13F institutional ownership facts

Institutions tracked

38

Reported value

$107,054,977.00

Reported shares

753,344

Latest filing period

Q2 2026

Top institutional holders

  1. Neuberger Berman · $167,324,187 · 0.11%
  2. Renaissance Technologies · $61,226,672 · 0.08%
  3. PSP Investments · $20,203,622 · 0.05%
  4. Mike Hankin - Brown Advisory INC · $54,979,084 · 0.09%
  5. Morgan Stanley · $124,065,927 · 0.01%
  6. Canada Pension Plan Investment Board · $37,548,873 · 0.02%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$FSV

Institutional Holdings

38

Top Institutions

Top Institutions

1

Neuberger Berman

1,177,427 shares

0.11%

% of Portfolio

2

Renaissance Technologies

430,840 shares

0.08%

% of Portfolio

3

PSP Investments

142,225 shares

0.05%

% of Portfolio

4

Mike Hankin - Brown Advisory INC

386,877 shares

0.09%

% of Portfolio

5

Morgan Stanley

873,026 shares

0.01%

% of Portfolio

6

Canada Pension Plan Investment Board

264,329 shares

0.02%

% of Portfolio

7

Fidelity International (FIL)

211,557 shares

0.02%

% of Portfolio

8

Geode Capital Management

652,324 shares

0.01%

% of Portfolio

9

Legal & General

242,821 shares

0.01%

% of Portfolio

10

Wellington Management

291,944 shares

0.01%

% of Portfolio

11

David Solomon - Goldman Sachs

287,694 shares

NaN%

% of Portfolio

12

Amundi

69,377 shares

NaN%

% of Portfolio

13

UBS Group

95,699 shares

NaN%

% of Portfolio

14

Charles Schwab

110,617 shares

NaN%

% of Portfolio

15

Two Sigma Investments

16,063 shares

NaN%

% of Portfolio

16

Ken Griffin - Citadel Advisors

21,036 shares

NaN%

% of Portfolio

17

Joel Greenblatt - Gotham Asset Management

5,056 shares

NaN%

% of Portfolio

18

Jeremy Grantham - GMO

4,600 shares

NaN%

% of Portfolio

19

Nuveen

41,840 shares

NaN%

% of Portfolio

20

Northern Trust Corp

51,151 shares

NaN%

% of Portfolio

21

PNC Financial Services

9,525 shares

NaN%

% of Portfolio

22

Invesco

59,198 shares

NaN%

% of Portfolio

23

Franklin Resources

20,051 shares

NaN%

% of Portfolio

24

Jamie Dimon - JPMorgan Chase

56,435 shares

NaN%

% of Portfolio

25

David E. Shaw - D.E. Shaw & Co.

2,100 shares

NaN%

% of Portfolio

26

Cliff Asness - AQR Capital Management

3,529 shares

NaN%

% of Portfolio

27

Larry Fink - BlackRock

61,167 shares

NaN%

% of Portfolio

28

Israel Englander - Millennium Management

0 shares

0.00%

% of Portfolio

29

Jane Street Group

0 shares

0.00%

% of Portfolio

30

Voya Investment Mgmt

0 shares

0.00%

% of Portfolio

31

Chuck Royce - Royce & Associates

466,428 shares

0.53%

% of Portfolio

32

Exoduspoint Capital Management, Lp

2,000 shares

NaN%

% of Portfolio

33

Natixis

856 shares

NaN%

% of Portfolio

34

Ray Dalio - Bridgewater Associates

0 shares

0.00%

% of Portfolio

35

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

36

Jeff Auxier - Auxier Asset Management

6,873 shares

0.13%

% of Portfolio

37

Daniel Goodman - Gfi Investment Counsel

13,421 shares

0.26%

% of Portfolio

38

Leon Lowenstein - Lionstone Capital Management

290,920 shares

9.50%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

34%

LARGE

28%

MEDIUM

22%

SMALL

16%

Geographic Distribution

North America
64%
Europe
28%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

59

Sellers

23

Holders

67

New

19

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

23

Purchase Value

$14.1M

Role Distribution

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

89

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
74
Recent Activity
88
Concentration
72
Momentum
91
Stability
77

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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