Who owns FSTA (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-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
41 tracked funds added or opened FSTA while 22 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
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 0.1% 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 2025-Q4 and 2026-Q1, across 209 tracked filers holding FSTA, 106 increased or opened the position and 89 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 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 4
- Bellwether Advisors, LLC$6M
- HERBST GROUP, LLC$2M
- TWO SIGMA INVESTMENTS, LP$1M
- CLEAR WAVE WEALTH MANAGEMENT LLC$758K
Full exits 8
- GRIMES & Co WEALTH MANAGEMENT, LLC$5M
- J.W. COLE ADVISORS, INC.$2M
- WBI INVESTMENTS, LLC$1M
- Maxele Advisors, LLC$682K
- HRT FINANCIAL LP$635K
- GSA CAPITAL PARTNERS LLP$547K
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$13M
- Lido Advisors, LLC$4M
- OSAIC HOLDINGS, INC.$3M
- SOUTHERN CAPITAL ADVISORS, LLC$3M
- Compass Financial Group, INC/SD$3M
- STIFEL FINANCIAL CORP$2M
Largest trims
- AGF MANAGEMENT LTD$3M
- NewEdge Advisors, LLC$2M
- AE Wealth Management LLC$1M
- PRINCIPAL SECURITIES, INC.$888K
- JPMORGAN CHASE & CO$751K
- NorthCoast Asset Management LLC$723K
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,646,303 | $138M | 23.5% | 2026-Q1 |
| Lido Advisors, LLC added | 1,358,767 | $71M | 12.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 510,287 | $27M | 4.5% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 505,327 | $26M | 4.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 408,617 | $21M | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 366,620 | $19M | 3.3% | 2026-Q1 |
| Compass Financial Group, INC/SD added | 325,949 | $17M | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 216,998 | $11M | 1.9% | 2026-Q1 |
| Certified Advisory Corp trimmed | 215,780 | $11M | 1.9% | 2026-Q1 |
| Larson Financial Group LLC added | 197,003 | $10M | 1.8% | 2026-Q1 |
| Marotta Asset Management trimmed | 195,107 | $10M | 1.7% | 2026-Q1 |
| Fischer Financial Services, Inc. added | 143,702 | $8M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 141,003 | $7M | 1.3% | 2026-Q1 |
| Financial Perspectives, Inc added | 135,678 | $7M | 1.2% | 2026-Q1 |
| ASSETMARK, INC added | 133,114 | $7M | 1.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 127,017 | $7M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 122,003 | $6M | 1.1% | 2026-Q1 |
| Bellwether Advisors, LLC new | 110,793 | $6M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 108,893 | $6M | 1.0% | 2026-Q1 |
| CacheTech Inc. trimmed | 97,674 | $5M | 0.9% | 2026-Q1 |
| Adams Wealth Management trimmed | 93,828 | $5M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 92,759 | $5M | 0.8% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. added | 87,474 | $5M | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 82,272 | $4M | 0.7% | 2026-Q1 |
| UBS Group AG added | 82,131 | $4M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 81,222 | $4M | 0.7% | 2026-Q1 |
| FMR LLC added | 76,407 | $4M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 70,811 | $4M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 67,707 | $4M | 0.6% | 2026-Q1 |
| Lifeworks Advisors, LLC trimmed | 67,477 | $4M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 65,644 | $3M | 0.6% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 65,074 | $3M | 0.6% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 63,603 | $3M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 60,869 | $3M | 0.5% | 2026-Q1 |
| Roxbury Financial LLC added | 56,794 | $3M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 56,564 | $3M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 49,509 | $3M | 0.4% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 47,158 | $2M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,270 | $2M | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 38,929 | $2M | 0.3% | 2026-Q1 |
