HoldingsChannel.com
Funds Holding FVD
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley33,993,127$940,930 03/31/2020
     FVD33,993,127$940,930 03/31/2020
LPL Financial LLC14,814,882$410,076 03/31/2020
     FVD14,814,882$410,076 03/31/2020
Bank of America Corp DE14,080,500$389,748 03/31/2020
     FVD14,080,500$389,748 03/31/2020
Wells Fargo & Company MN9,755,905$270,043 03/31/2020
     FVD9,755,905$270,043 03/31/2020
UBS Group AG9,528,590$263,751 03/31/2020
     FVD9,528,590$263,751 03/31/2020
Ameriprise Financial Inc.8,585,320$237,528 03/31/2020
     FVD8,585,320$237,528 03/31/2020
Raymond James Financial Services Advisors Inc.8,172,110$226,204 03/31/2020
     FVD8,172,110$226,204 03/31/2020
Raymond James & Associates5,822,275$161,161 03/31/2020
     FVD5,822,275$161,161 03/31/2020
Commonwealth Equity Services LLC4,099,126$113,463 03/31/2020
     FVD4,099,126$113,463 03/31/2020
Royal Bank of Canada3,929,844$108,778 03/31/2020
     FVD3,929,844$108,778 03/31/2020
Advisor Group Holdings Inc.3,952,300$105,647 03/31/2020
     FVD3,952,300$105,647 03/31/2020
Envestnet Asset Management Inc.3,206,416$88,754 03/31/2020
     FVD3,206,416$88,754 03/31/2020
Advisor Group Inc.2,207,812$79,555 12/31/2019
     FVD2,207,812$79,555 12/31/2019
Cambridge Investment Research Advisors Inc.2,665,881$73,792 03/31/2020
     FVD2,665,881$73,792 03/31/2020
Stifel Financial Corp2,649,731$73,383 03/31/2020
     FVD2,649,731$73,383 03/31/2020
Baird Financial Group Inc.1,947,254$53,900 03/31/2020
     FVD1,947,254$53,900 03/31/2020
Truist Financial Corp1,814,054$50,213 03/31/2020
     FVD1,814,054$50,213 03/31/2020
New England Private Wealth Advisors LLC1,676,572$46,392 03/31/2020
     FVD1,676,572$46,392 03/31/2020
Ladenburg Thalmann Financial Services Inc.1,256,738$44,489 12/31/2019
     FVD1,256,738$44,489 12/31/2019
Janney Montgomery Scott LLC1,505,599$41,675 03/31/2020
     FVD1,505,599$41,675 03/31/2020
Total Investment Management Inc.1,496,973$41,436 03/31/2020
     FVD1,496,973$41,436 03/31/2020
Avantax Advisory Services Inc.1,254,088$34,723 03/31/2020
     FVD1,254,088$34,723 03/31/2020
Trilogy Capital Inc.1,158,307$34,460 03/31/2020
     FVD1,158,307$34,460 03/31/2020
Private Advisor Group LLC809,275$22,401 03/31/2020
     FVD809,275$22,401 03/31/2020
First Allied Advisory Services Inc.786,564$21,772 03/31/2020
     FVD786,564$21,772 03/31/2020
Cetera Advisor Networks LLC722,584$20,001 03/31/2020
     FVD722,584$20,001 03/31/2020
US Bancorp DE691,768$19,149 03/31/2020
     FVD691,768$19,149 03/31/2020
Cetera Investment Advisers676,083$18,714 03/31/2020
     FVD676,083$18,714 03/31/2020
First Heartland Consultants Inc.670,772$18,567 03/31/2020
     FVD670,772$18,567 03/31/2020
First Republic Investment Management Inc.660,851$18,292 03/31/2020
     FVD660,851$18,292 03/31/2020
MML Investors Services LLC657,114$18,189 03/31/2020
     FVD657,114$18,189 03/31/2020
Citigroup Inc.649,920$17,990 03/31/2020
     FVD649,920$17,990 03/31/2020
Prospera Financial Services Inc611,443$16,924 03/31/2020
     FVD611,443$16,924 03/31/2020
Means Investment CO. Inc.569,977$16,450 03/31/2020
     FVD569,977$16,450 03/31/2020
Northwestern Mutual Wealth Management Co.590,320$16,340 03/31/2020
     FVD590,320$16,340 03/31/2020
HighTower Advisors LLC559,856$15,496 03/31/2020
     FVD559,856$15,496 03/31/2020
IFG Advisory LLC546,729$15,133 03/31/2020
