Who owns FINS (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-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
The tracked-fund tape on FINS is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 10 trimmed or exited — on balance reducing.
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 2025-Q4 and 2026-Q1, across 43 tracked filers holding FINS, 18 increased or opened the position and 20 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 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.
Largest adds
- SIT INVESTMENT ASSOCIATES INC$3M
Largest trims
- Karpus Management, Inc.$8M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Shaker Financial Services, LLC$1M
- WELLS FARGO & COMPANY/MN$1M
- STIFEL FINANCIAL CORP$787K
- MORGAN STANLEY$718K
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 10,873,638 | $139M | 49.0% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 4,697,846 | $60M | 21.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,269,741 | $16M | 5.7% | 2026-Q1 |
| UBS Group AG added | 740,594 | $9M | 3.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 622,896 | $8M | 2.8% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 408,270 | $5M | 1.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 371,496 | $5M | 1.7% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 353,662 | $5M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 239,403 | $3M | 1.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 235,470 | $3M | 1.1% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 233,477 | $3M | 1.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 203,077 | $3M | 0.9% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 193,430 | $2M | 0.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 177,645 | $2M | 0.8% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 120,700 | $2M | 0.5% | 2026-Q1 |
| Dakota Wealth Management added | 80,835 | $1M | 0.4% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 79,150 | $1M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 78,999 | $1M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 73,779 | $941K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 72,979 | $930K | 0.3% | 2026-Q1 |
| &PARTNERS added | 54,329 | $693K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 42,624 | $543K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 37,729 | $481K | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 26,020 | $332K | 0.1% | 2026-Q1 |
| Summit Asset Management, LLC | 26,000 | $332K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,370 | $308K | 0.1% | 2026-Q1 |
| Live Oak Private Wealth LLC | 21,670 | $276K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 19,686 | $251K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 18,807 | $240K | 0.1% | 2026-Q1 |
| Mayflower Financial Advisors, LLC new | 18,700 | $238K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC | 13,467 | $172K | 0.1% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 11,954 | $152K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,343 | $132K | 0.0% | 2026-Q1 |
| PFG Investments, LLC | 10,080 | $129K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 7,258 | $93K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 4,446 | $57K | 0.0% | 2026-Q1 |
| Mountain Hill Investment Partners Corp. | 3,333 | $42K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 2,500 | $32K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 400 | $5K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC | 357 | $5K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $4K | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 30 | $383 | 0.0% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 70,779 | $928K | 0.3% | 2025-Q3 stale |
| Transform Wealth, LLC added | 43,350 | $584K | 0.2% | 2025-Q1 stale |
| Catalina Capital Group, LLC | 16,052 | $210K | 0.1% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 15,349 | $203K | 0.1% | 2025-Q4 stale |
| HighTower Advisors, LLC trimmed | 15,334 | $199K | 0.1% | 2025-Q2 stale |
| SFI Advisors, LLC | 13,513 | $182K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,428 | $151K | 0.1% | 2025-Q4 stale |
| Ignite Planners, LLC trimmed | 11,452 | $150K | 0.1% | 2025-Q3 stale |
| Chicago Partners Investment Group LLC trimmed | 10,138 | $134K | 0.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 5,833 | $76K | 0.0% | 2025-Q2 stale |
| COMERICA BANK trimmed | 4,446 | $59K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 4,000 | $53K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 3,010 | $39K | 0.0% | 2025-Q3 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.