Who owns FCUS
Which tracked institutional funds hold FCUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FCUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on FCUS is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 2 trimmed or exited — on balance accumulating.
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
FCUS’s largest tracked holder by dollar value, Pinnacle Family Advisors, LLC, sizes it at 9.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FCUS 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 18 tracked filers holding FCUS, 16 increased or opened the position and 5 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 FCUS 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 7
- GOLDMAN SACHS GROUP INC$2M
- Foundations Investment Advisors, LLC$1M
- SLT Holdings LLC$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- VISTA INVESTMENT PARTNERS II, LLC$1M
- Vise Technologies, Inc.$898K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- LPL Financial LLC$8M
- Pinnacle Family Advisors, LLC$4M
- Farther Finance Advisors, LLC$4M
- Sigma Planning Corp$2M
- MAGNOLIA CAPITAL ADVISORS LLC$955K
- Walker Asset Management, LLC$954K
Largest trims
- Kovack Advisors, Inc.$297K
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 |
|---|---|---|---|---|
| Pinnacle Family Advisors, LLC added | 494,409 | $22M | 28.4% | 2026-Q2 |
| LPL Financial LLC added | 335,645 | $15M | 19.3% | 2026-Q2 |
| Sigma Planning Corp added | 196,946 | $9M | 11.3% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 194,136 | $9M | 11.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 146,277 | $7M | 8.4% | 2026-Q2 |
| Walker Asset Management, LLC added | 39,942 | $2M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 34,471 | $2M | 2.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 28,667 | $1M | 1.6% | 2026-Q2 |
| SLT Holdings LLC new | 28,667 | $1M | 1.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 31,934 | $1M | 1.6% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC new | 26,601 | $1M | 1.5% | 2026-Q2 |
| Vise Technologies, Inc. new | 20,036 | $898K | 1.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 19,002 | $852K | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 16,186 | $726K | 0.9% | 2026-Q2 |
| Elm3 Financial Group, LLC new | 10,691 | $479K | 0.6% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 9,130 | $409K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 7,889 | $354K | 0.5% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT added | 5,017 | $225K | 0.3% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 75,586 | $3M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 10,207 | $367K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 1,253 | $45K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 26,844 | $842K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,363 | $552K | 0.7% | 2025-Q3 stale (3 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.