587 tracked 13F filers disclose a position in FVD as of the latest SEC 13F filings, a combined $5.1B 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 | $853.5M | 18.1M | ▼−5.0% Reduced · −959K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $790.9M | 16.8M | ▼−2.3% Reduced · −390K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $251.4M | 5.3M | ▼−9.7% Reduced · −573K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $248.9M | 5.3M | ▼−5.2% Reduced · −288K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $242.8M | 5.2M | ▼−5.6% Reduced · −306K sh | Q1 2026 | |
| 6 | UBS Group AG | $158.8M | 3.4M | ▼−12% Reduced · −441K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $154.6M | 3.3M | ▼−12% Reduced · −448K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $153.9M | 3.3M | ▲+16% Added · +442K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $102.1M | 2.2M | ▼−6.5% Reduced · −150K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $95.7M | 2.0M | ▼−11% Reduced · −244K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $93.3M | 2.0M | ▼−1.8% Reduced · −37K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $87.4M | 1.9M | ▼−29% Reduced · −759K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $73.7M | 1.6M | ▼−1.9% Reduced · −31K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $60.3M | 1.3M | ▼−1.1% Reduced · −14K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $49.5M | 1.0M | ▲+45% Added · +319K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $40.6M | 843K | ▼−2.6% Reduced · −23K sh | Q2 2026 | |
| 17 | Baird Financial Group, Inc. | $39.1M | 830K | ▼−5.7% Reduced · −50K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $37.9M | 813K | ▲+72% Added · +339K sh | Q1 2026 | |
| 19 | New England Private Wealth Advisors LLC | $38.0M | 761K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 20 | Prospera Financial Services Inc | $28.8M | 598K | ▼−3.1% Reduced · −19K sh | Q2 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $27.6M | 596K | ▲+10% Added · +55K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $28.2M | 585K | ▲+1.9% Added · +11K sh | Q2 2026 | |
| 23 | Intellus Advisors LLC | $27.0M | 561K | ▲+1.4% Added · +8K sh | Q2 2026 | |
| 24 | BENJAMIN EDWARDS INC | $26.5M | 549K | ▼−1.0% Reduced · −5K sh | Q2 2026 | |
| 25 | Rockefeller Capital Management L.P. | $25.3M | 537K | ▼−6.0% Reduced · −34K 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, 2 funds opened a new position in FVD and 13 added to an existing one, while 22 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 | 330 funds | $78.5B |
| APPLE INCAAPL | 328 funds | $68.5B |
| MICROSOFT CORPMSFT | 327 funds | $50.8B |
| AMAZON.COM INCAMZN | 325 funds | $38.6B |
| ALPHABET INC-CL AGOOGL | 322 funds | $31.8B |
| JPMORGAN CHASE & COJPM | 316 funds | $16.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 315 funds | $16.9B |
| JOHNSON & JOHNSONJNJ | 312 funds | $11.4B |
| META PLATFORMS INC-CLASS AMETA | 311 funds | $19.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 309 funds | $8.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 308 funds | $12.7B |
| ALPHABET INC-CL CGOOG | 307 funds | $23.3B |
Ranked by how many of FVD's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for FVD
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/FVD/capital-change-brief"
Use Arkolith's capital_change_brief for FVD. 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 FVD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.