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Institutional Ownership · SEC Form 13F

Who owns FTCS


Which tracked institutional funds hold FTCS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTCS 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.

529
Institutional holders
48M
Shares held (tracked funds)

How the tape is positioned

64 tracked funds added or opened FTCS while 84 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

FTCS’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes FTCS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FTCS 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 529 tracked filers holding FTCS, 185 increased or opened the position and 318 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 FTCS 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 18

  • Evelyn Partners Group Ltd$25M
  • Investors Research Corp$16M
  • NewEdge Advisors, LLC$4M
  • NI ACQUISITIONS COMPANY, LLC$4M
  • OneAscent Financial Services LLC$4M
  • R2 Capital Strategies, LLC$4M

Full exits 27

  • Cambridge Investment Research Advisors, Inc.$83M
  • Evelyn Partners Investment Management (Europe) Ltd$16M
  • HighTower Advisors, LLC$11M
  • Stratos Wealth Partners, LTD.$7M
  • WEDBUSH SECURITIES INC$7M
  • Claris Financial LLC$5M

Largest adds

  • IFG Advisory, LLC$26M
  • OSAIC HOLDINGS, INC.$11M
  • Integrated Wealth Concepts LLC$10M
  • JONES FINANCIAL COMPANIES LLLP$7M
  • Medallion Wealth Advisors, LLC$5M
  • ASSETMARK, INC$4M

Largest trims

  • RAYMOND JAMES FINANCIAL INC$27M
  • MORGAN STANLEY$19M
  • Independent Advisor Alliance$13M
  • Mariner, LLC$13M
  • WELLS FARGO & COMPANY/MN$11M
  • LPL Financial LLC$10M

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.

