Who owns FSEC
Which tracked institutional funds hold FSEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 FSEC is one-sided between 2026-Q1 and 2026-Q2: 14 added or opened and 4 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
FSEC’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FSEC 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 48 tracked filers holding FSEC, 39 increased or opened the position and 21 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 FSEC 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
- CITADEL ADVISORS LLC$11M
- Synergy Asset Management, LLC$618K
Full exits 2
- GOLDMAN SACHS GROUP INC$1M
- Granite Harbor Advisors, Inc.$660K
Largest adds
- FMR LLC$475M
- Cetera Investment Advisers$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- Global Wealth Strategies & Associates$1M
- JPMORGAN CHASE & CO$1M
Largest trims
- JANE STREET GROUP, LLC$6M
- KINTRA WEALTH, LLC$5M
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 |
|---|---|---|---|---|
| FMR LLC added | 217,976,663 | $9.6B | 99.0% | 2026-Q2 |
| Cetera Investment Advisers added | 469,854 | $21M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 252,534 | $11M | 0.1% | 2026-Q2 |
| Global Wealth Strategies & Associates added | 213,061 | $9M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 136,208 | $6M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 103,183 | $5M | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 74,726 | $3M | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 68,557 | $3M | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 48,009 | $2M | 0.0% | 2026-Q2 |
| &PARTNERS added | 37,862 | $2M | 0.0% | 2026-Q2 |
| Midwest Financial Network, LLC added | 34,887 | $2M | 0.0% | 2026-Q2 |
| RCS Financial Planning, LLC added | 27,097 | $1M | 0.0% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 27,216 | $1M | 0.0% | 2026-Q2 |
| Creative Planning added | 26,212 | $1M | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 21,483 | $942K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 19,573 | $858K | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 16,705 | $732K | 0.0% | 2026-Q2 |
| Synergy Asset Management, LLC new | 14,101 | $618K | 0.0% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 11,310 | $496K | 0.0% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 10,820 | $474K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. | 9,622 | $422K | 0.0% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC new | 9,543 | $418K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 9,284 | $407K | 0.0% | 2026-Q2 |
| Calamos Wealth Management LLC | 8,963 | $393K | 0.0% | 2026-Q2 |
| RDA Financial Network added | 8,458 | $371K | 0.0% | 2026-Q2 |
| Curi Capital, LLC new | 8,142 | $358K | 0.0% | 2026-Q2 |
| Savant Capital, LLC added | 8,023 | $352K | 0.0% | 2026-Q2 |
| Advisor OS, LLC new | 7,346 | $322K | 0.0% | 2026-Q2 |
| Foundation Wealth Management, LLC\PA new | 7,184 | $315K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,548 | $287K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 6,526 | $286K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 5,709 | $250K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 5,580 | $245K | 0.0% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC added | 5,273 | $231K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 5,262 | $231K | 0.0% | 2026-Q2 |
| MAI Capital Management trimmed | 5,087 | $223K | 0.0% | 2026-Q2 |
| HOWE & RUSLING INC new | 4,975 | $218K | 0.0% | 2026-Q2 |
| Meridian Wealth Management, LLC new | 4,974 | $218K | 0.0% | 2026-Q2 |
| NWAM LLC trimmed | 4,589 | $201K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 3,040 | $134K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,629 | $115K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 2,484 | $109K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 1,845 | $80K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,796 | $79K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 1,732 | $76K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 327 | $14K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 91 | $4K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 10 | $466 | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 26,863 | $1M | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Granite Harbor Advisors, Inc. | 15,053 | $660K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group trimmed | 10,657 | $467K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,397 | $456K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 8,302 | $364K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SMITH CHAS P & ASSOCIATES PA CPAS | 7,818 | $343K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Valeo Financial Advisors, LLC new | 5,269 | $231K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Mid-American Wealth Advisory Group, Inc. | 5,055 | $223K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 3,020 | $132K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 2,866 | $126K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sterling Capital Management LLC added | 581 | $25K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 542 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 184 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 116 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 12 | $526 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| STIFEL FINANCIAL CORP added | 13,102 | $578K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| High Falls Advisors, Inc added | 12,305 | $543K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA SECURITIES, LLC trimmed | 8,105 | $358K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CAPTRUST FINANCIAL ADVISORS trimmed | 6,806 | $300K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Glenview Trust Co new | 6,530 | $288K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 6,412 | $283K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Indiana Trust & Investment Management Co new | 6,266 | $277K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Dentgroup LLC trimmed | 5,212 | $230K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC new | 5,203 | $230K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 5,067 | $224K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Blue Trust, Inc. new | 3,329 | $147K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| INTEGRITY ALLIANCE, LLC. added | 109,085 | $5M | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 47,074 | $2M | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Corient Private Wealth LLC new | 17,315 | $764K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OSAIC HOLDINGS, INC. | 8,997 | $398K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP trimmed | 7,478 | $329K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 7,389 | $326K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GRIES FINANCIAL LLC | 6,246 | $275K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MISSION WEALTH MANAGEMENT, LP new | 7,363 | $321K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| FIRST CITIZENS BANK & TRUST CO new | 6,839 | $298K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| EP Wealth Advisors, LLC new | 2,338 | $102K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ST GERMAIN D J CO INC new | 1,093 | $48K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Calamos Advisors LLC (last filed 2026-Q1, 8,963 shares) reconciles to its 1 current affiliate (8,963 shares) — 0.000% apart.
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.