Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns FSTA (FSTA)


Which tracked institutional funds hold FSTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSTA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

209
Institutional holders
10,778,537
Shares held (tracked funds)

How the tape is positioned

41 tracked funds added or opened FSTA while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

FSTA’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FSTA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FSTA 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 2025-Q4 and 2026-Q1, across 209 tracked filers holding FSTA, 106 increased or opened the position and 89 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 FSTA between the 2025-Q4 and 2026-Q1 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.

New buyers 4

  • Bellwether Advisors, LLC$6M
  • HERBST GROUP, LLC$2M
  • TWO SIGMA INVESTMENTS, LP$1M
  • CLEAR WAVE WEALTH MANAGEMENT LLC$758K

Full exits 8

  • GRIMES & Co WEALTH MANAGEMENT, LLC$5M
  • J.W. COLE ADVISORS, INC.$2M
  • WBI INVESTMENTS, LLC$1M
  • Maxele Advisors, LLC$682K
  • HRT FINANCIAL LP$635K
  • GSA CAPITAL PARTNERS LLP$547K

Largest adds

  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$13M
  • Lido Advisors, LLC$4M
  • OSAIC HOLDINGS, INC.$3M
  • SOUTHERN CAPITAL ADVISORS, LLC$3M
  • Compass Financial Group, INC/SD$3M
  • STIFEL FINANCIAL CORP$2M

Largest trims

  • AGF MANAGEMENT LTD$3M
  • NewEdge Advisors, LLC$2M
  • AE Wealth Management LLC$1M
  • PRINCIPAL SECURITIES, INC.$888K
  • JPMORGAN CHASE & CO$751K
  • NorthCoast Asset Management LLC$723K

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).

