13F institutional ownership facts

Institutions tracked

40

Reported value

$109,589,844.00

Reported shares

788,766

Latest filing period

Q1 2026

Top institutional holders

  1. Neuberger Berman · $166,586,803 · 0.13%
  2. Renaissance Technologies · $68,141,734 · 0.11%
  3. Janus Henderson Group · $220,560,251 · 0.11%
  4. Mike Hankin - Brown Advisory INC · $55,462,301 · 0.09%
  5. Fidelity International (FIL) · $53,780,920 · 0.04%
  6. Voya Investment Mgmt · $33,485,791 · 0.03%

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

40

Top Institutions

Top Institutions

1

Neuberger Berman

1,198,873 shares

0.13%

% of Portfolio

2

Renaissance Technologies

490,440 shares

0.11%

% of Portfolio

3

Janus Henderson Group

1,587,454 shares

0.11%

% of Portfolio

4

Mike Hankin - Brown Advisory INC

399,181 shares

0.09%

% of Portfolio

5

Fidelity International (FIL)

386,599 shares

0.04%

% of Portfolio

6

Voya Investment Mgmt

241,009 shares

0.03%

% of Portfolio

7

Steve Cohen - Point72 Asset Management

40,138 shares

0.01%

% of Portfolio

8

Canada Pension Plan Investment Board

234,040 shares

0.02%

% of Portfolio

9

Wellington Management

578,411 shares

0.02%

% of Portfolio

10

Geode Capital Management

591,715 shares

0.01%

% of Portfolio

11

Legal & General

262,641 shares

0.01%

% of Portfolio

12

Morgan Stanley

611,553 shares

0.01%

% of Portfolio

13

Israel Englander - Millennium Management

64,509 shares

NaN%

% of Portfolio

14

David Solomon - Goldman Sachs

173,688 shares

NaN%

% of Portfolio

15

Ken Griffin - Citadel Advisors

26,567 shares

NaN%

% of Portfolio

16

UBS Group

96,118 shares

NaN%

% of Portfolio

17

Charles Schwab

105,316 shares

NaN%

% of Portfolio

18

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

16,911 shares

NaN%

% of Portfolio

19

Jeremy Grantham - GMO

4,800 shares

NaN%

% of Portfolio

20

Nuveen

28,629 shares

NaN%

% of Portfolio

21

Invesco

49,471 shares

NaN%

% of Portfolio

22

Northern Trust Corp

56,061 shares

NaN%

% of Portfolio

23

PNC Financial Services

9,530 shares

NaN%

% of Portfolio

24

Franklin Resources

18,844 shares

NaN%

% of Portfolio

25

Jane Street Group

4,001 shares

NaN%

% of Portfolio

26

Two Sigma Investments

4,267 shares

NaN%

% of Portfolio

27

AllianceBernstein (AB)

4,411 shares

NaN%

% of Portfolio

28

Cliff Asness - AQR Capital Management

2,649 shares

NaN%

% of Portfolio

29

Larry Fink - BlackRock

47,832 shares

NaN%

% of Portfolio

30

BNP Paribas

0 shares

0.00%

% of Portfolio

31

T. Rowe Price

0 shares

0.00%

% of Portfolio

32

Chuck Royce - Royce & Associates

456,642 shares

0.63%

% of Portfolio

33

PSP Investments

103,038 shares

0.04%

% of Portfolio

34

Joel Greenblatt - Gotham Asset Management

7,031 shares

NaN%

% of Portfolio

35

Ray Dalio - Bridgewater Associates

1,772 shares

NaN%

% of Portfolio

36

Natixis

723 shares

NaN%

% of Portfolio

37

Jeff Auxier - Auxier Asset Management

6,873 shares

0.14%

% of Portfolio

38

Gfi Investment Counsel

13,421 shares

0.25%

% of Portfolio

39

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

40

Lionstone Capital Management

261,955 shares

8.81%

% 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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