Who owns FISR (FISR)
Which tracked institutional funds hold FISR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FISR 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 FISR is one-sided between 2025-Q4 and 2026-Q1: 25 added or opened and 5 trimmed or exited — on balance accumulating.
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
FISR’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 FISR 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 80 tracked filers holding FISR, 55 increased or opened the position and 25 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 FISR 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 2
- Cerity Partners LLC$16M
- Global Assets Advisory, LLC$817K
Full exits 2
- Austin Private Wealth, LLC$12M
- CITADEL ADVISORS LLC$600K
Largest adds
- LPL Financial LLC$28M
- ENVESTNET ASSET MANAGEMENT INC$27M
- Envestnet Portfolio Solutions, Inc.$27M
- PARK AVENUE SECURITIES LLC$3M
- Aspire Private Capital, LLC$2M
- LANDMARK WEALTH MANAGEMENT, INC.$2M
Largest trims
- NewEdge Advisors, LLC$16M
- AXXCESS WEALTH MANAGEMENT, LLC$7M
- Sanctuary 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 added | 4,359,346 | $112M | 23.9% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 3,721,954 | $96M | 20.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,920,541 | $75M | 16.0% | 2026-Q1 |
| Aspire Private Capital, LLC added | 896,592 | $23M | 4.9% | 2026-Q1 |
| Hibernia Wealth Partners, LLC added | 759,071 | $20M | 4.2% | 2026-Q1 |
| Cerity Partners LLC new | 619,792 | $16M | 3.4% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 519,004 | $13M | 2.8% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 468,814 | $12M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 427,008 | $11M | 2.3% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 382,677 | $10M | 2.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 698,507 | $5M | 1.0% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 178,608 | $5M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 160,594 | $4M | 0.9% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 146,260 | $4M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 140,080 | $4M | 0.8% | 2026-Q1 |
| AE Wealth Management LLC added | 133,883 | $3M | 0.7% | 2026-Q1 |
| NOVUS ADVISORS, LLC added | 125,147 | $3M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 121,367 | $3M | 0.7% | 2026-Q1 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 103,473 | $3M | 0.6% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 100,370 | $3M | 0.5% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 94,680 | $2M | 0.5% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 92,538 | $2M | 0.5% | 2026-Q1 |
| Balboa Wealth Partners added | 90,388 | $2M | 0.5% | 2026-Q1 |
| International Private Wealth Advisors LLC added | 84,750 | $2M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 58,963 | $2M | 0.3% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 58,441 | $2M | 0.3% | 2026-Q1 |
| Argent Trust Co trimmed | 53,184 | $1M | 0.3% | 2026-Q1 |
| True Vision MN LLC added | 45,419 | $1M | 0.2% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 39,070 | $1M | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC added | 34,718 | $893K | 0.2% | 2026-Q1 |
| Global Assets Advisory, LLC new | 31,990 | $817K | 0.2% | 2026-Q1 |
| Global Financial Private Client, LLC added | 29,315 | $754K | 0.2% | 2026-Q1 |
| Balefire, LLC trimmed | 25,159 | $647K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 23,832 | $613K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 21,315 | $548K | 0.1% | 2026-Q1 |
| WealthPoint Financial, LLC | 21,049 | $545K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 19,223 | $494K | 0.1% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 19,053 | $490K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 17,344 | $446K | 0.1% | 2026-Q1 |
| FSA Advisors, Inc. added | 16,956 | $436K | 0.1% | 2026-Q1 |
| Kelly Financial Services LLC added | 16,571 | $426K | 0.1% | 2026-Q1 |
| Quadcap Wealth Management, LLC trimmed | 16,180 | $416K | 0.1% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 15,647 | $402K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 15,026 | $386K | 0.1% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 14,891 | $383K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 13,647 | $351K | 0.1% | 2026-Q1 |
| October Effect Ltd added | 12,805 | $329K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 12,102 | $311K | 0.1% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 12,031 | $311K | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC added | 11,257 | $290K | 0.1% | 2026-Q1 |
| NWAM LLC | 10,883 | $280K | 0.1% | 2026-Q1 |
| MSH Capital Advisors LLC | 10,778 | $277K | 0.1% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 9,272 | $238K | 0.1% | 2026-Q1 |
| FWG Investments, LLC. added | 8,813 | $227K | 0.0% | 2026-Q1 |
| Triumph Capital Management added | 8,655 | $223K | 0.0% | 2026-Q1 |
| Financial Sense Advisors, Inc. trimmed | 8,383 | $216K | 0.0% | 2026-Q1 |
| Atria Investments, Inc trimmed | 8,342 | $215K | 0.0% | 2026-Q1 |
| Richard W. Paul & Associates, LLC added | 5,427 | $140K | 0.0% | 2026-Q1 |
| BROWN, LISLE/CUMMINGS, INC. new | 2,920 | $75K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 2,485 | $64K | 0.0% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. added | 2,323 | $60K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 1,935 | $50K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,853 | $47K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,590 | $41K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 1,283 | $33K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,141 | $29K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 615 | $16K | 0.0% | 2026-Q1 |
| Covestor Ltd added | 581 | $15K | 0.0% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC new | 367 | $9K | 0.0% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. | 309 | $8K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 162 | $4K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. new | 162 | $4K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC | 76 | $2K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 72 | $2K | 0.0% | 2026-Q1 |
| REAP Financial Group, LLC | 65 | $2K | 0.0% | 2026-Q1 |
| Austin Private Wealth, LLC added | 448,798 | $12M | 2.5% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 29,881 | $773K | 0.2% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC new | 29,582 | $766K | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 23,165 | $600K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 18,491 | $479K | 0.1% | 2025-Q1 stale |
| Merit Financial Group, LLC trimmed | 17,785 | $463K | 0.1% | 2025-Q3 stale |
| SYNOVUS FINANCIAL CORP added | 15,605 | $403K | 0.1% | 2025-Q2 stale |
| Worth Financial Advisory Group, LLC added | 14,062 | $364K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,206 | $318K | 0.1% | 2025-Q3 stale |
| HBW ADVISORY SERVICES LLC added | 10,465 | $270K | 0.1% | 2025-Q2 stale |
| Hilltop Holdings Inc. new | 9,040 | $234K | 0.0% | 2025-Q2 stale |
| Mariner, LLC | 8,505 | $220K | 0.0% | 2025-Q2 stale |
| PKS Advisory Services, LLC new | 8,135 | $208K | 0.0% | 2025-Q2 stale |
| Mascagni Wealth Management, Inc. trimmed | 7,961 | $206K | 0.0% | 2025-Q2 stale |
| Transce3nd, LLC added | 5,814 | $150K | 0.0% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 5,386 | $140K | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC new | 5,302 | $138K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 3,657 | $95K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 3,329 | $86K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN trimmed | 3,101 | $80K | 0.0% | 2025-Q4 stale |
| Aptus Capital Advisors, LLC | 1,706 | $44K | 0.0% | 2025-Q3 stale |
| UBS Group AG added | 509 | $13K | 0.0% | 2025-Q2 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 170 | $4K | 0.0% | 2025-Q4 stale |
| Motiv8 Investments LLC new | 142 | $4K | 0.0% | 2025-Q4 stale |
| Capital A Wealth Management, LLC trimmed | 119 | $3K | 0.0% | 2025-Q1 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.