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Institutional Ownership · SEC Form 13F

Who owns FSIG (FSIG)


Which tracked institutional funds hold FSIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSIG 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.

157
Institutional holders
50,912,899
Shares held (tracked funds)

How the tape is positioned

32 tracked funds added or opened FSIG while 27 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

FSIG’s largest tracked holder by dollar value, MORGAN STANLEY, 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 FSIG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FSIG 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 157 tracked filers holding FSIG, 96 increased or opened the position and 72 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 FSIG 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 8

  • Independent Advisor Alliance$5M
  • Integrated Wealth Concepts LLC$4M
  • Avior Wealth Management, LLC$3M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3M
  • UBS Group AG$1M
  • Accurate Wealth Management, LLC$1M

Full exits 9

  • IFG Advisory, LLC$5M
  • J.W. COLE ADVISORS, INC.$1M
  • Hilltop Holdings Inc.$1M
  • TrueWealth Financial Partners$870K
  • GOLDMAN SACHS GROUP INC$821K
  • FLOW TRADERS U.S. LLC$800K

Largest adds

  • LPL Financial LLC$16M
  • MORGAN STANLEY$14M
  • STIFEL FINANCIAL CORP$8M
  • FIRST TRUST ADVISORS LP$7M
  • WELLS FARGO & COMPANY/MN$3M
  • CWM, LLC$3M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$40M
  • AMERIPRISE FINANCIAL INC$12M
  • STEPHENS INC /AR/$8M
  • Mutual Advisors, LLC$3M
  • KMG FIDUCIARY PARTNERS, LLC$2M
  • NewEdge Advisors, LLC$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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added12,356,464$234M23.6%2026-Q1
LPL Financial LLC added8,626,539$163M16.5%2026-Q1
WELLS FARGO & COMPANY/MN added3,650,356$69M7.0%2026-Q1
FIRST TRUST ADVISORS LP added3,272,845$62M6.3%2026-Q1
Csenge Advisory Group added2,103,560$40M4.0%2026-Q1
ROYAL BANK OF CANADA added2,043,299$39M3.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,965,336$37M3.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,727,806$33M3.3%2026-Q1
STIFEL FINANCIAL CORP added1,272,430$24M2.4%2026-Q1
TRUIST FINANCIAL CORP added1,028,932$19M2.0%2026-Q1
OSAIC HOLDINGS, INC. added936,217$18M1.8%2026-Q1
Cetera Investment Advisers added869,667$16M1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed777,553$15M1.5%2026-Q1
ASSETMARK, INC added604,643$11M1.2%2026-Q1
Vestmark Advisory Solutions, Inc. added554,003$10M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added487,941$9M0.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added440,123$8M0.8%2026-Q1
STEPHENS INC /AR/ trimmed354,923$7M0.7%2026-Q1
KMG FIDUCIARY PARTNERS, LLC trimmed340,507$6M0.7%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed319,234$6M0.6%2026-Q1
NewEdge Advisors, LLC trimmed92,228$6M0.6%2026-Q1
MGO ONE SEVEN LLC added296,438$6M0.6%2026-Q1
TCP Asset Management, LLC added288,274$5M0.6%2026-Q1
Independent Advisor Alliance trimmed277,945$5M0.5%2026-Q1
BENJAMIN EDWARDS INC trimmed259,145$5M0.5%2026-Q1
&PARTNERS added241,648$5M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added208,170$4M0.4%2026-Q1
Integrated Wealth Concepts LLC trimmed195,134$4M0.4%2026-Q1
Janney Montgomery Scott LLC added179,760$3M0.3%2026-Q1
Avior Wealth Management, LLC added152,934$3M0.3%2026-Q1
DAVENPORT & Co LLC added147,060$3M0.3%2026-Q1
CWM, LLC added145,831$3M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new138,173$3M0.3%2026-Q1
RFG Advisory, LLC added136,561$3M0.3%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. added133,302$3M0.3%2026-Q1
Center for Financial Planning, Inc. trimmed131,770$2M0.3%2026-Q1
