Who owns FICS
Which tracked institutional funds hold FICS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FICS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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
13 tracked funds added or opened FICS while 13 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
FICS’s largest tracked holder by dollar value, LPL Financial 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 FICS 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 66 tracked filers holding FICS, 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 FICS 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
- CARY STREET PARTNERS FINANCIAL LLC$4M
Full exits 7
- CWM, LLC$15M
- WEDBUSH SECURITIES INC$3M
- Janney Montgomery Scott LLC$3M
- Midwest Financial Group LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Sigma Planning Corp$973K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Cetera Investment Advisers$3M
- Steward Partners Investment Advisory, LLC$2M
- NewEdge Advisors, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$817K
- NORTHBRIDGE FINANCIAL GROUP, LLC$791K
Largest trims
- Centennial Wealth Advisory LLC$4M
- LPL Financial LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$828K
- Gateway Wealth Partners, LLC$825K
- RAYMOND JAMES FINANCIAL INC$680K
- MERCER GLOBAL ADVISORS INC /ADV$629K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 987,414 | $41M | 21.6% | 2026-Q2 |
| Cetera Investment Advisers added | 451,655 | $19M | 9.9% | 2026-Q2 |
| Key Financial Inc trimmed | 248,600 | $10M | 5.5% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 141,235 | $6M | 3.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 108,614 | $5M | 2.4% | 2026-Q2 |
| Chris Bulman Inc trimmed | 105,914 | $4M | 2.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 103,014 | $4M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 88,457 | $4M | 1.9% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 87,417 | $4M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 72,657 | $3M | 1.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 68,700 | $3M | 1.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 67,352 | $3M | 1.5% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 54,266 | $2M | 1.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 52,879 | $2M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 49,590 | $2M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 47,714 | $2M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 47,484 | $2M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 44,982 | $2M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 42,040 | $2M | 0.9% | 2026-Q2 |
| Summit Financial, LLC added | 38,958 | $2M | 0.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 38,009 | $2M | 0.8% | 2026-Q2 |
| Moors & Cabot, Inc. added | 33,888 | $1M | 0.7% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 32,064 | $1M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 30,357 | $1M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 28,981 | $1M | 0.6% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 26,676 | $1M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 26,370 | $1M | 0.6% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 23,970 | $1M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 23,910 | $999K | 0.5% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 19,362 | $809K | 0.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 19,354 | $809K | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 17,889 | $747K | 0.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 15,549 | $650K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 14,625 | $611K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 12,932 | $540K | 0.3% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 11,696 | $489K | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 10,592 | $442K | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 9,847 | $411K | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 9,235 | $392K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 7,772 | $325K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 6,581 | $274K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 6,531 | $273K | 0.1% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC | 6,351 | $265K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 6,132 | $256K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 6,037 | $252K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,529 | $147K | 0.1% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 2,693 | $113K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,677 | $112K | 0.1% | 2026-Q2 |
| TD Capital Management LLC added | 2,401 | $100K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 2,119 | $89K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 2,000 | $84K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,891 | $79K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,664 | $70K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 1,504 | $63K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 36,888 | $54K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,191 | $50K | 0.0% | 2026-Q2 |
| UBS Group AG added | 788 | $33K | 0.0% | 2026-Q2 |
| REAP Financial Group, LLC added | 736 | $31K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 725 | $30K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 523 | $22K | 0.0% | 2026-Q2 |
| VSM Wealth Advisory, LLC | 410 | $17K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 333 | $14K | 0.0% | 2026-Q2 |
| Wilkerson Advisory Group LLC | 243 | $10K | 0.0% | 2026-Q2 |
| FMR LLC | 143 | $6K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 24 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $47 | 0.0% | 2026-Q2 |
| CWM, LLC added | 374,235 | $15M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC trimmed | 81,424 | $3M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 66,124 | $3M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Midwest Financial Group LLC trimmed | 64,411 | $3M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 56,249 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Sigma Planning Corp trimmed | 24,919 | $973K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 14,490 | $566K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 8,052 | $314K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Triad Wealth Partners, LLC trimmed | 7,742 | $302K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Claris Financial LLC added | 6,393 | $250K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC added | 5,730 | $224K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VestGen Advisors, LLC new | 88,344 | $4M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Pursuit Wealth Management LLC new | 75,792 | $3M | 1.6% | 2025-Q4 stale (2 quarters behind) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 13,068 | $524K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 11,615 | $466K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MLG Wealth Management DBA Pine Grove Financial Group new | 5,275 | $212K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| IFC & Insurance Marketing, Inc. new | 5,084 | $204K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WORLD EQUITY GROUP, INC. added | 82,902 | $3M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 474 | $18K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Good Life Advisors, LLC added | 178,545 | $7M | 3.7% | 2025-Q2 stale (4 quarters behind) |
| RiverTree Advisors, LLC new | 35,894 | $1M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 30,574 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Stratos Wealth Partners, LTD. trimmed | 10,004 | $394K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Clarity Capital Partners LLC added | 7,923 | $312K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Capital Analysts, LLC added | 2,186 | $86K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 144 | $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.