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed7,333,311$689M16.9%2026-Q2
MORGAN STANLEY trimmed5,260,638$494M12.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed3,972,285$373M9.2%2026-Q2
WELLS FARGO & COMPANY/MN trimmed2,444,105$230M5.6%2026-Q2
Cetera Investment Advisers trimmed1,442,225$135M3.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed1,410,135$132M3.3%2026-Q2
UBS Group AG trimmed1,317,072$124M3.0%2026-Q2
OSAIC HOLDINGS, INC. added1,281,663$120M3.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed1,060,600$100M2.5%2026-Q2
ROYAL BANK OF CANADA added1,035,032$97M2.4%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed988,800$93M2.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed918,113$86M2.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added878,701$83M2.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed783,205$74M1.8%2026-Q2
STIFEL FINANCIAL CORP trimmed737,861$69M1.7%2026-Q2
Private Advisor Group, LLC added557,490$52M1.3%2026-Q2
TRUIST FINANCIAL CORP trimmed485,483$46M1.1%2026-Q2
Concurrent Investment Advisors, LLC trimmed453,934$43M1.0%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed436,885$41M1.0%2026-Q2
Kestra Advisory Services, LLC added435,756$41M1.0%2026-Q2
SILVER OAK SECURITIES, INCORPORATED trimmed386,723$36M0.9%2026-Q2
American Financial Advisors, LLC added372,428$35M0.9%2026-Q2
Diversified Enterprises, LLC trimmed342,274$32M0.8%2026-Q2
PARK NATIONAL CORP /OH/ trimmed286,874$27M0.7%2026-Q2
Regal Investment Advisors LLC added284,367$27M0.7%2026-Q2
IFG Advisory, LLC added282,233$27M0.7%2026-Q2
Archer Investment Corp trimmed280,151$26M0.6%2026-Q2
D.A. DAVIDSON & CO. trimmed278,359$26M0.6%2026-Q2
Scarborough Advisors, LLC trimmed259,173$24M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added236,394$22M0.5%2026-Q2
Gratus Wealth Advisors, LLC added229,654$22M0.5%2026-Q2
Evelyn Partners Group Ltd new223,465$25M0.6%2026-Q2
HBK Sorce Advisory LLC trimmed218,277$22M0.5%2026-Q2
tru Independence LLC added199,170$19M0.5%2026-Q2
Walkner Condon Financial Advisors LLC added193,707$18M0.4%2026-Q2
Heck Capital Advisors, LLC added187,487$18M0.4%2026-Q2
Randall & Associates Wealth Management trimmed181,797$17M0.4%2026-Q2
Vestmark Advisory Solutions, Inc. trimmed181,055$17M0.4%2026-Q2
Investors Research Corp added174,122$16M0.4%2026-Q2
Integrated Wealth Concepts LLC added174,111$16M0.4%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed156,490$15M0.4%2026-Q2
Rockefeller Capital Management L.P. added151,550$14M0.4%2026-Q2
Baird Financial Group, Inc. trimmed138,750$13M0.3%2026-Q2
Arax Advisory Partners added133,774$13M0.3%2026-Q2
Sargent Investment Group, LLC trimmed132,106$12M0.3%2026-Q2
OPPENHEIMER & CO INC trimmed130,725$12M0.3%2026-Q2
ASSETMARK, INC added127,851$12M0.3%2026-Q2
Prospera Financial Services Inc added120,053$11M0.3%2026-Q2
PNC Financial Services Group, Inc. trimmed116,683$11M0.3%2026-Q2
Golden State Wealth Management, LLC added115,768$11M0.3%2026-Q2
Equitable Holdings, Inc. trimmed114,718$11M0.3%2026-Q2
Concentrum Wealth Management added113,468$11M0.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed111,708$10M0.3%2026-Q2
Steward Partners Investment Advisory, LLC added110,351$10M0.3%2026-Q2
BENJAMIN EDWARDS INC added106,363$10M0.2%2026-Q2
Virtus Wealth Solutions LLC trimmed105,834$10M0.2%2026-Q2
Gateway Wealth Partners, LLC trimmed102,941$10M0.2%2026-Q2
OneDigital Investment Advisors LLC added97,948$9M0.2%2026-Q2
SUMMIT WEALTH GROUP LLC / CO trimmed97,829$9M0.2%2026-Q2
GREAT VALLEY ADVISOR GROUP, INC. added95,934$9M0.2%2026-Q2
Merit Financial Group, LLC trimmed94,836$9M0.2%2026-Q2
Western Wealth Management, LLC trimmed94,763$9M0.2%2026-Q2
Triumph Capital Management added90,805$9M0.2%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC trimmed88,653$8M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL added88,245$8M0.2%2026-Q2
Rothschild Wealth LLC trimmed87,059$8M0.2%2026-Q2
Southland Equity Partners LLC added82,310$8M0.2%2026-Q2
Solano Wealth Investment Advisors LLC trimmed81,256$8M0.2%2026-Q2
TD Capital Management LLC trimmed80,980$8M0.2%2026-Q2
RiverTree Advisors, LLC added78,793$7M0.2%2026-Q2
Morey & Quinn Wealth Partners, LLC trimmed78,413$7M0.2%2026-Q2
Kingsview Wealth Management, LLC added78,313$7M0.2%2026-Q2
Creative Planning trimmed77,926$7M0.2%2026-Q2
PCG Wealth Advisors, LLC added72,705$7M0.2%2026-Q2
STEPHENS INC /AR/ trimmed67,901$6M0.2%2026-Q2
&PARTNERS trimmed67,822$6M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed66,425$6M0.2%2026-Q2
Intellus Advisors LLC added65,765$6M0.2%2026-Q2
Holistic Financial Partners trimmed65,013$6M0.2%2026-Q2
Atlas Wealth LLC added64,794$6M0.1%2026-Q2
Plotkin Financial Advisors, LLC trimmed60,038$6M0.1%2026-Q2
Geneos Wealth Management Inc. added57,435$5M0.1%2026-Q2
SHELTON WEALTH MANAGEMENT, LLC added56,883$5M0.1%2026-Q2
Purus Wealth Management, LLC trimmed56,645$5M0.1%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed53,463$5M0.1%2026-Q2
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added53,317$5M0.1%2026-Q2
Bernardo Wealth Planning LLC trimmed52,661$5M0.1%2026-Q2
AE Wealth Management LLC added52,235$5M0.1%2026-Q2
Arkadios Wealth Advisors trimmed51,768$5M0.1%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added51,750$5M0.1%2026-Q2
ABLE Financial Group, LLC trimmed50,596$5M0.1%2026-Q2
BARRETT & COMPANY, INC. added49,891$5M0.1%2026-Q2
IHT Wealth Management, LLC trimmed49,731$5M0.1%2026-Q2
JPMORGAN CHASE & CO added49,608$5M0.1%2026-Q2
J.W. COLE ADVISORS, INC. trimmed47,412$4M0.1%2026-Q2
MAI Capital Management trimmed47,345$4M0.1%2026-Q2
KPP Advisory Services LLC trimmed47,012$4M0.1%2026-Q2
Tradition Wealth Management, LLC trimmed46,752$4M0.1%2026-Q2
PFG Advisors trimmed46,328$4M0.1%2026-Q2
Medallion Wealth Advisors, LLC added8,597$6M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership