FSZ Institutional Ownership & Shareholders
FIRST TRUST SWITZERLAND (FSZ) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.23M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Vontobel Holding Ltd. is currently the largest disclosed institutional shareholder of FSZ tracked by InsiderSet, reporting ownership valued at approximately $8.63M in its September 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 $9.03M, representing an estimated gain of +4.62% 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., Climber Capital Sa, Cottonwood Capital Advisors, 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
$20.23M
Largest Holder
Vontobel Holding Ltd.
Largest Position
$8.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 | $8,633,537 | $9,032,346 | +$398,809 | +4.62% | |
| Climber Capital Sa | 1.22% | 26,925 | $1,995,686 | $2,202,064 | +$206,378 | +10.34% | |
| Cottonwood Capital Advisors, Llc | 1.01% | 21,514 | $1,681,834 | $1,759,525 | +$77,691 | +4.62% | |
| Jane Street Group, Llc | 0.00% | 19,780 | $1,622,526 | $1,617,709 | -$4,817 | -0.30% | |
| Susquehanna International Group, Llp | 0.00% | 12,947 | $1,062,024 | $1,058,872 | -$3,152 | -0.30% | |
| Pgim Custom Harvest Llc | 0.01% | 7,826 | $641,956 | $640,050 | -$1,906 | -0.30% | |
| Morgan Stanley | 0.00% | 7,353 | $603,198 | $601,366 | -$1,832 | -0.30% | |
| Syon Capital Llc | 0.03% | 7,108 | $583,067 | $581,328 | -$1,739 | -0.30% | |
| Genesee Capital Advisors, Llc | 0.17% | 6,762 | $528,613 | $553,031 | +$24,418 | +4.62% | |
| Stifel Financial Corp | 0.00% | 6,431 | $527,524 | $525,960 | -$1,564 | -0.30% | |
| Lpl Financial Llc | 0.00% | 6,181 | $507,000 | $505,514 | -$1,486 | -0.29% | |
| Citadel Advisors Llc | 0.00% | 4,823 | $395,624 | $394,450 | -$1,174 | -0.30% | |
| Hyposwiss Advisors Sa | 0.33% | 4,420 | $345,529 | $361,490 | +$15,961 | +4.62% | |
| Raymond James Financial Inc | 0.00% | 4,036 | $331,060 | $330,085 | -$975 | -0.29% | |
| Bfi Infinity Ltd. | 0.12% | 3,300 | $258,859 | $269,891 | +$11,032 | +4.26% | |
| Mtm Investment Management, Llc | 0.04% | 1,866 | $145,873 | $152,611 | +$6,738 | +4.62% | |
| Royal Bank Of Canada | 0.00% | 1,240 | $102,000 | $101,414 | -$586 | -0.57% | |
| Ubs Group Ag | 0.00% | 1,144 | $93,841 | $93,562 | -$279 | -0.30% | |
| Osaic Holdings, Inc. | 0.00% | 1,012 | $83,014 | $82,767 | -$247 | -0.30% | |
| Golden State Wealth Management, Llc | 0.01% | 897 | $70,165 | $73,361 | +$3,196 | +4.56% | |
| Jpmorgan Chase & Co | 0.00% | 115 | $9,552 | $9,405 | -$147 | -1.54% | |
| Assetmark, Inc | 0.00% | 80 | $6,254 | $6,543 | +$289 | +4.62% | |
| Transamerica Financial Advisors, Llc | 0.00% | 38 | $3,150 | $3,108 | -$42 | -1.34% |
Frequently asked questions about FSZ
Who are the largest institutional holders of FSZ?
The largest institutional holders of FSZ reported in the latest SEC Form 13F filings include Vontobel Holding Ltd., Climber Capital Sa, Cottonwood Capital Advisors, Llc, Jane Street Group, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported FSZ position.
What is FSZ institutional ownership?
This page tracks FSZ positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST SWITZERLAND (FSZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FSZ?
InsiderSet currently tracks 23 institutional managers reporting FSZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FSZ shareholders.
How much FSZ stock do institutions own?
Institutional investment managers disclosed approximately $20.23M in FSZ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FSZ institutional ownership last updated?
The latest FSZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FSZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FSZ position after the reporting date.
Are institutions buying or selling FSZ?
Institutional buying and selling can be analyzed by comparing FSZ positions across consecutive 13F reporting periods. InsiderSet's FSZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FSZ ownership changes.
How has FSZ institutional ownership changed over time?
InsiderSet tracks FSZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.