475 tracked 13F filers disclose a position in FDVV as of the latest SEC 13F filings, a combined $3.6B 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 | $375.6M | 6.8M | ▲+10% Added · +639K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $164.1M | 3.0M | ▼−2.1% Reduced · −64K sh | Q1 2026 | |
| 3 | Retirement Planning Group, LLC | $170.2M | 2.8M | ▲+12% Added · +291K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $145.2M | 2.6M | ▲+4.3% Added · +109K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $134.4M | 2.4M | ▲+18% Added · +363K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $130.8M | 2.4M | ▲+4.6% Added · +104K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $116.3M | 2.1M | ▲+1.4% Added · +28K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $109.5M | 2.0M | ▲+74% Added · +866K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $111.4M | 2.0M | ▲+16% Added · +273K sh | Q1 2026 | |
| 10 | Dynasty Wealth Management, LLC | $113.8M | 1.9M | ▲+9.5% Added · +164K sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $94.0M | 1.7M | ▲+4.2% Added · +68K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $86.8M | 1.4M | ▲+34% Added · +363K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $79.0M | 1.4M | ▼−1.5% Reduced · −21K sh | Q1 2026 | |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | $84.5M | 1.4M | ▲+8.8% Added · +113K sh | Q2 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.2M | 927K | ▼−15% Reduced · −161K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $48.7M | 881K | ▲+155% Added · +536K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $45.6M | 825K | ▲+175% Added · +524K sh | Q1 2026 | |
| 18 | Arkadios Wealth Advisors | $49.2M | 816K | ▲+7.4% Added · +56K sh | Q2 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $45.5M | 754K | ▲+20% Added · +128K sh | Q2 2026 | |
| 20 | McIlrath & Eck, LLC | $40.7M | 737K | ▲+8.3% Added · +56K sh | Q1 2026 | |
| 21 | Kestra Investment Management, LLC | $41.8M | 693K | ▼−14% Reduced · −108K sh | Q2 2026 | |
| 22 | CHILDRESS CAPITAL ADVISORS, LLC | $39.9M | 661K | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 23 | VICTORY FINANCIAL GROUP, LLC | $38.6M | 640K | ▲+17% Added · +91K sh | Q2 2026 | |
| 24 | Allworth Financial LP | $35.1M | 636K | ▲+7.9% Added · +47K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $32.9M | 595K | ▲+246% Added · +423K 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, 1 fund opened a new position in FDVV and 29 added to an existing one, while 11 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 | 262 funds | $71.0B |
| MICROSOFT CORPMSFT | 261 funds | $56.0B |
| NVIDIA CORPNVDA | 259 funds | $79.3B |
| AMAZON.COM INCAMZN | 258 funds | $39.9B |
| ALPHABET INC-CL AGOOGL | 256 funds | $38.2B |
| JPMORGAN CHASE & COJPM | 248 funds | $20.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 248 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 245 funds | $21.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 244 funds | $10.3B |
| META PLATFORMS INC-CLASS AMETA | 243 funds | $18.9B |
| ELI LILLY & COLLY | 242 funds | $19.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 242 funds | $7.5B |
Ranked by how many of FDVV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FTECmc | 610 funds | $3.9B |
| FDVVthis pagemc | 475 funds | $3.6B |
| FHLCmc | 353 funds | $1.3B |
| FBCGmc | 291 funds | $4.7B |
| FNCLmc | 245 funds | $835.5M |
| FELCmc | 243 funds | $3.6B |
| FUTYmc | 233 funds | $1.2B |
| FENYmc | 233 funds | $695.2M |
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 FDVV
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/FDVV/capital-change-brief"
Use Arkolith's capital_change_brief for FDVV. 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 FDVV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.