Institutional Holders (2026 Q1)
273 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FSCO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Vista Finance, LLC | 8.07% | 1,992,143 | $10.2M |
| 2 | Thomas J. Herzfeld Advisors, Inc. | 6.38% | 3,679,935 | $18.8M |
| 3 | Wagner Wealth Management, LLC | 3.58% | 3,474,655 | $17.7M |
| 4 | North Ground Capital | 3.23% | 525,000 | $2.7M |
| 5 | Matisse Capital | 2.47% | 1,134,000 | $5.8M |
| 6 | Fund Advisors of America Inc/FL | 1.42% | 275,360 | $1.4M |
| 7 | Closed-End Fund Advisors, Inc. | 1.37% | 264,222 | $1.3M |
| 8 | Certior Financial Group, LLC | 1.18% | 362,615 | $1.8M |
| 9 | Castleview Partners, LLC | 1.13% | 431,855 | $2.2M |
| 10 | Noble Wealth Management PBC | 1.11% | 431,914 | $2.2M |
| 11 | Rivernorth Capital Management, LLC | 1.02% | 4,008,422 | $20.4M |
| 12 | Miller Global Investments, LLC | 0.83% | 177,456 | $905K |
| 13 | Ellis Investment Partners, LLC | 0.79% | 891,502 | $4.5M |
| 14 | Concorde Asset Management, LLC | 0.39% | 156,674 | $799K |
| 15 | Absolute Investment Advisers, LLC | 0.33% | 558,686 | $2.8M |
| 16 | Capital CS Group, LLC | 0.30% | 28,621 | $146K |
| 17 | Arkadios Wealth Advisors | 0.30% | 3,563,531 | $18.2M |
| 18 | Robinson Capital Management, LLC | 0.27% | 120,750 | $638K |
| 19 | Strong Retirement Solutions LLC | 0.27% | 74,654 | $381K |
| 20 | Andina Capital Management, LLC | 0.23% | 50,876 | $259K |
| 21 | Patriot Financial Group Insurance Agency, LLC | 0.21% | 739,204 | $3.8M |
| 22 | Investmark Advisory Group LLC | 0.21% | 94,233 | $481K |
| 23 | Quarry LP | 0.20% | 221,547 | $1.1M |
| 24 | Centerpoint Advisory Group | 0.20% | 52,131 | $266K |
| 25 | Smallwood Wealth Investment Management, LLC | 0.18% | 65,720 | $335K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|