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Funds Holding FINS

On this page, we present all of the funds holding FINS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FINS, with a link to that fund's top holdings. The next columns indicate the amount of FINS stock held by each of the funds holding FINS, followed by the FINS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 40 funds holding FINS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Karpus Management Inc.. For more details on the positions held by Karpus Management Inc. (or by any of the other funds holding FINS), click the fund name in the "Holder" column of the funds-holding-FINS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.4,223,725$50,305 12/31/2023
     FINS4,223,725$50,305 12/31/2023
Morgan Stanley2,266,896$26,999 12/31/2023
     FINS2,266,896$26,999 12/31/2023
UBS Group AG822,005$9,790 12/31/2023
     FINS822,005$9,790 12/31/2023
Sit Investment Associates Inc.805,138$9,589 12/31/2023
     FINS805,138$9,589 12/31/2023
Nations Financial Group Inc. IA ADV500,795$6,255 03/31/2024
     FINS500,795$6,255 03/31/2024
Wolverine Trading LLC415,601$4,950 12/31/2023
     FINS415,601$4,950 12/31/2023
Royal Bank of Canada229,628$2,734 12/31/2023
     FINS229,628$2,734 12/31/2023
Stifel Financial Corp219,259$2,611 12/31/2023
     FINS219,259$2,611 12/31/2023
Wells Fargo & Company MN174,975$2,084 12/31/2023
     FINS174,975$2,084 12/31/2023
Equitec Proprietary Markets LLC145,559$1,734 12/31/2023
     FINS145,559$1,734 12/31/2023
LPL Financial LLC140,749$1,676 12/31/2023
     FINS140,749$1,676 12/31/2023
Chicago Partners Investment Group LLC112,812$1,393 03/31/2024
     FINS112,812$1,393 03/31/2024
Twelve Points Wealth Management LLC96,791$1,209 03/31/2024
     FINS96,791$1,209 03/31/2024
Raymond James & Associates94,867$1,185 03/31/2024
     FINS94,867$1,185 03/31/2024
Dakota Wealth Management61,775$772 03/31/2024
     FINS61,775$772 03/31/2024
Advisor Group Holdings Inc.50,081$596 12/31/2023
     FINS50,081$596 12/31/2023
SFI Advisors LLC43,951$523 12/31/2023
     FINS43,951$523 12/31/2023
Wedbush Securities Inc.36,635$436 12/31/2023
     FINS36,635$436 12/31/2023
Landscape Capital Management L.L.C.35,986$429 12/31/2023
     FINS35,986$429 12/31/2023
Shaker Financial Services LLC33,246$396 12/31/2023
     FINS33,246$396 12/31/2023
First Trust Advisors LP28,929$345 12/31/2023
     FINS28,929$345 12/31/2023
Weiss Asset Management LP27,858$332 12/31/2023
     FINS27,858$332 12/31/2023
Wealth Enhancement Advisory Services LLC24,370$304 03/31/2024
     FINS24,370$304 03/31/2024
HighTower Advisors LLC24,109$291 12/31/2023
     FINS24,109$291 12/31/2023
D.A. Davidson & CO.18,800$224 12/31/2023
     FINS18,800$224 12/31/2023
Fisher Asset Management LLC18,481$220 12/31/2023
     FINS18,481$220 12/31/2023
Lido Advisors LLC13,467$160 12/31/2023
     FINS13,467$160 12/31/2023
Raymond James Trust N.A.12,384$155 03/31/2024
     FINS12,384$155 03/31/2024
Ignite Planners LLC11,716$146 03/31/2024
     FINS11,716$146 03/31/2024
Live Oak Private Wealth LLC10,630$133 03/31/2024
     FINS10,630$133 03/31/2024
Envestnet Asset Management Inc.10,615$126 12/31/2023
     FINS10,615$126 12/31/2023
Elequin Capital LP7,443$89 12/31/2023
     FINS7,443$89 12/31/2023
Comerica Bank7,375$88 12/31/2023
     FINS7,375$88 12/31/2023
JPMorgan Chase & Co.2,610$31 12/31/2023
     FINS2,610$31 12/31/2023
OLD Point Trust & Financial Services N A2,000$24 12/31/2023
     FINS2,000$24 12/31/2023
Bank of America Corp DE1,600$19 12/31/2023
     FINS1,600$19 12/31/2023
Steward Partners Investment Advisory LLC1,417$17 12/31/2023
     FINS1,417$17 12/31/2023
Bessemer Group Inc.567$7 12/31/2023
     FINS567$7 12/31/2023
Highlander Capital Management LLC500$6 12/31/2023
     FINS500$6 12/31/2023
FMR LLC1$0 12/31/2023
     FINS1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     FINS0$0 12/31/2023

See Summary: Institutional Holders of FINS
See Details: Top 10 Hedge Funds Holding FINS
Also See: FINS Insider Buying
Also See: FINS Holdings Changes

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