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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 12,356,464 | $234M | 23.6% | 2026-Q1 |
| LPL Financial LLC added | 8,626,539 | $163M | 16.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,650,356 | $69M | 7.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 3,272,845 | $62M | 6.3% | 2026-Q1 |
| Csenge Advisory Group added | 2,103,560 | $40M | 4.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,043,299 | $39M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,965,336 | $37M | 3.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,727,806 | $33M | 3.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,272,430 | $24M | 2.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,028,932 | $19M | 2.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 936,217 | $18M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 869,667 | $16M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 777,553 | $15M | 1.5% | 2026-Q1 |
| ASSETMARK, INC added | 604,643 | $11M | 1.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 554,003 | $10M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 487,941 | $9M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 440,123 | $8M | 0.8% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 354,923 | $7M | 0.7% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 340,507 | $6M | 0.7% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 319,234 | $6M | 0.6% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 92,228 | $6M | 0.6% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 296,438 | $6M | 0.6% | 2026-Q1 |
| TCP Asset Management, LLC added | 288,274 | $5M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 277,945 | $5M | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 259,145 | $5M | 0.5% | 2026-Q1 |
| &PARTNERS added | 241,648 | $5M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 208,170 | $4M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 195,134 | $4M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 179,760 | $3M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC added | 152,934 | $3M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 147,060 | $3M | 0.3% | 2026-Q1 |
| CWM, LLC added | 145,831 | $3M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 138,173 | $3M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 136,561 | $3M | 0.3% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 133,302 | $3M | 0.3% | 2026-Q1 |
| Center for Financial Planning, Inc. trimmed | 131,770 | $2M | 0.3% | 2026-Q1 |
| Archer Investment Corp added | 126,970 | $2M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 124,759 | $2M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 116,662 | $2M | 0.2% | 2026-Q1 |
| Stenger Family Office, LLC added | 112,328 | $2M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 105,975 | $2M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 104,940 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 101,266 | $2M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 100,524 | $2M | 0.2% | 2026-Q1 |
| Platform Technology Partners trimmed | 99,598 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 93,840 | $2M | 0.2% | 2026-Q1 |
| WealthBridge Capital Management, LLC added | 88,624 | $2M | 0.2% | 2026-Q1 |
| Rehmann Capital Advisory Group trimmed | 85,312 | $2M | 0.2% | 2026-Q1 |
| Insight Advisors, LLC/ PA trimmed | 85,001 | $2M | 0.2% | 2026-Q1 |
| Balefire, LLC added | 83,301 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 83,132 | $2M | 0.2% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 80,875 | $2M | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 79,870 | $2M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 77,153 | $1M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 71,636 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 64,997 | $1M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 65,602 | $1M | 0.1% | 2026-Q1 |
| UBS Group AG added | 64,412 | $1M | 0.1% | 2026-Q1 |
| Accurate Wealth Management, LLC new | 61,876 | $1M | 0.1% | 2026-Q1 |
| Altium Investment Strategies LLC new | 61,340 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 60,885 | $1M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 60,357 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 59,449 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 59,395 | $1M | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 58,915 | $1M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 56,847 | $1M | 0.1% | 2026-Q1 |
| Continuum Advisory, LLC added | 56,791 | $1M | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 55,709 | $1M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 54,911 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 53,417 | $1M | 0.1% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 51,907 | $983K | 0.1% | 2026-Q1 |
| Sequent Planning LLC added | 51,285 | $971K | 0.1% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 50,566 | $958K | 0.1% | 2026-Q1 |
| Everest Financial Group LLC new | 48,500 | $919K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 48,245 | $914K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 46,082 | $873K | 0.1% | 2026-Q1 |
| True Blue Financial, LLC added | 45,733 | $866K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 42,594 | $807K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 42,436 | $804K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 42,137 | $798K | 0.1% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 37,493 | $710K | 0.1% | 2026-Q1 |
| Park Square Financial Group, LLC trimmed | 36,573 | $693K | 0.1% | 2026-Q1 |
| Uniting Wealth Partners, LLC new | 333,181 | $6M | 0.6% | 2025-Q3 stale |
| Naviter Wealth, LLC added | 312,345 | $6M | 0.6% | 2025-Q1 stale |
| IFG Advisory, LLC added | 242,073 | $5M | 0.5% | 2025-Q4 stale |
| WJ Wealth Management, LLC trimmed | 233,411 | $4M | 0.5% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 165,644 | $3M | 0.3% | 2025-Q1 stale |
| EWG Elevate Inc. trimmed | 139,204 | $3M | 0.3% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 103,247 | $2M | 0.2% | 2025-Q1 stale |
| Visionary Wealth Advisors trimmed | 72,097 | $1M | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 70,262 | $1M | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 69,169 | $1M | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 62,562 | $1M | 0.1% | 2025-Q2 stale |
| Hilltop Holdings Inc. trimmed | 52,905 | $1M | 0.1% | 2025-Q4 stale |
| TrueWealth Financial Partners new | 45,317 | $870K | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 42,780 | $821K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 41,675 | $800K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 41,462 | $796K | 0.1% | 2025-Q3 stale |
| RiverTree Advisors, LLC trimmed | 36,169 | $694K | 0.1% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 35,712 | $685K | 0.1% | 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.
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.