Who owns 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-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 FTEC is one-sided between 2026-Q1 and 2026-Q2: 274 added or opened and 41 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
FTEC’s largest tracked holder by dollar value, Lido Advisors, LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.8pp 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 2026-Q1 and 2026-Q2, across 629 tracked filers holding FTEC, 296 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 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 22
- Jupiter Topco LLC$77M
- J.W. COLE ADVISORS, INC.$10M
- BRIGHTON JONES LLC$8M
- Maxele Advisors, LLC$6M
- SUCCESSION FINANCIAL, INC.$3M
- IPG Investment Advisors LLC$2M
Full exits 29
- Richard Bernstein Advisors LLC$124M
- Cambridge Investment Research Advisors, Inc.$54M
- TWO SIGMA INVESTMENTS, LP$11M
- King Wealth Management Group$11M
- CX Institutional$8M
- FLOW TRADERS U.S. LLC$8M
Largest adds
- Lido Advisors, LLC$121M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90M
- LPL Financial LLC$73M
- BANK OF AMERICA CORP /DE/$68M
- AGF MANAGEMENT LTD$56M
- COMMONWEALTH EQUITY SERVICES, LLC$52M
Largest trims
- Kestra Investment Management, LLC$22M
- Tower Research Capital LLC (TRC)$5M
- MGO ONE SEVEN LLC$2M
- CITADEL ADVISORS LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- JBR Co Financial Management Inc$1M
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 |
|---|---|---|---|---|
| Lido Advisors, LLC trimmed | 2,009,121 | $574M | 14.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,343,888 | $384M | 9.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 953,420 | $272M | 6.7% | 2026-Q2 |
| LPL Financial LLC added | 768,233 | $219M | 5.4% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 690,136 | $197M | 4.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 669,504 | $191M | 4.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 668,463 | $191M | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 407,348 | $116M | 2.9% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 357,389 | $102M | 2.5% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 323,063 | $92M | 2.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 319,994 | $91M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 300,577 | $86M | 2.1% | 2026-Q2 |
| Jupiter Topco LLC new | 271,093 | $77M | 1.9% | 2026-Q2 |
| Portfolio Strategies, Inc. added | 232,327 | $68M | 1.7% | 2026-Q2 |
| FMR LLC trimmed | 212,226 | $61M | 1.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 198,769 | $57M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 180,189 | $51M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 154,792 | $43M | 1.1% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 148,363 | $42M | 1.0% | 2026-Q2 |
| Independence Financial Advisors, LLC added | 141,263 | $40M | 1.0% | 2026-Q2 |
| UBS Group AG added | 130,558 | $37M | 0.9% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 118,093 | $34M | 0.8% | 2026-Q2 |
| Morningstar Investment Management LLC | 117,953 | $25M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 114,710 | $33M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 111,207 | $32M | 0.8% | 2026-Q2 |
| VICUS CAPITAL added | 109,437 | $31M | 0.8% | 2026-Q2 |
| Financial Partners Group, Inc added | 105,746 | $30M | 0.7% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 104,253 | $30M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 104,020 | $30M | 0.7% | 2026-Q2 |
| MAI Capital Management added | 103,149 | $29M | 0.7% | 2026-Q2 |
| PFG Advisors added | 102,879 | $29M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 98,702 | $28M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 96,503 | $28M | 0.7% | 2026-Q2 |
| Fischer Financial Services, Inc. added | 88,406 | $25M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 86,044 | $25M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 84,177 | $24M | 0.6% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 76,376 | $21M | 0.5% | 2026-Q2 |
| Marotta Asset Management added | 72,185 | $20M | 0.5% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC added | 67,142 | $19M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 60,737 | $17M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 59,751 | $17M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 58,462 | $17M | 0.4% | 2026-Q2 |
| Lifeworks Advisors, LLC trimmed | 56,502 | $16M | 0.4% | 2026-Q2 |
| Armor Investment Advisors, LLC trimmed | 56,066 | $16M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 55,671 | $16M | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 53,844 | $15M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 49,507 | $14M | 0.3% | 2026-Q2 |
| Creative Planning added | 47,835 | $14M | 0.3% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 46,724 | $13M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 45,909 | $13M | 0.3% | 2026-Q2 |
| Smith Salley Wealth Management trimmed | 45,191 | $13M | 0.3% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 43,388 | $9M | 0.2% | 2026-Q2 |
| Claro Advisors Inc. added | 42,104 | $12M | 0.3% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC added | 41,251 | $12M | 0.3% | 2026-Q2 |
| CLEAR WAVE WEALTH MANAGEMENT LLC trimmed | 40,454 | $12M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 40,064 | $11M | 0.3% | 2026-Q2 |
| Traynor Capital Management, Inc. added | 38,870 | $11M | 0.3% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 37,112 | $11M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 36,762 | $10M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 36,327 | $10M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 35,753 | $10M | 0.3% | 2026-Q2 |
| Sterling Investment Counsel, LLC added | 35,541 | $10M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 35,007 | $10M | 0.2% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 33,452 | $10M | 0.2% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 31,972 | $9M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 31,737 | $9M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 30,272 | $9M | 0.2% | 2026-Q2 |
| Go Invest LLC added | 30,194 | $9M | 0.2% | 2026-Q2 |
| High Point Wealth Management, LLC added | 29,412 | $8M | 0.2% | 2026-Q2 |
| Financial Perspectives, Inc added | 29,202 | $8M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 28,905 | $8M | 0.2% | 2026-Q2 |
| CacheTech Inc. trimmed | 28,894 | $8M | 0.2% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 28,692 | $8M | 0.2% | 2026-Q2 |
| Aspetuck Financial Management LLC added | 28,363 | $8M | 0.2% | 2026-Q2 |
| Adams Wealth Management trimmed | 28,012 | $8M | 0.2% | 2026-Q2 |
| KDK Private Wealth Management, LLC trimmed | 27,613 | $8M | 0.2% | 2026-Q2 |
| BRIGHTON JONES LLC added | 27,307 | $8M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 26,599 | $8M | 0.2% | 2026-Q2 |
| Capital Planning LLC trimmed | 26,350 | $8M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 25,285 | $7M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 25,072 | $7M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,622 | $7M | 0.2% | 2026-Q2 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed | 24,425 | $7M | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC added | 24,208 | $7M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 24,191 | $7M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 23,942 | $7M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 23,544 | $7M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 23,401 | $7M | 0.2% | 2026-Q2 |
| LYNCH & ASSOCIATES/IN trimmed | 23,195 | $7M | 0.2% | 2026-Q2 |
| Northwest Wealth Advisors, LLC added | 22,746 | $6M | 0.2% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 22,559 | $6M | 0.2% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 22,232 | $6M | 0.2% | 2026-Q2 |
| Investment Advisory Services Group LLC added | 20,665 | $6M | 0.1% | 2026-Q2 |
| Mowery & Schoenfeld Wealth Management, LLC added | 20,358 | $6M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 20,062 | $6M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 20,033 | $5M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 19,760 | $6M | 0.1% | 2026-Q2 |
| Maxele Advisors, LLC trimmed | 19,724 | $6M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 19,550 | $6M | 0.1% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. added | 19,535 | $6M | 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.