66 tracked 13F filers disclose a position in FDV as of the latest SEC 13F filings, a combined $566.2M 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 | LPL Financial LLC | $92.6M | 3.0M | ▲+15% Added · +385K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $75.2M | 2.4M | ▼−12% Reduced · −323K sh | Q1 2026 | |
| 3 | Northwest Financial Advisors | $76.1M | 2.4M | ▲New +2.4M sh | Q2 2026 | |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | $60.5M | 1.9M | ▲+5.5% Added · +101K sh | Q2 2026 | |
| 5 | Ascension Capital Advisors, Inc. | $40.7M | 1.3M | ▼−0.8% Reduced · −11K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 808K | ▲+25% Added · +161K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $15.6M | 505K | ▲+8.1% Added · +38K sh | Q1 2026 | |
| 8 | Lantz Financial LLC | $15.3M | 489K | ▲+9.2% Added · +41K sh | Q2 2026 | |
| 9 | Rockefeller Capital Management L.P. | $13.7M | 444K | ▲+37% Added · +120K sh | Q1 2026 | |
| 10 | Jefferies Financial Group Inc. | $13.3M | 425K | ▲New +425K sh | Q2 2026 | |
| 11 | FOURPATH CAPITAL MANAGEMENT, LLC | $12.4M | 394K | ▼−0.1% Reduced · −509 sh | Q2 2026 | |
| 12 | Integrated Wealth Concepts LLC | $12.2M | 389K | ▲+34% Added · +99K sh | Q2 2026 | |
| 13 | TRUIST FINANCIAL CORP | $10.8M | 350K | ▼−22% Reduced · −97K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $10.7M | 349K | ▲+5.1% Added · +17K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $9.6M | 312K | ▼−9.2% Reduced · −32K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $9.4M | 299K | ▲+9.1% Added · +25K sh | Q2 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $9.2M | 293K | ▲+2.0% Added · +6K sh | Q2 2026 | |
| 18 | Private Advisor Group, LLC | $7.2M | 229K | ▲+5.7% Added · +12K sh | Q2 2026 | |
| 19 | FOCUSED ALPHA, LLC | $5.7M | 182K | ▼−18% Reduced · −40K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $5.5M | 179K | ▼−14% Reduced · −29K sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | $4.7M | 151K | ▲+6.2% Added · +9K sh | Q2 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $4.4M | 142K | ▲New +142K sh | Q1 2026 | |
| 23 | Financial Concepts Unlimited, Inc. | $3.8M | 122K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 24 | DAVENPORT & Co LLC | $2.7M | 87K | ▲+509% Added · +72K sh | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 85K | ▼−12% Reduced · −11K sh | Q1 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, 11 funds opened a new position in FDV and 12 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 |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $8.3B |
| APPLE INCAAPL | 29 funds | $5.9B |
| AMAZON.COM INCAMZN | 29 funds | $4.1B |
| MICROSOFT CORPMSFT | 29 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 29 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 28 funds | $3.3B |
| BROADCOM INCAVGO | 28 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 28 funds | $1.7B |
| GENERAL ELECTRICGE | 28 funds | $1.1B |
| WALMART INCWMT | 28 funds | $887.0M |
Ranked by how many of FDV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FDVthis pageUS STRATEGIC DIV | 66 funds | $566.2M |
| FTRBTOTA RETU BD ETF | 44 funds | $492.2M |
| FSCCOTHER | 36 funds | $238.8M |
| FLCGMDT LARGE CAP | 30 funds | $412.4M |
| FLCCcommon | 23 funds | $97.5M |
| PAYRmc | 22 funds | $22.1M |
| FHYSSHORT DURATION H | 22 funds | $11.4M |
| MKTNMDT MARKET NEUTR | 19 funds | $74.6M |
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 FDV
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/FDV/capital-change-brief"
Use Arkolith's capital_change_brief for FDV. 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 FDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.