Who owns 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-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
31 tracked funds added or opened FSIG while 26 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
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 2026-Q1 and 2026-Q2, across 157 tracked filers holding FSIG, 94 increased or opened the position and 67 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 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 7
- CITADEL ADVISORS LLC$11M
- GOLDMAN SACHS GROUP INC$10M
- OLD MISSION CAPITAL LLC$9M
- KINTRA WEALTH, LLC$6M
- VAQUERO PRIVATE WEALTH, LTD$5M
- IFG Advisory, LLC$5M
Full exits 12
- Cambridge Investment Research Advisors, Inc.$9M
- KMG FIDUCIARY PARTNERS, LLC$6M
- Independent Advisor Alliance$5M
- Janney Montgomery Scott LLC$3M
- CWM, LLC$3M
- U.S. Capital Wealth Advisors, LLC$2M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$17M
- Arax Advisory Partners$4M
- WELLS FARGO & COMPANY/MN$3M
- Platform Technology Partners$2M
- NewEdge Advisors, LLC$1M
- OSAIC HOLDINGS, INC.$1M
Largest trims
- FIRST TRUST ADVISORS LP$7M
- STIFEL FINANCIAL CORP$5M
- LPL Financial LLC$5M
- ASSETMARK, INC$1M
- AMERIPRISE FINANCIAL INC$1M
- FSB PREMIER WEALTH MANAGEMENT, INC.$1M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 12,394,310 | $234M | 23.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 8,421,429 | $159M | 16.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,827,738 | $72M | 7.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 2,890,767 | $55M | 5.5% | 2026-Q2 |
| Csenge Advisory Group added | 2,132,892 | $40M | 4.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,110,286 | $40M | 4.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,972,353 | $37M | 3.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,668,435 | $31M | 3.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,018,327 | $19M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,009,886 | $19M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,001,684 | $19M | 1.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 942,594 | $18M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 894,818 | $17M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 790,413 | $15M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 562,561 | $11M | 1.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 554,003 | $10M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 536,341 | $10M | 1.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 534,714 | $10M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 491,286 | $9M | 0.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 454,135 | $9M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 375,737 | $7M | 0.7% | 2026-Q2 |
| STEPHENS INC /AR/ added | 356,844 | $7M | 0.7% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 344,453 | $6M | 0.7% | 2026-Q2 |
| TCP Asset Management, LLC added | 317,321 | $6M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 301,187 | $6M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 300,136 | $6M | 0.6% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 289,470 | $5M | 0.6% | 2026-Q2 |
| IFG Advisory, LLC added | 278,822 | $5M | 0.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 275,648 | $5M | 0.5% | 2026-Q2 |
| &PARTNERS added | 260,285 | $5M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 232,464 | $4M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 230,021 | $4M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 210,658 | $4M | 0.4% | 2026-Q2 |
| Platform Technology Partners added | 203,116 | $4M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 176,300 | $3M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 140,244 | $3M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 138,173 | $3M | 0.3% | 2026-Q2 |
| Archer Investment Corp added | 131,826 | $2M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 127,687 | $2M | 0.2% | 2026-Q2 |
| Center for Financial Planning, Inc. trimmed | 124,915 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 112,995 | $2M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 112,598 | $2M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 110,548 | $2M | 0.2% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 107,758 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 98,269 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 97,503 | $2M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 97,109 | $2M | 0.2% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 96,278 | $2M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 92,380 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 89,606 | $2M | 0.2% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 88,136 | $2M | 0.2% | 2026-Q2 |
| Altium Investment Strategies LLC added | 87,600 | $2M | 0.2% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 83,722 | $2M | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group trimmed | 77,240 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 71,566 | $1M | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 71,538 | $1M | 0.1% | 2026-Q2 |
| Balefire, LLC trimmed | 68,302 | $1M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 67,206 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 66,609 | $1M | 0.1% | 2026-Q2 |
| UBS Group AG added | 66,438 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 64,895 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 63,375 | $1M | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC added | 63,190 | $1M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 61,891 | $1M | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 60,652 | $1M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 59,516 | $1M | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 57,722 | $1M | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 56,950 | $1M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 55,930 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 54,652 | $1M | 0.1% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 52,412 | $988K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 47,935 | $904K | 0.1% | 2026-Q2 |
| Everest Financial Group LLC trimmed | 45,800 | $864K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 44,068 | $831K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 40,830 | $770K | 0.1% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 40,060 | $755K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 40,060 | $755K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 39,823 | $751K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 38,682 | $729K | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP | 35,213 | $664K | 0.1% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 33,623 | $634K | 0.1% | 2026-Q2 |
| Park Square Financial Group, LLC trimmed | 30,839 | $581K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 30,205 | $570K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 29,913 | $564K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 28,488 | $537K | 0.1% | 2026-Q2 |
| Maia Wealth LLC trimmed | 27,815 | $524K | 0.1% | 2026-Q2 |
| Ascent Group, LLC added | 26,671 | $503K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 26,486 | $499K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 26,134 | $493K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 25,416 | $479K | 0.0% | 2026-Q2 |
| BAM Wealth Management, LLC added | 24,159 | $456K | 0.0% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 23,801 | $449K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 23,010 | $434K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 22,361 | $422K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 21,907 | $413K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. added | 20,044 | $378K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 19,949 | $376K | 0.0% | 2026-Q2 |
| Summit Financial, LLC trimmed | 19,184 | $362K | 0.0% | 2026-Q2 |
| Providence First Trust Co new | 19,116 | $360K | 0.0% | 2026-Q2 |
| World Investment Advisors added | 18,489 | $349K | 0.0% | 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.