Among active 13F managers last quarter, 12 opened and 14 added, while 10 reduced; the largest holder to move was D.A. Davidson & Co. (−1.1%).
90 tracked 13F filers disclose a position in FIVA as of the latest SEC 13F filings, a combined $253.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 1.6M | $54.4M | ▼−3.4% Reduced · −55K sh | Q1 2026 | |
| 2 | FMR LLC | 1.5M | $57.4M | ▼−2.0% Reduced · −31K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 473K | $16.5M | ▲+74% Added · +201K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 464K | $16.1M | ▲+337% Added · +358K sh | Q1 2026 | |
| 5 | Northwestern Mutual Wealth Management Co | 345K | $12.0M | ▲198× Added · +343K sh | Q1 2026 | |
| 6 | Summit Wealth Group LLC / Co | 221K | $8.5M | ▼−0.3% Reduced · −731 sh | Q2 2026 | |
| 7 | Royal Bank Of Canada | 192K | $6.7M | ▲93× Added · +189K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 185K | $7.1M | ▼−8.3% Reduced · −17K sh | Q2 2026 | |
| 9 | D.A. Davidson & Co. | 178K | $6.9M | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 153K | $5.3M | ▲+17% Added · +22K sh | Q1 2026 | |
| 11 | OmniStar Financial Group, Inc. | 146K | $5.6M | ▲+6.8% Added · +9K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 131K | $4.6M | ▲+31% Added · +31K sh | Q1 2026 | |
| 13 | Envestnet Asset Management Inc | 126K | $4.4M | ▲+54% Added · +44K sh | Q1 2026 | |
| 14 | Braeburn Wealth Management LLC | 112K | $4.3M | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 15 | Roan Capital Partners | 100K | $3.9M | ▼−10% Reduced · −11K sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 98K | $3.3M | ▲+46% Added · +31K sh | Q1 2026 | |
| 17 | Cadent Capital Advisors, LLC | 77K | $3.0M | ▲+12% Added · +8K sh | Q2 2026 | |
| 18 | Wealth Enhancement Advisory Services, LLC | 62K | $2.4M | ▲+1.7% Added · +1K sh | Q2 2026 | |
| 19 | Bank Of America Corp | 56K | $1.9M | ▲+13% Added · +6K sh | Q1 2026 | |
| 20 | Raymond James Financial Inc | 50K | $1.8M | ▲+154% Added · +31K sh | Q1 2026 | |
| 21 | &Partners | 44K | $2.1M | ▲+20% Added · +7K sh | Q2 2026 | |
| 22 | Inspire Advisors, LLC | 41K | $1.6M | ▼−1.9% Reduced · −809 sh | Q2 2026 | |
| 23 | Sei Investments Co | 38K | $1.3M | ▲New +38K sh | Q1 2026 | |
| 24 | Mariner, LLC | 37K | $1.3M | ▲+55% Added · +13K sh | Q1 2026 | |
| 25 | Evergreen Capital Management LLC | 36K | $1.4M | —Held | 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, 12 funds opened a new position in FIVA and 14 added to an existing one, while 10 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 44 funds | $10.9B |
| Ishares Core S&P 500 ETFIVV | 43 funds | $17.3B |
| Nvidia CorpNVDA | 43 funds | $10.7B |
| Microsoft CorpMSFT | 43 funds | $7.1B |
| Alphabet Inc-CL AGOOGL | 43 funds | $4.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 43 funds | $2.4B |
| Vanguard S&P 500 ETFVOO | 43 funds | $2.1B |
| Johnson & JohnsonJNJ | 43 funds | $1.8B |
| Amazon.com IncAMZN | 42 funds | $7.3B |
| Vanguard Ftse Developed ETFVEA | 42 funds | $3.6B |
| Vanguard Growth ETFVUG | 42 funds | $3.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 42 funds | $1.8B |
Ranked by how many of FIVA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FIVA.
| Class | 13F holders | Value held |
|---|---|---|
| FTECmc | 612 funds | $4.0B |
| FDVVmc | 478 funds | $3.6B |
| FHLCmc | 351 funds | $1.3B |
| FBCGmc | 292 funds | $4.9B |
| FELCmc | 246 funds | $4.1B |
| FNCLmc | 240 funds | $837.3M |
| FUTYmc | 231 funds | $1.2B |
| FENYmc | 229 funds | $678.8M |
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 FIVA
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/FIVA/capital-change-brief"
Use Arkolith's capital_change_brief for FIVA. 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 FIVA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.