Who owns FISN
Which tracked institutional funds hold FISN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FISN 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.
Conviction spread
FISN’s largest tracked holder by dollar value, Blue Owl Capital Holdings LP, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FISN 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
Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Blue Owl Capital Holdings LP new | 1,333,333 | $15M | 58.1% | 2026-Q2 |
| Elevation Wealth Management LLC new | 298,335 | $3M | 13.0% | 2026-Q2 |
| UBS Group AG new | 198,497 | $2M | 8.6% | 2026-Q2 |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD new | 133,333 | $1M | 5.8% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 110,000 | $1M | 4.8% | 2026-Q2 |
| LPL Financial LLC new | 70,858 | $782K | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 27,333 | $302K | 1.2% | 2026-Q2 |
| Essential Investment Partners LLC new | 26,400 | $291K | 1.1% | 2026-Q2 |
| CHAPIN DAVIS, INC. new | 19,000 | $210K | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 17,373 | $192K | 0.8% | 2026-Q2 |
| BHK Investment Advisors, LLC new | 15,000 | $166K | 0.7% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 14,714 | $162K | 0.6% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC new | 13,666 | $151K | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 9,600 | $106K | 0.4% | 2026-Q2 |
| MORGAN STANLEY new | 6,050 | $67K | 0.3% | 2026-Q2 |
| US BANCORP \DE\ new | 1,100 | $12K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 500 | $6K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 335 | $4K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 300 | $3K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 200 | $2K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 2 | $22 | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. new | 0 | — | 0.0% | 2026-Q2 |
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.