Who owns FRTY
Which tracked institutional funds hold FRTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FRTY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
17 tracked funds added or opened FRTY while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FRTY’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FRTY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 39 tracked filers holding FRTY, 26 increased or opened the position and 19 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FRTY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 4
- Ascentis Independent Advisors$889K
- Cambridge Investment Research Advisors, Inc.$827K
- HighTower Advisors, LLC$586K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$505K
Largest adds
- TRUIST FINANCIAL CORP$7M
- LPL Financial LLC$4M
- UBS Group AG$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- Worth Financial Advisory Group, LLC$4M
- Whipplewood Advisors, LLC$940K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS Group AG trimmed | 1,093,822 | $27M | 23.8% | 2026-Q2 |
| LPL Financial LLC added | 481,597 | $12M | 10.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 471,613 | $11M | 9.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 294,352 | $7M | 6.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 291,608 | $7M | 6.4% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 264,920 | $7M | 5.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 245,461 | $6M | 5.4% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 133,065 | $3M | 2.8% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 86,330 | $2M | 1.9% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 74,974 | $2M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 69,998 | $2M | 1.5% | 2026-Q2 |
| Advisory Advocates, LLC added | 68,973 | $2M | 1.5% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 66,754 | $2M | 1.5% | 2026-Q2 |
| Keystone Financial Services, LLC added | 62,148 | $2M | 1.4% | 2026-Q2 |
| Sargent Investment Group, LLC | 60,628 | $2M | 1.3% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 57,555 | $1M | 1.3% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 51,678 | $1M | 1.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 48,276 | $1M | 1.0% | 2026-Q2 |
| &PARTNERS added | 41,615 | $1M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 35,235 | $874K | 0.8% | 2026-Q2 |
| DAVENPORT & Co LLC added | 33,433 | $830K | 0.7% | 2026-Q2 |
| Balentine LLC | 30,510 | $757K | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 20,632 | $512K | 0.4% | 2026-Q2 |
| Savant Capital, LLC new | 14,690 | $325K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 13,040 | $324K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 12,813 | $318K | 0.3% | 2026-Q2 |
| Prosperity Financial Group, Inc. trimmed | 11,690 | $290K | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 11,644 | $289K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. | 11,004 | $268K | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC | 10,000 | $248K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc new | 3,782 | $94K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 1,500 | $37K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 1,226 | $30K | 0.0% | 2026-Q2 |
| Catherine Avery Investment Management LLC new | 721 | $18K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 481 | $12K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 209 | $5K | 0.0% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 150 | $4K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 3 | $83 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $36 | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors added | 45,652 | $889K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 42,441 | $827K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 30,093 | $586K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 25,938 | $505K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 14,967 | $291K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 11,233 | $219K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 10,448 | $204K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 1,949 | $38K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates trimmed | 190 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tradewinds Capital Management, LLC new | 89 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Independent Wealth Network Inc. trimmed | 25,573 | $538K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| PRIVATE TRUST CO NA new | 685 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Noble Wealth Management PBC new | 580 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AdvisorNet Financial, Inc | 104 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 70 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FRED ALGER MANAGEMENT, LLC trimmed | 284,990 | $6M | 5.6% | 2025-Q3 stale (3 quarters behind) |
| Orion Porfolio Solutions, LLC added | 23,344 | $449K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 1,055 | $20K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC | 391 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Blue Trust, Inc. new | 300 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.