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Livermore
ZHEN

FS Specialty Lending Fund

FSSL
Exchange
NYSE
SEC CIK
0002065812

No open-market purchases or sales by FS Specialty Lending Fund insiders were filed in the last 90 days; 258 institutions reported holding it in 13F filings for Q2 2026, worth $394.8M in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding FS Specialty Lending Fund changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of FSSL: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2496250+7
Shares24.4M27.0K30.9M+6.53M (+26.8%)
Value$344.9M$381.8K$386.6M+$42.1M (+12.2%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held FS Specialty Lending Fund at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to FSSL in Q1 2026
InstitutionSharesValue% of portfolio
Penserra Capital Management LLC1,313,268$16.4M0.19%
Toronto Dominion Bank550,000$6.88M0.01%
Matisse Capital452,200$5.66M2.42%
Ellis Investment Partners, LLC95,103$1.19M0.21%
Harbour Investments, Inc.80,225$1.00M0.02%
Absolute Investment Advisers LLC66,654$833.8K0.10%
Robinson Capital Management, LLC53,416$660.2K0.30%
Alpine Global Management, LLC47,009$588.1K0.09%
Two Sigma Securities, LLC32,828$410.7K0.05%
Seven Springs Wealth Group, LLC32,794$410.3K0.09%
Lido Advisors, LLC29,267$366.1K0.00%
Mercer Global Advisors Inc27,437$343.2K0.00%
Cresset Asset Management, LLC27,369$342.4K0.00%
EverSource Wealth Advisors, LLC24,174$302.4K0.01%
Hopwood Nicholas Hunter23,402$292.8K0.09%
Captrust Financial Advisors20,555$257.1K0.00%
Colony Group, LLC17,175$218.6K0.00%
Advisor OS, LLC16,834$210.6K0.02%
K2 Principal Fund, L.P.16,500$206.4K0.02%
Cahaba Wealth Management, Inc.14,731$184.3K0.01%
Independent Advisor Alliance13,074$163.6K0.00%
Caldwell Sutter Capital, Inc.11,457$143.3K0.06%
Frederick Financial Consultants, LLC10,527$131.7K0.07%
Aviso Wealth Management10,324$129.2K0.06%
Kingswood Wealth Advisors, LLC10,264$128.4K0.01%
Apella Capital, LLC10,255$128.2K0.00%
Perennial Investment Advisors, LLC10,140$126.9K0.01%
Cassaday & Co Wealth Management LLC8,951$112.0K0.00%
Advisory Services Network, LLC5,285$66.1K0.00%
Main Street Group, LTD2,410$30.1K0.01%
GHP Investment Advisors, Inc.2,000$25.0K0.00%
Gen-Wealth Partners Inc1,984$24.8K0.01%
JPL Wealth Management, LLC1,965$24.6K0.01%
RWM Asset Management, LLC1,910$23.9K0.00%
RMG Wealth Management LLC1,747$20.4K0.00%
Hughes Financial Services, LLC1,498$18.7K0.00%
Financial Life Planners1,465$18.3K0.01%
LRI Investments, LLC1,161$14.5K0.00%
Sunbelt Securities, Inc.1,067$13.3K0.00%
Mather Group, LLC.930$11.6K0.00%
Salem Investment Counselors Inc757$9.47K0.00%
Strategic Advocates LLC695$8.69K0.04%
Bare Financial Services, Inc664$8.31K0.00%
Brown, Lisle/Cummings, Inc.628$7.86K0.00%
Bokf, NA595$7.44K0.00%
Wealth Science Advisors LLC479$6.77K0.00%
Napier Financial, LLC465$5.82K0.00%
ROSS\JOHNSON & Associates LLC439$5.49K0.10%
Rothschild Investment LLC373$4.67K0.00%
Whipplewood Advisors, LLC348$4.35K0.00%
Silicon Valley Capital Partners315$3.94K0.00%
Beacon Financial Strategies CORP274$3.43K0.00%
Parallel Advisors, LLC93$1.16K0.00%
Ballast Advisors LLC54$6760.00%

Sold out (47)

Institutions that held FS Specialty Lending Fund at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of FSSL in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Marex Group plc430,044$6.08M
Kraft, Davis & Associates, LLC129,474$1.84M
Virtu Financial LLC80,457$1.14M
J.W. Cole Advisors, Inc.63,707$872.1K
Flagship Private Wealth, LLC37,290$527.3K
Axxcess Wealth Management, LLC34,487$487.6K
Apollon Wealth Management, LLC29,422$416.0K
IFG Advisory, LLC26,983$381.5K
Bank of New York Mellon Corp25,488$360.4K
Sequoia Financial Advisors, LLC23,718$335.4K
HRT Financial LP23,015$325.0K
Valley Financial Group, Inc.22,249$314.6K
Evergreen Wealth Solutions, LLC17,144$242.4K
Crumly & Associates Inc.16,986$240.2K
United Advisor Group, LLC13,320$188.3K
HighPoint Advisor Group LLC12,661$179.0K
Jacobi Capital Management LLC12,655$178.9K
Founders Financial Securities LLC12,126$171.5K
Independent Wealth Network Inc.11,944$168.9K
Savant Capital, LLC11,940$168.8K
MONECO Advisors, LLC11,917$168.5K
Kathmere Capital Management, LLC11,515$162.8K
Pensionmark Financial Group, LLC11,281$159.5K
Flagship Harbor Advisors, LLC8,167$115.5K
Concord Wealth Partners6,060$85.7K
Bank of America Corp4,108$58.1K
SageView Advisory Group, LLC4,022$56.9K
United Financial Planning Group LLC3,651$51.6K
ORG Wealth Partners, LLC2,637$37.3K
Richardson Financial Services Inc.2,576$36.4K
Signature Equity Partners, LLC1,515$21.4K
First Pacific Financial1,471$20.8K
Jones Financial Companies LLLP1,424$20.1K
Estate Planners Group, LLC1,280$18.1K
Strive Financial Group ,LLC664$9.39K
TSFG, LLC598$8.00K
IFC & Insurance Marketing, Inc.540$8.00K
Turning Point Benefit Group, Inc.507$7.17K
Tucker Asset Management LLC443$6.26K
Jessup Wealth Management, Inc434$6.14K
Wealth Watch Advisors, INC413$5.84K
HM Payson & Co356$5.03K
MidFirst Bank330$4.67K
RHL Group, LLC315$4.45K
Tradewinds Capital Management, LLC274$3.88K
Tower Research Capital LLC (TRC)225$3.18K
Ameriflex Group, Inc.136$1.92K

Not filed for Q1 2026 yet (6)

Institutions that held FS Specialty Lending Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FSSL in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Global Retirement Partners, LLC16,413$232.1K
ORG Partners LLC5,710$80.7K
GPS Wealth Strategies Group, LLC2,430$34.4K
CIBC Private Wealth Group, LLC2,028$28.7K
Stephens Consulting, LLC281$3.93K
Motiv8 Investments LLC143$2.00K