Institutional Holders (2026 Q1)
25 + 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 | 0.09% | 20,713 | $202K |
| 2 | Powell Investment Advisors, LLC | 0.05% | 15,940 | $155K |
| 3 | Tactive Advisors, LLC | 0.05% | 16,729 | $163K |
| 4 | Elequin Capital, LP | 0.04% | 43,567 | $425K |
| 5 | LaSalle St. Investment Advisors, LLC | 0.03% | 20,000 | $195K |
| 6 | Kingswood Wealth Advisors, LLC | 0.00% | 10,728 | $105K |
| 7 | Jefferies Financial Group Inc. | 0.00% | 23,438 | $229K |
| 8 | Bogart Wealth, LLC | 0.00% | 3,500 | $34K |
| 9 | Parallel Advisors, LLC | 0.00% | 5,728 | $56K |
| 10 | HighMark Wealth Management LLC | 0.00% | 123 | $1K |
| 11 | Advisory Services Network, LLC | 0.00% | 3,500 | $34K |
| 12 | Fmr LLC | 0.00% | 850,000 | $8.3M |
| 13 | MAI Capital Management | 0.00% | 3,126 | $30K |
| 14 | Morgan Stanley | 0.00% | 260,646 | $2.5M |
| 15 | Envestnet Asset Management Inc | 0.00% | 54,196 | $528K |
| 16 | IFP Advisors, Inc | 0.00% | 630 | $6K |
| 17 | Cassaday & Co Wealth Management LLC | 0.00% | 500 | $5K |
| 18 | Tower Research Capital LLC (TRC) | 0.00% | 223 | $2K |
| 19 | US Bancorp \de\ | 0.00% | 3,920 | $38K |
| 20 | Citadel Advisors LLC | 0.00% | 10,600 | $103K |
| 21 | Farther Finance Advisors, LLC | 0.00% | 108 | $1K |
| 22 | Simplex Trading, LLC | 0.00% | 662 | $6K |
| 23 | Wells Fargo & Company/Mn | 0.00% | 1,638 | $16K |
| 24 | UBS Group AG | 0.00% | 15 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|