Who owns FINS
Which tracked institutional funds hold FINS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FINS 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
5 tracked funds added or opened FINS while 3 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
FINS’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FINS 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 43 tracked filers holding FINS, 24 increased or opened the position and 17 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 FINS 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
- Atlas Wealth LLC$14M
Full exits 1
- SIT INVESTMENT ASSOCIATES INC$139M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$798K
- Corient Private Wealth LP$520K
- Thomas J. Herzfeld Advisors, Inc.$380K
- WELLS FARGO & COMPANY/MN$329K
Largest trims
- UBS Group AG$381K
- Karpus Management, Inc.$318K
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 |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 4,654,677 | $60M | 19.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,290,468 | $17M | 5.5% | 2026-Q2 |
| Atlas Wealth LLC new | 1,100,004 | $14M | 4.7% | 2026-Q2 |
| UBS Group AG trimmed | 707,959 | $9M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 627,001 | $8M | 2.7% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 417,457 | $5M | 1.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 383,477 | $5M | 1.6% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 351,208 | $4M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 300,777 | $4M | 1.3% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC added | 235,363 | $3M | 1.0% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 231,615 | $3M | 1.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 222,390 | $3M | 1.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 203,462 | $3M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 180,224 | $2M | 0.8% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 118,848 | $2M | 0.5% | 2026-Q2 |
| Dakota Wealth Management trimmed | 77,835 | $996K | 0.3% | 2026-Q2 |
| Twelve Points Wealth Management LLC trimmed | 77,263 | $989K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 76,348 | $977K | 0.3% | 2026-Q2 |
| Focus Partners Wealth | 73,779 | $944K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 73,346 | $939K | 0.3% | 2026-Q2 |
| &PARTNERS added | 56,376 | $722K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 43,462 | $556K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 42,333 | $542K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 40,666 | $521K | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 30,101 | $385K | 0.1% | 2026-Q2 |
| Shaker Financial Services, LLC added | 29,245 | $374K | 0.1% | 2026-Q2 |
| Summit Asset Management, LLC | 26,000 | $333K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,370 | $313K | 0.1% | 2026-Q2 |
| Live Oak Private Wealth LLC | 21,670 | $277K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 19,858 | $254K | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC | 18,700 | $239K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,303 | $145K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC new | 11,039 | $141K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 10,859 | $139K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 10,001 | $128K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 9,084 | $116K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 4,446 | $57K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 4,009 | $51K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,600 | $46K | 0.0% | 2026-Q2 |
| Mountain Hill Investment Partners Corp. | 3,333 | $43K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC | 357 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $4K | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 10,873,638 | $139M | 46.4% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC added | 18,807 | $240K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Lido Advisors, LLC | 13,467 | $172K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,343 | $132K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PFG Investments, LLC | 10,080 | $129K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CoreCap Advisors, LLC new | 7,258 | $93K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GHP Investment Advisors, Inc. new | 2,500 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Larson Financial Group LLC added | 400 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| StoneX Group Inc. trimmed | 15,349 | $203K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 4,446 | $59K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 4,000 | $53K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 70,779 | $928K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Catalina Capital Group, LLC | 16,052 | $210K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Ignite Planners, LLC trimmed | 11,452 | $150K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 3,010 | $39K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC trimmed | 15,334 | $199K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 5,833 | $76K | 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.