     FVD546,729$15,133 03/31/2020
AE Wealth Management LLC493,161$13,651 03/31/2020
     FVD493,161$13,651 03/31/2020
Steward Partners Investment Advisory LLC481,887$13,338 03/31/2020
     FVD481,887$13,338 03/31/2020
Benjamin F. Edwards & Company Inc.455,066$12,596 03/31/2020
     FVD455,066$12,596 03/31/2020
D.A. Davidson & CO.442,815$12,258 03/31/2020
     FVD442,815$12,258 03/31/2020
Advisory Resource Group432,718$11,978 03/31/2020
     FVD432,718$11,978 03/31/2020
Trustcore Financial Services LLC425,000$11,764 03/31/2020
     FVD425,000$11,764 03/31/2020
Stratos Wealth Partners LTD.421,983$11,681 03/31/2020
     FVD421,983$11,681 03/31/2020
Sawtooth Solutions LLC416,316$11,523 03/31/2020
     FVD416,316$11,523 03/31/2020
IFP Advisors Inc410,669$11,523 03/31/2020
     FVD410,669$11,523 03/31/2020
Crumly & Associates Inc.395,186$10,939 03/31/2020
     FVD395,186$10,939 03/31/2020
Park National Corp OH356,194$9,859 03/31/2020
     FVD356,194$9,859 03/31/2020
Sigma Planning Corp341,668$9,457 03/31/2020
     FVD341,668$9,457 03/31/2020
Cetera Advisors LLC331,563$9,178 03/31/2020
     FVD331,563$9,178 03/31/2020
Susquehanna International Group LLP326,531$9,038 03/31/2020
     FVD326,531$9,038 03/31/2020
Financial Advocates Investment Management312,835$8,659 03/31/2020
     FVD312,835$8,659 03/31/2020
Lincoln National Corp310,970$8,608 03/31/2020
     FVD310,970$8,608 03/31/2020
Clear Creek Financial Management LLC278,267$8,044 03/31/2020
     FVD278,267$8,044 03/31/2020
IHT Wealth Management LLC283,488$7,847 03/31/2020
     FVD283,488$7,847 03/31/2020
Spectrum Wealth Advisory Group LLC276,676$7,649 03/31/2020
     FVD276,676$7,649 03/31/2020
Equitable Holdings Inc.265,032$7,336 03/31/2020
     FVD265,032$7,336 03/31/2020
Strategic Wealth Advisors Group LLC277,658$7,336 03/31/2020
     FVD277,658$7,336 03/31/2020
Wintrust Investments LLC245,096$6,784 03/31/2020
     FVD245,096$6,784 03/31/2020
PNC Financial Services Group Inc.242,308$6,707 03/31/2020
     FVD242,308$6,707 03/31/2020
Golden State Wealth Management LLC227,875$6,308 03/31/2020
     FVD227,875$6,308 03/31/2020
Capital Asset Advisory Services LLC221,735$6,171 03/31/2020
     FVD221,735$6,171 03/31/2020
Advisory Services Network LLC218,355$6,044 03/31/2020
     FVD218,355$6,044 03/31/2020
Avestar Capital LLC216,614$5,996 03/31/2020
     FVD216,614$5,996 03/31/2020
Perennial Investment Advisors LLC212,091$5,871 03/31/2020
     FVD212,091$5,871 03/31/2020
Resources Investment Advisors LLC.208,596$5,774 03/31/2020
     FVD208,596$5,774 03/31/2020
Sowell Financial Services LLC204,598$5,663 03/31/2020
     FVD204,598$5,663 03/31/2020
Cornerstone Wealth Management LLC202,528$5,606 03/31/2020
     FVD202,528$5,606 03/31/2020
Formidable Asset Management LLC151,877$5,485 12/31/2019
     FVD151,877$5,485 12/31/2019
Apexium Financial LP196,740$5,446 03/31/2020
     FVD196,740$5,446 03/31/2020
PFS Investments Inc.187,539$5,191 03/31/2020
     FVD187,539$5,191 03/31/2020
Fairhaven Wealth Management LLC185,928$5,146 03/31/2020
     FVD185,928$5,146 03/31/2020
HBW Advisory Services LLC171,532$5,021 03/31/2020
     FVD171,532$5,021 03/31/2020
Eldridge Investment Advisors Inc.180,810$5,005 03/31/2020
     FVD180,810$5,005 03/31/2020
B. Riley Wealth Management Inc.174,309$4,825 03/31/2020
     FVD174,309$4,825 03/31/2020
Ameritas Investment Company LLC175,101$4,750 03/31/2020
