Who owns 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-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
67 tracked funds added or opened FTCB while 29 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
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 2026-Q1 and 2026-Q2, across 186 tracked filers holding FTCB, 138 increased or opened the position and 63 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 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 9
- GOLDMAN SACHS GROUP INC$2M
- Providence First Trust Co$2M
- Global Retirement Partners, LLC$2M
- IFG Advisory, LLC$2M
- OneAscent Wealth Management LLC$2M
- Quadrature Capital Ltd$1M
Full exits 15
- Cambridge Investment Research Advisors, Inc.$31M
- Seascape Capital Management$30M
- Janney Montgomery Scott LLC$20M
- Mariner, LLC$8M
- PARK AVENUE SECURITIES LLC$5M
- Pacific Excel Wealth Advisors, Inc.$3M
Largest adds
- RAYMOND JAMES FINANCIAL INC$44M
- LPL Financial LLC$40M
- KINTRA WEALTH, LLC$25M
- Bouchey Financial Group, Ltd.$21M
- ROYAL BANK OF CANADA$20M
- ELEVATION POINT WEALTH PARTNERS, LLC$17M
Largest trims
- CITADEL ADVISORS LLC$23M
- Prospera Financial Services Inc$6M
- AE Wealth Management LLC$3M
- Gateway Wealth Partners, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Dynamic Advisor Solutions LLC$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 17,077,917 | $356M | 19.2% | 2026-Q2 |
| MORGAN STANLEY added | 7,496,453 | $156M | 8.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,042,795 | $105M | 5.7% | 2026-Q2 |
| LVZ, Inc. added | 3,242,759 | $68M | 3.6% | 2026-Q2 |
| Cetera Investment Advisers added | 3,042,593 | $63M | 3.4% | 2026-Q2 |
| Bouchey Financial Group, Ltd. added | 2,928,857 | $61M | 3.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,873,314 | $60M | 3.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,676,194 | $56M | 3.0% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 2,224,625 | $46M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,169,661 | $45M | 2.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 2,004,030 | $42M | 2.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,731,816 | $36M | 1.9% | 2026-Q2 |
| &PARTNERS added | 1,713,166 | $36M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,537,298 | $32M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,507,578 | $31M | 1.7% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 1,418,530 | $30M | 1.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,390,006 | $29M | 1.6% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 1,239,068 | $26M | 1.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,237,110 | $26M | 1.4% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 1,204,179 | $25M | 1.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 1,133,034 | $24M | 1.3% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 991,947 | $21M | 1.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 954,758 | $20M | 1.1% | 2026-Q2 |
| Wealth Intelligence, LLC trimmed | 895,036 | $19M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 865,944 | $18M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 822,954 | $17M | 0.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 806,567 | $17M | 0.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 805,157 | $17M | 0.9% | 2026-Q2 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 787,315 | $16M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 743,446 | $16M | 0.8% | 2026-Q2 |
| Arax Advisory Partners added | 660,774 | $14M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 587,049 | $12M | 0.7% | 2026-Q2 |
| APS Management Group, Inc. added | 553,470 | $12M | 0.6% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 544,300 | $11M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 524,977 | $11M | 0.6% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 512,764 | $11M | 0.6% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 506,037 | $11M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 488,930 | $10M | 0.6% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 436,038 | $9M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 424,100 | $9M | 0.5% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 415,207 | $9M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 409,143 | $9M | 0.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 406,263 | $8M | 0.5% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 395,051 | $8M | 0.4% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 393,102 | $8M | 0.4% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 383,230 | $8M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 369,605 | $8M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 361,995 | $8M | 0.4% | 2026-Q2 |
| Sigma Planning Corp added | 353,922 | $7M | 0.4% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 352,867 | $7M | 0.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 344,495 | $7M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 332,441 | $7M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 310,804 | $6M | 0.3% | 2026-Q2 |
| Brendel Financial Advisors LLC added | 270,749 | $6M | 0.3% | 2026-Q2 |
| Aureum Wealth Management, LLC added | 259,086 | $5M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 246,781 | $5M | 0.3% | 2026-Q2 |
| Sun Financial Inc added | 245,184 | $5M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 242,624 | $5M | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 236,866 | $5M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 235,889 | $5M | 0.3% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 208,786 | $4M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 206,317 | $4M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 197,652 | $4M | 0.2% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 178,704 | $4M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 170,836 | $4M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 168,379 | $4M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 165,810 | $3M | 0.2% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 156,745 | $3M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 145,410 | $3M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC added | 142,922 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 141,034 | $3M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 130,295 | $3M | 0.1% | 2026-Q2 |
| Ferguson Shapiro LLC trimmed | 129,362 | $3M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 125,602 | $3M | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC added | 122,689 | $3M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 119,800 | $2M | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 112,996 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 111,439 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 110,137 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 109,853 | $2M | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 102,534 | $2M | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 101,909 | $2M | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 97,322 | $2M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 90,100 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 89,796 | $2M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 89,149 | $2M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC added | 84,467 | $2M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 84,255 | $2M | 0.1% | 2026-Q2 |
| Pinnacle Family Advisors, LLC added | 82,790 | $2M | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 81,357 | $2M | 0.1% | 2026-Q2 |
| Altium Investment Strategies LLC added | 79,347 | $2M | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 77,337 | $2M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 75,815 | $2M | 0.1% | 2026-Q2 |
| OneAscent Wealth Management LLC new | 74,750 | $2M | 0.1% | 2026-Q2 |
| PKS Advisory Services, LLC added | 68,838 | $1M | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 64,284 | $1M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 64,017 | $1M | 0.1% | 2026-Q2 |
| Silver Grove Financial Group, Inc. added | 62,700 | $1M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 60,162 | $1M | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 58,956 | $1M | 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.