FS SPECIALTY LENDING FD (FSSL)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
246
Reporting holders
$344.0M
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NOMURA HOLDINGS INC | $41.5M | 3,719,086 | 0.05% | 3q | +40.2%+$11.9M |
| Thomas J. Herzfeld Advisors, Inc. | $32.3M | 2,900,663 | 9.93% | 3q | +3.3%+$1.0M |
| OAK HILL ADVISORS LP | $32.0M | 2,872,108 | 4.57% | 3q | +3.8%+$1.2M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $31.2M | 2,800,048 | 1.48% | 3q | +20.9%+$5.4M |
| ENVESTNET ASSET MANAGEMENT INC | $18.9M | 1,698,203 | 0.00% | 3q | +6.1%+$1.1M |
| GCM Grosvenor Holdings, LLC | $16.7M | 1,501,875 | 0.72% | 3q | +3.7%+$593.4K |
| Pathstone Holdings, LLC | $15.1M | 1,349,894 | 0.04% | 3q | +65.5%+$6.0M |
| MORGAN STANLEY | $14.3M | 1,283,267 | 0.00% | 3q | +36.6%+$3.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 851,272 | 0.01% | 3q | -19.2%-$2.2M |
| North Ground Capital | $9.1M | 817,600 | 10.94% | 3q | +227.0%+$6.3M |
| TORONTO DOMINION BANK | $7.8M | 700,000 | 0.01% | 2q | +27.3%+$1.7M |
| CITADEL ADVISORS LLC | $6.5M | 585,015 | 0.00% | 3q | +114.5%+$3.5M |
| LPL Financial LLC | $6.4M | 576,794 | 0.00% | 3q | -7.2%-$495.6K |
| Almitas Capital LLC | $6.0M | 537,295 | 1.44% | 3q | +99.9%+$3.0M |
| Matisse Capital | $5.8M | 519,000 | 2.32% | 2q | +14.8%+$744.8K |
| Cetera Investment Advisers | $5.6M | 497,982 | 0.01% | 3q | -11.2%-$699.8K |
| STIFEL FINANCIAL CORP | $4.8M | 428,858 | 0.00% | 3q | +8.2%+$361.5K |
| OSAIC HOLDINGS, INC. | $3.7M | 327,457 | 0.00% | 3q | +22.4%+$668.3K |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 317,556 | 0.00% | 3q | +1.6%+$54.6K |
| BlackRock, Inc. | $3.2M | 287,717 | 0.00% | 3q | -3.0%-$98.9K |
| Advisors Asset Management, Inc. | $3.0M | 267,262 | 0.05% | 3q | +133.1%+$1.7M |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 212,854 | 0.04% | 3q | -17.7%-$509.2K |
| WEST MICHIGAN ADVISORS, LLC | $2.4M | 198,603 | 0.24% | 3q | +78.1%+$1.0M |
| CHOREO, LLC | $2.4M | 211,125 | 0.03% | 3q | +10.3%+$219.2K |
| Rockefeller Capital Management L.P. | $2.3M | 209,499 | 0.00% | 3q | +2758.1%+$2.3M |
| Clear Street Group Inc. | $2.0M | 179,430 | 0.01% | new | NEW |
| Closed-End Fund Advisors, Inc. | $1.9M | 170,332 | 1.86% | 3q | +30.0%+$438.8K |
| Noble Wealth Management PBC | $1.9M | 166,003 | 0.83% | new | NEW |
| RIVERBRIDGE PARTNERS LLC | $1.8M | 159,597 | 0.05% | 3q | +0.8%+$14.7K |
| Kestra Advisory Services, LLC | $1.7M | 148,911 | 0.01% | 3q | -39.4%-$1.1M |
| Merit Financial Group, LLC | $1.4M | 129,196 | 0.00% | 3q | +263.3%+$1.0M |
| Saba Capital Management, L.P. | $1.4M | 128,092 | 0.04% | new | NEW |
| COFG Advisors, LLC | $1.4M | 124,905 | 0.24% | 3q | -33.0%-$686.4K |