Archer Investment Corp added126,970$2M0.2%2026-Q1
D.A. DAVIDSON & CO. added124,759$2M0.2%2026-Q1
U.S. Capital Wealth Advisors, LLC added116,662$2M0.2%2026-Q1
Stenger Family Office, LLC added112,328$2M0.2%2026-Q1
Orion Porfolio Solutions, LLC added105,975$2M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added104,940$2M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed101,266$2M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed100,524$2M0.2%2026-Q1
Platform Technology Partners trimmed99,598$2M0.2%2026-Q1
Concurrent Investment Advisors, LLC trimmed93,840$2M0.2%2026-Q1
WealthBridge Capital Management, LLC added88,624$2M0.2%2026-Q1
Rehmann Capital Advisory Group trimmed85,312$2M0.2%2026-Q1
Insight Advisors, LLC/ PA trimmed85,001$2M0.2%2026-Q1
Balefire, LLC added83,301$2M0.2%2026-Q1
HighTower Advisors, LLC added83,132$2M0.2%2026-Q1
Pacific Excel Wealth Advisors, Inc. added80,875$2M0.2%2026-Q1
DAYMARK WEALTH PARTNERS, LLC trimmed79,870$2M0.2%2026-Q1
Prospera Financial Services Inc added77,153$1M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed71,636$1M0.1%2026-Q1
Equitable Holdings, Inc. added64,997$1M0.1%2026-Q1
OPPENHEIMER & CO INC trimmed65,602$1M0.1%2026-Q1
UBS Group AG added64,412$1M0.1%2026-Q1
Accurate Wealth Management, LLC new61,876$1M0.1%2026-Q1
Altium Investment Strategies LLC new61,340$1M0.1%2026-Q1
Kingsview Wealth Management, LLC added60,885$1M0.1%2026-Q1
Atria Investments, Inc added60,357$1M0.1%2026-Q1
Bank of New York Mellon Corp added59,449$1M0.1%2026-Q1
Sigma Planning Corp added59,395$1M0.1%2026-Q1
Harvest Investment Services, LLC trimmed58,915$1M0.1%2026-Q1
Gateway Wealth Partners, LLC added56,847$1M0.1%2026-Q1
Continuum Advisory, LLC added56,791$1M0.1%2026-Q1
Crusonia Wealth Advisors LLC added55,709$1M0.1%2026-Q1
US BANCORP \DE\ added54,911$1M0.1%2026-Q1
Mariner, LLC added53,417$1M0.1%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC added51,907$983K0.1%2026-Q1
Sequent Planning LLC added51,285$971K0.1%2026-Q1
IAMS WEALTH MANAGEMENT, LLC trimmed50,566$958K0.1%2026-Q1
Everest Financial Group LLC new48,500$919K0.1%2026-Q1
Private Advisor Group, LLC trimmed48,245$914K0.1%2026-Q1
Mutual Advisors, LLC trimmed46,082$873K0.1%2026-Q1
True Blue Financial, LLC added45,733$866K0.1%2026-Q1
WEDBUSH SECURITIES INC trimmed42,594$807K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added42,436$804K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC added42,137$798K0.1%2026-Q1
WINEBRENNER CAPITAL MANAGEMENT LLC37,493$710K0.1%2026-Q1
Park Square Financial Group, LLC trimmed36,573$693K0.1%2026-Q1
Uniting Wealth Partners, LLC new333,181$6M0.6%2025-Q3 stale
Naviter Wealth, LLC added312,345$6M0.6%2025-Q1 stale
IFG Advisory, LLC added242,073$5M0.5%2025-Q4 stale
WJ Wealth Management, LLC trimmed233,411$4M0.5%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed165,644$3M0.3%2025-Q1 stale
EWG Elevate Inc. trimmed139,204$3M0.3%2025-Q3 stale
Orion Portfolio Solutions, LLC trimmed103,247$2M0.2%2025-Q1 stale
Visionary Wealth Advisors trimmed72,097$1M0.1%2025-Q2 stale
J.W. COLE ADVISORS, INC. added70,262$1M0.1%2025-Q4 stale
OLD MISSION CAPITAL LLC trimmed69,169$1M0.1%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed62,562$1M0.1%2025-Q2 stale
Hilltop Holdings Inc. trimmed52,905$1M0.1%2025-Q4 stale
TrueWealth Financial Partners new45,317$870K0.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC added42,780$821K0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed41,675$800K0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed41,462$796K0.1%2025-Q3 stale
RiverTree Advisors, LLC trimmed36,169$694K0.1%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC new35,712$685K0.1%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership