| 4 | VICTORY CAPITAL MANAGEMENT INC | 5.0M | $52.8M | +235.8% | 1.797% | 0.03% |
| 5 | LPL Financial LLC | 4.9M | $51.1M | +10.5% | 1.738% | 0.01% |
| 6 | Saba Capital Management, L.P. | 4.2M | $44.3M | +20.1% | 1.505% | 1.14% |
| 7 | MORGAN STANLEY | 2.9M | $30.2M | -22.4% | 1.027% | 0.00% |
| 8 | Legal & General Group Plc | 2.7M | $28.7M | +8.8% | 0.977% | 0.01% |
| 9 | Silver Point Capital L.P. | 2.7M | $28.6M | — | 0.973% | 2.60% |
| 10 | Generali Asset Management SPA SGR | 2.5M | $26.6M | -0.7% | 0.903% | 0.48% |
| 11 | CURA WEALTH ADVISORS, LLC | 2.1M | $22.4M | -5.9% | 0.761% | 9.56% |
| 12 | Callodine Capital Management, LP | 2.1M | $22.2M | +58.1% | 0.753% | 1.45% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 1.9M | $20.3M | -24.5% | 0.689% | 0.03% |
| 14 | Union Bancaire Privee, UBP SA | 12K | $19.8M | 0.0% | 0.004% | 0.22% |
| 15 | Russell Investments Group, Ltd. | 1.6M | $16.7M | +52.5% | 0.567% | 0.01% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.5M | $16.2M | -20.3% | 0.551% | 0.00% |
| 17 | D. E. Shaw & Co., Inc. | 1.5M | $15.9M | -31.9% | 0.541% | 0.01% |
| 18 | Invesco Ltd. | 1.5M | $15.8M | -12.6% | 0.536% | 0.00% |
| 19 | Rockefeller Capital Management L.P. | 1.4M | $15.2M | -6.0% | 0.518% | 0.02% |
| 20 | Beach Point Capital Management LP | 1.2M | $12.8M | -61.0% | 0.436% | 4.97% |
| 21 | CastleKnight Management LP | 1.2M | $12.4M | -46.1% | 0.422% | 0.17% |
| 22 | Cetera Investment Advisers | 1.1M | $11.8M | -8.6% | 0.402% | 0.01% |
| 23 | BlackRock, Inc. | 1.1M | $11.1M | -2.2% | 0.378% | 0.00% |
| 24 | Kohlberg Kravis Roberts & Co. L.P. | 981K | $10.3M | 0.0% | 0.350% | 0.18% |
| 25 | Lalia Capital, LLC | 923K | $9.7M | +3528.7% | 0.330% | 4.71% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FSK — a direct measure of their conviction.
| 27.87% |
| 1.11 pp |
| $1.34B |
| 20% |
| Q4 2024 | 516 | +7.1% | 28.98% | +1.29 pp | $1.67B | +42% |
| Q3 2024 | 482 | — | 27.69% | — | $1.18B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
50 institutions opened new positions in FSK during Q2 2026, while 85 fully exited. 218 added to existing positions and 167 trimmed.
FSK institutional ownership fell by 0.19 percentage points quarter-over-quarter, with a net change of -31 holders.
The top 10 institutions account for 44.1% of all reported 13F value in FSK, and the top 25 account for 64.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.