FISR

SS Fi Sector Rotation$25.36 0.70%
UnclassifiedUSCUSIP 78470P507· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
16
+0 QoQ
13F Value (tracked)
$136.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)5 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$25.36 0.70%5Y -18.7%
$23.62$25.78$27.94$30.10$32.2520212022202320242025202653432232322342342345372829731028738
Hover for who · click for detailEnd-of-day closing prices52w $25.25 – $26.36
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Use FISR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns FISR

This stock page is the Follow view. The Build view lets your agent query FISR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FISR"
Ask your agent
Use Arkolith to show who owns FISR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

16 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Envestnet Portfolio Solutions, Inc.
$95.7M
3.7M
+41%
Added · +1.1M sh
Q1 2026
2NewEdge Advisors, LLC
$21.9M
851K
+7.3%
Added · +58K sh
Q1 2026
3AXXCESS WEALTH MANAGEMENT, LLC
$4.6M
179K
+22%
Added · +32K sh
Q1 2026
4MML INVESTORS SERVICES, LLC
$3.6M
140K
+43%
Added · +42K sh
Q1 2026
5CreativeOne Wealth, LLC
$2.6M
100K
+37%
Added · +27K sh
Q1 2026
6PRINCIPAL SECURITIES, INC.
$2.4M
95K
+324%
Added · +72K sh
Q1 2026
7Sanctuary Advisors, LLC
$1.5M
59K
−44%
Reduced · −47K sh
Q1 2026
8Argent Trust Co
$1.4M
53K
−1.2%
Reduced · −665 sh
Q1 2026
9GeoWealth Management, LLC
$893K
35K
+20%
Added · +6K sh
Q1 2026
10Stratos Wealth Partners, LTD.
$446K
17K
+33%
Added · +4K sh
Q1 2026
11Private Advisor Group, LLC
$351K
14K
−21%
Reduced · −4K sh
Q1 2026
12Capital Asset Advisory Services LLC
$311K
12K
New
+12K sh
Q1 2026
13NWAM LLC
$280K
11K
Held
Q1 2026
14Atria Investments, Inc
$215K
8K
New
+8K sh
Q1 2026
15Smartleaf Asset Management LLC
$50K
2K
+160%
Added · +1K sh
Q1 2026
16CWM, LLC
$41K
2K
New
+2K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

31 funds+13 since Q2 2022
01835Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $362.4M

Funds that own FISR also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV20 funds$5.4B
NVIDIA CORPNVDA20 funds$4.4B
MICROSOFT CORPMSFT20 funds$3.5B
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$3.0B
VANGUARD S&P 500 ETFVOO20 funds$2.6B
ALPHABET INC-CL AGOOGL20 funds$2.2B
STE STR SPDR PT S&P 500 ETFSPYM20 funds$2.1B
VANGUARD GROWTH ETFVUG20 funds$1.9B
VANGUARD VALUE ETFVTV20 funds$1.8B
ISHARES CORE MSCI EMERGINGIEMG20 funds$1.8B
JPMORGAN CHASE & COJPM20 funds$1.7B
BROADCOM INCAVGO20 funds$1.7B

Ranked by how many of FISR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.