Institutional Holders (2026 Q2)
18 + 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 | Sunesis Advisors, LLC | 0.07% | 20,713 | $179K |
| 2 | Gr Financial Group, LLC | 0.02% | 20,992 | $182K |
| 3 | Kingswood Wealth Advisors, LLC | 0.00% | 10,728 | $93K |
| 4 | Goldman Sachs Group Inc | 0.00% | 2,818,125 | $24.4M |
| 5 | Jefferies Financial Group Inc. | 0.00% | 23,644 | $205K |
| 6 | Envestnet Asset Management Inc | 0.00% | 326,694 | $2.8M |
| 7 | Global Retirement Partners, LLC | 0.00% | 3,040 | $26K |
| 8 | HighMark Wealth Management LLC | 0.00% | 125 | $1K |
| 9 | Fmr LLC | 0.00% | 850,000 | $7.4M |
| 10 | Fiduciary Financial Advisors | 0.00% | 144 | $1K |
| 11 | Morgan Stanley | 0.00% | 260,646 | $2.3M |
| 12 | Cerity Partners LLC | 0.00% | 11,212 | $97K |
| 13 | IFP Advisors, Inc | 0.00% | 630 | $5K |
| 14 | Citadel Advisors LLC | 0.00% | 52,400 | $454K |
| 15 | US Bancorp \de\ | 0.00% | 4,019 | $35K |
| 16 | Simplex Trading, LLC | 0.00% | 6,203 | $54K |
| 17 | Farther Finance Advisors, LLC | 0.00% | 123 | $1K |
| 18 | Susquehanna International Group, LLP | 0.00% | 10,800 | $94K |
| 19 | Wells Fargo & Company/Mn | 0.00% | 1 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|