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-Q2 13F filings (latest filed 2026-08-17). 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
10 tracked funds added or opened FCOR while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 67 tracked filers holding FCOR, 36 increased or opened the position and 29 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 2026-Q1 and 2026-Q2 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 1
- J.W. COLE ADVISORS, INC.$668K
Full exits 3
- Jaffetilchin Investment Partners, LLC$9M
- FLOW TRADERS U.S. LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- RWA WEALTH PARTNERS, LLC$6M
- Cetera Investment Advisers$2M
- OneDigital Investment Advisors LLC$2M
- OSAIC HOLDINGS, INC.$2M
- JPMORGAN CHASE & CO$636K
- Midwest Financial Network, LLC$480K
Largest trims
- Kestra Advisory Services, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- CITADEL ADVISORS LLC$2M
- JANE STREET GROUP, LLC$867K
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 trimmed | 296,823 | $14M | 9.1% | 2026-Q2 |
| Cetera Investment Advisers added | 286,465 | $14M | 8.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 267,285 | $13M | 8.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 207,566 | $10M | 6.3% | 2026-Q2 |
| Salus Financial Advisors, LLC added | 166,697 | $8M | 5.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 146,642 | $7M | 4.5% | 2026-Q2 |
| One Capital Management, LLC | 113,740 | $5M | 3.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 87,499 | $4M | 2.7% | 2026-Q2 |
| Lakeshore Capital Group, Inc. trimmed | 76,351 | $4M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 72,002 | $3M | 2.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 67,981 | $3M | 2.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 67,091 | $3M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 57,531 | $3M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 55,980 | $3M | 1.7% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 52,113 | $2M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 50,890 | $2M | 1.6% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 47,166 | $2M | 1.4% | 2026-Q2 |
| ARWA LLC added | 46,022 | $2M | 1.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 39,604 | $2M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 35,585 | $2M | 1.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 34,148 | $2M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 27,313 | $1M | 0.8% | 2026-Q2 |
| UBS Group AG added | 26,867 | $1M | 0.8% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 26,693 | $1M | 0.8% | 2026-Q2 |
| &PARTNERS trimmed | 22,847 | $1M | 0.7% | 2026-Q2 |
| Midwest Financial Network, LLC added | 20,692 | $976K | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 20,305 | $964K | 0.6% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 18,525 | $873K | 0.6% | 2026-Q2 |
| Kapstone Financial Advisors LLC added | 18,228 | $859K | 0.6% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 18,130 | $853K | 0.6% | 2026-Q2 |
| Sugar Maple Asset Management, LLC added | 16,968 | $800K | 0.5% | 2026-Q2 |
| RCS Financial Planning, LLC trimmed | 15,593 | $738K | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 14,164 | $668K | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 13,145 | $620K | 0.4% | 2026-Q2 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 12,995 | $613K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 12,020 | $567K | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 11,900 | $561K | 0.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 11,898 | $561K | 0.4% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 11,757 | $554K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 11,431 | $539K | 0.3% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 11,353 | $535K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 11,224 | $529K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,343 | $441K | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 8,189 | $386K | 0.3% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 7,270 | $343K | 0.2% | 2026-Q2 |
| Griffith & Werner, Inc. added | 7,204 | $340K | 0.2% | 2026-Q2 |
| Virtus Wealth Solutions LLC trimmed | 6,175 | $291K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA | 5,761 | $272K | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 4,764 | $225K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC new | 4,654 | $219K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 4,549 | $215K | 0.1% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. | 4,538 | $214K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 2,790 | $132K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 2,225 | $105K | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK | 1,944 | $92K | 0.1% | 2026-Q2 |
| EASTERN BANK | 1,140 | $54K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 1,049 | $49K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 832 | $39K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 676 | $32K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 381 | $18K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 344 | $16K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 323 | $15K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 174 | $8K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 160 | $8K | 0.0% | 2026-Q2 |
| Addison Advisors LLC | 22 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $36 | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 0 | — | 0.0% | 2026-Q2 |
| Jaffetilchin Investment Partners, LLC added | 193,421 | $9M | 5.9% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 33,285 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 23,090 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC trimmed | 8,324 | $392K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 6,265 | $295K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC added | 5,903 | $278K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NWAM LLC trimmed | 5,231 | $247K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 4,776 | $225K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 3,515 | $166K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 133 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 99 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SAGESPRING WEALTH PARTNERS, LLC | 5,205,000 | $5M | 3.4% | 2025-Q4 stale (2 quarters behind) |
| Kovack Advisors, Inc. added | 12,208 | $585K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| High Falls Advisors, Inc added | 6,960 | $333K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 832 | $40K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MASECO LLP added | 100 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Farther Finance Advisors, LLC | 97 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 38,174 | $2M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| NORRIS PERNE & FRENCH LLP/MI added | 7,138 | $343K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Sigma Planning Corp added | 4,590 | $220K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Tradewinds Capital Management, LLC | 9 | $427 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Retireful, LLC new | 68,202 | $3M | 2.1% | 2025-Q2 stale (4 quarters behind) |
| Concurrent Investment Advisors, LLC trimmed | 14,679 | $694K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Grant Private Wealth Management Inc new | 7,495 | $355K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 6,038 | $287K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Asset Dedication, LLC new | 1,677 | $79K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Bellwether Advisors, LLC | 1,453 | $69K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 125 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.