Who owns FT
Which tracked institutional funds hold FT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
2 tracked funds added or opened FT while 3 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
FT’s largest tracked holder by dollar value, Advisors Asset Management, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FT 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 56 tracked filers holding FT, 22 increased or opened the position and 23 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 FT 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.
New buyers 1
- Pathstone Holdings, LLC$683K
Full exits 1
- Janney Montgomery Scott LLC$2M
Largest adds
- MORGAN STANLEY$285K
Largest trims
- LPL Financial LLC$536K
- Hennion & Walsh Asset Management, Inc.$381K
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 |
|---|---|---|---|---|
| Advisors Asset Management, Inc. trimmed | 714,801 | $6M | 13.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 513,856 | $4M | 9.3% | 2026-Q2 |
| MORGAN STANLEY added | 427,755 | $3M | 7.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 380,210 | $3M | 6.9% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 325,960 | $3M | 5.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 247,480 | $2M | 4.5% | 2026-Q2 |
| Uncommon Cents Investing LLC added | 191,967 | $2M | 3.5% | 2026-Q2 |
| UBS Group AG added | 125,006 | $1M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 113,636 | $917K | 2.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 107,915 | $870K | 2.0% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 103,790 | $837K | 1.9% | 2026-Q2 |
| Westchester Capital Management, LLC | 102,032 | $823K | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 101,304 | $817K | 1.8% | 2026-Q2 |
| Pathstone Holdings, LLC added | 84,666 | $683K | 1.5% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 75,903 | $612K | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 72,470 | $584K | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 51,729 | $417K | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 51,496 | $415K | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 42,637 | $344K | 0.8% | 2026-Q2 |
| Clear Creek Financial Management, LLC | 29,455 | $238K | 0.5% | 2026-Q2 |
| X ADVISORS, LLC new | 25,493 | $207K | 0.5% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 24,870 | $201K | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 23,803 | $192K | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 22,738 | $183K | 0.4% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 22,088 | $178K | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. new | 20,000 | $161K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 19,834 | $160K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 18,085 | $146K | 0.3% | 2026-Q2 |
| Manske Wealth Management | 17,932 | $145K | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 17,641 | $142K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 16,700 | $135K | 0.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 16,563 | $134K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 15,126 | $122K | 0.3% | 2026-Q2 |
| &PARTNERS added | 14,657 | $118K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,816 | $103K | 0.2% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC new | 12,349 | $100K | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 12,291 | $99K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC | 11,795 | $95K | 0.2% | 2026-Q2 |
| PMG Family Office LLC | 11,552 | $93K | 0.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC | 11,173 | $90K | 0.2% | 2026-Q2 |
| KMT WEALTH MANAGEMENT, LLC new | 10,734 | $87K | 0.2% | 2026-Q2 |
| Kingsbury Capital Investment Advisors LLC added | 10,734 | $87K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 10,340 | $83K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 10,327 | $83K | 0.2% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC | 10,269 | $83K | 0.2% | 2026-Q2 |
| Clear Street Group Inc. new | 7,252 | $58K | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 5,051 | $41K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,940 | $40K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 3,800 | $31K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 3,202 | $26K | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC | 3,163 | $26K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. | 1,534 | $12K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC new | 1,181 | $10K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 500 | $4K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 400 | $3K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 47 | $380 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 256,183 | $2M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 22,029 | $176K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 19,815 | $159K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 12,362 | $99K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 1,776 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 714 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 500 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 49,557 | $396K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| ASHTON THOMAS SECURITIES, LLC trimmed | 10,150 | $81K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Spire Wealth Management new | 4,940 | $40K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Modus Advisors, LLC new | 1,850 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 1,014 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 300 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 0 | — | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Moloney Securities Asset Management, LLC added | 691,160 | $6M | 12.5% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 24,463 | $197K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 24,463 | $197K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| SeaCrest Wealth Management, LLC added | 21,299 | $172K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC trimmed | 17,171 | $138K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| North Capital, Inc. added | 2,414 | $19K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 400 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 32,547 | $248K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| NewEdge Advisors, LLC trimmed | 13,338 | $102K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AdvisorNet Financial, Inc new | 664 | $5K | 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.