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Institutions Holding FCVT (63 holders)

63 institutions currently hold FCVT, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$8.2M0.00%
Concurrent Investment Advisors, LLC$7.6M0.08%
OSAIC HOLDINGS, INC.$7.3M0.01%
RAYMOND JAMES FINANCIAL INC$5.2M0.00%
JANE STREET GROUP, LLC$4.1M0.00%
Proactive Wealth Strategies LLC$3.7M0.69%
MORGAN STANLEY$3.3M0.00%
Private Advisory Group LLC$3.2M0.21%
Cambridge Investment Research Advisors, Inc.$3.1M0.01%
ROYAL BANK OF CANADA$2.8M0.00%
Independent Advisor Alliance$2.3M0.02%
BANK OF AMERICA CORP /DE/$2.0M0.00%
Kestra Advisory Services, LLC$1.9M0.01%
TRUIST FINANCIAL CORP$1.5M0.00%
RiverTree Advisors, LLC$1.5M0.93%
Cetera Investment Advisers$1.5M0.00%
Milestones Private Investment Advisors LLC$1.2M1.07%
CWM, LLC$1.2M0.00%
Plus Group Wealth Advisors LLC$1.2M1.27%
Hershey Financial Advisers, LLC$1.1M0.93%
D.A. DAVIDSON & CO.$1.1M0.01%
Tidemark, LLC$996.0K0.25%
STIFEL FINANCIAL CORP$831.2K0.00%
ENVESTNET ASSET MANAGEMENT INC$795.8K0.00%
OneDigital Investment Advisors LLC$663.6K0.01%
Synergy Asset Management, LLC$658.2K0.07%
Stratos Wealth Partners, LTD.$631.6K0.01%
JPMORGAN CHASE & CO$600.2K0.00%
Kovack Advisors, Inc.$526.8K0.03%
SkyOak Wealth, LLC$509.6K0.09%
COTTONWOOD CAPITAL ADVISORS, LLC$412.1K0.29%
Horst & Graben Wealth Management LLC$409.8K0.06%
Concentrum Wealth Management$333.3K0.10%
Realta Investment Advisors$324.4K0.11%
TSA Wealth Managment LLC$312.8K0.10%
American Financial Advisors, LLC$290.9K0.04%
EVERETT HARRIS & CO /CA/$290.9K0.00%
Prospera Financial Services Inc$248.8K0.00%
Richmond Investment Services, LLC$240.0K0.04%
Wagner Wealth Management, Corp$231.6K0.21%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$103.2K0.01%
Advisory Services Network, LLC$80.9K0.00%
Allworth Financial LP$75.1K0.00%
Farther Finance Advisors, LLC$68.6K0.00%
Merkkuri Wealth Advisors LLC$52.5K0.03%
HARBOR INVESTMENT ADVISORY, LLC$37.6K0.00%
Geneos Wealth Management Inc.$28.7K0.00%
Caldwell Trust Co$28.4K0.00%
Rockefeller Capital Management L.P.$22.8K0.00%
Hilton Head Capital Partners, LLC$18.9K0.01%
BLAIR WILLIAM & CO/IL$13.0K0.00%
NBC SECURITIES, INC.$11.8K0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC$9.0K0.00%
AdvisorNet Financial, Inc$6.3K0.00%
N.E.W. Advisory Services LLC$5.5K0.00%
Sound Income Strategies, LLC$5.3K0.00%
ASSETMARK, INC$4.9K0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.9K0.00%
Caitlin John, LLC$4.8K0.00%
TWIN PEAKS WEALTH ADVISORS, LLC$4.0K0.00%
WELLS FARGO & COMPANY/MN$3.8K0.00%
EverSource Wealth Advisors, LLC$795.00.00%
SBI Securities Co., Ltd.$44.00.00%