Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
28 tracked funds added or opened FTA while 25 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
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 2026-Q1 and 2026-Q2, across 216 tracked filers holding FTA, 91 increased or opened the position and 113 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 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 5
- GREENUP STREET WEALTH MANAGEMENT LLC$4M
- Coppell Advisory Solutions LLC$1M
- Vise Technologies, Inc.$630K
- IFG Advisory, LLC$594K
- Beacon Pointe Advisors, LLC$536K
Full exits 11
- Integrated Wealth Concepts LLC$18M
- Cambridge Investment Research Advisors, Inc.$14M
- Janney Montgomery Scott LLC$7M
- BNP PARIBAS FINANCIAL MARKETS$5M
- Independent Advisor Alliance$4M
- PARK AVENUE SECURITIES LLC$2M
Largest adds
- ROYAL BANK OF CANADA$17M
- NewEdge Advisors, LLC$14M
- LPL Financial LLC$10M
- MORGAN STANLEY$4M
- RAYMOND JAMES FINANCIAL INC$3M
- TRUIST FINANCIAL CORP$2M
Largest trims
- UBS Group AG$14M
- Holistic Financial Partners$5M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Gateway Wealth Partners, LLC$3M
- CITADEL ADVISORS LLC$2M
- Richmond Investment Services, LLC$616K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,768,703 | $171M | 20.1% | 2026-Q2 |
| LPL Financial LLC added | 1,122,896 | $109M | 12.8% | 2026-Q2 |
| UBS Group AG trimmed | 779,039 | $75M | 8.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 455,882 | $44M | 5.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 387,452 | $38M | 4.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 383,334 | $37M | 4.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 343,878 | $33M | 3.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 311,921 | $30M | 3.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 197,703 | $19M | 2.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 183,956 | $18M | 2.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 160,678 | $16M | 1.8% | 2026-Q2 |
| ASSETMARK, INC added | 147,384 | $14M | 1.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 132,874 | $13M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 125,213 | $12M | 1.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 113,868 | $11M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 102,990 | $10M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 91,587 | $9M | 1.0% | 2026-Q2 |
| Kaydan Wealth Management, Inc. trimmed | 86,611 | $8M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 83,727 | $8M | 1.0% | 2026-Q2 |
| IHT Wealth Management, LLC added | 80,891 | $8M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 80,159 | $8M | 0.9% | 2026-Q2 |
| Holistic Financial Partners trimmed | 78,335 | $8M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 77,765 | $8M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 74,776 | $7M | 0.8% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 70,116 | $7M | 0.8% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 58,969 | $6M | 0.7% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 57,559 | $6M | 0.7% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC new | 44,827 | $4M | 0.5% | 2026-Q2 |
| Midwest Heritage Bank, FSB trimmed | 43,674 | $4M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 42,540 | $4M | 0.5% | 2026-Q2 |
| Creative Planning added | 41,949 | $4M | 0.5% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 41,476 | $4M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 40,377 | $4M | 0.5% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 37,826 | $4M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 37,579 | $4M | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 36,380 | $4M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 35,989 | $3M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 29,337 | $3M | 0.3% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 28,642 | $3M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 28,235 | $3M | 0.3% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 27,881 | $3M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 23,955 | $2M | 0.3% | 2026-Q2 |
| Triton Wealth Management, PLLC trimmed | 23,058 | $2M | 0.3% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 20,892 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 20,485 | $2M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 20,349 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 20,097 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 19,292 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 18,221 | $2M | 0.2% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 17,658 | $2M | 0.2% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 16,814 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,788 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 16,645 | $2M | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 15,531 | $2M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 15,377 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,309 | $1M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 14,854 | $1M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 14,785 | $1M | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 14,530 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC | 14,467 | $1M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 14,297 | $1M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 14,229 | $1M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 13,421 | $1M | 0.2% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 13,330 | $1M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 12,773 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,699 | $1M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 12,658 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,134 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 11,955 | $1M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 11,741 | $1M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 11,720 | $1M | 0.1% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 11,673 | $1M | 0.1% | 2026-Q2 |
| Sun Financial Inc trimmed | 11,314 | $1M | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 11,299 | $1M | 0.1% | 2026-Q2 |
| RMR Capital Management, LLC trimmed | 11,090 | $1M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 10,239 | $991K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 9,994 | $967K | 0.1% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 9,692 | $938K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 9,181 | $889K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 8,827 | $854K | 0.1% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 8,779 | $850K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,772 | $849K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 8,400 | $813K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 7,997 | $774K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 7,749 | $750K | 0.1% | 2026-Q2 |
| Blackhawk Capital Partners, LLC trimmed | 7,726 | $748K | 0.1% | 2026-Q2 |
| Eukles Asset Management trimmed | 7,675 | $743K | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC | 7,650 | $741K | 0.1% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD | 7,550 | $731K | 0.1% | 2026-Q2 |
| Three Seasons Wealth, LLC trimmed | 7,271 | $704K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 7,220 | $699K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 7,208 | $698K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 6,980 | $676K | 0.1% | 2026-Q2 |
| Pinnacle Family Advisors, LLC trimmed | 6,824 | $661K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,503 | $630K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 6,493 | $628K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,478 | $627K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 6,449 | $624K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 6,410 | $620K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 6,400 | $620K | 0.1% | 2026-Q2 |
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.