FIRST TRUST SWITZERLAND (FSZ) Institutional Shareholders
FIRST TRUST SWITZERLAND (FSZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $19.54M in FSZ holdings during the latest filing period.
Vontobel Holding Ltd. is currently the largest disclosed institutional shareholder of FSZ tracked by InsiderSet, reporting ownership valued at approximately $9.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.63M, representing an estimated loss of -4.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed FSZ value among the investors covered in this analysis. Major shareholders include Vontobel Holding Ltd., Cottonwood Capital Advisors, Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST SWITZERLAND (FSZ).
This page ranks the largest institutional FSZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
23
Total Reported Value
$19.54M
Largest Holder
Vontobel Holding Ltd.
Largest Position
$9.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 0.03% | 110,440 | $9,059,239 | $8,625,684 | -$433,555 | -4.79% | |
| Cottonwood Capital Advisors, Llc | 1.07% | 21,607 | $1,772,391 | $1,687,569 | -$84,822 | -4.79% | |
| Jane Street Group, Llc | 0.00% | 19,780 | $1,622,526 | $1,544,875 | -$77,651 | -4.79% | |
| Susquehanna International Group, Llp | 0.00% | 12,947 | $1,062,024 | $1,011,198 | -$50,826 | -4.79% | |
| Climber Capital Sa | 0.45% | 8,945 | $732,296 | $698,630 | -$33,666 | -4.60% | |
| Pgim Custom Harvest Llc | 0.01% | 7,826 | $641,956 | $611,233 | -$30,723 | -4.79% | |
| Morgan Stanley | 0.00% | 7,353 | $603,198 | $574,291 | -$28,907 | -4.79% | |
| Syon Capital Llc | 0.03% | 7,108 | $583,067 | $555,155 | -$27,912 | -4.79% | |
| Genesee Capital Advisors, Llc | 0.17% | 6,762 | $554,677 | $528,132 | -$26,545 | -4.79% | |
| Stifel Financial Corp | 0.00% | 6,431 | $527,524 | $502,280 | -$25,244 | -4.79% | |
| Lpl Financial Llc | 0.00% | 6,181 | $507,000 | $482,754 | -$24,246 | -4.78% | |
| Citadel Advisors Llc | 0.00% | 4,823 | $395,624 | $376,690 | -$18,934 | -4.79% | |
| Hyposwiss Advisors Sa | 0.34% | 4,420 | $362,566 | $345,215 | -$17,351 | -4.79% | |
| Raymond James Financial Inc | 0.00% | 4,036 | $331,060 | $315,223 | -$15,837 | -4.78% | |
| Bfi Infinity Ltd. | 0.15% | 3,300 | $261,689 | $257,740 | -$3,949 | -1.51% | |
| Mtm Investment Management, Llc | 0.04% | 1,866 | $153,065 | $145,740 | -$7,325 | -4.79% | |
| Royal Bank Of Canada | 0.00% | 1,240 | $102,000 | $96,848 | -$5,152 | -5.05% | |
| Ubs Group Ag | 0.00% | 1,144 | $93,841 | $89,350 | -$4,491 | -4.79% | |
| Osaic Holdings, Inc. | 0.00% | 1,012 | $83,014 | $79,040 | -$3,974 | -4.79% | |
| Golden State Wealth Management, Llc | 0.01% | 897 | $73,622 | $70,058 | -$3,564 | -4.84% | |
| Jpmorgan Chase & Co | 0.00% | 115 | $9,552 | $8,982 | -$570 | -5.97% | |
| Assetmark, Inc | 0.00% | 80 | $6,562 | $6,248 | -$314 | -4.78% | |
| Transamerica Financial Advisors, Llc | 0.00% | 38 | $3,150 | $2,968 | -$182 | -5.78% |
Frequently asked questions about FSZ
Who owns the most FSZ stock?
The largest holders of FSZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST SWITZERLAND (FSZ).
Is FSZ widely held by superinvestors?
Many widely followed stocks like FSZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FSZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.