| HERBST GROUP, LLC new | 38,003 | $2M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 43,814 | $2M | 0.3% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 36,693 | $2M | 0.3% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 36,589 | $2M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 32,469 | $2M | 0.3% | 2026-Q1 |
| Arax Advisory Partners added | 31,635 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 30,987 | $2M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 30,930 | $2M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 30,176 | $2M | 0.3% | 2026-Q1 |
| LYNCH & ASSOCIATES/IN trimmed | 29,771 | $2M | 0.3% | 2026-Q1 |
| Creative Planning added | 28,949 | $2M | 0.3% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 26,792 | $1M | 0.2% | 2026-Q1 |
| Atlas Brown,Inc. trimmed | 26,058 | $1M | 0.2% | 2026-Q1 |
| FRG Family Wealth Advisors LLC | 25,210 | $1M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 24,862 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 24,400 | $1M | 0.2% | 2026-Q1 |
| Smith Salley Wealth Management added | 23,714 | $1M | 0.2% | 2026-Q1 |
| KDK Private Wealth Management, LLC trimmed | 21,943 | $1M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 21,415 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,723 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 20,637 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 20,634 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 20,670 | $1M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 20,214 | $1M | 0.2% | 2026-Q1 |
| Jacobs Equity LLC added | 19,551 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 19,361 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 18,648 | $976K | 0.2% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 18,234 | $953K | 0.2% | 2026-Q1 |
| Walker Financial Services, Inc. trimmed | 17,950 | $939K | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC added | 16,266 | $851K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 15,826 | $828K | 0.1% | 2026-Q1 |
| AMERICAN NATIONAL BANK & TRUST trimmed | 15,605 | $816K | 0.1% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 14,778 | $773K | 0.1% | 2026-Q1 |
| CLEAR WAVE WEALTH MANAGEMENT LLC new | 14,481 | $758K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 14,434 | $755K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 13,728 | $718K | 0.1% | 2026-Q1 |
| Fortis Capital Advisors, LLC added | 13,728 | $718K | 0.1% | 2026-Q1 |
| Curran Financial Partners, LLC added | 13,122 | $687K | 0.1% | 2026-Q1 |
| Sage Investment Advisers LLC added | 12,385 | $645K | 0.1% | 2026-Q1 |
| STOCK YARDS BANK & TRUST CO trimmed | 11,853 | $620K | 0.1% | 2026-Q1 |
| Systelligence, LLC trimmed | 114,210 | $6M | 1.0% | 2025-Q1 stale |
| Foundations Investment Advisors, LLC added | 98,888 | $5M | 0.9% | 2025-Q2 stale |
| GRIMES & Co WEALTH MANAGEMENT, LLC new | 98,759 | $5M | 0.8% | 2025-Q4 stale |
| Full Sail Capital, LLC trimmed | 76,235 | $4M | 0.6% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 64,961 | $3M | 0.6% | 2025-Q2 stale |
| Grant/GrossMendelsohn, LLC new | 58,233 | $3M | 0.5% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 52,791 | $3M | 0.5% | 2025-Q2 stale |
| Waverly Advisors, LLC trimmed | 53,463 | $3M | 0.5% | 2025-Q3 stale |
| SYKON CAPITAL LLC new | 47,557 | $2M | 0.4% | 2025-Q2 stale |
| UNIVEST FINANCIAL Corp trimmed | 47,312 | $2M | 0.4% | 2025-Q1 stale |
| Soundwatch Capital LLC new | 3,951 | $2M | 0.4% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 75,385 | $2M | 0.4% | 2025-Q4 stale |
| WBI INVESTMENTS, LLC added | 22,716 | $1M | 0.2% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 21,802 | $1M | 0.2% | 2025-Q3 stale |
| Exchange Capital Management, Inc. trimmed | 20,562 | $1M | 0.2% | 2025-Q2 stale |
| Morningstar Investment Services LLC trimmed | 19,714 | $1M | 0.2% | 2025-Q1 stale |
| Integrated Wealth Concepts LLC added | 18,879 | $965K | 0.2% | 2025-Q1 stale |
| VCI Wealth Management LLC added | 15,475 | $792K | 0.1% | 2025-Q2 stale |
| Maxele Advisors, LLC trimmed | 13,856 | $682K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 12,928 | $635K | 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.