FundSharesReported value% of valueQuarter
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,646,303$138M23.5%2026-Q1
Lido Advisors, LLC added1,358,767$71M12.1%2026-Q1
LPL Financial LLC trimmed510,287$27M4.5%2026-Q1
AGF MANAGEMENT LTD trimmed505,327$26M4.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added408,617$21M3.6%2026-Q1
OSAIC HOLDINGS, INC. added366,620$19M3.3%2026-Q1
Compass Financial Group, INC/SD added325,949$17M2.9%2026-Q1
MORGAN STANLEY added216,998$11M1.9%2026-Q1
Certified Advisory Corp trimmed215,780$11M1.9%2026-Q1
Larson Financial Group LLC added197,003$10M1.8%2026-Q1
Marotta Asset Management trimmed195,107$10M1.7%2026-Q1
Fischer Financial Services, Inc. added143,702$8M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added141,003$7M1.3%2026-Q1
Financial Perspectives, Inc added135,678$7M1.2%2026-Q1
ASSETMARK, INC added133,114$7M1.2%2026-Q1
AE Wealth Management LLC trimmed127,017$7M1.1%2026-Q1
GOLDMAN SACHS GROUP INC122,003$6M1.1%2026-Q1
Bellwether Advisors, LLC new110,793$6M1.0%2026-Q1
Kestra Advisory Services, LLC trimmed108,893$6M1.0%2026-Q1
CacheTech Inc. trimmed97,674$5M0.9%2026-Q1
Adams Wealth Management trimmed93,828$5M0.8%2026-Q1
STIFEL FINANCIAL CORP added92,759$5M0.8%2026-Q1
ATLAS CAPITAL ADVISORS INC. added87,474$5M0.8%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added82,272$4M0.7%2026-Q1
UBS Group AG added82,131$4M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added81,222$4M0.7%2026-Q1
FMR LLC added76,407$4M0.7%2026-Q1
Arkadios Wealth Advisors added70,811$4M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added67,707$4M0.6%2026-Q1
Lifeworks Advisors, LLC trimmed67,477$4M0.6%2026-Q1
CITIGROUP INC added65,644$3M0.6%2026-Q1
Advisory Services Network, LLC trimmed65,074$3M0.6%2026-Q1
SOUTHERN CAPITAL ADVISORS, LLC added63,603$3M0.6%2026-Q1
Cetera Investment Advisers added60,869$3M0.5%2026-Q1
Roxbury Financial LLC added56,794$3M0.5%2026-Q1
JPMORGAN CHASE & CO trimmed56,564$3M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added49,509$3M0.4%2026-Q1
Yoder Wealth Management, Inc. added47,158$2M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added44,270$2M0.4%2026-Q1
Sigma Planning Corp added38,929$2M0.3%2026-Q1
HERBST GROUP, LLC new38,003$2M0.3%2026-Q1
NewEdge Advisors, LLC trimmed43,814$2M0.3%2026-Q1
Beaumont Financial Advisors, LLC added36,693$2M0.3%2026-Q1
NorthCoast Asset Management LLC trimmed36,589$2M0.3%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed32,469$2M0.3%2026-Q1
Arax Advisory Partners added31,635$2M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed30,987$2M0.3%2026-Q1
AMERIPRISE FINANCIAL INC added30,930$2M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed30,176$2M0.3%2026-Q1
LYNCH & ASSOCIATES/IN trimmed29,771$2M0.3%2026-Q1
Creative Planning added28,949$2M0.3%2026-Q1
Heck Capital Advisors, LLC trimmed26,792$1M0.2%2026-Q1
Atlas Brown,Inc. trimmed26,058$1M0.2%2026-Q1
FRG Family Wealth Advisors LLC25,210$1M0.2%2026-Q1
Snowden Capital Advisors LLC trimmed24,862$1M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed24,400$1M0.2%2026-Q1
Smith Salley Wealth Management added23,714$1M0.2%2026-Q1
KDK Private Wealth Management, LLC trimmed21,943$1M0.2%2026-Q1
Beacon Pointe Advisors, LLC added21,415$1M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added20,723$1M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added20,637$1M0.2%2026-Q1
Independent Advisor Alliance added20,634$1M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added20,670$1M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed20,214$1M0.2%2026-Q1
Jacobs Equity LLC added19,551$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed19,361$1M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed18,648$976K0.2%2026-Q1
SWEENEY & MICHEL, LLC added18,234$953K0.2%2026-Q1
Walker Financial Services, Inc. trimmed17,950$939K0.2%2026-Q1
OneAscent Financial Services LLC added16,266$851K0.1%2026-Q1
Nova Wealth Management, Inc. added15,826$828K0.1%2026-Q1
AMERICAN NATIONAL BANK & TRUST trimmed15,605$816K0.1%2026-Q1
PARTNERS WEALTH MANAGEMENT, LLC trimmed14,778$773K0.1%2026-Q1
CLEAR WAVE WEALTH MANAGEMENT LLC new14,481$758K0.1%2026-Q1
TRUIST FINANCIAL CORP added14,434$755K0.1%2026-Q1
Belpointe Asset Management LLC added13,728$718K0.1%2026-Q1
Fortis Capital Advisors, LLC added13,728$718K0.1%2026-Q1
Curran Financial Partners, LLC added13,122$687K0.1%2026-Q1
Sage Investment Advisers LLC added12,385$645K0.1%2026-Q1
STOCK YARDS BANK & TRUST CO trimmed11,853$620K0.1%2026-Q1
Systelligence, LLC trimmed114,210$6M1.0%2025-Q1 stale
Foundations Investment Advisors, LLC added98,888$5M0.9%2025-Q2 stale
GRIMES & Co WEALTH MANAGEMENT, LLC new98,759$5M0.8%2025-Q4 stale
Full Sail Capital, LLC trimmed76,235$4M0.6%2025-Q3 stale
CITADEL ADVISORS LLC added64,961$3M0.6%2025-Q2 stale
Grant/GrossMendelsohn, LLC new58,233$3M0.5%2025-Q1 stale
Atria Wealth Solutions, Inc. added52,791$3M0.5%2025-Q2 stale
Waverly Advisors, LLC trimmed53,463$3M0.5%2025-Q3 stale
SYKON CAPITAL LLC new47,557$2M0.4%2025-Q2 stale
UNIVEST FINANCIAL Corp trimmed47,312$2M0.4%2025-Q1 stale
Soundwatch Capital LLC new3,951$2M0.4%2025-Q2 stale
J.W. COLE ADVISORS, INC. trimmed75,385$2M0.4%2025-Q4 stale
WBI INVESTMENTS, LLC added22,716$1M0.2%2025-Q4 stale
PARK AVENUE SECURITIES LLC added21,802$1M0.2%2025-Q3 stale
Exchange Capital Management, Inc. trimmed20,562$1M0.2%2025-Q2 stale
Morningstar Investment Services LLC trimmed19,714$1M0.2%2025-Q1 stale
Integrated Wealth Concepts LLC added18,879$965K0.2%2025-Q1 stale
VCI Wealth Management LLC added15,475$792K0.1%2025-Q2 stale
Maxele Advisors, LLC trimmed13,856$682K0.1%2025-Q4 stale
HRT FINANCIAL LP added12,928$635K0.1%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership