Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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
23 tracked funds added or opened FSCO while 23 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
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 256 tracked filers holding FSCO, 107 increased or opened the position and 134 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 FSCO 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 2
- Arlington Capital Management, Inc.$1M
- J.W. COLE ADVISORS, INC.$610K
Full exits 7
- SIT INVESTMENT ASSOCIATES INC$20M
- Cambridge Investment Research Advisors, Inc.$19M
- U.S. Capital Wealth Advisors, LLC$2M
- PERRYMAN FINANCIAL ADVISORY INC /AD$911K
- Concorde Asset Management, LLC$799K
- HighTower Advisors, LLC$690K
Largest adds
- MORGAN STANLEY$7M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$7M
- Wagner Wealth Management, LLC$6M
- EVERGREEN CAPITAL MANAGEMENT LLC$5M
- Arax Advisory Partners$5M
- Kovack Advisors, Inc.$2M
Largest trims
- Arkadios Wealth Advisors$18M
- North Ground Capital$2M
- Patriot Financial Group Insurance Agency, LLC$2M
- Mariner, LLC$1M
- Cornerstone Wealth Management, LLC$1M
- Cetera Investment Advisers$865K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,132,731 | $31M | 9.9% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 5,444,012 | $27M | 8.8% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 4,848,488 | $24M | 7.8% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 3,921,573 | $20M | 6.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,930,706 | $15M | 4.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,487,020 | $12M | 4.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,274,969 | $11M | 3.7% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 2,160,222 | $11M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 2,141,154 | $11M | 3.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 2,134,937 | $11M | 3.4% | 2026-Q2 |
| VISTA FINANCE, LLC trimmed | 1,947,884 | $10M | 3.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,938,862 | $10M | 3.1% | 2026-Q2 |
| Blackstone Inc. | 1,662,945 | $8M | 2.7% | 2026-Q2 |
| Matisse Capital added | 1,245,000 | $6M | 2.0% | 2026-Q2 |
| Summit Financial, LLC added | 1,162,973 | $6M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,138,698 | $6M | 1.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 1,120,115 | $6M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 982,238 | $5M | 1.6% | 2026-Q2 |
| Arax Advisory Partners added | 980,930 | $5M | 1.6% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 921,127 | $5M | 1.5% | 2026-Q2 |
| Kovack Advisors, Inc. added | 829,494 | $4M | 1.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 799,563 | $4M | 1.3% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 552,067 | $3M | 0.9% | 2026-Q2 |
| Noble Wealth Management PBC added | 499,137 | $2M | 0.8% | 2026-Q2 |
| Castleview Partners, LLC added | 487,964 | $2M | 0.8% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 477,739 | $2M | 0.8% | 2026-Q2 |
| &PARTNERS trimmed | 416,357 | $2M | 0.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 405,960 | $2M | 0.7% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 384,875 | $2M | 0.6% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 366,595 | $2M | 0.6% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC trimmed | 349,900 | $2M | 0.6% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 348,260 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 345,486 | $2M | 0.6% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 324,573 | $2M | 0.5% | 2026-Q2 |
| Fund Advisors of America Inc/FL added | 287,557 | $1M | 0.5% | 2026-Q2 |
| CHOREO, LLC added | 268,820 | $1M | 0.4% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 242,291 | $1M | 0.4% | 2026-Q2 |
| UBS Group AG added | 231,252 | $1M | 0.4% | 2026-Q2 |
| Arlington Capital Management, Inc. new | 222,526 | $1M | 0.4% | 2026-Q2 |
| Quarry LP trimmed | 218,922 | $1M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 200,225 | $999K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 180,723 | $902K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 177,973 | $888K | 0.3% | 2026-Q2 |
| Miller Global Investments, LLC | 177,456 | $886K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 176,277 | $880K | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 169,833 | $847K | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 166,680 | $832K | 0.3% | 2026-Q2 |
| TrueMark Investments, LLC added | 163,877 | $818K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 163,415 | $816K | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 163,093 | $814K | 0.3% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 158,917 | $793K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 158,167 | $789K | 0.3% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC added | 155,743 | $777K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 152,548 | $761K | 0.2% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 149,624 | $747K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 147,807 | $738K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 140,543 | $701K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 138,954 | $678K | 0.2% | 2026-Q2 |
| Calamos Advisors LLC added | 138,425 | $691K | 0.2% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 129,190 | $645K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 127,798 | $638K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 125,385 | $626K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 124,102 | $619K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 122,985 | $614K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 122,246 | $610K | 0.2% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 120,750 | $603K | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC | 120,087 | $599K | 0.2% | 2026-Q2 |
| Inscription Capital, LLC trimmed | 116,175 | $580K | 0.2% | 2026-Q2 |
| Allen Capital Group, LLC trimmed | 114,888 | $573K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 98,641 | $492K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 98,525 | $492K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 98,343 | $491K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 97,041 | $484K | 0.2% | 2026-Q2 |
| Virtus Investment Advisers, LLC added | 96,005 | $479K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 95,598 | $477K | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 91,565 | $457K | 0.1% | 2026-Q2 |
| North Ground Capital trimmed | 89,600 | $447K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 89,505 | $447K | 0.1% | 2026-Q2 |
| Investmark Advisory Group LLC trimmed | 86,806 | $433K | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 82,406 | $411K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 81,959 | $409K | 0.1% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 76,887 | $384K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 72,712 | $363K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 72,321 | $361K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 67,749 | $338K | 0.1% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC | 65,720 | $328K | 0.1% | 2026-Q2 |
| Apeiron RIA LLC trimmed | 63,962 | $319K | 0.1% | 2026-Q2 |
| Impact Partnership Wealth, LLC | 62,933 | $314K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 62,863 | $314K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 62,601 | $312K | 0.1% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 58,764 | $293K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 58,462 | $292K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 58,147 | $290K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 57,636 | $288K | 0.1% | 2026-Q2 |
| Huntleigh Advisors, Inc. | 57,532 | $287K | 0.1% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 57,475 | $287K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 56,554 | $282K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 56,031 | $280K | 0.1% | 2026-Q2 |
| Csenge Advisory Group | 55,217 | $276K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 54,319 | $271K | 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.