FSSL · Company research
FS Specialty Lending Fund (FSSL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
27records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Corsicana & Co. | 1869923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 488 | 5441 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| IAG Wealth Partners, LLC | 1827261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4374 | 48771 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Thomas J. Herzfeld Advisors, Inc. | 1509510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2900663 | 32342392 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| COHEN & STEERS, INC. | 1284812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215000 | 2397 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2608084 | 29080 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9428 | 105122 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 595 | 6634 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| United Financial Planning Group LLC | 2088337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3651 | 40709 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30477 | 340 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Napier Financial, LLC | 2086579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 465 | 5185 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6140 | 77 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 524034 | 5843 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Robinswood Financial LLC | 2139748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 935 | 10425 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Western Wealth Management, LLC | 1767902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13376 | 149139 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1246 | 13893 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159597 | 1779508 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RMG Wealth Management LLC | 1844731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1747 | 20125 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Toronto Dominion Bank | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700000 | 7805000000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4255 | 47450 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Fourth Dimension Wealth, LLC | 2056691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 352 | 3925 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 441 | 4939 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 304 | 3390 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1818 | 20271 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700000 | 7805000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BALLAST ADVISORS LLC | 1803415 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 676 | — | — | — | Jun 23, 2026 | SEC_13F_DATASET |
| Paladin Partners, LLC | 2141570 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8503 | 106373 | — | — | — | Jun 25, 2026 | SEC_13F_DATASET |
| Paladin Partners, LLC | 2141570 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 8503 | 120232 | — | — | — | Jun 25, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.