Who owns FSCO (FSCO)
Which tracked institutional funds hold FSCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSCO 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
22 tracked funds added or opened FSCO while 55 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
FSCO’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, 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 FSCO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FSCO 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 275 tracked filers holding FSCO, 121 increased or opened the position and 137 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 FSCO 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 4
- RIVERNORTH CAPITAL MANAGEMENT, LLC$20M
- Pathstone Holdings, LLC$10M
- EVERGREEN CAPITAL MANAGEMENT LLC$6M
- U.S. Capital Wealth Advisors, LLC$2M
Full exits 6
- FIRST TRUST ADVISORS LP$3M
- Bank of New York Mellon Corp$2M
- Concorde Asset Management, LLC$914K
- Baird Financial Group, Inc.$793K
- J.W. COLE ADVISORS, INC.$759K
- Bramshill Investments, LLC$645K
Largest adds
- Arkadios Wealth Advisors$17M
- Wagner Wealth Management, LLC$15M
- Thomas J. Herzfeld Advisors, Inc.$7M
- ENVESTNET ASSET MANAGEMENT INC$3M
- North Ground Capital$3M
- Patriot Financial Group Insurance Agency, LLC$2M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$13M
- Cambridge Investment Research Advisors, Inc.$7M
- Cetera Investment Advisers$7M
- LPL Financial LLC$4M
- STIFEL FINANCIAL CORP$3M
- VISTA FINANCE, LLC$3M
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,167,108 | $31M | 8.4% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 4,008,422 | $20M | 5.4% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 3,883,721 | $20M | 5.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 3,810,812 | $19M | 5.2% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 3,679,935 | $19M | 5.0% | 2026-Q1 |
| Arkadios Wealth Advisors added | 3,563,531 | $18M | 4.8% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 3,474,655 | $18M | 4.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,292,797 | $12M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 2,264,663 | $12M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,212,945 | $11M | 3.0% | 2026-Q1 |
| Pathstone Holdings, LLC new | 2,028,326 | $10M | 2.8% | 2026-Q1 |
| VISTA FINANCE, LLC trimmed | 1,992,143 | $10M | 2.7% | 2026-Q1 |
| Blackstone Inc. | 1,662,945 | $8M | 2.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,583,147 | $8M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,518,496 | $8M | 2.1% | 2026-Q1 |
| Summit Financial, LLC added | 1,148,557 | $6M | 1.6% | 2026-Q1 |
| Matisse Capital added | 1,134,000 | $6M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,108,751 | $6M | 1.5% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC new | 1,102,003 | $6M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 952,529 | $5M | 1.3% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 891,502 | $5M | 1.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 784,562 | $4M | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 783,638 | $4M | 1.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 739,204 | $4M | 1.0% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 558,686 | $3M | 0.8% | 2026-Q1 |
| North Ground Capital added | 525,000 | $3M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 510,519 | $3M | 0.7% | 2026-Q1 |
| &PARTNERS trimmed | 505,329 | $3M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 502,554 | $3M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 478,018 | $2M | 0.6% | 2026-Q1 |
| Kovack Advisors, Inc. added | 466,229 | $2M | 0.6% | 2026-Q1 |
| Noble Wealth Management PBC added | 431,914 | $2M | 0.6% | 2026-Q1 |
| Castleview Partners, LLC added | 431,855 | $2M | 0.6% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 398,977 | $2M | 0.5% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC new | 388,400 | $2M | 0.5% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 385,289 | $2M | 0.5% | 2026-Q1 |
| Diversified Enterprises, LLC added | 375,799 | $2M | 0.5% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC added | 362,615 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 340,669 | $2M | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 337,331 | $2M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 301,602 | $2M | 0.4% | 2026-Q1 |
| Fund Advisors of America Inc/FL trimmed | 275,360 | $1M | 0.4% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 264,222 | $1M | 0.4% | 2026-Q1 |
| CHOREO, LLC added | 238,008 | $1M | 0.3% | 2026-Q1 |
| Quarry LP added | 221,547 | $1M | 0.3% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 178,589 | $911K | 0.2% | 2026-Q1 |
| Miller Global Investments, LLC trimmed | 177,456 | $905K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 171,588 | $875K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 168,548 | $868K | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC added | 169,869 | $866K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 166,664 | $850K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 165,216 | $843K | 0.2% | 2026-Q1 |
| Trivium Point Advisory, LLC added | 153,274 | $782K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 146,310 | $746K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 146,540 | $743K | 0.2% | 2026-Q1 |
| Creative Planning added | 140,696 | $718K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 136,722 | $697K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 135,380 | $690K | 0.2% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 134,657 | $687K | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 134,124 | $684K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 129,860 | $662K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 129,602 | $661K | 0.2% | 2026-Q1 |
| Alpine Global Management, LLC added | 126,227 | $644K | 0.2% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 125,228 | $639K | 0.2% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 120,750 | $638K | 0.2% | 2026-Q1 |
| Inscription Capital, LLC trimmed | 123,547 | $630K | 0.2% | 2026-Q1 |
| Kathmere Capital Management, LLC | 120,087 | $612K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 114,191 | $582K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 107,326 | $547K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 104,798 | $534K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 101,933 | $520K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 96,940 | $494K | 0.1% | 2026-Q1 |
| Investmark Advisory Group LLC trimmed | 94,233 | $481K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 94,099 | $480K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 93,565 | $477K | 0.1% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 91,877 | $469K | 0.1% | 2026-Q1 |
| TrueMark Investments, LLC new | 90,997 | $464K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 90,137 | $460K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 88,727 | $453K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 1,677,372 | $12M | 3.2% | 2025-Q2 stale |
| Bensler, LLC trimmed | 556,188 | $4M | 1.0% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 530,841 | $4M | 1.0% | 2025-Q1 stale |
| Delta Investment Management, LLC added | 474,501 | $3M | 0.9% | 2025-Q3 stale |
| FIRST TRUST ADVISORS LP trimmed | 472,685 | $3M | 0.8% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 316,147 | $2M | 0.6% | 2025-Q3 stale |
| Gilbert & Cook, Inc. trimmed | 313,587 | $2M | 0.6% | 2025-Q3 stale |
| Bank of New York Mellon Corp added | 280,848 | $2M | 0.5% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. added | 222,280 | $2M | 0.4% | 2025-Q3 stale |
| Whalen Wealth Management Inc. new | 158,256 | $1M | 0.3% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 131,978 | $930K | 0.2% | 2025-Q1 stale |
| Concorde Asset Management, LLC added | 145,153 | $914K | 0.2% | 2025-Q4 stale |
| Baird Financial Group, Inc. added | 125,947 | $793K | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 120,427 | $759K | 0.2% | 2025-Q4 stale |
| Bramshill Investments, LLC added | 102,456 | $645K | 0.2% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp added | 91,193 | $630K | 0.2% | 2025-Q3 stale |
| Compound Planning, Inc. added | 86,607 | $598K | 0.2% | 2025-Q3 stale |
| SeaCrest Wealth Management, LLC added | 70,494 | $512K | 0.1% | 2025-Q2 stale |
| AlphaStar Capital Management, LLC trimmed | 71,050 | $491K | 0.1% | 2025-Q3 stale |
| Good Life Advisors, LLC trimmed | 66,888 | $486K | 0.1% | 2025-Q2 stale |
| LaSalle St. Investment Advisors, LLC added | 62,125 | $429K | 0.1% | 2025-Q3 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.