Who owns FSTA
Which tracked institutional funds hold FSTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSTA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
25 tracked funds added or opened FSTA while 19 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
FSTA’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, 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 FSTA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FSTA 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 201 tracked filers holding FSTA, 104 increased or opened the position and 101 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 FSTA 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 5
- J.W. COLE ADVISORS, INC.$4M
- MISSION WEALTH MANAGEMENT, LP$1M
- Gotham Asset Management, LLC$1M
- Maxele Advisors, LLC$728K
- Financial Partners Group, Inc$604K
Full exits 5
- Cambridge Investment Research Advisors, Inc.$4M
- FRG Family Wealth Advisors LLC$1M
- TWO SIGMA INVESTMENTS, LP$1M
- HighTower Advisors, LLC$576K
- Sunbelt Securities, Inc.$503K
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$10M
- BNP PARIBAS FINANCIAL MARKETS$8M
- OSAIC HOLDINGS, INC.$6M
- NorthCoast Asset Management LLC$3M
- NewEdge Advisors, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
Largest trims
- ASSETMARK, INC$7M
- AE Wealth Management LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$4M
- LPL Financial LLC$2M
- Lido Advisors, LLC$2M
- JPMORGAN CHASE & CO$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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,824,061 | $148M | 26.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 1,321,529 | $69M | 12.3% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 514,033 | $27M | 4.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 474,781 | $25M | 4.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 466,281 | $24M | 4.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 407,070 | $21M | 3.8% | 2026-Q2 |
| Compass Financial Group, INC/SD added | 354,202 | $19M | 3.3% | 2026-Q2 |
| MORGAN STANLEY added | 224,727 | $12M | 2.1% | 2026-Q2 |
| Marotta Asset Management added | 220,729 | $12M | 2.1% | 2026-Q2 |
| Certified Advisory Corp added | 219,172 | $12M | 2.0% | 2026-Q2 |
| Larson Financial Group LLC added | 207,592 | $11M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 164,069 | $9M | 1.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 150,010 | $8M | 1.4% | 2026-Q2 |
| Fischer Financial Services, Inc. added | 147,158 | $8M | 1.4% | 2026-Q2 |
| Financial Perspectives, Inc added | 139,634 | $7M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 105,769 | $6M | 1.0% | 2026-Q2 |
| CacheTech Inc. added | 100,967 | $5M | 0.9% | 2026-Q2 |
| Bellwether Advisors, LLC trimmed | 98,689 | $5M | 0.9% | 2026-Q2 |
| Adams Wealth Management added | 95,871 | $5M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 95,576 | $5M | 0.9% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 87,632 | $5M | 0.8% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 87,474 | $5M | 0.8% | 2026-Q2 |
| UBS Group AG added | 86,933 | $5M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 84,762 | $4M | 0.8% | 2026-Q2 |
| FMR LLC added | 81,631 | $4M | 0.8% | 2026-Q2 |
| Arkadios Wealth Advisors added | 78,147 | $4M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 74,870 | $4M | 0.7% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 71,637 | $4M | 0.7% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 69,794 | $4M | 0.7% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 65,003 | $3M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 64,507 | $3M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 64,341 | $3M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 58,932 | $3M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 56,906 | $3M | 0.5% | 2026-Q2 |
| Roxbury Financial LLC added | 56,809 | $3M | 0.5% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 47,769 | $3M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 46,633 | $2M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 46,372 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,460 | $2M | 0.4% | 2026-Q2 |
| HERBST GROUP, LLC added | 38,555 | $2M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 35,774 | $2M | 0.3% | 2026-Q2 |
| LYNCH & ASSOCIATES/IN added | 35,666 | $2M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 35,079 | $2M | 0.3% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 35,042 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 31,884 | $2M | 0.3% | 2026-Q2 |
| Sigma Planning Corp trimmed | 31,832 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 31,817 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 31,244 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 30,435 | $2M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 28,021 | $1M | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 27,264 | $1M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 27,072 | $1M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC new | 26,750 | $1M | 0.2% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 26,459 | $1M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 25,802 | $1M | 0.2% | 2026-Q2 |
| Atlas Brown,Inc. trimmed | 25,677 | $1M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 24,447 | $1M | 0.2% | 2026-Q2 |
| Smith Salley Wealth Management trimmed | 23,280 | $1M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 22,654 | $1M | 0.2% | 2026-Q2 |
| KDK Private Wealth Management, LLC trimmed | 21,799 | $1M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 21,415 | $1M | 0.2% | 2026-Q2 |
| Jacobs Equity LLC added | 21,241 | $1M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC added | 20,952 | $1M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 19,801 | $1M | 0.2% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 18,312 | $986K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 18,048 | $948K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 16,618 | $873K | 0.2% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 16,607 | $873K | 0.2% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST added | 16,165 | $849K | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 16,043 | $843K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 15,777 | $829K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 15,777 | $829K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 15,050 | $791K | 0.1% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 14,696 | $772K | 0.1% | 2026-Q2 |
| CLEAR WAVE WEALTH MANAGEMENT LLC added | 14,486 | $761K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 14,130 | $742K | 0.1% | 2026-Q2 |
| Maxele Advisors, LLC added | 13,860 | $728K | 0.1% | 2026-Q2 |
| Walker Financial Services, Inc. trimmed | 13,343 | $701K | 0.1% | 2026-Q2 |
| Curran Financial Partners, LLC added | 13,141 | $690K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 13,075 | $687K | 0.1% | 2026-Q2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 11,587 | $609K | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc new | 11,502 | $604K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 11,391 | $598K | 0.1% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO trimmed | 11,244 | $591K | 0.1% | 2026-Q2 |
| Demars Financial Group, LLC trimmed | 10,703 | $562K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 9,670 | $508K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 8,913 | $468K | 0.1% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 8,758 | $460K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 8,669 | $455K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC | 8,635 | $454K | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 8,510 | $447K | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 8,487 | $446K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 8,198 | $431K | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 8,156 | $429K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 8,060 | $423K | 0.1% | 2026-Q2 |
| TrueWealth Advisors, LLC | 8,021 | $421K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 7,981 | $419K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 7,925 | $416K | 0.1% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO trimmed | 7,858 | $420K | 0.1% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. | 0 | $557K | 0.1% | 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.