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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lido Advisors, LLC added | 2,175,818 | $453M | 13.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,411,132 | $294M | 9.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 981,242 | $204M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 702,831 | $146M | 4.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 687,323 | $143M | 4.4% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 678,442 | $141M | 4.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 667,376 | $139M | 4.3% | 2026-Q1 |
| Richard Bernstein Advisors LLC trimmed | 594,003 | $124M | 3.8% | 2026-Q1 |
| Kestra Investment Management, LLC added | 547,277 | $114M | 3.5% | 2026-Q1 |
| MORGAN STANLEY added | 402,494 | $84M | 2.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 379,870 | $79M | 2.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 342,635 | $71M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 269,662 | $56M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 258,355 | $54M | 1.6% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 232,265 | $48M | 1.5% | 2026-Q1 |
| FMR LLC added | 216,747 | $45M | 1.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 212,930 | $44M | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 183,454 | $38M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 153,395 | $31M | 0.9% | 2026-Q1 |
| Morningstar Investment Management LLC added | 117,953 | $25M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 112,118 | $23M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 110,601 | $23M | 0.7% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 105,576 | $22M | 0.7% | 2026-Q1 |
| Financial Partners Group, Inc added | 105,511 | $22M | 0.7% | 2026-Q1 |
| PFG Advisors added | 102,299 | $21M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 101,252 | $21M | 0.6% | 2026-Q1 |
| Yoder Wealth Management, Inc. added | 98,083 | $20M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 97,373 | $20M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 96,937 | $20M | 0.6% | 2026-Q1 |
| MAI Capital Management added | 96,176 | $20M | 0.6% | 2026-Q1 |
| Kraft, Davis & Associates, LLC trimmed | 78,202 | $19M | 0.6% | 2026-Q1 |
| Fischer Financial Services, Inc. added | 88,133 | $18M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 84,309 | $18M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 80,911 | $17M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 76,721 | $16M | 0.5% | 2026-Q1 |
| Independence Financial Advisors, LLC trimmed | 74,828 | $16M | 0.5% | 2026-Q1 |
| Marotta Asset Management added | 68,189 | $14M | 0.4% | 2026-Q1 |
| Eaton Financial Holdings Company, LLC trimmed | 64,451 | $13M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 58,837 | $12M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 58,694 | $12M | 0.4% | 2026-Q1 |
| Armor Investment Advisors, LLC added | 57,065 | $12M | 0.4% | 2026-Q1 |
| Lifeworks Advisors, LLC added | 56,848 | $12M | 0.4% | 2026-Q1 |
| CLEAR WAVE WEALTH MANAGEMENT LLC new | 56,636 | $12M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 56,364 | $12M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 54,788 | $11M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 52,631 | $11M | 0.3% | 2026-Q1 |
| King Wealth Management Group trimmed | 52,316 | $11M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 50,899 | $11M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 49,586 | $10M | 0.3% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 49,395 | $10M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 46,574 | $10M | 0.3% | 2026-Q1 |
| Smith Salley Wealth Management added | 45,847 | $10M | 0.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 45,375 | $9M | 0.3% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 44,288 | $9M | 0.3% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 43,388 | $9M | 0.3% | 2026-Q1 |
| Creative Planning added | 42,711 | $9M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 40,244 | $8M | 0.3% | 2026-Q1 |
| CX Institutional added | 39,028 | $8M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 39,009 | $8M | 0.2% | 2026-Q1 |
| Claro Advisors Inc. added | 37,560 | $8M | 0.2% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 37,492 | $8M | 0.2% | 2026-Q1 |
| Traynor Capital Management, Inc. added | 38,815 | $8M | 0.2% | 2026-Q1 |
| PRIMORIS WEALTH ADVISORS, LLC trimmed | 36,455 | $8M | 0.2% | 2026-Q1 |
| Sterling Investment Counsel, LLC added | 34,567 | $7M | 0.2% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 34,272 | $7M | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 32,796 | $7M | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 32,602 | $7M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 32,039 | $7M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 31,536 | $6M | 0.2% | 2026-Q1 |
| CacheTech Inc. trimmed | 29,907 | $6M | 0.2% | 2026-Q1 |
| Adams Wealth Management trimmed | 29,907 | $6M | 0.2% | 2026-Q1 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed | 29,415 | $6M | 0.2% | 2026-Q1 |
| Financial Perspectives, Inc added | 29,124 | $6M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 28,788 | $6M | 0.2% | 2026-Q1 |
| High Point Wealth Management, LLC added | 28,731 | $6M | 0.2% | 2026-Q1 |
| KDK Private Wealth Management, LLC trimmed | 28,100 | $6M | 0.2% | 2026-Q1 |
| Capital Planning LLC added | 27,650 | $6M | 0.2% | 2026-Q1 |
| Aspetuck Financial Management LLC added | 27,081 | $6M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 24,456 | $5M | 0.2% | 2026-Q1 |
| &PARTNERS added | 25,766 | $5M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 25,437 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 24,420 | $5M | 0.2% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 24,380 | $5M | 0.2% | 2026-Q1 |
| LYNCH & ASSOCIATES/IN added | 24,271 | $5M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 20,322 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 23,868 | $5M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 23,823 | $5M | 0.2% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 23,720 | $5M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 23,466 | $5M | 0.1% | 2026-Q1 |
| Full Sail Capital, LLC trimmed | 352,480 | $78M | 2.4% | 2025-Q3 stale |
| Harel Insurance Investments & Financial Services Ltd. | 104,900 | $24M | 0.7% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 111,313 | $22M | 0.7% | 2025-Q2 stale |
| Bellwether Advisors, LLC added | 51,511 | $12M | 0.4% | 2025-Q4 stale |
| Freedom Investment Management, Inc. trimmed | 53,359 | $11M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 50,082 | $10M | 0.3% | 2025-Q2 stale |
| Exchange Capital Management, Inc. trimmed | 34,927 | $7M | 0.2% | 2025-Q2 stale |
| Court Place Advisors, LLC added | 30,839 | $7M | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 28,643 | $6M | 0.2% | 2025-Q2 stale |
| Apexium Financial, LP trimmed | 25,114 | $6M | 0.2% | 2025-Q3 stale |
| BRIGHTON JONES LLC added | 23,248 | $5M | 0.2% | 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.
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.