Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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
46 tracked funds added or opened FTGS while 18 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
FTGS’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 182 tracked filers holding FTGS, 105 increased or opened the position and 77 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 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 3
- TOUNJIAN ADVISORY PARTNERS, LLC$38M
- IFG Advisory, LLC$2M
- Ameritas Advisory Services, LLC$928K
Full exits 9
- CWM, LLC$45M
- Cambridge Investment Research Advisors, Inc.$31M
- Janney Montgomery Scott LLC$8M
- Key Client Fiduciary Advisors, LLC$5M
- FLOW TRADERS U.S. LLC$4M
- PARK AVENUE SECURITIES LLC$2M
Largest adds
- LPL Financial LLC$18M
- NewEdge Advisors, LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$6M
- MORGAN STANLEY$6M
- Cetera Investment Advisers$6M
- OSAIC HOLDINGS, INC.$5M
Largest trims
- Private Advisor Group, LLC$7M
- Gateway Wealth Partners, LLC$2M
- Avior Wealth Management, LLC$2M
- Golden State Wealth Management, LLC$2M
- CITADEL ADVISORS LLC$1M
- Medallion Wealth Advisors, LLC$753K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 5,768,583 | $213M | 24.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,907,304 | $71M | 8.0% | 2026-Q2 |
| Cetera Investment Advisers added | 1,534,056 | $57M | 6.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,108,922 | $41M | 4.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,085,460 | $40M | 4.5% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC added | 1,039,494 | $38M | 4.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 777,672 | $29M | 3.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 541,872 | $20M | 2.3% | 2026-Q2 |
| ODonnell Financial Services, LLC added | 517,844 | $19M | 2.2% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 500,463 | $19M | 2.1% | 2026-Q2 |
| Hobart Private Capital, LLC added | 425,915 | $16M | 1.8% | 2026-Q2 |
| ASSETMARK, INC added | 424,999 | $16M | 1.8% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 419,671 | $16M | 1.8% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 376,330 | $14M | 1.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 350,480 | $13M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 330,749 | $12M | 1.4% | 2026-Q2 |
| KPP Advisory Services LLC added | 329,694 | $12M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 314,955 | $12M | 1.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 291,005 | $11M | 1.2% | 2026-Q2 |
| VestGen Advisors, LLC added | 274,091 | $10M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 254,760 | $9M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 253,115 | $9M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 223,105 | $8M | 0.9% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 214,430 | $8M | 0.9% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 201,185 | $7M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 200,590 | $7M | 0.8% | 2026-Q2 |
| IFC & Insurance Marketing, Inc. added | 182,240 | $7M | 0.8% | 2026-Q2 |
| RiverTree Advisors, LLC added | 168,830 | $6M | 0.7% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 162,109 | $6M | 0.7% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 156,383 | $6M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 154,131 | $6M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 134,167 | $5M | 0.6% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 126,201 | $5M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 123,746 | $5M | 0.5% | 2026-Q2 |
| Vise Technologies, Inc. added | 122,690 | $5M | 0.5% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 112,161 | $4M | 0.5% | 2026-Q2 |
| AE Wealth Management LLC added | 107,831 | $4M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 107,625 | $4M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 107,233 | $4M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 106,913 | $4M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 106,810 | $4M | 0.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 106,235 | $4M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 102,671 | $4M | 0.4% | 2026-Q2 |
| Sigma Planning Corp added | 88,932 | $3M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 84,380 | $3M | 0.4% | 2026-Q2 |
| LVZ, Inc. trimmed | 81,239 | $3M | 0.3% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 80,793 | $3M | 0.3% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. trimmed | 79,677 | $3M | 0.3% | 2026-Q2 |
| Moors & Cabot, Inc. added | 79,305 | $3M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 66,144 | $2M | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 61,454 | $2M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 56,762 | $2M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC added | 56,392 | $2M | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 52,315 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 51,726 | $2M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 50,934 | $2M | 0.2% | 2026-Q2 |
| Wealth Watch Advisors, INC added | 49,571 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 48,403 | $2M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 48,373 | $2M | 0.2% | 2026-Q2 |
| ABLE Financial Group, LLC added | 45,503 | $2M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 41,158 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 40,980 | $2M | 0.2% | 2026-Q2 |
| Pinnacle Family Advisors, LLC trimmed | 40,364 | $1M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 39,071 | $1M | 0.2% | 2026-Q2 |
| Kapstone Financial Advisors LLC trimmed | 38,992 | $1M | 0.2% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 38,489 | $1M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 38,220 | $1M | 0.2% | 2026-Q2 |
| Atlas Wealth LLC | 36,760 | $1M | 0.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 35,709 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 33,164 | $1M | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 32,200 | $1M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 30,085 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 28,348 | $1M | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC trimmed | 27,203 | $1M | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 26,666 | $987K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 25,847 | $956K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 25,266 | $935K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 25,092 | $928K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 24,559 | $909K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 24,403 | $903K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 23,483 | $882K | 0.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 23,332 | $863K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 23,194 | $858K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 22,431 | $830K | 0.1% | 2026-Q2 |
| &PARTNERS added | 21,681 | $802K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC added | 20,631 | $763K | 0.1% | 2026-Q2 |
| Altus Wealth Group LLC trimmed | 20,609 | $763K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 20,280 | $750K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,066 | $742K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 20,041 | $742K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 20,010 | $740K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 19,841 | $734K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC | 18,946 | $701K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 17,256 | $639K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,949 | $645K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 15,859 | $587K | 0.1% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 14,133 | $523K | 0.1% | 2026-Q2 |
| Impact Partnership Wealth, LLC trimmed | 13,903 | $514K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 13,694 | $507K | 0.1% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC trimmed | 13,492 | $499K | 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.