Who owns FTGC
Which tracked institutional funds hold FTGC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTGC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
52 tracked funds added or opened FTGC while 55 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
FTGC’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FTGC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTGC 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 265 tracked filers holding FTGC, 151 increased or opened the position and 132 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 FTGC 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
- Modern Wealth Management, LLC$26M
- Envestnet Portfolio Solutions, Inc.$13M
- Cooper Financial Group$10M
- AXXCESS WEALTH MANAGEMENT, LLC$10M
- StoneX Group Inc.$9M
- FWG Holdings, LLC$3M
Full exits 20
- Cambridge Investment Research Advisors, Inc.$21M
- My Portfolio Guide, LLC$12M
- Choice Wealth Advisors LLC$8M
- NewSquare Capital LLC$8M
- CWM, LLC$6M
- Clear Creek Financial Management, LLC$5M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$180M
- OSAIC HOLDINGS, INC.$131M
- FIRST TRUST ADVISORS LP$17M
- RAYMOND JAMES FINANCIAL INC$7M
- &PARTNERS$5M
- Dunhill Financial, LLC$5M
Largest trims
- WELLS FARGO & COMPANY/MN$38M
- Flaharty Asset Management, LLC$28M
- MORGAN STANLEY$17M
- OVERSEA-CHINESE BANKING Corp Ltd$12M
- Carrera Capital Advisors$12M
- HFG Wealth Management, LLC$9M
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 21,763,134 | $589M | 28.1% | 2026-Q2 |
| MORGAN STANLEY added | 10,562,312 | $286M | 13.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,478,012 | $202M | 9.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,466,281 | $148M | 7.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,295,649 | $89M | 4.2% | 2026-Q2 |
| UBS Group AG added | 1,672,607 | $45M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,617,836 | $44M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,415,450 | $38M | 1.8% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO added | 1,387,044 | $38M | 1.8% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 1,157,535 | $31M | 1.5% | 2026-Q2 |
| Modern Wealth Management, LLC added | 971,639 | $26M | 1.3% | 2026-Q2 |
| &PARTNERS added | 965,395 | $26M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 932,402 | $25M | 1.2% | 2026-Q2 |
| Csenge Advisory Group added | 901,297 | $24M | 1.2% | 2026-Q2 |
| Dunhill Financial, LLC added | 782,279 | $21M | 1.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 756,891 | $20M | 1.0% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 719,100 | $19M | 0.9% | 2026-Q2 |
| Carrera Capital Advisors trimmed | 690,192 | $19M | 0.9% | 2026-Q2 |
| Financial Enhancement Group LLC added | 666,514 | $18M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 648,635 | $18M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 591,708 | $16M | 0.8% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 580,543 | $16M | 0.7% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 574,445 | $16M | 0.7% | 2026-Q2 |
| Bison Wealth, LLC added | 498,160 | $14M | 0.7% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 470,207 | $13M | 0.6% | 2026-Q2 |
| Cooper Financial Group new | 386,464 | $10M | 0.5% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 382,602 | $10M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 377,555 | $10M | 0.5% | 2026-Q2 |
| Solitude Financial Services added | 338,563 | $9M | 0.4% | 2026-Q2 |
| PSI Advisors, LLC added | 324,348 | $9M | 0.4% | 2026-Q2 |
| StoneX Group Inc. new | 324,087 | $9M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 320,040 | $9M | 0.4% | 2026-Q2 |
| Petix & Botte Co added | 316,406 | $9M | 0.4% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 283,090 | $8M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 280,803 | $8M | 0.4% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. trimmed | 280,704 | $8M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 274,403 | $7M | 0.4% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 269,735 | $7M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 268,950 | $7M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 263,865 | $7M | 0.3% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 259,032 | $7M | 0.3% | 2026-Q2 |
| W1M Asset Management Ltd added | 251,724 | $7M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 227,959 | $6M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 218,676 | $6M | 0.3% | 2026-Q2 |
| ABLE Financial Group, LLC added | 213,091 | $6M | 0.3% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 210,441 | $6M | 0.3% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 205,361 | $6M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 203,939 | $6M | 0.3% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 176,312 | $5M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 170,168 | $5M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 150,142 | $4M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 146,629 | $4M | 0.2% | 2026-Q2 |
| Climber Capital SA added | 145,758 | $4M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 131,919 | $4M | 0.2% | 2026-Q2 |
| Guided Capital Wealth Management, LLC added | 131,764 | $4M | 0.2% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 121,915 | $3M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 118,648 | $3M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 118,410 | $3M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 116,969 | $3M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 112,058 | $3M | 0.1% | 2026-Q2 |
| FWG Holdings, LLC new | 103,112 | $3M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 102,767 | $3M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 99,317 | $3M | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 96,727 | $3M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 95,335 | $3M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 87,620 | $2M | 0.1% | 2026-Q2 |
| Corundum Group, Inc. added | 84,182 | $2M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 83,307 | $2M | 0.1% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 83,146 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 82,727 | $2M | 0.1% | 2026-Q2 |
| Milestones Private Investment Advisors LLC new | 82,589 | $2M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 81,873 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 80,990 | $2M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 80,980 | $2M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 79,217 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 75,156 | $2M | 0.1% | 2026-Q2 |
| Copia Wealth Management added | 74,881 | $2M | 0.1% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. added | 71,973 | $2M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 70,295 | $2M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 69,591 | $2M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 68,854 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 68,155 | $2M | 0.1% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 65,863 | $2M | 0.1% | 2026-Q2 |
| Gerald Baker Financial Group LLC added | 64,167 | $2M | 0.1% | 2026-Q2 |
| CHIRON CAPITAL MANAGEMENT, LLC trimmed | 63,380 | $2M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 63,067 | $2M | 0.1% | 2026-Q2 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 62,033 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 61,570 | $2M | 0.1% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC trimmed | 58,479 | $2M | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 57,222 | $2M | 0.1% | 2026-Q2 |
| ARWA LLC added | 57,099 | $2M | 0.1% | 2026-Q2 |
| E&G Advisors, LLC added | 56,228 | $2M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 54,261 | $1M | 0.1% | 2026-Q2 |
| CASCADE INVESTMENT GROUP, INC. added | 54,064 | $1M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 52,493 | $1M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 52,329 | $1M | 0.1% | 2026-Q2 |
| Sargent Investment Group, LLC added | 52,063 | $1M | 0.1% | 2026-Q2 |
| Center For Asset Management LLC added | 50,918 | $1M | 0.1% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 49,345 | $1M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 48,067 | $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.