Institutional Holders (2026 Q1)
16 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FSOL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Powell Investment Advisors, LLC | 0.05% | 15,940 | $155K |
| 2 | Tactive Advisors, LLC | 0.05% | 16,729 | $163K |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | 0.00% | 10,728 | $105K |
| 4 | Bogart Wealth, LLC | 0.00% | 3,500 | $34K |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 54,196 | $528K |
| 6 | IFP Advisors, Inc | 0.00% | 630 | $6K |
| 7 | Farther Finance Advisors, LLC | 0.00% | 108 | $1K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|