Filing Research | FS KKR CAP CORP Institutional Holdings

Snapshot holdings

50 / 95 loaded

#		Instrument	quantity
1	Union Bancaire Privee, UBP SA	Shares	11.8KSH	$19.8M
2	Beach Point Capital Management LP	Shares	1.2MSH	$12.8M
3	Apollon Wealth Management, LLC	Shares	834.7KSH	$8.8M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	760.5KSH	$8.0M
5	J.W. COLE ADVISORS, INC.	Shares	340.3KSH	$3.6M
6	Significant Wealth Partners LLC	Shares	180.3KSH	$1.9M
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	153.6KSH	$1.6M
8	CAMPBELL CAPITAL MANAGEMENT INC	Shares	153.8KSH	$1.6M
9	Strategic Blueprint, LLC	Shares	145.2KSH	$1.5M
10	FAMILY WEALTH PARTNERS, LLC	Shares	123.9KSH	$1.3M
11	RFG Advisory, LLC	Shares	110.6KSH	$1.2M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	95.3KSH	$1.0M
13	CERTIOR FINANCIAL GROUP, LLC	Shares	91.2KSH	$957.5K
14	Farther Finance Advisors, LLC	Shares	78.0KSH	$818.7K
15	Bayshore Capital Advisors, LLC	Shares	70.0KSH	$735.2K
16	Merit Financial Group, LLC	Shares	64.7KSH	$679.8K
17	Generali Investments CEE, investicni spolecnost, a.s.	Shares	64.7KSH	$678.8K
18	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	52.0KSH	$546.1K
19	Carnegie Lake Advisors LLC	Shares	50.6KSH	$531.5K
20	Wealthcare Advisory Partners LLC	Shares	49.2KSH	$516.8K
21	Venturi Wealth Management, LLC	Shares	46.9KSH	$492.2K
22	Intrua Financial, LLC	Shares	41.1KSH	$431.6K
23	Onyx Bridge Wealth Group LLC	Shares	39.1KSH	$410.5K
24	Boyce & Associates Wealth Consulting, Inc.	Shares	35.3KSH	$370.6K
25	Ignite Planners, LLC	Shares	34.3KSH	$360.3K
26	First Financial Bank - Trust Division	Shares	33.5KSH	$352.1K
27	PFG Investments, LLC	Shares	32.6KSH	$342.8K
28	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	32.2KSH	$337.8K
29	WEST MICHIGAN ADVISORS, LLC	Shares	31.1KSH	$331.7K
30	VISTA FINANCE, LLC	Shares	30.0KSH	$315.0K
31	Diligent Investors, LLC	Shares	28.6KSH	$300.2K
32	Secure Asset Management, LLC	Shares	27.2KSH	$285.4K
33	Cooper Financial Group	Shares	26.0KSH	$273.2K
34	LexAurum Advisors, LLC	Shares	23.9KSH	$250.9K
35	Sovereign Financial Group, Inc.	Shares	20.7KSH	$217.0K
36	Brookwood Investment Group LLC	Shares	20.1KSH	$210.7K
37	IFP Advisors, Inc	Shares	19.8KSH	$207.4K
38	Prospera Financial Services Inc	Shares	18.6KSH	$195.8K
39	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	18.5KSH	$194.5K
40	Madrona Financial Services, LLC	Shares	18.4KSH	$193.5K
41	Alliance Wealth Advisors, LLC	Shares	18.2KSH	$190.8K
42	Sequoia Financial Advisors, LLC	Shares	17.8KSH	$187.4K
43	INVESTMENT HOUSE LLC	Shares	17.2KSH	$175.5K
44	BridgePort Financial Solutions, LLC	Shares	16.5KSH	$173.5K
45	Essential Investment Partners LLC	Shares	15.6KSH	$163.7K
46	Aries Wealth Management	Shares	14.9KSH	$156.3K
47	Valeo Financial Advisors, LLC	Shares	14.6KSH	$153.1K
48	Unique Wealth Strategies, LLC	Shares	14.0KSH	$146.6K
49	Sowell Financial Services LLC	Shares	13.6KSH	$143.0K
50	BCS Wealth Management	Shares	13.4KSH	$140.9K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 116 loaded

