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Institutional Ownership · SEC Form 13F

Who owns FTGS (FTGS)


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

182
Institutional holders
26,030,737
Shares held (tracked funds)

How the tape is positioned

22 tracked funds added or opened FTGS while 37 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

FTGS’s largest tracked holder by dollar value, LPL Financial LLC, 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 FTGS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FTGS 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 182 tracked filers holding FTGS, 96 increased or opened the position and 91 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 FTGS 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 5

  • Avior Wealth Management, LLC$6M
  • FLOW TRADERS U.S. LLC$4M
  • NOVEM GROUP$872K
  • GOLDMAN SACHS GROUP INC$698K
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$568K

Full exits 6

  • NORTHEAST PLANNING ASSOCIATES, INC. / NH /$2M
  • IFG Advisory, LLC$2M
  • Coppell Advisory Solutions LLC$1M
  • StoneX Group Inc.$1M
  • Global Retirement Partners, LLC$721K
  • WPG Advisers, LLC$511K

Largest adds

  • LPL Financial LLC$5M
  • RAYMOND JAMES FINANCIAL INC$5M
  • Gateway Wealth Partners, LLC$3M
  • Centennial Wealth Advisory LLC$3M
  • ROYAL BANK OF CANADA$2M
  • Proactive Wealth Strategies LLC$2M

Largest trims

  • STIFEL FINANCIAL CORP$18M
  • Kestra Advisory Services, LLC$11M
  • Cambridge Investment Research Advisors, Inc.$9M
  • Prospera Financial Services Inc$9M
  • COMMONWEALTH EQUITY SERVICES, LLC$8M
  • NewEdge Advisors, LLC$6M

