Who owns FTCB (FTCB)
Which tracked institutional funds hold FTCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTCB 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 FTCB is one-sided between 2025-Q4 and 2026-Q1: 75 added or opened and 21 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
FTCB’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes FTCB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTCB 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 190 tracked filers holding FTCB, 154 increased or opened the position and 52 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 FTCB 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 15
- Bouchey Financial Group Ltd$40M
- Wealth Intelligence, LLC$20M
- SageGuard Financial Group, LLC$6M
- Avior Wealth Management, LLC$6M
- Brendel Financial Advisors LLC$6M
- Aureum Wealth Management, LLC$5M
Full exits 9
- Long Run Wealth Advisors, LLC$47M
- Pine Valley Investments Ltd Liability Co$23M
- AIFG Consultants Ltd.$7M
- Coppell Advisory Solutions LLC$3M
- Concorde Asset Management, LLC$2M
- Balboa Wealth Partners$1M
Largest adds
- LPL Financial LLC$52M
- HARBOUR INVESTMENTS, INC.$37M
- CITADEL ADVISORS LLC$23M
- STEPHENS INC /AR/$15M
- MORGAN STANLEY$15M
- Cetera Investment Advisers$13M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$99M
- RAYMOND JAMES FINANCIAL INC$47M
- Philip James Wealth Mangement, LLC$2M
- Kingsview Wealth Management, LLC$2M
- WELLS FARGO & COMPANY/MN$931K
- Seascape Capital Management$704K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 15,062,105 | $316M | 17.9% | 2026-Q1 |
| MORGAN STANLEY added | 6,974,925 | $146M | 8.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,133,007 | $108M | 6.1% | 2026-Q1 |
| LVZ, Inc. added | 3,240,435 | $68M | 3.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,774,373 | $58M | 3.3% | 2026-Q1 |
| Cetera Investment Advisers added | 2,750,968 | $58M | 3.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,436,663 | $51M | 2.9% | 2026-Q1 |
| STEPHENS INC /AR/ added | 1,999,530 | $42M | 2.4% | 2026-Q1 |
| Bouchey Financial Group Ltd new | 1,888,276 | $40M | 2.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,660,470 | $35M | 2.0% | 2026-Q1 |
| &PARTNERS added | 1,497,571 | $31M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,472,157 | $31M | 1.8% | 2026-Q1 |
| Seascape Capital Management trimmed | 1,414,780 | $30M | 1.7% | 2026-Q1 |
| Prospera Financial Services Inc added | 1,239,210 | $26M | 1.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,233,088 | $26M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,215,032 | $25M | 1.4% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 1,204,819 | $25M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,192,163 | $25M | 1.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,142,976 | $24M | 1.4% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 1,088,140 | $23M | 1.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,060,087 | $22M | 1.3% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 991,815 | $21M | 1.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 959,188 | $20M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 956,652 | $20M | 1.1% | 2026-Q1 |
| Wealth Intelligence, LLC new | 942,180 | $20M | 1.1% | 2026-Q1 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 755,736 | $16M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 720,043 | $15M | 0.9% | 2026-Q1 |
| ASSETMARK, INC added | 663,530 | $14M | 0.8% | 2026-Q1 |
| Arax Advisory Partners added | 603,766 | $13M | 0.7% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 572,800 | $12M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 566,232 | $12M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 537,398 | $11M | 0.6% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 513,732 | $11M | 0.6% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 510,484 | $11M | 0.6% | 2026-Q1 |
| APS Management Group, Inc. added | 509,324 | $11M | 0.6% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 489,331 | $10M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 488,589 | $10M | 0.6% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 458,485 | $10M | 0.5% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 444,770 | $9M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 428,010 | $9M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 397,183 | $8M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 376,444 | $8M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 363,312 | $8M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 362,234 | $8M | 0.4% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 330,673 | $7M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 315,638 | $7M | 0.4% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 304,512 | $6M | 0.4% | 2026-Q1 |
| SageGuard Financial Group, LLC new | 300,043 | $6M | 0.4% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 279,644 | $6M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC new | 268,805 | $6M | 0.3% | 2026-Q1 |
| Brendel Financial Advisors LLC new | 268,784 | $6M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 244,724 | $5M | 0.3% | 2026-Q1 |
| Sun Financial Inc added | 243,601 | $5M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 238,105 | $5M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 233,933 | $5M | 0.3% | 2026-Q1 |
| Aureum Wealth Management, LLC new | 226,437 | $5M | 0.3% | 2026-Q1 |
| Sigma Planning Corp trimmed | 225,475 | $5M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 224,415 | $5M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 219,148 | $5M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 218,711 | $5M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 212,835 | $4M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 210,621 | $4M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC added | 559,945 | $4M | 0.2% | 2026-Q1 |
| Philip James Wealth Mangement, LLC trimmed | 192,027 | $4M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 175,978 | $4M | 0.2% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 174,016 | $4M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 172,243 | $4M | 0.2% | 2026-Q1 |
| Ferguson Shapiro LLC added | 168,924 | $4M | 0.2% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 164,390 | $3M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 157,658 | $3M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 152,103 | $3M | 0.2% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 150,425 | $3M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 136,122 | $3M | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 134,319 | $3M | 0.2% | 2026-Q1 |
| Spire Wealth Management added | 124,134 | $3M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 107,605 | $2M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 105,114 | $2M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 103,490 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 102,963 | $2M | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 97,076 | $2M | 0.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. new | 94,512 | $2M | 0.1% | 2026-Q1 |
| Virtue Capital Management, LLC added | 91,192 | $2M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 89,507 | $2M | 0.1% | 2026-Q1 |
| BAM Wealth Management, LLC added | 86,184 | $2M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 83,587 | $2M | 0.1% | 2026-Q1 |
| Composition Wealth, LLC added | 81,354 | $2M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 80,029 | $2M | 0.1% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 79,945 | $2M | 0.1% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 78,536 | $2M | 0.1% | 2026-Q1 |
| Pinnacle Family Advisors, LLC added | 78,244 | $2M | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 72,470 | $2M | 0.1% | 2026-Q1 |
| Long Run Wealth Advisors, LLC added | 2,231,568 | $47M | 2.7% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 1,066,949 | $23M | 1.3% | 2025-Q4 stale |
| AIFG Consultants Ltd. added | 332,811 | $7M | 0.4% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 239,588 | $5M | 0.3% | 2025-Q1 stale |
| SMART Wealth LLC new | 211,298 | $4M | 0.3% | 2025-Q2 stale |
| Visionary Wealth Advisors added | 196,674 | $4M | 0.2% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 127,042 | $3M | 0.2% | 2025-Q4 stale |
| Core Wealth Partners LLC new | 77,326 | $2M | 0.1% | 2025-Q1 stale |
| Concorde Asset Management, LLC added | 75,969 | $2M | 0.1% | 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.
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.