50 tracked 13F filers disclose a position in FISR as of the latest SEC 13F filings, a combined $412.8M 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 | LPL Financial LLC | $112.1M | 4.4M | ▲+34% Added · +1.1M sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $89.6M | 3.5M | ▼−6.1% Reduced · −228K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $75.1M | 2.9M | ▲+58% Added · +1.1M sh | Q1 2026 | |
| 4 | Aspire Private Capital, LLC | $21.8M | 852K | ▼−5.0% Reduced · −45K sh | Q2 2026 | |
| 5 | NewEdge Advisors, LLC | $21.9M | 851K | ▲+7.3% Added · +58K sh | Q1 2026 | |
| 6 | Cerity Partners LLC | $15.9M | 620K | ▲New +620K sh | Q1 2026 | |
| 7 | Raleigh Capital Management Inc. | $12.6M | 491K | ▼−5.5% Reduced · −28K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | $11.0M | 427K | ▲+16% Added · +58K sh | Q1 2026 | |
| 9 | Hibernia Wealth Partners, LLC | $10.5M | 409K | ▼−46% Reduced · −350K sh | Q2 2026 | |
| 10 | PRINCIPAL SECURITIES, INC. | $4.8M | 187K | ▲+98% Added · +93K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $4.1M | 161K | ▲+15% Added · +20K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $3.6M | 140K | ▲+43% Added · +42K sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | $3.4M | 134K | ▲+32% Added · +33K sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $3.1M | 121K | ▲+58% Added · +44K sh | Q1 2026 | |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $2.9M | 114K | ▼−36% Reduced · −64K sh | Q2 2026 | |
| 16 | CreativeOne Wealth, LLC | $2.6M | 100K | ▲+37% Added · +27K sh | Q1 2026 | |
| 17 | Signal Advisors Wealth, LLC | $2.0M | 77K | ▼−48% Reduced · −70K sh | Q2 2026 | |
| 18 | Legacy Wealth Partners, LLC | $2.0M | 76K | ▼−18% Reduced · −16K sh | Q2 2026 | |
| 19 | Founders Financial Alliance, LLC | $1.8M | 69K | ▲New +69K sh | Q2 2026 | |
| 20 | Valtinson Bruner Financial Planning LLC | $1.7M | 66K | ▲+13% Added · +8K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | $1.5M | 59K | ▼−44% Reduced · −47K sh | Q1 2026 | |
| 22 | Argent Trust Co | $1.4M | 53K | ▼−1.2% Reduced · −665 sh | Q1 2026 | |
| 23 | WealthPoint Financial, LLC | $936K | 36K | ▲+73% Added · +15K sh | Q1 2026 | |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $756K | 29K | ▲+38% Added · +8K sh | Q2 2026 | |
| 25 | GeoWealth Management, LLC | $668K | 26K | ▼−25% Reduced · −9K 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, 2 funds opened a new position in FISR and 11 added to an existing one, while 7 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 |
|---|---|---|
| APPLE INCAAPL | 21 funds | $873.4M |
| NVIDIA CORPNVDA | 21 funds | $679.9M |
| AMAZON.COM INCAMZN | 21 funds | $413.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $333.7M |
| STE STR SPDR PT DW EU ETFSPDW | 21 funds | $317.7M |
| ALPHABET INC-CL AGOOGL | 21 funds | $311.8M |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $171.0M |
| STATE STREET SP PTF EM ETFSPEM | 21 funds | $147.1M |
| SS US SECTOR ROTATIONXLSR | 21 funds | $66.1M |
| SS SPDR P S&P 600 SMALL CAPSPSM | 21 funds | $50.6M |
| MICROSOFT CORPMSFT | 20 funds | $494.0M |
| JPMORGAN CHASE & COJPM | 20 funds | $181.5M |
Ranked by how many of FISR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| ALLWmc | 120 funds | $450.8M |
| XLSRmc | 110 funds | $822.4M |
| HYBLmc | 75 funds | $397.5M |
| STOTSTATE STREET DOU | 60 funds | $244.5M |
| FISRthis pageSTATE STREET FIX | 50 funds | $412.8M |
| EMTLmc | 40 funds | $60.8M |
| MYCHSTATE STREET MY | 21 funds | $322.3M |
| MYCFSTATE STREET MY | 21 funds | $24.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FISR
This stock 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/FISR/capital-change-brief"
Use Arkolith's capital_change_brief for FISR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FISR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.