Institutional Holders (2026 Q1)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FSCC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Frederick Financial Consultants, LLC | 5.43% | 367,839 | $10.9M |
| 2 | Financial Concepts Unlimited, Inc. | 5.35% | 200,955 | $6.0M |
| 3 | Intellus Advisors LLC | 3.15% | 777,023 | $23.1M |
| 4 | Lifestyle Asset Management, Inc. | 2.11% | 217,725 | $6.5M |
| 5 | Cedrus Wealth Group LLC | 1.83% | 55,437 | $1.6M |
| 6 | NICOLET BANKSHARES INC | 0.38% | 341,598 | $10.2M |
| 7 | Towerpoint Wealth, LLC | 0.36% | 30,428 | $903K |
| 8 | Pinnacle Financial Partners, Inc. | 0.21% | 925,365 | $27.5M |
| 9 | ELEVATION POINT WEALTH PARTNERS, LLC | 0.18% | 268,441 | $8.0M |
| 10 | Heritage Trust Co | 0.18% | 59,110 | $1.8M |
| 11 | Intrua Financial, LLC | 0.11% | 36,627 | $1.1M |
| 12 | Argent Trust Co | 0.05% | 50,191 | $1.5M |
| 13 | Essex Financial Services, Inc. | 0.05% | 27,414 | $814K |
| 14 | Gladstone Institutional Advisory LLC | 0.03% | 24,692 | $733K |
| 15 | &PARTNERS | 0.02% | 123,461 | $3.7M |
| 16 | Americana Partners, LLC | 0.02% | 22,675 | $673K |
| 17 | MML INVESTORS SERVICES, LLC | 0.02% | 198,783 | $5.9M |
| 18 | TRUIST FINANCIAL CORP | 0.01% | 366,564 | $10.9M |
| 19 | Johnson Financial Group, Inc. | 0.01% | 12,200 | $362K |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 31,909 | $947K |
| 21 | LPL Financial LLC | 0.01% | 833,545 | $24.7M |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 670,594 | $19.9M |
| 23 | Steward Partners Investment Advisory, LLC | 0.00% | 18,745 | $557K |
| 24 | DAVENPORT & Co LLC | 0.00% | 16,561 | $492K |
| 25 | Sanctuary Advisors, LLC | 0.00% | 13,290 | $395K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|