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Institutional Ownership · SEC Form 13F

Who owns FTEC (FTEC)


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

603
Institutional holders
16,934,498
Shares held (tracked funds)

How the tape is positioned

49 tracked funds added or opened FTEC while 141 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

FTEC’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FTEC 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 603 tracked filers holding FTEC, 266 increased or opened the position and 271 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 FTEC 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 12

  • CLEAR WAVE WEALTH MANAGEMENT LLC$12M
  • FLOW TRADERS U.S. LLC$8M
  • CITADEL ADVISORS LLC$5M
  • HRT FINANCIAL LP$4M
  • Anfield Capital Management, LLC$2M
  • TWO SIGMA SECURITIES, LLC$1M

Full exits 15

  • Harel Insurance Investments & Financial Services Ltd.$24M
  • Bellwether Advisors, LLC$12M
  • Maxele Advisors, LLC$4M
  • Buttonwood Financial Group, LLC$2M
  • GTS SECURITIES LLC$2M
  • J.W. COLE ADVISORS, INC.$2M

Largest adds

  • Kestra Investment Management, LLC$51M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$46M
  • Prime Capital Investment Advisors, LLC$21M
  • PRINCIPAL SECURITIES, INC.$11M
  • Sterling Investment Counsel, LLC$7M
  • CITIGROUP INC$6M

Largest trims

  • BANK OF AMERICA CORP /DE/$262M
  • Richard Bernstein Advisors LLC$176M
  • TWO SIGMA INVESTMENTS, LP$37M
  • VICUS CAPITAL$25M
  • SteelPeak Wealth, LLC$23M
  • ENVESTNET ASSET MANAGEMENT INC$18M

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).

