Who owns FCOR
Which tracked institutional funds hold FCOR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FCOR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
16 tracked funds added or opened FCOR while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FCOR’s largest tracked holder by dollar value, Kestra Advisory Services, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FCOR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 70 tracked filers holding FCOR, 40 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FCOR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- One Capital Management, LLC$5M
- CITADEL ADVISORS LLC$3M
- JANE STREET GROUP, LLC$3M
- RCS Financial Planning, LLC$756K
- Kapstone Financial Advisors LLC$750K
Full exits 3
- SAGESPRING WEALTH PARTNERS, LLC$5M
- J.W. COLE ADVISORS, INC.$667K
- Kovack Advisors, Inc.$585K
Largest adds
- Kestra Advisory Services, LLC$5M
- Jaffetilchin Investment Partners, LLC$3M
- OneDigital Investment Advisors LLC$2M
- Cetera Investment Advisers$1M
- JPMORGAN CHASE & CO$1M
- UBS Group AG$658K
Largest trims
- OSAIC HOLDINGS, INC.$1M
- TD Waterhouse Canada Inc.$981K
- RAYMOND JAMES FINANCIAL INC$466K
- Lakeshore Capital Group, Inc.$433K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Kestra Advisory Services, LLC added | 357,600 | $17M | 11.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 245,807 | $12M | 7.7% | 2026-Q1 |
| Cetera Investment Advisers added | 236,088 | $11M | 7.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 224,482 | $11M | 7.0% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 193,421 | $9M | 6.0% | 2026-Q1 |
| Salus Financial Advisors, LLC added | 157,664 | $7M | 4.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 131,919 | $6M | 4.1% | 2026-Q1 |
| One Capital Management, LLC added | 113,740 | $5M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 98,571 | $5M | 3.1% | 2026-Q1 |
| Lakeshore Capital Group, Inc. trimmed | 85,786 | $4M | 2.7% | 2026-Q1 |
| MORGAN STANLEY added | 85,615 | $4M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 73,473 | $3M | 2.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 61,211 | $3M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 60,280 | $3M | 1.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 55,100 | $3M | 1.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 54,005 | $3M | 1.7% | 2026-Q1 |
| Millington Financial Advisors, LLC added | 47,526 | $2M | 1.5% | 2026-Q1 |
| ARWA LLC added | 42,007 | $2M | 1.3% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 39,757 | $2M | 1.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 37,963 | $2M | 1.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 33,285 | $2M | 1.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 31,150 | $1M | 1.0% | 2026-Q1 |
| UBS Group AG added | 25,386 | $1M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 23,090 | $1M | 0.7% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 22,591 | $1M | 0.7% | 2026-Q1 |
| &PARTNERS added | 25,038 | $1M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17,560 | $828K | 0.5% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 17,234 | $812K | 0.5% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 16,384 | $772K | 0.5% | 2026-Q1 |
| RCS Financial Planning, LLC new | 15,981 | $756K | 0.5% | 2026-Q1 |
| Kapstone Financial Advisors LLC new | 15,915 | $750K | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,877 | $743K | 0.5% | 2026-Q1 |
| Sugar Maple Asset Management, LLC added | 15,722 | $741K | 0.5% | 2026-Q1 |
| CAMELOT TECHNOLOGY ADVISORS, INC. trimmed | 12,995 | $612K | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 11,904 | $569K | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 11,913 | $561K | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 11,395 | $537K | 0.4% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 11,351 | $535K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 10,981 | $518K | 0.3% | 2026-Q1 |
| Virtus Wealth Solutions LLC trimmed | 10,833 | $511K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,577 | $451K | 0.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 9,540 | $450K | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 8,324 | $392K | 0.3% | 2026-Q1 |
| Marshall Financial Group, LLC trimmed | 8,306 | $391K | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 8,189 | $385K | 0.3% | 2026-Q1 |
| Griffith & Werner, Inc. added | 7,164 | $338K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 7,115 | $335K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 6,265 | $295K | 0.2% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 6,033 | $284K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 5,903 | $278K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,761 | $272K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 5,704 | $269K | 0.2% | 2026-Q1 |
| NWAM LLC trimmed | 5,231 | $247K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 4,776 | $225K | 0.1% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. | 4,538 | $214K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 4,497 | $212K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 3,515 | $166K | 0.1% | 2026-Q1 |
| FMR LLC added | 3,216 | $152K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 2,940 | $139K | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK | 1,944 | $92K | 0.1% | 2026-Q1 |
| EASTERN BANK | 1,140 | $54K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 1,049 | $49K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 832 | $39K | 0.0% | 2026-Q1 |
| Spire Wealth Management trimmed | 348 | $16K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 344 | $16K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 133 | $6K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 99 | $5K | 0.0% | 2026-Q1 |
| Addison Advisors LLC | 22 | $1K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $24 | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 0 | — | 0.0% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC | 5,205,000 | $5M | 3.5% | 2025-Q4 stale |
| Retireful, LLC trimmed | 68,202 | $3M | 2.1% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 38,174 | $2M | 1.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,436 | $837K | 0.6% | 2025-Q3 stale |
| Concurrent Investment Advisors, LLC trimmed | 14,679 | $694K | 0.5% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 13,949 | $667K | 0.4% | 2025-Q4 stale |
| Kovack Advisors, Inc. added | 12,208 | $585K | 0.4% | 2025-Q4 stale |
| Grant Private Wealth Management Inc new | 7,495 | $355K | 0.2% | 2025-Q2 stale |
| NORRIS PERNE & FRENCH LLP/MI added | 7,138 | $343K | 0.2% | 2025-Q3 stale |
| High Falls Advisors, Inc added | 6,960 | $333K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 6,038 | $287K | 0.2% | 2025-Q2 stale |
| Hoxton Planning & Management, LLC trimmed | 5,702 | $268K | 0.2% | 2025-Q1 stale |
| Sigma Planning Corp added | 4,590 | $220K | 0.1% | 2025-Q3 stale |
| Asset Dedication, LLC new | 1,677 | $79K | 0.1% | 2025-Q2 stale |
| Bellwether Advisors, LLC | 1,453 | $69K | 0.0% | 2025-Q2 stale |
| COMERICA BANK | 832 | $40K | 0.0% | 2025-Q4 stale |
| Iron Horse Wealth Management, LLC new | 454 | $21K | 0.0% | 2025-Q1 stale |
| AE Wealth Management LLC trimmed | 351 | $16K | 0.0% | 2025-Q1 stale |
| Arax Advisory Partners trimmed | 323 | $15K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 125 | $6K | 0.0% | 2025-Q2 stale |
| MASECO LLP added | 100 | $5K | 0.0% | 2025-Q4 stale |
| Farther Finance Advisors, LLC | 97 | $5K | 0.0% | 2025-Q4 stale |
| Tradewinds Capital Management, LLC | 9 | $427 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.