     FVD175,101$4,750 03/31/2020
Dynamic Advisor Solutions LLC162,100$4,487 03/31/2020
     FVD162,100$4,487 03/31/2020
Founders Financial Securities LLC155,386$4,301 03/31/2020
     FVD155,386$4,301 03/31/2020
1ST Source Bank153,843$4,259 03/31/2020
     FVD153,843$4,259 03/31/2020
RVW Wealth LLC153,560$4,251 03/31/2020
     FVD153,560$4,251 03/31/2020
PFG Advisors142,894$4,147 03/31/2020
     FVD142,894$4,147 03/31/2020
Genesee Capital Advisors LLC144,940$4,011 03/31/2020
     FVD144,940$4,011 03/31/2020
Wedbush Securities Inc.143,415$3,970 03/31/2020
     FVD143,415$3,970 03/31/2020
CWM LLC143,286$3,966 03/31/2020
     FVD143,286$3,966 03/31/2020
Petix & Botte Co142,397$3,942 03/31/2020
     FVD142,397$3,942 03/31/2020
Hayden Royal LLC104,324$3,838 12/31/2019
     FVD104,324$3,838 12/31/2019
Belpointe Asset Management LLC106,339$3,831 12/31/2019
     FVD106,339$3,831 12/31/2019
Oppenheimer & Co. Inc.137,634$3,810 03/31/2020
     FVD137,634$3,810 03/31/2020
1776 Wealth LLC137,262$3,799 03/31/2020
     FVD137,262$3,799 03/31/2020
ACG Wealth105,166$3,789 12/31/2019
     FVD105,166$3,789 12/31/2019
Mid Atlantic Financial Management Inc. ADV126,742$3,508 03/31/2020
     FVD126,742$3,508 03/31/2020
Certified Advisory Corp125,208$3,466 03/31/2020
     FVD125,208$3,466 03/31/2020
Claro Advisors LLC120,684$3,341 03/31/2020
     FVD120,684$3,341 03/31/2020
Brookstone Capital Management120,641$3,339 03/31/2020
     FVD120,641$3,339 03/31/2020
First Command Bank119,658$3,312 03/31/2020
     FVD119,658$3,312 03/31/2020
First Command Financial Services Inc.119,658$3,312 03/31/2020
     FVD119,658$3,312 03/31/2020
STA Wealth Management LLC118,992$3,294 03/31/2020
     FVD118,992$3,294 03/31/2020
JPMorgan Chase & Co.115,610$3,200 03/31/2020
     FVD115,610$3,200 03/31/2020
BHF RG Capital Inc.88,101$3,174 12/31/2019
     FVD88,101$3,174 12/31/2019
Calton & Associates Inc.114,508$3,170 03/31/2020
     FVD114,508$3,170 03/31/2020
Gladstone Institutional Advisory LLC110,747$3,065 03/31/2020
     FVD110,747$3,065 03/31/2020
Wealth Enhancement Advisory Services LLC99,037$2,982 03/31/2020
     FVD99,037$2,982 03/31/2020
LifePlan Financial Group Inc103,787$2,873 03/31/2020
     FVD103,787$2,873 03/31/2020
Cedar Brook Financial Partners LLC103,557$2,866 03/31/2020
     FVD103,557$2,866 03/31/2020
Kovack Advisors Inc.100,512$2,782 03/31/2020
     FVD100,512$2,782 03/31/2020
Larson Financial Group LLC98,023$2,713 03/31/2020
     FVD98,023$2,713 03/31/2020
Harbor Investment Advisory LLC97,791$2,707 03/31/2020
     FVD97,791$2,707 03/31/2020
Synovus Financial Corp97,097$2,684 03/31/2020
     FVD97,097$2,684 03/31/2020
Blackhawk Capital Partners LLC.72,933$2,628 03/31/2020
     FVD72,933$2,628 03/31/2020
tru Independence LLC91,700$2,538 03/31/2020
     FVD91,700$2,538 03/31/2020
Johanson Financial Advisors Inc.91,504$2,532 03/31/2020
     FVD91,504$2,532 03/31/2020
Kingsview Wealth Management LLC91,393$2,530 03/31/2020
     FVD91,393$2,530 03/31/2020
Proequities Inc. $2,482 03/31/2020
     FVD89,486$2,482 03/31/2020
     Put0$0 03/31/2020
     Call0$0 03/31/2020
Curtis Advisory Group LLC88,983$2,463 03/31/2020
     FVD88,983$2,463 03/31/2020
Personal Resources Investment & Strategic Management Inc.88,952$2,462 03/31/2020
     FVD88,952$2,462 03/31/2020
Harvest Investment Services LLC86,448$2,392 03/31/2020
