Among active 13F managers last quarter, 2 opened and 12 added, while 15 reduced; the largest holder to move was Aspire Private Capital, LLC (−5.0%). No recent Form 4 insider filings for FISR.
No leg leans either way.
65 tracked 13F filers disclose a position in FISR as of the latest SEC 13F filings, a combined $422.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.4M | $112.1M | ▲+34% Added · +1.1M sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | 3.5M | $89.6M | ▼−6.1% Reduced · −228K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 2.9M | $75.1M | ▲+58% Added · +1.1M sh | Q1 2026 | |
| 4 | Aspire Private Capital, LLC | 852K | $21.8M | ▼−5.0% Reduced · −45K sh | Q2 2026 | |
| 5 | NewEdge Advisors, LLC | 848K | $21.8M | ▼−0.4% Reduced · −3K sh | Q2 2026 | |
| 6 | Cerity Partners LLC | 620K | $15.9M | ▲New +620K sh | Q1 2026 | |
| 7 | Raleigh Capital Management Inc. | 491K | $12.6M | ▼−5.5% Reduced · −28K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | 427K | $11.0M | ▲+16% Added · +58K sh | Q1 2026 | |
| 9 | Hibernia Wealth Partners, LLC | 409K | $10.5M | ▼−46% Reduced · −350K sh | Q2 2026 | |
| 10 | Landmark Wealth Management, Inc. | 288K | $7.4M | ▼−25% Reduced · −94K sh | Q2 2026 | |
| 11 | Principal Securities, Inc. | 187K | $4.8M | ▲+98% Added · +93K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 161K | $4.1M | ▲+15% Added · +20K sh | Q1 2026 | |
| 13 | MML Investors Services, LLC | 143K | $3.7M | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 14 | AE Wealth Management LLC | 134K | $3.4M | ▲+32% Added · +33K sh | Q1 2026 | |
| 15 | Harbour Investments, Inc. | 121K | $3.1M | ▲+58% Added · +44K sh | Q1 2026 | |
| 16 | Axxcess Wealth Management, LLC | 114K | $2.9M | ▼−36% Reduced · −64K sh | Q2 2026 | |
| 17 | Signal Advisors Wealth, LLC | 77K | $2.0M | ▼−48% Reduced · −70K sh | Q2 2026 | |
| 18 | Legacy Wealth Partners, LLC | 76K | $2.0M | ▼−18% Reduced · −16K sh | Q2 2026 | |
| 19 | International Private Wealth Advisors LLC | 72K | $1.8M | ▼−15% Reduced · −13K sh | Q2 2026 | |
| 20 | Founders Financial Alliance, LLC | 69K | $1.8M | ▲New +69K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | 67K | $1.7M | ▲+14% Added · +8K sh | Q2 2026 | |
| 22 | Valtinson Bruner Financial Planning LLC | 66K | $1.7M | ▲+13% Added · +8K sh | Q2 2026 | |
| 23 | Argent Trust Co | 50K | $1.3M | ▼−5.8% Reduced · −3K sh | Q2 2026 | |
| 24 | CreativeOne Wealth, LLC | 45K | $1.1M | ▼−56% Reduced · −56K sh | Q2 2026 | |
| 25 | Balboa Wealth Partners | 30K | $760K | ▼−67% Reduced · −61K 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 12 added to an existing one, while 15 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 32 funds | $3.2B |
| Nvidia CorpNVDA | 32 funds | $3.2B |
| Amazon.com IncAMZN | 32 funds | $3.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 32 funds | $772.0M |
| Microsoft CorpMSFT | 31 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 31 funds | $1.5B |
| Meta Platforms Inc-Class AMETA | 31 funds | $848.2M |
| Tesla IncTSLA | 31 funds | $744.4M |
| Ste STR SPDR PT DW EU ETFSPDW | 31 funds | $288.3M |
| SPDR Gold SharesGLD | 31 funds | $127.5M |
| Ishares Core S&P 500 ETFIVV | 30 funds | $14.6B |
| Broadcom IncAVGO | 30 funds | $1.4B |
Ranked by how many of FISR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FISR.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 23 | 31 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| ALLWmc | 146 funds | $479.7M |
| XLSRmc | 131 funds | $865.6M |
| HYBLmc | 91 funds | $413.8M |
| STOTSTATE STREET DOU | 68 funds | $260.3M |
| FISRthis pageSTATE STREET FIX | 65 funds | $422.5M |
| EMTLmc | 43 funds | $58.0M |
| PRIVUIT EXCHANGE TRADED | 22 funds | $793.7M |
| MYCFSTATE STREET MY | 22 funds | $21.8M |
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.