#		Instrument
1	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$19.7M	$19.8M
2	Apollon Wealth Management, LLC added	Shares	+810.9K	+$8.5M	$8.8M
3	J.W. COLE ADVISORS, INC. new	Shares	+340.3K	+$3.6M	$3.6M
4	CAMPBELL CAPITAL MANAGEMENT INC unchanged	Shares	0	+$1.6M	$1.6M
5	Bayshore Capital Advisors, LLC added	Shares	+41.0K	+$440.0K	$735.2K
6	FAMILY WEALTH PARTNERS, LLC added	Shares	+18.5K	+$229.3K	$1.3M
7	Merit Financial Group, LLC added	Shares	+7.2K	+$94.5K	$679.8K
8	Significant Wealth Partners LLC added	Shares	+3.2K	+$90.0K	$1.9M
9	RFG Advisory, LLC added	Shares	+3.3K	+$68.8K	$1.2M
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1.6K	+$59.9K	$1.6M
11	Farther Finance Advisors, LLC added	Shares	+2.1K	+$51.8K	$818.7K
12	Valeo Financial Advisors, LLC added	Shares	+3.2K	+$37.5K	$153.1K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+271	+$30.5K	$1.0M
14	Secure Asset Management, LLC added	Shares	+1.8K	+$27.1K	$285.4K
15	Diligent Investors, LLC added	Shares	+1.2K	+$21.3K	$300.2K
16	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$20.7K	$678.8K
17	OLD NATIONAL BANCORP /IN/ added	Shares	+1.5K	+$19.4K	$121.9K
18	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$16.4K	$117.1K
19	Triumph Capital Management added	Shares	+1.3K	+$13.2K	$27.0K
20	Boyce & Associates Wealth Consulting, Inc. added	Shares	+50	+$11.8K	$370.6K
21	Cape Investment Advisory, Inc. new	Shares	+1.1K	+$11.5K	$11.5K
22	First Financial Bank - Trust Division unchanged	Shares	0	+$10.7K	$352.1K
23	Carnegie Lake Advisors LLC trimmed	Shares	-551	+$10.6K	$531.5K
24	Brookwood Investment Group LLC added	Shares	+341	+$9.9K	$210.7K
25	VISTA FINANCE, LLC unchanged	Shares	0	+$9.6K	$315.0K
26	Cooper Financial Group added	Shares	+74	+$9.1K	$273.2K
27	Ignite Planners, LLC trimmed	Shares	-340	+$7.5K	$360.3K
28	Alliance Wealth Advisors, LLC added	Shares	+161	+$7.4K	$190.8K
29	BCS Wealth Management added	Shares	+171	+$6.0K	$140.9K
30	Madrona Financial Services, LLC unchanged	Shares	0	+$5.9K	$193.5K
31	TCFG Investment Advisors, LLC added	Shares	+195	+$5.6K	$117.9K
32	Sovereign Financial Group, Inc. trimmed	Shares	-105	+$5.5K	$217.0K
33	Essential Investment Partners LLC unchanged	Shares	0	+$5.0K	$163.7K
34	Aries Wealth Management unchanged	Shares	0	+$4.8K	$156.3K
35	Unique Wealth Strategies, LLC unchanged	Shares	0	+$4.5K	$146.6K
36	Golden State Wealth Management, LLC added	Shares	+87	+$4.5K	$117.3K
37	Venturi Wealth Management, LLC trimmed	Shares	-1.0K	+$4.4K	$492.2K
38	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$4.2K	$137.0K
39	Castleview Partners, LLC unchanged	Shares	0	+$3.5K	$114.6K
40	Accel Wealth Management added	Shares	+7	+$3.3K	$106.8K
41	Crewe Advisors LLC added	Shares	+105	+$1.4K	$10.3K
42	Fortis Group Advisors, LLC unchanged	Shares	0	+$1.1K	$36.7K
43	Quaker Wealth Management, LLC trimmed	Shares	-4	+$1.0K	$35.1K
44	ARMSTRONG ADVISORY GROUP, INC added	Shares	+53	+$992	$15.0K
45	Raleigh Capital Management Inc. unchanged	Shares	0	+$884	$29.0K
46	CoreCap Advisors, LLC unchanged	Shares	0	+$720	$23.6K
47	Independence Bank of Kentucky unchanged	Shares	0	+$667	$21.9K
48	AdvisorNet Financial, Inc unchanged	Shares	0	+$627	$20.6K
49	Cornerstone National Bank & Trust Co new	Shares	+48	+$511	$511
50	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$481	$15.8K

Scroll to load more