41 tracked 13F filers disclose a position in FINS as of the latest SEC 13F filings, a combined $150.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | $59.9M | 4.7M | ▼−8.8% Reduced · −453K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $16.2M | 1.3M | ▼−2.4% Reduced · −32K sh | Q1 2026 | |
| 3 | Atlas Wealth LLC | $14.1M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 4 | UBS Group AG | $9.4M | 741K | ▲+2.8% Added · +20K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $7.9M | 623K | ▼−5.0% Reduced · −33K sh | Q1 2026 | |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.2M | 484K | —Held | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $5.2M | 408K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $4.7M | 371K | ▼−11% Reduced · −47K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 239K | ▼−34% Reduced · −125K sh | Q1 2026 | |
| 10 | RIVERBRIDGE PARTNERS LLC | $3.0M | 235K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 11 | Noble Wealth Management PBC | $3.0M | 232K | ▼−1.6% Reduced · −4K sh | Q2 2026 | |
| 12 | Thomas J. Herzfeld Advisors, Inc. | $2.8M | 222K | ▲+15% Added · +29K sh | Q2 2026 | |
| 13 | FIRST TRUST ADVISORS LP | $2.6M | 203K | ▲+8.4% Added · +16K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $2.3M | 178K | ▼−3.0% Reduced · −5K sh | Q1 2026 | |
| 15 | Closed-End Fund Advisors, Inc. | $1.5M | 119K | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.0M | 79K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 17 | Dakota Wealth Management | $1.0M | 78K | —Held | Q3 2026 | |
| 18 | Twelve Points Wealth Management LLC | $989K | 77K | ▼−2.4% Reduced · −2K sh | Q2 2026 | |
| 19 | Focus Partners Wealth | $941K | 74K | ▲+4.2% Added · +3K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $930K | 73K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 21 | &PARTNERS | $722K | 56K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $481K | 38K | ▼−34% Reduced · −19K sh | Q1 2026 | |
| 23 | CHOREO, LLC | $385K | 30K | ▲+16% Added · +4K sh | Q2 2026 | |
| 24 | Corient Private Wealth LLC | Withheld | 30K | —Held | Q1 2026 | |
| 25 | Shaker Financial Services, LLC | $374K | 29K | ▲+145% Added · +17K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in FINS and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $647.2M |
| MICROSOFT CORPMSFT | 12 funds | $608.3M |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $605.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $477.1M |
| VANGUARD FTSE EMERGING MARKEVWO | 11 funds | $340.6M |
| ELI LILLY & COLLY | 11 funds | $137.2M |
| NETFLIX INCNFLX | 11 funds | $89.9M |
| ORACLE CORPORCL | 11 funds | $75.9M |
| APPLE INCAAPL | 10 funds | $1.1B |
| NVIDIA CORPNVDA | 10 funds | $999.8M |
| VANGUARD GROWTH ETFVUG | 10 funds | $932.4M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 10 funds | $728.6M |
Ranked by how many of FINS's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for FINS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FINS/capital-change-brief"
Use Arkolith's capital_change_brief for FINS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FINS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.