Who owns FSK (FSK)
Which tracked institutional funds hold FSK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSK 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
The tracked-fund tape on FSK is one-sided between 2025-Q4 and 2026-Q1: 36 added or opened and 202 trimmed or exited — on balance reducing.
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
FSK’s largest tracked holder by dollar value, OAK HILL ADVISORS LP, sizes it at 10.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FSK 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 475 tracked filers holding FSK, 191 increased or opened the position and 283 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 FSK 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 13
- Saba Capital Management, L.P.$36M
- Beach Point Capital Management LP$32M
- VICTORY CAPITAL MANAGEMENT INC$15M
- Callodine Capital Management, LP$14M
- Aster Capital Management (DIFC) Ltd$3M
- Significant Wealth Partners LLC$2M
Full exits 33
- Diameter Capital Partners LP$34M
- CCLA Investment Management$25M
- MARSHALL WACE, LLP$15M
- JANE STREET GROUP, LLC$13M
- Janney Montgomery Scott LLC$12M
- Trexquant Investment LP$9M
Largest adds
- OAK HILL ADVISORS LP$53M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$17M
- BlackRock, Inc.$8M
- NOMURA HOLDINGS INC$7M
- CastleKnight Management LP$6M
- Russell Investments Group, Ltd.$6M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$457M
- COMMONWEALTH EQUITY SERVICES, LLC$20M
- North Ground Capital$13M
- VAN ECK ASSOCIATES CORP$12M
- Generali Asset Management SPA SGR$12M
- CURA WEALTH ADVISORS, LLC$12M
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 |
|---|---|---|---|---|
| OAK HILL ADVISORS LP added | 8,975,827 | $91M | 8.0% | 2026-Q1 |
| UBS Group AG added | 5,792,764 | $59M | 5.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 4,745,859 | $48M | 4.2% | 2026-Q1 |
| LPL Financial LLC added | 4,406,386 | $45M | 3.9% | 2026-Q1 |
| MORGAN STANLEY added | 3,710,238 | $38M | 3.3% | 2026-Q1 |
| Saba Capital Management, L.P. new | 3,509,748 | $36M | 3.1% | 2026-Q1 |
| Beach Point Capital Management LP added | 3,129,787 | $32M | 2.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,553,908 | $26M | 2.3% | 2026-Q1 |
| Generali Asset Management SPA SGR | 2,546,371 | $26M | 2.3% | 2026-Q1 |
| Legal & General Group Plc added | 2,515,860 | $26M | 2.2% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC trimmed | 2,264,934 | $23M | 2.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,215,429 | $23M | 2.0% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 2,097,170 | $21M | 1.9% | 2026-Q1 |
| Invesco Ltd. added | 1,719,535 | $18M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,668,757 | $17M | 1.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,543,127 | $16M | 1.4% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,531,965 | $16M | 1.4% | 2026-Q1 |
| ARES MANAGEMENT LLC added | 1,517,482 | $15M | 1.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,498,474 | $15M | 1.3% | 2026-Q1 |
| CastleKnight Management LP added | 1,393,200 | $14M | 1.2% | 2026-Q1 |
| Callodine Capital Management, LP added | 1,334,709 | $14M | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,303,223 | $13M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,231,205 | $13M | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 1,153,934 | $12M | 1.0% | 2026-Q1 |
| BlackRock, Inc. added | 1,082,618 | $11M | 1.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,041,043 | $11M | 0.9% | 2026-Q1 |
| Kohlberg Kravis Roberts & Co. L.P. | 980,587 | $10M | 0.9% | 2026-Q1 |
| Muzinich & Co., Inc. added | 855,844 | $9M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 831,668 | $8M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 822,993 | $8M | 0.7% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 793,422 | $8M | 0.7% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | 788,596 | $8M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 785,822 | $8M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 782,337 | $8M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 780,656 | $8M | 0.7% | 2026-Q1 |
