Who owns FTGC (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-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
The tracked-fund tape on FTGC is one-sided between 2025-Q4 and 2026-Q1: 119 added or opened and 15 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
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 0.2% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 282 tracked filers holding FTGC, 183 increased or opened the position and 94 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 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 30
- OVERSEA-CHINESE BANKING Corp Ltd$32M
- My Portfolio Guide, LLC$12M
- LexAurum Advisors, LLC$10M
- PSI Advisors, LLC$9M
- NewSquare Capital LLC$8M
- Chicago Wealth Management, Inc.$6M
Full exits 10
- AXXCESS WEALTH MANAGEMENT, LLC$11M
- Ethos Financial Group, LLC$3M
- Avestar Capital, LLC$2M
- PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2M
- Coppell Advisory Solutions LLC$2M
- COMERICA BANK$1M
Largest adds
- WELLS FARGO & COMPANY/MN$127M
- MORGAN STANLEY$71M
- LPL Financial LLC$37M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20M
- Flaharty Asset Management, LLC$19M
- STOCK YARDS BANK & TRUST CO$16M
Largest trims
- Petix & Botte Co$4M
- Mainsail Financial Group, LLC$3M
- ABLE Financial Group, LLC$1M
- NewEdge Advisors, LLC$1M
- JANE STREET GROUP, LLC$497K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 21,825,658 | $627M | 32.1% | 2026-Q1 |
| MORGAN STANLEY added | 10,531,074 | $302M | 15.5% | 2026-Q1 |
| LPL Financial LLC added | 3,336,767 | $96M | 4.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,567,531 | $45M | 2.3% | 2026-Q1 |
| UBS Group AG added | 1,448,130 | $42M | 2.1% | 2026-Q1 |
| STOCK YARDS BANK & TRUST CO added | 1,326,001 | $38M | 2.0% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 1,132,749 | $33M | 1.7% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd new | 1,111,300 | $32M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,076,967 | $31M | 1.6% | 2026-Q1 |
| Carrera Capital Advisors trimmed | 1,062,964 | $31M | 1.6% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 1,042,226 | $30M | 1.5% | 2026-Q1 |
| Csenge Advisory Group trimmed | 852,829 | $24M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 762,562 | $22M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 722,567 | $21M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 721,249 | $21M | 1.1% | 2026-Q1 |
| &PARTNERS added | 717,306 | $21M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 658,870 | $19M | 1.0% | 2026-Q1 |
| Valmark Advisers, Inc. added | 619,499 | $18M | 0.9% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 605,971 | $17M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 572,748 | $16M | 0.8% | 2026-Q1 |
| Dunhill Financial, LLC added | 564,778 | $16M | 0.8% | 2026-Q1 |
| Bison Wealth, LLC added | 480,376 | $15M | 0.7% | 2026-Q1 |
| HFG Wealth Management, LLC trimmed | 493,104 | $14M | 0.7% | 2026-Q1 |
| Financial Enhancement Group LLC added | 479,942 | $14M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 472,312 | $14M | 0.7% | 2026-Q1 |
| My Portfolio Guide, LLC new | 401,156 | $12M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 396,135 | $11M | 0.6% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. added | 376,660 | $11M | 0.6% | 2026-Q1 |
| LexAurum Advisors, LLC added | 355,135 | $10M | 0.5% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 345,477 | $10M | 0.5% | 2026-Q1 |
| Solitude Financial Services trimmed | 336,336 | $10M | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 335,844 | $10M | 0.5% | 2026-Q1 |
| Summit Financial, LLC added | 320,149 | $9M | 0.5% | 2026-Q1 |
| PSI Advisors, LLC added | 319,821 | $9M | 0.5% | 2026-Q1 |
| Choice Wealth Advisors LLC trimmed | 291,759 | $8M | 0.4% | 2026-Q1 |
| NewSquare Capital LLC added | 285,877 | $8M | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 268,549 | $8M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 252,847 | $7M | 0.4% | 2026-Q1 |
| London & Capital Asset Management Ltd added | 237,819 | $7M | 0.3% | 2026-Q1 |
| Darwin Wealth Management, LLC added | 226,821 | $7M | 0.3% | 2026-Q1 |
| Mainsail Financial Group, LLC trimmed | 226,711 | $7M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 209,136 | $6M | 0.3% | 2026-Q1 |
| Chicago Wealth Management, Inc. new | 208,195 | $6M | 0.3% | 2026-Q1 |
| ABLE Financial Group, LLC trimmed | 206,838 | $6M | 0.3% | 2026-Q1 |
| CWM, LLC added | 193,199 | $6M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 188,974 | $5M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 184,258 | $5M | 0.3% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 177,415 | $5M | 0.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 167,778 | $5M | 0.2% | 2026-Q1 |
| Petix & Botte Co trimmed | 165,503 | $5M | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 161,648 | $5M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 153,218 | $4M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 147,781 | $4M | 0.2% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 144,969 | $4M | 0.2% | 2026-Q1 |
| Climber Capital SA added | 145,633 | $4M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 137,834 | $4M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 133,041 | $4M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC added | 133,003 | $4M | 0.2% | 2026-Q1 |
| WIN ADVISORS, INC added | 127,600 | $4M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 140,555 | $4M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 123,690 | $4M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 122,446 | $4M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 121,220 | $3M | 0.2% | 2026-Q1 |
| Guided Capital Wealth Management, LLC new | 118,641 | $3M | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 118,384 | $3M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 109,127 | $3M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 98,970 | $3M | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 96,719 | $3M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 96,501 | $3M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 96,471 | $3M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 89,459 | $3M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 88,866 | $3M | 0.1% | 2026-Q1 |
| Moment Partners, LLC trimmed | 84,602 | $2M | 0.1% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 84,342 | $2M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 84,170 | $2M | 0.1% | 2026-Q1 |
| Corundum Group, Inc. added | 83,201 | $2M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 82,094 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 98,495 | $2M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 76,618 | $2M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 71,708 | $2M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 71,573 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 70,583 | $2M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 70,567 | $2M | 0.1% | 2026-Q1 |
| CW Advisors, LLC added | 807,532 | $20M | 1.0% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 465,969 | $11M | 0.6% | 2025-Q4 stale |
| Wolf Group Capital Advisors added | 396,177 | $10M | 0.5% | 2025-Q1 stale |
| Beaumont Financial Advisors, LLC new | 376,273 | $10M | 0.5% | 2025-Q1 stale |
| Great Diamond Partners, LLC added | 317,076 | $8M | 0.4% | 2025-Q2 stale |
| Fortress Wealth Management, Inc. trimmed | 267,516 | $7M | 0.4% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 271,250 | $7M | 0.3% | 2025-Q2 stale |
| Waverton Investment Management Ltd trimmed | 212,775 | $6M | 0.3% | 2025-Q3 stale |
| AllSquare Wealth Management LLC trimmed | 141,031 | $4M | 0.2% | 2025-Q3 stale |
| Ethos Financial Group, LLC new | 147,561 | $3M | 0.2% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT added | 121,641 | $3M | 0.2% | 2025-Q1 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 114,526 | $3M | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 97,811 | $2M | 0.1% | 2025-Q1 stale |
| Randall & Associates Wealth Management added | 92,916 | $2M | 0.1% | 2025-Q3 stale |
| Avestar Capital, LLC new | 103,448 | $2M | 0.1% | 2025-Q4 stale |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC trimmed | 90,635 | $2M | 0.1% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC added | 86,710 | $2M | 0.1% | 2025-Q4 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.