332 tracked 13F filers disclose a position in FV as of the latest SEC 13F filings, a combined $2.2B 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 | MORGAN STANLEY | $338.0M | 5.6M | ▼−1.4% Reduced · −82K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $194.8M | 3.2M | ▼−13% Reduced · −466K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $187.4M | 3.1M | ▼−25% Reduced · −1.1M sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $111.7M | 1.8M | ▼−21% Reduced · −482K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $107.7M | 1.8M | ▼−15% Reduced · −302K sh | Q1 2026 | |
| 6 | UBS Group AG | $75.8M | 1.3M | ▼−1.9% Reduced · −24K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $71.4M | 1.2M | ▼−6.4% Reduced · −81K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $45.8M | 758K | ▼−9.0% Reduced · −75K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $43.6M | 721K | ▼−6.5% Reduced · −50K sh | Q1 2026 | |
| 10 | Proactive Wealth Strategies LLC | $45.9M | 605K | ▼−0.8% Reduced · −5K sh | Q2 2026 | |
| 11 | Prospera Financial Services Inc | $45.2M | 596K | ▼−5.6% Reduced · −36K sh | Q2 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $43.1M | 568K | ▲+1.0% Added · +6K sh | Q2 2026 | |
| 13 | NewEdge Advisors, LLC | $41.9M | 553K | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 14 | &PARTNERS | $36.6M | 517K | ▲+765% Added · +457K sh | Q2 2026 | |
| 15 | SARD WEALTH MANAGEMENT GROUP, LLC | $36.3M | 479K | ▲+2.2% Added · +11K sh | Q2 2026 | |
| 16 | STIFEL FINANCIAL CORP | $25.5M | 423K | ▼−4.0% Reduced · −18K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $25.1M | 416K | ▲+3.8% Added · +15K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $24.4M | 404K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 19 | D.A. DAVIDSON & CO. | $29.9M | 394K | ▼−1.2% Reduced · −5K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $23.5M | 389K | ▲+23% Added · +72K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $20.7M | 343K | ▼−18% Reduced · −76K sh | Q1 2026 | |
| 22 | BENJAMIN EDWARDS INC | $21.7M | 285K | ▼−6.5% Reduced · −20K sh | Q2 2026 | |
| 23 | Madrona Financial Services, LLC | $19.3M | 254K | ▲+2.7% Added · +7K sh | Q2 2026 | |
| 24 | Geneos Wealth Management Inc. | $18.9M | 249K | ▲+2.3% Added · +6K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $18.9M | 249K | ▼−28% Reduced · −98K 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, 0 funds opened a new position in FV and 21 added to an existing one, while 23 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 | 191 funds | $58.4B |
| MICROSOFT CORPMSFT | 191 funds | $44.0B |
| NVIDIA CORPNVDA | 190 funds | $67.3B |
| AMAZON.COM INCAMZN | 189 funds | $31.4B |
| ALPHABET INC-CL AGOOGL | 188 funds | $26.7B |
| JPMORGAN CHASE & COJPM | 186 funds | $13.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 185 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 184 funds | $20.0B |
| ELI LILLY & COLLY | 182 funds | $13.0B |
| META PLATFORMS INC-CLASS AMETA | 181 funds | $16.1B |
| JOHNSON & JOHNSONJNJ | 179 funds | $10.7B |
| CISCO SYSTEMS INCCSCO | 179 funds | $6.5B |
Ranked by how many of FV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for FV
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/FV/capital-change-brief"
Use Arkolith's capital_change_brief for FV. 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 FV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.