     FVD86,448$2,392 03/31/2020
Great Valley Advisor Group Inc.78,786$2,181 03/31/2020
     FVD78,786$2,181 03/31/2020
Level Four Advisory Services LLC76,525$2,119 03/31/2020
     FVD76,525$2,119 03/31/2020
Beacon Financial Advisory LLC75,316$2,084 03/31/2020
     FVD75,316$2,084 03/31/2020
Breiter Capital Management Inc.74,630$2,066 03/31/2020
     FVD74,630$2,066 03/31/2020
Koshinski Asset Management Inc.74,257$2,055 03/31/2020
     FVD74,257$2,055 03/31/2020
Valmark Advisers Inc.72,220$1,999 03/31/2020
     FVD72,220$1,999 03/31/2020
PSI Advisors LLC71,484$1,978 03/31/2020
     FVD71,484$1,978 03/31/2020
Lucia Wealth Services LLC71,437$1,977 03/31/2020
     FVD71,437$1,977 03/31/2020
Western Wealth Management LLC70,653$1,958 03/31/2020
     FVD70,653$1,958 03/31/2020
Eudaimonia Partners LLC70,695$1,957 03/31/2020
     FVD70,695$1,957 03/31/2020
Towerpoint Wealth LLC68,762$1,903 03/31/2020
     FVD68,762$1,903 03/31/2020
Keystone Financial Group68,672$1,901 03/31/2020
     FVD68,672$1,901 03/31/2020
NEXT Financial Group Inc67,047$1,856 03/31/2020
     FVD67,047$1,856 03/31/2020
Dohj LLC66,901$1,852 03/31/2020
     FVD66,901$1,852 03/31/2020
Mutual Advisors LLC66,102$1,830 03/31/2020
     FVD66,102$1,830 03/31/2020
TFG Advisers LLC62,836$1,739 03/31/2020
     FVD62,836$1,739 03/31/2020
AlphaStar Capital Management LLC60,891$1,729 03/31/2020
     FVD60,891$1,729 03/31/2020
Intl Fcstone Inc.60,645$1,679 03/31/2020
     FVD60,645$1,679 03/31/2020
United Capital Financial Advisers LLC58,404$1,617 03/31/2020
     FVD58,404$1,617 03/31/2020
Thrivent Financial for Lutherans58,023$1,607 03/31/2020
     FVD58,023$1,607 03/31/2020
Jaffetilchin Investment Partners LLC56,975$1,577 03/31/2020
     FVD56,975$1,577 03/31/2020
Atria Investments LLC55,888$1,547 03/31/2020
     FVD55,888$1,547 03/31/2020
Nwam LLC55,007$1,523 03/31/2020
     FVD55,007$1,523 03/31/2020
Smith Capital Management Inc. AR ADV54,388$1,505 03/31/2020
     FVD54,388$1,505 03/31/2020
Perigon Wealth Management LLC49,484$1,493 03/31/2020
     FVD49,484$1,493 03/31/2020
Qube Research & Technologies Ltd53,138$1,471 03/31/2020
     FVD53,138$1,471 03/31/2020
Good Life Advisors LLC52,369$1,454 03/31/2020
     FVD52,369$1,454 03/31/2020
Baystate Wealth Management LLC52,508$1,453 03/31/2020
     FVD52,508$1,453 03/31/2020
RFG Advisory LLC52,509$1,453 03/31/2020
     FVD52,509$1,453 03/31/2020
WealthPLAN Partners LLC50,937$1,429 03/31/2020
     FVD50,937$1,429 03/31/2020
Pacific Sun Financial Corp50,955$1,410 03/31/2020
     FVD50,955$1,410 03/31/2020
National Asset Management Inc.50,580$1,401 03/31/2020
     FVD50,580$1,401 03/31/2020
Goldman Sachs Group Inc.50,137$1,388 03/31/2020
     FVD50,137$1,388 03/31/2020
Ahrens Investment Partners LLC48,396$1,340 03/31/2020
     FVD48,396$1,340 03/31/2020
Northstar Wealth Partners LLC47,817$1,323 03/31/2020
     FVD47,817$1,323 03/31/2020
Global Retirement Partners LLC46,981$1,300 03/31/2020
     FVD46,981$1,300 03/31/2020
Beacon Pointe Advisors LLC45,621$1,263 03/31/2020
     FVD45,621$1,263 03/31/2020
Raymond James Trust N.A.45,494$1,259 03/31/2020
     FVD45,494$1,259 03/31/2020
Private Advisory Group LLC44,871$1,242 03/31/2020
     FVD44,871$1,242 03/31/2020
Creative Financial Designs Inc. ADV44,709$1,238 03/31/2020
     FVD44,709$1,238 03/31/2020
Dfpg Investments LLC42,572$1,227 03/31/2020
     FVD42,572$1,227 03/31/2020
