Who owns FTC
Which tracked institutional funds hold FTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTC 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
The tracked-fund tape on FTC is one-sided between 2026-Q1 and 2026-Q2: 66 added or opened and 20 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
FTC’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 FTC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTC 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 212 tracked filers holding FTC, 77 increased or opened the position and 102 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 FTC 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
- Global Assets Advisory, LLC$905K
Full exits 12
- Janney Montgomery Scott LLC$69M
- CX Institutional$18M
- Cambridge Investment Research Advisors, Inc.$14M
- U.S. Capital Wealth Advisors, LLC$7M
- Virtu Financial LLC$6M
- GREENUP STREET WEALTH MANAGEMENT LLC$4M
Largest adds
- MORGAN STANLEY$32M
- LPL Financial LLC$26M
- &PARTNERS$11M
- UBS Group AG$10M
- Arax Advisory Partners$9M
- Baird Financial Group, Inc.$6M
Largest trims
- Gateway Wealth Partners, LLC$2M
- WIN ADVISORS, INC$2M
- GOLDMAN SACHS GROUP INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$998K
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$615K
- Richmond Investment Services, LLC$446K
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 added | 717,082 | $139M | 17.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 669,373 | $130M | 16.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 338,661 | $66M | 8.3% | 2026-Q2 |
| UBS Group AG added | 225,676 | $44M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 169,427 | $33M | 4.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 152,775 | $30M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 151,776 | $29M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 135,002 | $26M | 3.3% | 2026-Q2 |
| Cetera Investment Advisers added | 95,400 | $18M | 2.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 94,357 | $18M | 2.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 79,225 | $15M | 1.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 72,538 | $14M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 68,111 | $13M | 1.7% | 2026-Q2 |
| &PARTNERS added | 66,595 | $12M | 1.5% | 2026-Q2 |
| Arax Advisory Partners added | 47,775 | $9M | 1.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 46,986 | $9M | 1.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 37,733 | $7M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 37,518 | $7M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 36,193 | $7M | 0.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 31,137 | $6M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 30,048 | $6M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 29,002 | $6M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 26,998 | $5M | 0.6% | 2026-Q2 |
| LVZ, Inc. trimmed | 26,298 | $5M | 0.6% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 25,393 | $5M | 0.6% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. added | 21,706 | $4M | 0.5% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 20,681 | $4M | 0.5% | 2026-Q2 |
| HFG Advisors, Inc. added | 20,495 | $4M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 20,144 | $4M | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 19,163 | $4M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 19,047 | $4M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 18,744 | $4M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 18,506 | $4M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 17,966 | $3M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 17,613 | $3M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 17,471 | $3M | 0.4% | 2026-Q2 |
| IFS Group,LLC added | 16,550 | $3M | 0.4% | 2026-Q2 |
| Wedmont Private Capital | 15,400 | $3M | 0.4% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 15,170 | $3M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 13,285 | $3M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 13,068 | $3M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 13,014 | $3M | 0.3% | 2026-Q2 |
| Empirical Asset Management, LLC added | 12,603 | $2M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 12,157 | $2M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 11,829 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 10,787 | $2M | 0.3% | 2026-Q2 |
| Keystone Wealth Services, LLC | 10,680 | $2M | 0.3% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 10,325 | $2M | 0.3% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 10,243 | $2M | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 10,157 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 10,138 | $2M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC added | 9,487 | $2M | 0.2% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 9,423 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 8,892 | $2M | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 8,776 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,333 | $2M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 8,059 | $2M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 7,883 | $2M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 7,639 | $1M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 7,584 | $1M | 0.2% | 2026-Q2 |
| Hilton Head Capital Partners, LLC trimmed | 7,296 | $1M | 0.2% | 2026-Q2 |
| Three Seasons Wealth, LLC | 7,197 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 7,057 | $1M | 0.2% | 2026-Q2 |
| Beck Bode, LLC trimmed | 7,035 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 6,963 | $1M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC | 6,669 | $1M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 6,647 | $1M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 6,529 | $1M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 6,404 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 6,005 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 5,863 | $1M | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 5,754 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 5,608 | $1M | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 5,335 | $1M | 0.1% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 5,330 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 5,276 | $1M | 0.1% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC added | 5,229 | $1M | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 5,209 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,206 | $1M | 0.1% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 5,165 | $1M | 0.1% | 2026-Q2 |
| Well Done, LLC | 4,875 | $945K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 4,845 | $939K | 0.1% | 2026-Q2 |
| Global Assets Advisory, LLC trimmed | 4,767 | $905K | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 4,759 | $922K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 4,729 | $917K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 4,605 | $892K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 4,600 | $891K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 4,585 | $888K | 0.1% | 2026-Q2 |
| Huntleigh Advisors, Inc. added | 4,506 | $873K | 0.1% | 2026-Q2 |
| Marks Group Wealth Management, Inc | 4,435 | $859K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 4,416 | $856K | 0.1% | 2026-Q2 |
| 1776 Wealth LLC | 4,364 | $846K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,749 | $691K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 3,748 | $726K | 0.1% | 2026-Q2 |
| RiverTree Advisors, LLC | 3,741 | $725K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,698 | $717K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 3,676 | $712K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 3,659 | $709K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 3,643 | $706K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 3,604 | $698K | 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.