Who owns FTA (FTA)
Which tracked institutional funds hold FTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTA 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.
How the tape is positioned
The tracked-fund tape on FTA is one-sided between 2025-Q4 and 2026-Q1: 48 added or opened and 12 trimmed or exited — on balance accumulating.
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
FTA’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes FTA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTA 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 216 tracked filers holding FTA, 103 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 FTA 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 10
- BNP PARIBAS FINANCIAL MARKETS$5M
- Independent Advisor Alliance$4M
- JANE STREET GROUP, LLC$1M
- TCFG Investment Advisors, LLC$1M
- Virtu Financial LLC$1M
- Keystone Wealth Services, LLC$866K
Full exits 2
- Coppell Advisory Solutions LLC$2M
- COMERICA BANK$651K
Largest adds
- Integrated Wealth Concepts LLC$17M
- LPL Financial LLC$13M
- RAYMOND JAMES FINANCIAL INC$7M
- BANK OF AMERICA CORP /DE/$6M
- UBS Group AG$6M
- Baird Financial Group, Inc.$4M
Largest trims
- NewEdge Advisors, LLC$7M
- MORGAN STANLEY$6M
- AE Wealth Management LLC$3M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Vestmark Advisory Solutions, Inc.$2M
- HARBOUR INVESTMENTS, INC.$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,806,123 | $167M | 19.2% | 2026-Q1 |
| LPL Financial LLC added | 1,070,746 | $99M | 11.4% | 2026-Q1 |
| UBS Group AG trimmed | 968,433 | $89M | 10.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 401,419 | $37M | 4.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 391,307 | $36M | 4.2% | 2026-Q1 |
| Cetera Investment Advisers added | 345,175 | $32M | 3.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 298,949 | $28M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 295,102 | $27M | 3.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 198,478 | $18M | 2.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 197,337 | $18M | 2.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 176,755 | $16M | 1.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 146,260 | $14M | 1.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 144,185 | $13M | 1.5% | 2026-Q1 |
| Holistic Financial Partners added | 140,644 | $13M | 1.5% | 2026-Q1 |
| ASSETMARK, INC trimmed | 138,721 | $13M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 129,241 | $12M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 116,811 | $11M | 1.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 104,778 | $10M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 102,371 | $9M | 1.1% | 2026-Q1 |
| Kaydan Wealth Management, Inc. trimmed | 88,824 | $8M | 0.9% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 80,410 | $7M | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 76,014 | $7M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 75,857 | $7M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 72,129 | $7M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 70,422 | $7M | 0.7% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 70,116 | $6M | 0.7% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 69,377 | $6M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 69,115 | $6M | 0.7% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 57,809 | $5M | 0.6% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 57,408 | $5M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 50,000 | $5M | 0.5% | 2026-Q1 |
| Midwest Heritage Bank, FSB trimmed | 46,264 | $4M | 0.5% | 2026-Q1 |
| Prospera Financial Services Inc added | 43,883 | $4M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 42,322 | $4M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 41,744 | $4M | 0.4% | 2026-Q1 |
| Creative Planning added | 41,710 | $4M | 0.4% | 2026-Q1 |
| Trueblood Wealth Management, LLC added | 40,958 | $4M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 39,710 | $4M | 0.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 37,581 | $3M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 37,408 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 35,376 | $3M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 30,404 | $3M | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 27,907 | $3M | 0.3% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 27,421 | $3M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 25,580 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,959 | $2M | 0.3% | 2026-Q1 |
| Triton Wealth Management, PLLC | 23,155 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 22,686 | $2M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 21,873 | $2M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 21,572 | $2M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 136,144 | $2M | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 21,393 | $2M | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 20,583 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 20,473 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 19,279 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 19,080 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 18,506 | $2M | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 16,834 | $2M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 16,806 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 16,686 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 16,185 | $1M | 0.2% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 16,139 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 15,206 | $1M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 15,178 | $1M | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 14,879 | $1M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 14,562 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 14,467 | $1M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 14,077 | $1M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 14,010 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,706 | $1M | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 13,333 | $1M | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 13,333 | $1M | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 12,745 | $1M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 12,944 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 12,892 | $1M | 0.1% | 2026-Q1 |
| Richmond Investment Services, LLC trimmed | 12,494 | $1M | 0.1% | 2026-Q1 |
| Sun Financial Inc added | 12,355 | $1M | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 12,365 | $1M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 12,132 | $1M | 0.1% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 11,848 | $1M | 0.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 11,258 | $1M | 0.1% | 2026-Q1 |
| RMR Capital Management, LLC trimmed | 11,160 | $1M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 10,053 | $928K | 0.1% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC added | 9,574 | $884K | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 9,380 | $866K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 9,375 | $866K | 0.1% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 9,150 | $845K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 8,907 | $823K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 8,647 | $799K | 0.1% | 2026-Q1 |
| Eukles Asset Management trimmed | 7,754 | $716K | 0.1% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC | 7,650 | $706K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 7,591 | $701K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 7,596 | $701K | 0.1% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD | 7,550 | $697K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,499 | $692K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 7,384 | $682K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 85,016 | $7M | 0.8% | 2025-Q2 stale |
| Secure Asset Management, LLC added | 56,974 | $4M | 0.5% | 2025-Q1 stale |
| Coppell Advisory Solutions LLC trimmed | 22,996 | $2M | 0.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 24,695 | $2M | 0.2% | 2025-Q1 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.
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.