Rockefeller Capital Management L.P.44,117$1,221 03/31/2020
     FVD44,117$1,221 03/31/2020
Atlas Private Wealth Management44,058$1,220 03/31/2020
     FVD44,058$1,220 03/31/2020
D.B. Root & Company LLC43,978$1,217 03/31/2020
     FVD43,978$1,217 03/31/2020
Tower Research Capital LLC TRC 43,500$1,204 03/31/2020
     FVD43,500$1,204 03/31/2020
Silicon Hills Wealth Management LLC42,272$1,170 03/31/2020
     FVD42,272$1,170 03/31/2020
Horizon Investments LLC42,021$1,163 03/31/2020
     FVD42,021$1,163 03/31/2020
Centaurus Financial Inc.41,897$1,160 03/31/2020
     FVD41,897$1,160 03/31/2020
Mercer Global Advisors Inc. ADV41,451$1,147 03/31/2020
     FVD41,451$1,147 03/31/2020
Cascadia Advisory Services LLC31,842$1,147 12/31/2019
     FVD31,842$1,147 12/31/2019
Savant Capital LLC39,297$1,088 03/31/2020
     FVD39,297$1,088 03/31/2020
Comerica Securities Inc.39,168$1,085 03/31/2020
     FVD39,168$1,085 03/31/2020
Strategy Asset Managers LLC38,968$1,079 03/31/2020
     FVD38,968$1,079 03/31/2020
Townsquare Capital LLC37,263$1,077 03/31/2020
     FVD37,263$1,077 03/31/2020
Strategic Family Wealth Counselors L.L.C.37,587$1,040 03/31/2020
     FVD37,587$1,040 03/31/2020
Stephens Inc. AR37,404$1,035 03/31/2020
     FVD37,404$1,035 03/31/2020
Andesa Financial Management Inc.36,421$1,007 03/31/2020
     FVD36,421$1,007 03/31/2020
Acorn Wealth Advisors LLC34,777$968 03/31/2020
     FVD34,777$968 03/31/2020
Concorde Asset Management LLC34,584$958 03/31/2020
     FVD34,584$958 03/31/2020
Northeast Financial Consultants Inc33,854$937 03/31/2020
     FVD33,854$937 03/31/2020
Moloney Securities Asset Management LLC32,403$897 03/31/2020
     FVD32,403$897 03/31/2020
Integrated Wealth Concepts LLC32,065$888 03/31/2020
     FVD32,065$888 03/31/2020
M Holdings Securities Inc.31,687$877 03/31/2020
     FVD31,687$877 03/31/2020
Bank of New York Mellon Corp31,368$868 03/31/2020
     FVD31,368$868 03/31/2020
V Wealth Advisors LLC30,748$851 03/31/2020
     FVD30,748$851 03/31/2020
Stonebridge Financial Planning Group LLC27,938$818 03/31/2020
     FVD27,938$818 03/31/2020
Flagship Harbor Advisors LLC29,162$807 03/31/2020
     FVD29,162$807 03/31/2020
Moors & Cabot Inc.28,708$799 03/31/2020
     FVD28,708$799 03/31/2020
Cahill Financial Advisors Inc.27,647$766 03/31/2020
     FVD27,647$766 03/31/2020
Sargent Investment Group LLC26,777$741 03/31/2020
     FVD26,777$741 03/31/2020
JOYN Advisors Inc.26,749$740 03/31/2020
     FVD26,749$740 03/31/2020
Chicago Partners Investment Group LLC23,562$701 03/31/2020
     FVD23,562$701 03/31/2020
Ford Financial Group LLC24,899$689 03/31/2020
     FVD24,899$689 03/31/2020
Baker Avenue Asset Management LP24,436$676 03/31/2020
     FVD24,436$676 03/31/2020
Two Sigma Securities LLC23,926$662 03/31/2020
     FVD23,926$662 03/31/2020
StrategIQ Financial Group LLC23,808$659 03/31/2020
     FVD23,808$659 03/31/2020
Santori & Peters Inc.22,522$623 03/31/2020
     FVD22,522$623 03/31/2020
Newport Wealth Strategies Inc.20,728$621 03/31/2020
     FVD20,728$621 03/31/2020
Private Vista LLC21,894$606 03/31/2020
     FVD21,894$606 03/31/2020
CIBC World Markets Inc.21,593$598 03/31/2020
     FVD21,593$598 03/31/2020
GWM Advisors LLC21,266$589 03/31/2020
     FVD21,266$589 03/31/2020
Voya Financial Advisors Inc.20,231$571 03/31/2020
     FVD20,231$571 03/31/2020
Bayesian Capital Management LP20,074$556 03/31/2020
