Who owns FNCL
Which tracked institutional funds hold FNCL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FNCL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
52 tracked funds added or opened FNCL while 26 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
FNCL’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FNCL 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 248 tracked filers holding FNCL, 117 increased or opened the position and 103 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 FNCL 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 6
- Maxele Advisors, LLC$2M
- Beaumont Financial Advisors, LLC$2M
- Gotham Asset Management, LLC$2M
- BRIGHTON JONES LLC$1M
- Signal Advisors Wealth, LLC$843K
- Noble Wealth Partners LLC$526K
Full exits 12
- Thrivent Financial for Lutherans$8M
- HighTower Advisors, LLC$5M
- Cambridge Investment Research Advisors, Inc.$3M
- CWM, LLC$3M
- Tower Research Capital LLC (TRC)$2M
- CITADEL ADVISORS LLC$1M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$22M
- Lido Advisors, LLC$8M
- MORGAN STANLEY$8M
- AGF MANAGEMENT LTD$7M
- OSAIC HOLDINGS, INC.$4M
- NorthCoast Asset Management LLC$2M
Largest trims
- SAVA PENZISKO DRUSHTVO A.D. SKOPJE$11M
- Independence Financial Advisors, LLC$11M
- LPL Financial LLC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- TWO SIGMA INVESTMENTS, LP$3M
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 |
|---|---|---|---|---|
| Lido Advisors, LLC trimmed | 2,554,511 | $196M | 23.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,111,947 | $162M | 19.1% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 882,402 | $68M | 8.0% | 2026-Q2 |
| MORGAN STANLEY added | 449,724 | $34M | 4.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 370,196 | $28M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 369,981 | $28M | 3.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 254,016 | $19M | 2.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 236,316 | $18M | 2.1% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 224,324 | $17M | 2.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 218,004 | $17M | 2.0% | 2026-Q2 |
| Procyon Advisors, LLC added | 169,501 | $13M | 1.5% | 2026-Q2 |
| Fischer Financial Services, Inc. added | 143,173 | $11M | 1.3% | 2026-Q2 |
| AE Wealth Management LLC added | 142,087 | $11M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 133,185 | $10M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 126,997 | $10M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 118,630 | $9M | 1.1% | 2026-Q2 |
| FMR LLC added | 106,746 | $8M | 1.0% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 104,535 | $8M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 98,700 | $8M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 96,034 | $7M | 0.9% | 2026-Q2 |
| CITIGROUP INC added | 95,413 | $7M | 0.9% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 91,614 | $7M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 78,252 | $6M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 70,929 | $5M | 0.6% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 69,086 | $5M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 59,416 | $5M | 0.5% | 2026-Q2 |
| Smith Salley Wealth Management trimmed | 59,305 | $5M | 0.5% | 2026-Q2 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE trimmed | 55,086 | $13M | 1.5% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 54,696 | $4M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 49,361 | $4M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 47,836 | $4M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 43,856 | $3M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 42,990 | $3M | 0.4% | 2026-Q2 |
| LYNCH & ASSOCIATES/IN added | 41,958 | $3M | 0.4% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 38,943 | $3M | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 37,008 | $3M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 36,536 | $3M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 36,183 | $3M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 34,082 | $3M | 0.3% | 2026-Q2 |
| Maxele Advisors, LLC added | 31,463 | $2M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 31,257 | $2M | 0.3% | 2026-Q2 |
| Jacobs Equity LLC added | 30,916 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG added | 30,695 | $2M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,298 | $2M | 0.3% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 30,120 | $2M | 0.3% | 2026-Q2 |
| Harbor Asset Planning, Inc. trimmed | 29,865 | $2M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 29,201 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 28,401 | $2M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 27,829 | $2M | 0.3% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 26,295 | $2M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 25,784 | $2M | 0.2% | 2026-Q2 |
| KDK Private Wealth Management, LLC trimmed | 23,874 | $2M | 0.2% | 2026-Q2 |
| Buska Wealth Management, LLC trimmed | 23,641 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,516 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors added | 23,136 | $2M | 0.2% | 2026-Q2 |
| SMITH SHELLNUT WILSON LLC /ADV trimmed | 22,243 | $2M | 0.2% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 20,664 | $2M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC new | 20,450 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 19,566 | $1M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 19,428 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 19,316 | $1M | 0.2% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 19,239 | $1M | 0.2% | 2026-Q2 |
| BRIGHTON JONES LLC added | 18,718 | $1M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC | 18,055 | $1M | 0.2% | 2026-Q2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 17,773 | $1M | 0.2% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST added | 16,018 | $1M | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 15,723 | $1M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 15,358 | $1M | 0.1% | 2026-Q2 |
| Traynor Capital Management, Inc. trimmed | 14,725 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 12,650 | $968K | 0.1% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH | 12,479 | $955K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 12,299 | $942K | 0.1% | 2026-Q2 |
| &PARTNERS added | 12,234 | $937K | 0.1% | 2026-Q2 |
| Go Invest LLC added | 12,166 | $931K | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp added | 12,063 | $924K | 0.1% | 2026-Q2 |
| Independence Financial Advisors, LLC trimmed | 11,746 | $899K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 11,008 | $843K | 0.1% | 2026-Q2 |
| Aspetuck Financial Management LLC trimmed | 10,985 | $841K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 10,547 | $838K | 0.1% | 2026-Q2 |
| LongView Wealth Management added | 10,180 | $779K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc trimmed | 10,129 | $775K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 10,060 | $770K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 9,625 | $737K | 0.1% | 2026-Q2 |
| Bayshore Capital Advisors, LLC | 9,610 | $736K | 0.1% | 2026-Q2 |
| World Investment Advisors | 9,489 | $667K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 9,269 | $710K | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC trimmed | 9,257 | $709K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 9,102 | $697K | 0.1% | 2026-Q2 |
| Cornerstone Management, Inc. | 8,841 | $677K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 8,617 | $660K | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 8,474 | $649K | 0.1% | 2026-Q2 |
| Montis Financial, LLC added | 8,288 | $635K | 0.1% | 2026-Q2 |
| Roxbury Financial LLC added | 8,254 | $632K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 8,253 | $632K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,902 | $605K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 7,540 | $577K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 7,146 | $547K | 0.1% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC | 6,991 | $535K | 0.1% | 2026-Q2 |
| Noble Wealth Partners LLC new | 6,876 | $526K | 0.1% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. | 0 | $544K | 0.1% | 2026-Q2 |
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.