AI Holders Summary · Q2 2026

22 institutions reported FISN in Q2 2026. Blue Owl Capital Holdings LP leads at 58.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Blue Owl Capital Holdings LP

CIK 0001858703

$15M1.3M2.22%Q2 2026 02

Elevation Wealth Management LLC

CIK 0002093518

$3M298K2.46%Q2 2026 03

UBS Group AG

CIK 0001610520

$2M198K0.00%Q2 2026 04

CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD

CIK 0001260786

$1M133K56.42%Q2 2026 05

CITADEL ADVISORS LLC

CIK 0001423053

$1M110K0.00%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$782K71K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$302K27K0.00%Q2 2026 08

Essential Investment Partners LLC

CIK 0002145170

$291K26K0.23%Q2 2026 09

GOLDMAN SACHS GROUP INC

CIK 0000886982

$192K17K0.00%Q2 2026 10

BHK Investment Advisors, LLC

CIK 0001710539

$166K15K0.05%Q2 2026 11

PRELUDE CAPITAL MANAGEMENT, LLC

CIK 0001387508

$162K15K0.01%Q2 2026 12

Harbour Capital Advisors, LLC

CIK 0001682501

$129K25K0.02%Q3 2026 13

CHAPIN DAVIS, INC.

CIK 0000872098

$97K19K0.02%Q3 2026 14

TRAPHAGEN INVESTMENT ADVISORS LLC

CIK 0002023380

$86K17K0.01%Q3 2026 15

MORGAN STANLEY

CIK 0000895421

$67K6K0.00%Q2 2026 16

US BANCORP \DE\

CIK 0000036104

$12K1K0.00%Q2 2026 17

Clearstead Advisors, LLC

CIK 0000842775

$6K5000.00%Q2 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4K3350.00%Q2 2026 19

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$3K3000.00%Q2 2026 20

NATIONAL BANK OF CANADA /FI/

CIK 0000926171

$2K2000.00%Q2 2026

Page 1 of 2

2 more holders available. Log in →