Security record · archived quarter
FCVT
name pending profile ingest
21Tracked holders
0Δ holders
751.00KShares held
$32.32MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 164.88K | — | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Jane Street Group, Llc | 100.67K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 98.81K | — | $4.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 88.86K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 85.64K | +7.4% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 40.35K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 31.92K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 26.71K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 22.53K | — | $969,484 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 20.62K | — | $887,546 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 19.32K | — | $831,223 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 15.76K | -38.8% | $678,098 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 11.15K | — | $479,708 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 10.81K | — | $465,078 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 6.38K | — | $275,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 5.34K | — | $229,630 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 689 | — | $29,679 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Blair William & Co/Il | 295 | — | $12,695 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 172 | — | $7,387 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 112 | — | $4,820 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 6 | — | $258 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 1.67M shares, $70.95M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API