     FVD20,074$556 03/31/2020
Aurora Private Wealth Inc.19,672$545 03/31/2020
     FVD19,672$545 03/31/2020
Benjamin Edwards Inc.19,573$542 03/31/2020
     FVD19,573$542 03/31/2020
Shakespeare Wealth Management Inc.19,065$528 03/31/2020
     FVD19,065$528 03/31/2020
Castle Rock Wealth Management LLC18,630$523 03/31/2020
     FVD18,630$523 03/31/2020
We Are One Seven LLC18,073$500 03/31/2020
     FVD18,073$500 03/31/2020
Murphy Middleton Hinkle & Parker Inc.17,939$497 03/31/2020
     FVD17,939$497 03/31/2020
Beacon Pointe Wealth Advisors LLC13,224$475 12/31/2019
     FVD13,224$475 12/31/2019
Frontier Wealth Management LLC16,861$467 03/31/2020
     FVD16,861$467 03/31/2020
Ausdal Financial Partners Inc.15,970$463 03/31/2020
     FVD15,970$463 03/31/2020
Winslow Evans & Crocker Inc.16,648$462 03/31/2020
     FVD16,648$462 03/31/2020
Capital Investment Advisory Services LLC16,617$460 03/31/2020
     FVD16,617$460 03/31/2020
Ballentine Partners LLC15,760$436 03/31/2020
     FVD15,760$436 03/31/2020
Clarus Wealth Advisors16,557$435 03/31/2020
     FVD16,557$435 03/31/2020
Capital Square LLC15,093$418 03/31/2020
     FVD15,093$418 03/31/2020
Parametric Portfolio Associates LLC14,895$412 03/31/2020
     FVD14,895$412 03/31/2020
EPG Wealth Management LLC14,770$409 03/31/2020
     FVD14,770$409 03/31/2020
PRW Wealth Management LLC14,609$404 03/31/2020
     FVD14,609$404 03/31/2020
Archer Investment Corp14,572$403 03/31/2020
     FVD14,572$403 03/31/2020
HBK Sorce Advisory LLC14,453$400 03/31/2020
     FVD14,453$400 03/31/2020
Creative Planning14,435$400 03/31/2020
     FVD14,435$400 03/31/2020
Claraphi Advisory Network LLC14,414$399 03/31/2020
     FVD14,414$399 03/31/2020
Arkadios Wealth Advisors14,330$397 03/31/2020
     FVD14,330$397 03/31/2020
Wealthstreet Investment Advisors LLC14,291$396 03/31/2020
     FVD14,291$396 03/31/2020
BOKF NA14,115$391 03/31/2020
     FVD14,115$391 03/31/2020
Bernardo Wealth Planning LLC13,665$378 03/31/2020
     FVD13,665$378 03/31/2020
BEAM Asset Management LLC13,469$373 03/31/2020
     FVD13,469$373 03/31/2020
Credit Suisse AG13,055$361 03/31/2020
     FVD13,055$361 03/31/2020
Veritable L.P.12,693$351 03/31/2020
     FVD12,693$351 03/31/2020
Wealth Advisors Inc.12,170$349 03/31/2020
     FVD12,170$349 03/31/2020
San Francisco Sentry Investment Group CA12,520$347 03/31/2020
     FVD12,520$347 03/31/2020
Smith Moore & CO.12,317$341 03/31/2020
     FVD12,317$341 03/31/2020
FMR LLC12,295$340 03/31/2020
     FVD12,295$340 03/31/2020
Bellevue Asset Management LLC11,102$330 03/31/2020
     FVD11,102$330 03/31/2020
Wealthcare Advisory Partners LLC11,464$317 03/31/2020
     FVD11,464$317 03/31/2020
Vestmark Advisory Solutions Inc.11,347$314 03/31/2020
     FVD11,347$314 03/31/2020
Eqis Capital Management Inc.8,552$312 03/31/2020
     FVD8,552$312 03/31/2020
Mission Creek Capital Partners Inc.11,248$311 03/31/2020
     FVD11,248$311 03/31/2020
SignalPoint Asset Management LLC11,198$310 03/31/2020
     FVD11,198$310 03/31/2020
SeaCrest Wealth Management LLC11,086$307 03/31/2020
     FVD11,086$307 03/31/2020
Peterson Wealth Advisors LLC10,359$287 03/31/2020
     FVD10,359$287 03/31/2020
Greenleaf Trust10,310$285 03/31/2020
     FVD10,310$285 03/31/2020
Insight Wealth Strategies LLC10,258$284 03/31/2020
     FVD10,258$284 03/31/2020
Van Hulzen Asset Management LLC10,201$282 03/31/2020