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
LPL Financial LLC added5,745,209$196M21.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,939,662$66M7.2%2026-Q1
Cetera Investment Advisers added1,490,187$51M5.6%2026-Q1
CWM, LLC trimmed1,309,359$45M4.9%2026-Q1
MORGAN STANLEY trimmed1,026,963$35M3.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed993,254$34M3.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed900,496$31M3.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed693,307$24M2.6%2026-Q1
Mach-1 Financial Group, LLC added546,689$19M2.0%2026-Q1
ROYAL BANK OF CANADA added514,094$18M1.9%2026-Q1
ODonnell Financial Services, LLC added502,310$17M1.9%2026-Q1
Independent Advisor Alliance added471,261$16M1.8%2026-Q1
Hobart Private Capital, LLC trimmed403,589$14M1.5%2026-Q1
ASSETMARK, INC added397,456$14M1.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed380,076$13M1.4%2026-Q1
PARK NATIONAL CORP /OH/ added367,337$13M1.4%2026-Q1
D.A. DAVIDSON & CO. trimmed350,180$12M1.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed339,974$12M1.3%2026-Q1
KPP Advisory Services LLC added317,299$11M1.2%2026-Q1
Private Advisor Group, LLC trimmed316,027$11M1.2%2026-Q1
VestGen Advisors, LLC trimmed257,314$9M1.0%2026-Q1
Integrated Wealth Concepts LLC trimmed268,888$9M1.0%2026-Q1
STIFEL FINANCIAL CORP trimmed245,856$8M0.9%2026-Q1
Janney Montgomery Scott LLC added242,125$8M0.9%2026-Q1
Kestra Advisory Services, LLC trimmed230,796$8M0.9%2026-Q1
Centennial Wealth Advisory LLC added216,767$7M0.8%2026-Q1
BENJAMIN EDWARDS INC added196,359$7M0.7%2026-Q1
Baird Financial Group, Inc. added190,283$6M0.7%2026-Q1
Avior Wealth Management, LLC added182,598$6M0.7%2026-Q1
IFC & Insurance Marketing, Inc. added169,653$6M0.6%2026-Q1
Gateway Wealth Partners, LLC added168,521$6M0.6%2026-Q1
Snowden Capital Advisors LLC added163,230$6M0.6%2026-Q1
HARBOUR INVESTMENTS, INC. added161,195$5M0.6%2026-Q1
Prospera Financial Services Inc trimmed160,269$5M0.6%2026-Q1
Key Client Fiduciary Advisors, LLC added143,482$5M0.5%2026-Q1
RiverTree Advisors, LLC trimmed142,913$5M0.5%2026-Q1
PCG Wealth Advisors, LLC trimmed131,248$4M0.5%2026-Q1
FLOW TRADERS U.S. LLC added116,041$4M0.4%2026-Q1
Proactive Wealth Strategies LLC added113,813$4M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed106,325$4M0.4%2026-Q1
Vise Technologies, Inc.100,894$4M0.4%2026-Q1
IFP Advisors, Inc added102,216$3M0.4%2026-Q1
Bank of New York Mellon Corp added100,283$3M0.4%2026-Q1
AE Wealth Management LLC added96,118$3M0.4%2026-Q1
Sigma Planning Corp added86,916$3M0.3%2026-Q1
LVZ, Inc. trimmed84,114$3M0.3%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added79,823$3M0.3%2026-Q1
IAMS WEALTH MANAGEMENT, LLC trimmed78,998$3M0.3%2026-Q1
Atria Investments, Inc added78,832$3M0.3%2026-Q1
Moors & Cabot, Inc. added77,955$3M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed73,337$2M0.3%2026-Q1
Golden State Wealth Management, LLC added67,175$2M0.3%2026-Q1
Sanctuary Advisors, LLC added65,064$2M0.2%2026-Q1
Orion Porfolio Solutions, LLC added64,517$2M0.2%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed62,379$2M0.2%2026-Q1
CITADEL ADVISORS LLC added60,897$2M0.2%2026-Q1
NewEdge Advisors, LLC trimmed196,892$2M0.2%2026-Q1
Belpointe Asset Management LLC added56,900$2M0.2%2026-Q1
Equitable Holdings, Inc. trimmed53,809$2M0.2%2026-Q1
OneAscent Financial Services LLC added55,717$2M0.2%2026-Q1
Dynamic Advisor Solutions LLC added55,087$2M0.2%2026-Q1
HBW ADVISORY SERVICES LLC added50,790$2M0.2%2026-Q1
NewEdge Wealth, LLC trimmed50,611$2M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added50,302$2M0.2%2026-Q1
Pacific Excel Wealth Advisors, Inc. added48,436$2M0.2%2026-Q1
ABLE Financial Group, LLC trimmed45,338$2M0.2%2026-Q1
JANE STREET GROUP, LLC added45,016$2M0.2%2026-Q1
Betterment LLC added44,592$2M0.2%2026-Q1
Pinnacle Family Advisors, LLC added40,582$1M0.2%2026-Q1
Kapstone Financial Advisors LLC trimmed39,594$1M0.1%2026-Q1
Stratos Wealth Partners, LTD. added39,533$1M0.1%2026-Q1
Altus Wealth Group LLC trimmed39,524$1M0.1%2026-Q1
Maia Wealth LLC trimmed38,998$1M0.1%2026-Q1
Western Wealth Management, LLC trimmed38,509$1M0.1%2026-Q1
Steward Partners Investment Advisory, LLC trimmed38,194$1M0.1%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. added37,740$1M0.1%2026-Q1
WEST MICHIGAN ADVISORS, LLC trimmed37,002$1M0.1%2026-Q1
Atlas Wealth LLC trimmed36,760$1M0.1%2026-Q1
Concurrent Investment Advisors, LLC added36,293$1M0.1%2026-Q1
TRUIST FINANCIAL CORP added35,117$1M0.1%2026-Q1
Kingsview Wealth Management, LLC trimmed31,099$1M0.1%2026-Q1
RFG Advisory, LLC added29,171$993K0.1%2026-Q1
CoreCap Advisors, LLC trimmed28,110$957K0.1%2026-Q1
Morey & Quinn Wealth Partners, LLC added28,070$956K0.1%2026-Q1
Wealth Watch Advisors, INC trimmed27,665$942K0.1%2026-Q1
NOVEM GROUP new25,617$872K0.1%2026-Q1
TOUNJIAN ADVISORY PARTNERS, LLC trimmed458,528$14M1.5%2025-Q2 stale
Good Life Advisors, LLC added207,815$7M0.8%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added196,643$7M0.7%2025-Q2 stale
EWG Elevate Inc. trimmed172,245$6M0.7%2025-Q3 stale
San Luis Wealth Advisors LLC154,784$5M0.5%2025-Q1 stale
Secure Asset Management, LLC added108,609$3M0.4%2025-Q1 stale
NORTHEAST PLANNING ASSOCIATES, INC. / NH / trimmed69,256$2M0.3%2025-Q4 stale
SYNOVUS FINANCIAL CORP added61,323$2M0.2%2025-Q3 stale
Boyce & Associates Wealth Consulting, Inc. added70,264$2M0.2%2025-Q1 stale
IFG Advisory, LLC trimmed43,440$2M0.2%2025-Q4 stale
Legacy Investment Solutions, LLC added41,600$1M0.2%2025-Q2 stale
Coppell Advisory Solutions LLC added35,895$1M0.1%2025-Q4 stale
StoneX Group Inc. added28,955$1M0.1%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed5,436$925K0.1%2025-Q1 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