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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 5,745,209 | $196M | 21.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,939,662 | $66M | 7.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,490,187 | $51M | 5.6% | 2026-Q1 |
| CWM, LLC trimmed | 1,309,359 | $45M | 4.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,026,963 | $35M | 3.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 993,254 | $34M | 3.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 900,496 | $31M | 3.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 693,307 | $24M | 2.6% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 546,689 | $19M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 514,094 | $18M | 1.9% | 2026-Q1 |
| ODonnell Financial Services, LLC added | 502,310 | $17M | 1.9% | 2026-Q1 |
| Independent Advisor Alliance added | 471,261 | $16M | 1.8% | 2026-Q1 |
| Hobart Private Capital, LLC trimmed | 403,589 | $14M | 1.5% | 2026-Q1 |
| ASSETMARK, INC added | 397,456 | $14M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 380,076 | $13M | 1.4% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 367,337 | $13M | 1.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 350,180 | $12M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 339,974 | $12M | 1.3% | 2026-Q1 |
| KPP Advisory Services LLC added | 317,299 | $11M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 316,027 | $11M | 1.2% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 257,314 | $9M | 1.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 268,888 | $9M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 245,856 | $8M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 242,125 | $8M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 230,796 | $8M | 0.9% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 216,767 | $7M | 0.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 196,359 | $7M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 190,283 | $6M | 0.7% | 2026-Q1 |
| Avior Wealth Management, LLC added | 182,598 | $6M | 0.7% | 2026-Q1 |
| IFC & Insurance Marketing, Inc. added | 169,653 | $6M | 0.6% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 168,521 | $6M | 0.6% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 163,230 | $6M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 161,195 | $5M | 0.6% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 160,269 | $5M | 0.6% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 143,482 | $5M | 0.5% | 2026-Q1 |
| RiverTree Advisors, LLC trimmed | 142,913 | $5M | 0.5% | 2026-Q1 |
| PCG Wealth Advisors, LLC trimmed | 131,248 | $4M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 116,041 | $4M | 0.4% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 113,813 | $4M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 106,325 | $4M | 0.4% | 2026-Q1 |
| Vise Technologies, Inc. | 100,894 | $4M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 102,216 | $3M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 100,283 | $3M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 96,118 | $3M | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 86,916 | $3M | 0.3% | 2026-Q1 |
| LVZ, Inc. trimmed | 84,114 | $3M | 0.3% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 79,823 | $3M | 0.3% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 78,998 | $3M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 78,832 | $3M | 0.3% | 2026-Q1 |
| Moors & Cabot, Inc. added | 77,955 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 73,337 | $2M | 0.3% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 67,175 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 65,064 | $2M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 64,517 | $2M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 62,379 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 60,897 | $2M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 196,892 | $2M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 56,900 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 53,809 | $2M | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC added | 55,717 | $2M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 55,087 | $2M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 50,790 | $2M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 50,611 | $2M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 50,302 | $2M | 0.2% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 48,436 | $2M | 0.2% | 2026-Q1 |
| ABLE Financial Group, LLC trimmed | 45,338 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 45,016 | $2M | 0.2% | 2026-Q1 |
| Betterment LLC added | 44,592 | $2M | 0.2% | 2026-Q1 |
| Pinnacle Family Advisors, LLC added | 40,582 | $1M | 0.2% | 2026-Q1 |
| Kapstone Financial Advisors LLC trimmed | 39,594 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 39,533 | $1M | 0.1% | 2026-Q1 |
| Altus Wealth Group LLC trimmed | 39,524 | $1M | 0.1% | 2026-Q1 |
| Maia Wealth LLC trimmed | 38,998 | $1M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 38,509 | $1M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 38,194 | $1M | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 37,740 | $1M | 0.1% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 37,002 | $1M | 0.1% | 2026-Q1 |
| Atlas Wealth LLC trimmed | 36,760 | $1M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 36,293 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 35,117 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 31,099 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 29,171 | $993K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 28,110 | $957K | 0.1% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC added | 28,070 | $956K | 0.1% | 2026-Q1 |
| Wealth Watch Advisors, INC trimmed | 27,665 | $942K | 0.1% | 2026-Q1 |
| NOVEM GROUP new | 25,617 | $872K | 0.1% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 458,528 | $14M | 1.5% | 2025-Q2 stale |
| Good Life Advisors, LLC added | 207,815 | $7M | 0.8% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 196,643 | $7M | 0.7% | 2025-Q2 stale |
| EWG Elevate Inc. trimmed | 172,245 | $6M | 0.7% | 2025-Q3 stale |
| San Luis Wealth Advisors LLC | 154,784 | $5M | 0.5% | 2025-Q1 stale |
| Secure Asset Management, LLC added | 108,609 | $3M | 0.4% | 2025-Q1 stale |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / trimmed | 69,256 | $2M | 0.3% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 61,323 | $2M | 0.2% | 2025-Q3 stale |
| Boyce & Associates Wealth Consulting, Inc. added | 70,264 | $2M | 0.2% | 2025-Q1 stale |
| IFG Advisory, LLC trimmed | 43,440 | $2M | 0.2% | 2025-Q4 stale |
| Legacy Investment Solutions, LLC added | 41,600 | $1M | 0.2% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 35,895 | $1M | 0.1% | 2025-Q4 stale |
| StoneX Group Inc. added | 28,955 | $1M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 5,436 | $925K | 0.1% | 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.
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.