Who owns FICS (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-Q1 13F filings. 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 16 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
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 2025-Q4 and 2026-Q1, across 68 tracked filers holding FICS, 36 increased or opened the position and 32 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 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 6
- D.A. DAVIDSON & CO.$3M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- CITADEL ADVISORS LLC$1M
- GTS SECURITIES LLC$566K
- FIFTH THIRD BANCORP$501K
Full exits 4
- VestGen Advisors, LLC$4M
- Pursuit Wealth Management LLC$3M
- Coppell Advisory Solutions LLC$1M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$524K
Largest adds
- Centennial Wealth Advisory LLC$2M
- Steward Partners Investment Advisory, LLC$1M
- Golden State Wealth Management, LLC$840K
- Gateway Wealth Partners, LLC$810K
- COMMONWEALTH EQUITY SERVICES, LLC$610K
- Janney Montgomery Scott LLC$507K
Largest trims
- LPL Financial LLC$7M
- Chris Bulman Inc$3M
- Brookstone Capital Management$3M
- JANE STREET GROUP, LLC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- NewEdge Advisors, LLC$1M
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 | 1,086,769 | $42M | 23.3% | 2026-Q1 |
| Cetera Investment Advisers added | 411,682 | $16M | 8.8% | 2026-Q1 |
| CWM, LLC added | 374,235 | $15M | 8.0% | 2026-Q1 |
| Key Financial Inc added | 249,690 | $10M | 5.3% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 146,665 | $6M | 3.1% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 135,096 | $5M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 112,083 | $4M | 2.4% | 2026-Q1 |
| Chris Bulman Inc trimmed | 107,829 | $4M | 2.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 105,701 | $4M | 2.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 81,424 | $3M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 72,282 | $3M | 1.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 66,124 | $3M | 1.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. new | 64,441 | $3M | 1.4% | 2026-Q1 |
| Midwest Financial Group LLC trimmed | 64,411 | $3M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 56,837 | $2M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 56,249 | $2M | 1.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 50,498 | $2M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 44,848 | $2M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 44,687 | $2M | 1.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 44,334 | $2M | 0.9% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 41,850 | $2M | 0.9% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 38,457 | $2M | 0.8% | 2026-Q1 |
| Summit Financial, LLC added | 38,354 | $1M | 0.8% | 2026-Q1 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 36,036 | $1M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 35,506 | $1M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 33,323 | $1M | 0.7% | 2026-Q1 |
| Moors & Cabot, Inc. added | 33,166 | $1M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 32,851 | $1M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 31,904 | $1M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 30,015 | $1M | 0.6% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 25,878 | $1M | 0.6% | 2026-Q1 |
| Sigma Planning Corp trimmed | 24,919 | $973K | 0.5% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 23,046 | $900K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,868 | $854K | 0.5% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC added | 20,531 | $801K | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 18,858 | $736K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 15,750 | $615K | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 15,332 | $599K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 14,490 | $566K | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 12,830 | $501K | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 10,715 | $435K | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 9,233 | $374K | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 8,469 | $331K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 8,052 | $314K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 7,772 | $303K | 0.2% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 7,742 | $302K | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 6,577 | $260K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 6,469 | $253K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 6,462 | $252K | 0.1% | 2026-Q1 |
| Claris Financial LLC added | 6,393 | $250K | 0.1% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 6,351 | $248K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 5,730 | $224K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 29,379 | $197K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,744 | $143K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 2,676 | $104K | 0.1% | 2026-Q1 |
| TD Capital Management LLC trimmed | 2,376 | $93K | 0.1% | 2026-Q1 |
| BARRETT & COMPANY, INC. | 2,000 | $78K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,851 | $72K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,664 | $66K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 1,640 | $64K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 1,191 | $46K | 0.0% | 2026-Q1 |
| REAP Financial Group, LLC added | 728 | $28K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 523 | $20K | 0.0% | 2026-Q1 |
| VSM Wealth Advisory, LLC | 410 | $16K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 333 | $13K | 0.0% | 2026-Q1 |
| Wilkerson Advisory Group LLC | 243 | $9K | 0.0% | 2026-Q1 |
| FMR LLC | 143 | $6K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1 | $41 | 0.0% | 2026-Q1 |
| Good Life Advisors, LLC added | 178,545 | $7M | 3.9% | 2025-Q2 stale |
| VestGen Advisors, LLC new | 88,344 | $4M | 1.9% | 2025-Q4 stale |
| WORLD EQUITY GROUP, INC. added | 82,902 | $3M | 1.7% | 2025-Q3 stale |
| Pursuit Wealth Management LLC new | 75,792 | $3M | 1.7% | 2025-Q4 stale |
| RiverTree Advisors, LLC new | 35,894 | $1M | 0.8% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 31,704 | $1M | 0.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 30,574 | $1M | 0.7% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 23,953 | $878K | 0.5% | 2025-Q1 stale |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 13,068 | $524K | 0.3% | 2025-Q4 stale |
| COMERICA BANK added | 11,615 | $466K | 0.3% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 10,772 | $432K | 0.2% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. trimmed | 10,004 | $394K | 0.2% | 2025-Q2 stale |
| Clarity Capital Partners LLC added | 7,923 | $312K | 0.2% | 2025-Q2 stale |
| IFG Advisory, LLC trimmed | 6,719 | $256K | 0.1% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. trimmed | 6,332 | $254K | 0.1% | 2025-Q4 stale |
| IFC & Insurance Marketing, Inc. new | 5,084 | $204K | 0.1% | 2025-Q4 stale |
| Capital Analysts, LLC added | 2,186 | $86K | 0.0% | 2025-Q2 stale |
| TUCKER ASSET MANAGEMENT LLC added | 1,633 | $66K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 497 | $20K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 474 | $18K | 0.0% | 2025-Q3 stale |
| Tidemark, LLC | 200 | $7K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC new | 144 | $6K | 0.0% | 2025-Q2 stale |
| PSI Advisors, LLC | 18 | $660 | 0.0% | 2025-Q1 stale |
| Wagner Wealth Management, LLC | 11 | $407 | 0.0% | 2025-Q1 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.