FundSharesReported value% of valueQuarter
Lido Advisors, LLC added2,175,818$453M13.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,411,132$294M9.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed981,242$204M6.3%2026-Q1
LPL Financial LLC added702,831$146M4.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed687,323$143M4.4%2026-Q1
AGF MANAGEMENT LTD added678,442$141M4.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added667,376$139M4.3%2026-Q1
Richard Bernstein Advisors LLC trimmed594,003$124M3.8%2026-Q1
Kestra Investment Management, LLC added547,277$114M3.5%2026-Q1
MORGAN STANLEY added402,494$84M2.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed379,870$79M2.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed342,635$71M2.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed269,662$56M1.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed258,355$54M1.6%2026-Q1
Portfolio Strategies, Inc. trimmed232,265$48M1.5%2026-Q1
FMR LLC added216,747$45M1.4%2026-Q1
PRINCIPAL SECURITIES, INC. added212,930$44M1.4%2026-Q1
Kestra Advisory Services, LLC added183,454$38M1.2%2026-Q1
JPMORGAN CHASE & CO added153,395$31M0.9%2026-Q1
Morningstar Investment Management LLC added117,953$25M0.8%2026-Q1
UBS Group AG trimmed112,118$23M0.7%2026-Q1
STIFEL FINANCIAL CORP trimmed110,601$23M0.7%2026-Q1
Prime Capital Investment Advisors, LLC added105,576$22M0.7%2026-Q1
Financial Partners Group, Inc added105,511$22M0.7%2026-Q1
PFG Advisors added102,299$21M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed101,252$21M0.6%2026-Q1
Yoder Wealth Management, Inc. added98,083$20M0.6%2026-Q1
Steward Partners Investment Advisory, LLC added97,373$20M0.6%2026-Q1
Cetera Investment Advisers trimmed96,937$20M0.6%2026-Q1
MAI Capital Management added96,176$20M0.6%2026-Q1
Kraft, Davis & Associates, LLC trimmed78,202$19M0.6%2026-Q1
Fischer Financial Services, Inc. added88,133$18M0.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed84,309$18M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed80,911$17M0.5%2026-Q1
CITIGROUP INC added76,721$16M0.5%2026-Q1
Independence Financial Advisors, LLC trimmed74,828$16M0.5%2026-Q1
Marotta Asset Management added68,189$14M0.4%2026-Q1
Eaton Financial Holdings Company, LLC trimmed64,451$13M0.4%2026-Q1
Advisory Services Network, LLC trimmed58,837$12M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed58,694$12M0.4%2026-Q1
Armor Investment Advisors, LLC added57,065$12M0.4%2026-Q1
Lifeworks Advisors, LLC added56,848$12M0.4%2026-Q1
CLEAR WAVE WEALTH MANAGEMENT LLC new56,636$12M0.4%2026-Q1
Mariner, LLC trimmed56,364$12M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed54,788$11M0.3%2026-Q1
Mutual Advisors, LLC added52,631$11M0.3%2026-Q1
King Wealth Management Group trimmed52,316$11M0.3%2026-Q1
Quantinno Capital Management LP added50,899$11M0.3%2026-Q1
Summit Financial, LLC added49,586$10M0.3%2026-Q1
NorthCoast Asset Management LLC trimmed49,395$10M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed46,574$10M0.3%2026-Q1
Smith Salley Wealth Management added45,847$10M0.3%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed45,375$9M0.3%2026-Q1
Goldstone Financial Group, LLC trimmed44,288$9M0.3%2026-Q1
ATLAS CAPITAL ADVISORS INC. trimmed43,388$9M0.3%2026-Q1
Creative Planning added42,711$9M0.3%2026-Q1
ASSETMARK, INC added40,244$8M0.3%2026-Q1
CX Institutional added39,028$8M0.2%2026-Q1
FLOW TRADERS U.S. LLC added39,009$8M0.2%2026-Q1
Claro Advisors Inc. added37,560$8M0.2%2026-Q1
GRIMES & Co WEALTH MANAGEMENT, LLC trimmed37,492$8M0.2%2026-Q1
Traynor Capital Management, Inc. added38,815$8M0.2%2026-Q1
PRIMORIS WEALTH ADVISORS, LLC trimmed36,455$8M0.2%2026-Q1
Sterling Investment Counsel, LLC added34,567$7M0.2%2026-Q1
Crumly & Associates Inc. trimmed34,272$7M0.2%2026-Q1
SOUTHERN CAPITAL ADVISORS, LLC trimmed32,796$7M0.2%2026-Q1
Sigma Planning Corp trimmed32,602$7M0.2%2026-Q1
Snowden Capital Advisors LLC trimmed32,039$7M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added31,536$6M0.2%2026-Q1
CacheTech Inc. trimmed29,907$6M0.2%2026-Q1
Adams Wealth Management trimmed29,907$6M0.2%2026-Q1
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed29,415$6M0.2%2026-Q1
Financial Perspectives, Inc added29,124$6M0.2%2026-Q1
Focus Partners Wealth trimmed28,788$6M0.2%2026-Q1
High Point Wealth Management, LLC added28,731$6M0.2%2026-Q1
KDK Private Wealth Management, LLC trimmed28,100$6M0.2%2026-Q1
Capital Planning LLC added27,650$6M0.2%2026-Q1
Aspetuck Financial Management LLC added27,081$6M0.2%2026-Q1
Equitable Holdings, Inc. added24,456$5M0.2%2026-Q1
&PARTNERS added25,766$5M0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed25,437$5M0.2%2026-Q1
JANE STREET GROUP, LLC added24,420$5M0.2%2026-Q1
Beaumont Financial Advisors, LLC added24,380$5M0.2%2026-Q1
LYNCH & ASSOCIATES/IN added24,271$5M0.2%2026-Q1
Chicago Partners Investment Group LLC trimmed20,322$5M0.2%2026-Q1
CITADEL ADVISORS LLC added23,868$5M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed23,823$5M0.2%2026-Q1
Heck Capital Advisors, LLC added23,720$5M0.2%2026-Q1
Tower Research Capital LLC (TRC) added23,466$5M0.1%2026-Q1
Full Sail Capital, LLC trimmed352,480$78M2.4%2025-Q3 stale
Harel Insurance Investments & Financial Services Ltd.104,900$24M0.7%2025-Q4 stale
CW Advisors, LLC trimmed111,313$22M0.7%2025-Q2 stale
Bellwether Advisors, LLC added51,511$12M0.4%2025-Q4 stale
Freedom Investment Management, Inc. trimmed53,359$11M0.3%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed50,082$10M0.3%2025-Q2 stale
Exchange Capital Management, Inc. trimmed34,927$7M0.2%2025-Q2 stale
Court Place Advisors, LLC added30,839$7M0.2%2025-Q3 stale
MARSHALL WACE, LLP added28,643$6M0.2%2025-Q2 stale
Apexium Financial, LP trimmed25,114$6M0.2%2025-Q3 stale
BRIGHTON JONES LLC added23,248$5M0.2%2025-Q3 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.

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