BROADCOM INCAVGO | 23 funds | $1.1B |
| CHEVRON CORPCVX | 23 funds | $437.8M |
Ranked by how many of FCVT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMBSmc | 425 funds | $4.7B |
| FTSMmc | 395 funds | $4.8B |
| KNGmc | 289 funds | $1.8B |
| FCVTthis pageSSI STRG ETF | 59 funds | $76.1M |
| EIPXmc | 53 funds | $468.9M |
| HISFHIGH INCM STRGC | 34 funds | $73.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FCVT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FCVT/capital-change-brief"
Use Arkolith's capital_change_brief for FCVT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FCVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.