| XTX Topco Ltd | $1.3M | 115,553 | 0.02% | 3q | +55.2%+$458.1K |
| Kovack Advisors, Inc. | $1.3M | 112,241 | 0.06% | 3q | +54.2%+$442.0K |
| CERTIOR FINANCIAL GROUP, LLC | $1.2M | 107,241 | 0.66% | 3q | -14.6%-$205.1K |
| TrueMark Investments, LLC | $1.1M | 99,075 | 0.14% | 3q | +47.2%+$354.2K |
| MML INVESTORS SERVICES, LLC | $1.1M | 95,878 | 0.00% | 3q | +14.0%+$131.0K |
| Ellis Investment Partners, LLC | $1.0M | 93,988 | 0.16% | 2q | -1.2%-$12.4K |
| HighTower Advisors, LLC | $936.3K | 83,976 | 0.00% | 3q | -6.0%-$59.9K |
| Prime Capital Investment Advisors, LLC | $935.5K | 83,901 | 0.01% | 3q | -14.9%-$164.4K |
| Mariner, LLC | $855.6K | 76,737 | 0.00% | 3q | -43.9%-$669.4K |
| Cerity Partners LLC | $850.8K | 76,304 | 0.00% | 3q | +340.6%+$657.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $830.0K | 74,303 | 0.00% | 3q | +4.2%+$33.8K |
| HARBOUR INVESTMENTS, INC. | $827.9K | 74,255 | 0.01% | 2q | -7.4%-$66.6K |
| OneDigital Investment Advisors LLC | $798.0K | 71,566 | 0.01% | 3q | HELD |
| Huntleigh Advisors, Inc. | $715.9K | 64,207 | 0.10% | 3q | -13.3%-$109.3K |
| JB Capital LLC | $714.0K | 64,040 | 0.02% | 3q | -13.5%-$111.3K |
| Private Advisor Group, LLC | $699.2K | 62,706 | 0.00% | 3q | -8.0%-$61.0K |
| BANK OF AMERICA CORP /DE/ | $685.3K | 61,459 | 0.00% | new | NEW |
| SUMMIT WEALTH GROUP LLC / CO | $640.0K | 57,396 | 0.05% | 3q | +32.6%+$157.3K |
| Arete Wealth Advisors, LLC | $623.3K | 55,899 | 0.01% | 3q | -12.4%-$87.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $622.3K | 55,814 | 0.00% | 2q | +103.4%+$316.4K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $595.6K | 53,416 | 0.26% | 2q | HELD |
| PFG Investments, LLC | $584.8K | 52,452 | 0.02% | 3q | -9.8%-$63.3K |
| Apollon Wealth Management, LLC | $570.8K | 51,194 | 0.01% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $569.6K | 51,083 | 0.01% | 3q | +91.8%+$272.6K |
| Blackstone Inc. | $561.5K | 50,363 | 0.00% | 3q | +2.3%+$12.5K |
| Plancorp, LLC | $542.0K | 49,637 | 0.01% | 3q | +180.1%+$348.5K |
| Inscription Capital, LLC | $526.8K | 47,250 | 0.05% | 3q | -12.2%-$73.0K |
| Farther Finance Advisors, LLC | $511.2K | 45,849 | 0.00% | new | NEW |
| UBS Group AG | $498.1K | 44,674 | 0.00% | 3q | +68.3%+$202.2K |
| Creative Planning | $476.2K | 42,706 | 0.00% | 3q | -25.2%-$160.1K |
| Diversify Advisory Services, LLC | $465.9K | 42,242 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $465.9K | 42,242 | 0.01% | 3q | +10.1%+$42.7K |
| J.W. COLE ADVISORS, INC. | $465.0K | 41,706 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $445.5K | 39,958 | 0.00% | new | NEW |
| Summit Trail Advisors, LLC | $421.3K | 37,781 | 0.01% | new | NEW |
