Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 4 added or opened and 23 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
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 gap the other way — the median holder sizes FISR more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 67 tracked filers holding FISR, 28 increased or opened the position and 55 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 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
- Founders Financial Alliance, LLC$2M
Full exits 5
- PARK AVENUE SECURITIES LLC$12M
- HighTower Advisors, LLC$11M
- True Vision MN LLC$1M
- IAMS WEALTH MANAGEMENT, LLC$1M
- Global Assets Advisory, LLC$817K
Largest adds
- NewEdge Advisors, LLC$17M
- PRINCIPAL SECURITIES, INC.$2M
- LOCKERMAN FINANCIAL GROUP, INC.$251K
Largest trims
- LPL Financial LLC$21M
- Hibernia Wealth Partners, LLC$9M
- ENVESTNET ASSET MANAGEMENT INC$8M
- Envestnet Portfolio Solutions, Inc.$6M
- Cerity Partners LLC$2M
- LANDMARK WEALTH MANAGEMENT, INC.$2M
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 | 3,544,540 | $91M | 21.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,494,333 | $90M | 20.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,608,300 | $67M | 15.6% | 2026-Q2 |
| Aspire Private Capital, LLC trimmed | 851,703 | $22M | 5.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 848,331 | $22M | 5.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 525,658 | $13M | 3.1% | 2026-Q2 |
| Raleigh Capital Management Inc. trimmed | 490,557 | $13M | 2.9% | 2026-Q2 |
| Hibernia Wealth Partners, LLC trimmed | 409,212 | $10M | 2.4% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 288,333 | $7M | 1.7% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 187,354 | $5M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 143,413 | $4M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 139,779 | $4M | 0.8% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 116,908 | $3M | 0.7% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 114,438 | $3M | 0.7% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 113,529 | $3M | 0.7% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 106,457 | $3M | 0.6% | 2026-Q2 |
| NOVUS ADVISORS, LLC trimmed | 90,314 | $2M | 0.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 76,542 | $2M | 0.5% | 2026-Q2 |
| Legacy Wealth Partners, LLC trimmed | 76,205 | $2M | 0.5% | 2026-Q2 |
| International Private Wealth Advisors LLC trimmed | 71,825 | $2M | 0.4% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 69,169 | $2M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 67,380 | $2M | 0.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 66,154 | $2M | 0.4% | 2026-Q2 |
| Argent Trust Co trimmed | 50,125 | $1M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 44,545 | $1M | 0.3% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 29,621 | $760K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 29,470 | $756K | 0.2% | 2026-Q2 |
| World Investment Advisors added | 28,177 | $723K | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 26,028 | $668K | 0.2% | 2026-Q2 |
| WealthPoint Financial, LLC added | 23,259 | $597K | 0.1% | 2026-Q2 |
| Balefire, LLC trimmed | 22,776 | $584K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance added | 21,332 | $547K | 0.1% | 2026-Q2 |
| Global Financial Private Client, LLC trimmed | 19,205 | $493K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 18,425 | $473K | 0.1% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 15,619 | $401K | 0.1% | 2026-Q2 |
| NWAM LLC added | 15,560 | $399K | 0.1% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 14,443 | $370K | 0.1% | 2026-Q2 |
| October Effect Ltd added | 13,165 | $338K | 0.1% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 12,770 | $328K | 0.1% | 2026-Q2 |
| Kelly Financial Services LLC trimmed | 12,737 | $327K | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC new | 12,253 | $314K | 0.1% | 2026-Q2 |
| MSH Capital Advisors LLC | 10,778 | $276K | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 10,723 | $275K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 10,040 | $258K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 9,727 | $250K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,682 | $248K | 0.1% | 2026-Q2 |
| Thompson David Blair new | 9,409 | $241K | 0.1% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed | 8,727 | $224K | 0.1% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 8,197 | $210K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,349 | $189K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,513 | $64K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 2,170 | $56K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,935 | $50K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,878 | $48K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,259 | $32K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 477 | $12K | 0.0% | 2026-Q2 |
| Richard W. Paul & Associates, LLC trimmed | 219 | $6K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 173 | $4K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 164 | $4K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 137 | $4K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 76 | $2K | 0.0% | 2026-Q2 |
| REAP Financial Group, LLC added | 74 | $2K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 72 | $2K | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC added | 63 | $2K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 59 | $2K | 0.0% | 2026-Q2 |
| Caitlin John, LLC trimmed | 11 | $278 | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 1 | — | 0.0% | 2026-Q2 |
| PARK AVENUE SECURITIES LLC added | 468,814 | $12M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 427,008 | $11M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| True Vision MN LLC added | 45,419 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 39,070 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Global Assets Advisory, LLC new | 31,990 | $817K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 19,223 | $494K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Outlook Wealth Advisors, LLC added | 19,053 | $490K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Integrity Wealth Partners, LLC new | 14,891 | $383K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 13,647 | $351K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Asset Advisory Services LLC trimmed | 12,031 | $311K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MARIPAU WEALTH MANAGEMENT LLC added | 9,272 | $238K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 8,813 | $227K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc trimmed | 8,342 | $215K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BROWN, LISLE/CUMMINGS, INC. new | 2,920 | $75K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 2,485 | $64K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 1,590 | $41K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP | 615 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Austin Private Wealth, LLC added | 448,798 | $12M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 5,386 | $140K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 3,329 | $86K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN trimmed | 3,101 | $80K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Merit Financial Group, LLC trimmed | 17,785 | $463K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,206 | $318K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC new | 5,302 | $138K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Aptus Capital Advisors, LLC | 1,706 | $44K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SYNOVUS FINANCIAL CORP added | 15,605 | $403K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Midwest Financial Network, LLC added | 12,110 | $313K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HBW ADVISORY SERVICES LLC added | 10,465 | $270K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Hilltop Holdings Inc. new | 9,040 | $234K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Mariner, LLC | 8,505 | $220K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| PKS Advisory Services, LLC new | 8,135 | $208K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Mascagni Wealth Management, Inc. trimmed | 7,961 | $206K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC added | 5,814 | $150K | 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.