This page summarizes the FOVL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2021 period, comparing share count change from 12/31/2020 to 3/31/2021.
Share count is compared over these two periods to provide an indication of whether FOVL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2020 Share Count 3/31/2021 Share Count Change % Change
13F Filers Increasing FOVL Share Count
Advisor Group Holdings Inc.
83
1,044
+ 961
+ 1157.83%
UBS Group AG
355
2,058
+ 1,703
+ 479.72%
Bank of America Corp DE
4,850
16,491
+ 11,641
+ 240.02%
Tower Research Capital LLC TRC
4,442
11,926
+ 7,484
+ 168.48%
GM Advisory Group Inc.
41,041
50,104
+ 9,063
+ 22.08%
13F Filers Reporting New Positions In FOVL
Proequities Inc.
0
0
UNCH
100%
CIBC World Markets Inc.
0
14,560
+ 14,560
+ 100%
Sandy Spring Bank
0
300
+ 300
+ 100%
Cetera Advisor Networks LLC
0
4,608
+ 4,608
+ 100%
Carmichael Hill & Associates Inc.
0
31
+ 31
+ 100%
13F Filers With Unchanged Share Count
CWM LLC
4,800
4,800
UNCH
0.00%
13F Filers Decreasing FOVL Share Count
Mattern Capital Management LLC
10,022
7,983
- 2,039
- 20.35%
BlackRock Inc.
432,000
407,000
- 25,000
- 5.79%
13F Filers Exiting FOVL
Retirement Capital Strategies
181,073
0
- 181,073
- 100.00%
See Summary: Institutional Holders of FOVL
See Details: Top 10 Hedge Funds Holding FOVL
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