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Institutional Holders of FSEP

There is a long list of 88 institutional holders of FSEP within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FSEP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FSEP table below, the initial column indicates the name of each top institutional holder of FSEP, with a link to that fund's top holdings. The next columns indicate the amount of FSEP stock held by each of the institutional holders of FSEP, followed by the FSEP position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
CWM LLC359,511$15,277 03/31/2024
     FSEP359,511$15,277 03/31/2024
Commonwealth Equity Services LLC343,010$13,803 12/31/2023
     FSEP343,010$13,803 12/31/2023
Advisor Group Holdings Inc.341,521$13,743 12/31/2023
     FSEP341,521$13,743 12/31/2023
Raymond James Financial Services Advisors Inc.163,953$6,597 12/31/2023
     FSEP163,953$6,597 12/31/2023
Schulz Wealth LTD.118,458$5,034 03/31/2024
     FSEP118,458$5,034 03/31/2024
Keystone Wealth Services LLC109,732$4,663 03/31/2024
     FSEP109,732$4,663 03/31/2024
Envestnet Asset Management Inc.111,523$4,488 12/31/2023
     FSEP111,523$4,488 12/31/2023
Valtinson Bruner Financial Planning LLC106,568$4,288 12/31/2023
     FSEP106,568$4,288 12/31/2023
Raymond James & Associates92,913$3,739 12/31/2023
     FSEP92,913$3,739 12/31/2023
Cambridge Investment Research Advisors Inc.80,627$3,244 12/31/2023
     FSEP80,627$3,244 12/31/2023
OLD Mission Capital LLC79,206$3,187 12/31/2023
     FSEP79,206$3,187 12/31/2023
Cetera Investment Advisers73,554$2,960 12/31/2023
     FSEP73,554$2,960 12/31/2023
1776 Wealth LLC72,287$2,909 12/31/2023
     FSEP72,287$2,909 12/31/2023
Harbour Investments Inc.69,922$2,814 12/31/2023
     FSEP69,922$2,814 12/31/2023
AE Wealth Management LLC63,168$2,584 12/31/2023
     FSEP63,168$2,584 12/31/2023
Prospera Financial Services Inc52,515$2,113 12/31/2023
     FSEP52,515$2,113 12/31/2023
LPL Financial LLC46,921$1,888 12/31/2023
     FSEP46,921$1,888 12/31/2023
Fragasso Group Inc.43,208$1,836 03/31/2024
     FSEP43,208$1,836 03/31/2024
Atria Wealth Solutions Inc.43,860$1,765 12/31/2023
     FSEP43,860$1,765 12/31/2023
Beacon Financial Group43,237$1,740 12/31/2023
     FSEP43,237$1,740 12/31/2023
Cetera Advisor Networks LLC42,383$1,705 12/31/2023
     FSEP42,383$1,705 12/31/2023
GWM Advisors LLC39,106$1,594 12/31/2023
     FSEP39,106$1,594 12/31/2023
FSB Premier Wealth Management Inc.37,543$1,511 12/31/2023
     FSEP37,543$1,511 12/31/2023
Kestra Advisory Services LLC37,209$1,497 12/31/2023
     FSEP37,209$1,497 12/31/2023
Sloy Dahl & Holst LLC33,306$1,415 03/31/2024
     FSEP33,306$1,415 03/31/2024
Cetera Advisors LLC33,640$1,354 12/31/2023
     FSEP33,640$1,354 12/31/2023
Stephens Inc. AR32,430$1,305 12/31/2023
     FSEP32,430$1,305 12/31/2023
Integrity Financial Corp WA31,560$1,270 12/31/2023
     FSEP31,560$1,270 12/31/2023
Thoroughbred Financial Services LLC29,462$1,185 12/31/2023
     FSEP29,462$1,185 12/31/2023
Royal Bank of Canada29,327$1,180 12/31/2023
     FSEP29,327$1,180 12/31/2023
Octavia Wealth Advisors LLC26,007$1,105 03/31/2024
     FSEP26,007$1,105 03/31/2024
Family Wealth Group LLC26,988$1,086 12/31/2023
     FSEP26,988$1,086 12/31/2023
Steward Partners Investment Advisory LLC24,707$994 12/31/2023
     FSEP24,707$994 12/31/2023
Mariner LLC23,166$932 12/31/2023
     FSEP23,166$932 12/31/2023
MML Investors Services LLC22,561$908 12/31/2023
     FSEP22,561$908 12/31/2023
McKinley Carter Wealth Services Inc.21,559$868 12/31/2023
     FSEP21,559$868 12/31/2023
JPMorgan Chase & Co.20,423$822 12/31/2023
     FSEP20,423$822 12/31/2023
Resources Investment Advisors LLC.18,983$764 12/31/2023
     FSEP18,983$764 12/31/2023
DHJJ Financial Advisors Ltd.17,508$744 03/31/2024
     FSEP17,508$744 03/31/2024
SeaCrest Wealth Management LLC16,831$715 03/31/2024
     FSEP16,831$715 03/31/2024
Janney Montgomery Scott LLC17,092$688 12/31/2023
     FSEP17,092$688 12/31/2023
Acorn Financial Advisory Services Inc. ADV17,037$686 12/31/2023
     FSEP17,037$686 12/31/2023
Sunbelt Securities Inc.15,555$661 03/31/2024
     FSEP15,555$661 03/31/2024
Strategic Blueprint LLC16,193$652 12/31/2023
     FSEP16,193$652 12/31/2023
Jane Street Group LLC16,001$644 12/31/2023
     FSEP16,001$644 12/31/2023
Blue Bell Private Wealth Management LLC15,586$627 12/31/2023
     FSEP15,586$627 12/31/2023
Change Path LLC15,573$627 12/31/2023
     FSEP15,573$627 12/31/2023
Darwin Advisors LLC14,798$595 12/31/2023
     FSEP14,798$595 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,687$591 12/31/2023
     FSEP14,687$591 12/31/2023
Beacon Pointe Advisors LLC13,636$549 12/31/2023
     FSEP13,636$549 12/31/2023

See All: Funds Holding FSEP
See Details: Top 10 Hedge Funds Holding FSEP
Also See: FSEP Holdings Changes

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