Institutional Holders (2026 Q2)
40 + 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 | 6.15% | 388,579 | $14.5M |
| 2 | Financial Concepts Unlimited, Inc. | 5.91% | 201,958 | $7.5M |
| 3 | Summit Investment Advisory Services, LLC | 3.90% | 416,300 | $15.5M |
| 4 | Intellus Advisors LLC | 3.56% | 784,675 | $29.3M |
| 5 | Lifestyle Asset Management, Inc. | 2.46% | 245,392 | $9.2M |
| 6 | First Financial Bankshares Inc | 0.52% | 738,196 | $27.6M |
| 7 | Nicolet Bankshares Inc | 0.51% | 435,082 | $16.0M |
| 8 | Towerpoint Wealth, LLC | 0.42% | 32,457 | $1.2M |
| 9 | Pinnacle Financial Partners, Inc. | 0.26% | 1,033,467 | $38.6M |
| 10 | Cedrus Wealth Group LLC | 0.21% | 6,488 | $242K |
| 11 | Heritage Trust Co | 0.21% | 63,503 | $2.4M |
| 12 | Elevation Point Wealth Partners, LLC | 0.19% | 269,820 | $10.1M |
| 13 | Intrua Financial, LLC | 0.13% | 36,660 | $1.4M |
| 14 | Argent Trust Co | 0.12% | 107,024 | $4.0M |
| 15 | &Partners | 0.06% | 398,078 | $14.9M |
| 16 | Essex Financial Services, Inc. | 0.05% | 27,811 | $1.0M |
| 17 | First American Bank | 0.05% | 22,421 | $837K |
| 18 | Gladstone Institutional Advisory LLC | 0.04% | 35,761 | $1.3M |
| 19 | Private Advisor Group, LLC | 0.03% | 147,993 | $5.5M |
| 20 | Americana Partners, LLC | 0.02% | 28,875 | $1.1M |
| 21 | Mml Investors Services, LLC | 0.02% | 291,960 | $10.9M |
| 22 | Truist Financial Corp | 0.02% | 425,661 | $15.9M |
| 23 | Arkadios Wealth Advisors | 0.02% | 31,923 | $1.2M |
| 24 | Johnson Financial Group, Inc. | 0.01% | 12,200 | $455K |
| 25 | Hancock Whitney Corp | 0.01% | 22,231 | $830K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|