     FVD10,201$282 03/31/2020
Cypress Wealth Services LLC9,819$272 03/31/2020
     FVD9,819$272 03/31/2020
Stratos Wealth Advisors LLC9,502$263 03/31/2020
     FVD9,502$263 03/31/2020
Laurel Wealth Advisors Inc.9,475$262 03/31/2020
     FVD9,475$262 03/31/2020
RDA Financial Network9,398$260 03/31/2020
     FVD9,398$260 03/31/2020
First Midwest Bank Trust Division9,140$253 03/31/2020
     FVD9,140$253 03/31/2020
Vivid Financial Management Inc.8,947$248 03/31/2020
     FVD8,947$248 03/31/2020
CMC Financial Group8,919$247 03/31/2020
     FVD8,919$247 03/31/2020
HC Advisors LLC8,919$247 03/31/2020
     FVD8,919$247 03/31/2020
Signature Wealth Management Group8,896$246 03/31/2020
     FVD8,896$246 03/31/2020
Ballew Advisors Inc6,585$237 12/31/2019
     FVD6,585$237 12/31/2019
Old Port Advisors8,459$234 03/31/2020
     FVD8,459$234 03/31/2020
Concentrum Wealth Management8,445$234 03/31/2020
     FVD8,445$234 03/31/2020
Newman Dignan & Sheerar Inc.7,984$230 03/31/2020
     FVD7,984$230 03/31/2020
CAPROCK Group Inc.8,083$224 03/31/2020
     FVD8,083$224 03/31/2020
MAI Capital Management7,985$221 03/31/2020
     FVD7,985$221 03/31/2020
M&T Bank Corp7,780$215 03/31/2020
     FVD7,780$215 03/31/2020
Holistic Financial Partners7,621$211 03/31/2020
     FVD7,621$211 03/31/2020
Park Avenue Securities LLC7,506$208 03/31/2020
     FVD7,506$208 03/31/2020
Assetmark Inc.7,234$200 03/31/2020
     FVD7,234$200 03/31/2020
TCI Wealth Advisors Inc.6,645$184 03/31/2020
     FVD6,645$184 03/31/2020
MBE Wealth Management LLC6,660$184 03/31/2020
     FVD6,660$184 03/31/2020
Asset Dedication LLC6,426$178 03/31/2020
     FVD6,426$178 03/31/2020
Weaver Consulting Group6,060$168 03/31/2020
     FVD6,060$168 03/31/2020
Ballast Advisors LLC5,482$152 03/31/2020
     FVD5,482$152 03/31/2020
Fifth Third Bancorp5,278$146 03/31/2020
     FVD5,278$146 03/31/2020
Patriot Financial Group Insurance Agency LLC4,772$132 03/31/2020
     FVD4,772$132 03/31/2020
Tsfg LLC4,677$129 03/31/2020
     FVD4,677$129 03/31/2020
Atlas Capital Advisors LLC4,481$124 03/31/2020
     FVD4,481$124 03/31/2020
Endurance Wealth Management Inc.4,434$123 03/31/2020
     FVD4,434$123 03/31/2020
Carroll Financial Associates Inc.4,458$123 03/31/2020
     FVD4,458$123 03/31/2020
Arlington Partners LLC3,760$104 03/31/2020
     FVD3,760$104 03/31/2020
Verus Capital Partners LLC3,545$98 03/31/2020
     FVD3,545$98 03/31/2020
Huntington National Bank3,075$85 03/31/2020
     FVD3,075$85 03/31/2020
Allworth Financial LP3,040$84 03/31/2020
     FVD3,040$84 03/31/2020
AdvisorNet Financial Inc2,756$76 03/31/2020
     FVD2,756$76 03/31/2020
Pinnacle Bank2,619$72 03/31/2020
     FVD2,619$72 03/31/2020
NewSquare Capital LLC2,305$64 03/31/2020
     FVD2,305$64 03/31/2020
Valley National Advisers Inc.2,187$61 03/31/2020
     FVD2,187$61 03/31/2020
Optimum Investment Advisors2,191$61 03/31/2020
     FVD2,191$61 03/31/2020
Allred Capital Management LLC2,130$60 03/31/2020
     FVD2,130$60 03/31/2020
Laurel Wealth Advisors LLC2,050$57 03/31/2020
     FVD2,050$57 03/31/2020
Whittier Trust Co.2,000$55 03/31/2020
     FVD2,000$55 03/31/2020
Ellis Investment Partners LLC2,105$55 03/31/2020
     FVD2,105$55 03/31/2020
Orion Portfolio Solutions LLC1,878$52 03/31/2020
     FVD1,878$52 03/31/2020
Parallel Advisors LLC1,676$46 03/31/2020
     FVD1,676$46 03/31/2020
McIlrath & Eck LLC1,663$46 03/31/2020