| OMERS ADMINISTRATION Corp | 718,860 | $7M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 713,670 | $7M | 0.6% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 680,000 | $7M | 0.6% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 671,240 | $7M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC added | 626,540 | $6M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 612,213 | $6M | 0.5% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 607,341 | $6M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 598,866 | $6M | 0.5% | 2026-Q1 |
| Andina Capital Management, LLC added | 563,305 | $6M | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 551,955 | $6M | 0.5% | 2026-Q1 |
| Bulldog Investors, LLP added | 505,688 | $5M | 0.5% | 2026-Q1 |
| CAXTON ASSOCIATES LLP trimmed | 488,659 | $5M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 441,365 | $4M | 0.4% | 2026-Q1 |
| Maia Wealth LLC trimmed | 438,015 | $4M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 416,171 | $4M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 415,961 | $4M | 0.4% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 414,788 | $4M | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. added | 416,768 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 407,991 | $4M | 0.4% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 396,751 | $4M | 0.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 361,171 | $4M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 359,784 | $4M | 0.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 340,999 | $4M | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC | 238,308 | $4M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 340,091 | $3M | 0.3% | 2026-Q1 |
| Diversified Enterprises, LLC added | 329,400 | $3M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 321,034 | $3M | 0.3% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 303,022 | $3M | 0.3% | 2026-Q1 |
| Alpine Global Management, LLC trimmed | 316,014 | $3M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 304,957 | $3M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 302,709 | $3M | 0.3% | 2026-Q1 |
| Aster Capital Management (DIFC) Ltd new | 144,650 | $3M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 293,250 | $3M | 0.3% | 2026-Q1 |
| United Advisor Group, LLC added | 287,102 | $3M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 283,523 | $3M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 256,303 | $3M | 0.2% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 250,559 | $3M | 0.2% | 2026-Q1 |
| First National Trust Co | 236,098 | $2M | 0.2% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 218,509 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 215,374 | $2M | 0.2% | 2026-Q1 |
| Diameter Capital Partners LP new | 2,272,393 | $34M | 2.9% | 2025-Q4 stale |
| CCLA Investment Management added | 1,720,929 | $25M | 2.2% | 2025-Q4 stale |
| Strong Tower Advisory Services trimmed | 1,103,860 | $23M | 2.0% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 1,002,150 | $15M | 1.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 895,182 | $13M | 1.2% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 807,749 | $12M | 1.0% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 438,738 | $9M | 0.8% | 2025-Q2 stale |
| Trexquant Investment LP added | 611,260 | $9M | 0.8% | 2025-Q4 stale |
| GP Brinson Investments LLC | 568,422 | $8M | 0.7% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 557,272 | $8M | 0.7% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC added | 515,168 | $8M | 0.7% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP | 440,000 | $7M | 0.6% | 2025-Q3 stale |
| BARCLAYS PLC added | 327,469 | $6M | 0.6% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 397,940 | $6M | 0.5% | 2025-Q4 stale |
| Financial Gravity Companies, Inc. trimmed | 253,974 | $5M | 0.5% | 2025-Q2 stale |
| M&G PLC trimmed | 315,000 | $5M | 0.4% | 2025-Q4 stale |
| Elliott Investment Management L.P. new | 264,850 | $4M | 0.3% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 243,292 | $4M | 0.3% | 2025-Q4 stale |
| Legacy Investment Solutions, LLC trimmed | 168,407 | $3M | 0.3% | 2025-Q2 stale |
| Graypoint LLC added | 141,162 | $3M | 0.3% | 2025-Q2 stale |
| River Road Asset Management, LLC trimmed | 138,662 | $3M | 0.3% | 2025-Q1 stale |
| DEUTSCHE BANK AG\ added | 194,064 | $3M | 0.3% | 2025-Q4 stale |
| BluePointe Capital Management, LLC added | 126,731 | $3M | 0.2% | 2025-Q1 stale |
| Alpha Wealth Funds, LLC added | 166,364 | $2M | 0.2% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 159,303 | $2M | 0.2% | 2025-Q3 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.