| Beacon Pointe Advisors, LLC | $418.4K | 37,528 | 0.00% | 3q | -28.0%-$162.8K |
| Maridea Wealth Management LLC | $410.9K | 36,856 | 0.04% | new | NEW |
| Intrua Financial, LLC | $397.9K | 35,689 | 0.04% | 3q | -30.5%-$174.3K |
| Arkadios Wealth Advisors | $376.0K | 33,723 | 0.01% | new | NEW |
| Lido Advisors, LLC | $371.5K | 33,322 | 0.00% | 2q | +13.9%+$45.2K |
| Trivium Point Advisory, LLC | $370.2K | 33,202 | 0.03% | 3q | HELD |
| Soltis Investment Advisors LLC | $369.4K | 33,129 | 0.02% | 3q | HELD |
| Seven Springs Wealth Group, LLC | $365.7K | 32,794 | 0.08% | 2q | HELD |
| IFG Advisory, LLC | $364.6K | 32,696 | 0.01% | new | NEW |
| &PARTNERS | $357.4K | 32,865 | 0.00% | 3q | -17.0%-$73.4K |
| CSS LLC/IL | $353.5K | 31,700 | 0.01% | 3q | +17.4%+$52.4K |
| JANE STREET GROUP, LLC | $348.6K | 31,266 | 0.00% | 3q | -64.0%-$621.1K |
| AE Wealth Management LLC | $340.5K | 30,538 | 0.00% | 3q | +8.7%+$27.2K |
| IHT Wealth Management, LLC | $336.9K | 30,210 | 0.01% | 3q | -2.5%-$8.8K |
| Advisor Resource Council | $331.8K | 29,784 | 0.09% | 3q | HELD |
| Foundations Investment Advisors, LLC | $331.4K | 29,725 | 0.00% | 3q | -1.2%-$3.9K |
| Alpine Global Management, LLC | $325.3K | 29,178 | 0.05% | 2q | -37.9%-$198.8K |
| OPPENHEIMER & CO INC | $321.0K | 28,791 | 0.00% | 3q | +52.4%+$110.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $315.5K | 28,294 | 0.00% | 3q | HELD |
| Cresset Asset Management, LLC | $314.0K | 28,157 | 0.00% | 2q | +2.9%+$8.8K |
| Stratos Wealth Partners, LTD. | $296.5K | 26,594 | 0.00% | 3q | -3.8%-$11.8K |
| Csenge Advisory Group | $288.6K | 25,881 | 0.01% | 3q | HELD |
| Financial Gravity Companies, Inc. | $288.2K | 25,847 | 0.05% | new | NEW |
| Dakota Wealth Management | $282.5K | 25,338 | 0.01% | 3q | -1.0%-$2.9K |
| Empower Advisory Group, LLC | $270.6K | 24,272 | 0.00% | 3q | -3.4%-$9.4K |
| EverSource Wealth Advisors, LLC | $269.5K | 24,174 | 0.01% | 2q | HELD |
| BOS Asset Management, LLC | $263.7K | 23,648 | 0.06% | 3q | HELD |
| Hopwood Nicholas Hunter | $262.4K | 23,537 | 0.07% | 2q | +0.6%+$1.5K |
| Financial Partners Group, Inc | $256.9K | 23,043 | 0.03% | 3q | +3.6%+$8.8K |
| Concurrent Investment Advisors, LLC | $256.8K | 23,034 | 0.00% | new | NEW |
| Bleakley Financial Group, LLC | $240.1K | 21,535 | 0.00% | 3q | -19.9%-$59.7K |
| CAPTRUST FINANCIAL ADVISORS | $229.2K | 20,555 | 0.00% | 2q | HELD |
Showing the largest 100 of 257 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 246 | $344.0M | 30,841,168 | 54 | 63 | 65 | 0.0% |
| Q1 2026 | 234 | $327.6M | 26,190,225 | 52 | 50 | 95 | 0.0% |
| Q4 2025 | 230 | $307.4M | 21,846,368 | 214 | 0 | 0 | 0.0% |