     FVD1,663$46 03/31/2020
Jacobi Capital Management LLC1,556$43 03/31/2020
     FVD1,556$43 03/31/2020
Retirement Network1,528$42 03/31/2020
     FVD1,528$42 03/31/2020
North Star Investment Management Corp.1,364$38 03/31/2020
     FVD1,364$38 03/31/2020
Pacifica Partners Inc.1,310$37 03/31/2020
     FVD1,310$37 03/31/2020
MUFG Americas Holdings Corp1,300$36 03/31/2020
     FVD1,300$36 03/31/2020
Westside Investment Management Inc.1,200$33 03/31/2020
     FVD1,200$33 03/31/2020
Valeo Financial Advisors LLC1,012$30 03/31/2020
     FVD1,012$30 03/31/2020
Whittier Trust Co. of Nevada Inc.1,000$28 03/31/2020
     FVD1,000$28 03/31/2020
Covington Capital Management1,000$28 03/31/2020
     FVD1,000$28 03/31/2020
Woodley Farra Manion Portfolio Management Inc.967$27 03/31/2020
     FVD967$27 03/31/2020
Cullen Frost Bankers Inc.895$25 03/31/2020
     FVD895$25 03/31/2020
TRUE Private Wealth Advisors913$25 03/31/2020
     FVD913$25 03/31/2020
Walled Lake Planning & Wealth Management LLC840$23 03/31/2020
     FVD840$23 03/31/2020
Bank of Montreal Can815$22 03/31/2020
     FVD815$22 03/31/2020
Ameritas Investment Partners Inc.812$22 03/31/2020
     FVD812$22 03/31/2020
Pinnacle Financial Partners Inc.750$21 03/31/2020
     FVD750$21 03/31/2020
City Holding Co.700$19 03/31/2020
     FVD700$19 03/31/2020
Wealth Quarterback LLC689$19 03/31/2020
     FVD689$19 03/31/2020
Webster Bank N. A.650$18 03/31/2020
     FVD650$18 03/31/2020
Plante Moran Financial Advisors LLC658$18 03/31/2020
     FVD658$18 03/31/2020
Stonebridge Capital Advisors LLC630$17 03/31/2020
     FVD630$17 03/31/2020
Motco529$15 03/31/2020
     FVD529$15 03/31/2020
Roble Belko & Company Inc559$15 03/31/2020
     FVD559$15 03/31/2020
Harwood Advisory Group LLC531$14 03/31/2020
     FVD531$14 03/31/2020
FinTrust Capital Advisors LLC455$13 03/31/2020
     FVD455$13 03/31/2020
AllSquare Wealth Management LLC425$12 03/31/2020
     FVD425$12 03/31/2020
HHM Wealth Advisors LLC431$12 03/31/2020
     FVD431$12 03/31/2020
Pacitti Group Inc.440$12 03/31/2020
     FVD440$12 03/31/2020
Parkside Financial Bank & Trust400$11 03/31/2020
     FVD400$11 03/31/2020
Lee Financial Co371$10 03/31/2020
     FVD371$10 03/31/2020
Capital Analysts LLC373$10 03/31/2020
     FVD373$10 03/31/2020
Lloyd Advisory Services LLC.268$10 12/31/2019
     FVD268$10 12/31/2019
JNBA Financial Advisors336$9 03/31/2020
     FVD336$9 03/31/2020
Tradewinds Capital Management LLC340$9 03/31/2020
     FVD340$9 03/31/2020
Front Row Advisors LLC309$9 03/31/2020
     FVD309$9 03/31/2020
Main Management LLC225$6 03/31/2020
     FVD225$6 03/31/2020
Gradient Investments LLC181$5 03/31/2020
     FVD181$5 03/31/2020
First Horizon Advisors Inc.212$5 03/31/2020
     FVD212$5 03/31/2020
Brand Asset Management Group Inc.170$5 03/31/2020
     FVD170$5 03/31/2020
Toth Financial Advisory Corp55$2 03/31/2020
     FVD55$2 03/31/2020
BlackRock Inc.84$2 03/31/2020
     FVD84$2 03/31/2020
Squar Milner Financial Services LLC96$2 03/31/2020
     FVD96$2 03/31/2020
Sofos Investments Inc.2,453$2 03/31/2020
     FVD2,453$2 03/31/2020
Savior LLC22$1 03/31/2020
     FVD22$1 03/31/2020
Bay Harbor Wealth Management LLC1$0 03/31/2020
     FVD1$0 03/31/2020

See Summary: Institutional Holders of FVD
See Details: Top 10 Hedge Funds Holding FVD
Also See: FVD Holdings Changes

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