Who owns FTHY
Which tracked institutional funds hold FTHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
12 tracked funds added or opened FTHY while 9 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
FTHY’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FTHY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTHY 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 78 tracked filers holding FTHY, 35 increased or opened the position and 46 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 FTHY 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
- Atlas Wealth LLC$8M
- JANE STREET GROUP, LLC$2M
- BlueChip Wealth Advisors LLC$662K
Full exits 7
- SIT INVESTMENT ASSOCIATES INC$38M
- Penserra Capital Management LLC$8M
- Aurora Private Wealth, Inc.$3M
- Narwhal Capital Management$3M
- Cambridge Investment Research Advisors, Inc.$2M
- WEDBUSH SECURITIES INC$2M
Largest adds
- MORGAN STANLEY$2M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1M
- Integrated Wealth Concepts LLC$952K
- LPL Financial LLC$570K
- Almitas Capital LLC$474K
- Advisory Services Network, LLC$410K
Largest trims
- WINEBRENNER CAPITAL MANAGEMENT LLC$1M
- 1607 Capital Partners, LLC$870K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,417,232 | $47M | 19.8% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. added | 1,173,970 | $16M | 6.8% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 1,022,036 | $14M | 5.9% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 966,836 | $13M | 5.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 691,227 | $9M | 4.0% | 2026-Q2 |
| Atlas Wealth LLC new | 602,530 | $8M | 3.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 588,956 | $8M | 3.4% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 499,001 | $7M | 2.9% | 2026-Q2 |
| LPL Financial LLC added | 365,815 | $5M | 2.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 346,148 | $5M | 2.0% | 2026-Q2 |
| Logan Stone Capital, LLC added | 257,142 | $4M | 1.5% | 2026-Q2 |
| Almitas Capital LLC added | 198,801 | $3M | 1.2% | 2026-Q2 |
| Oder Investment Management, LLC trimmed | 149,001 | $2M | 0.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 146,834 | $2M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 142,825 | $2M | 0.8% | 2026-Q2 |
| Private Advisory Group LLC trimmed | 138,108 | $2M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 131,221 | $2M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 128,560 | $2M | 0.7% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 121,745 | $2M | 0.7% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 110,505 | $2M | 0.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 110,389 | $2M | 0.6% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 97,677 | $1M | 0.6% | 2026-Q2 |
| TFB Advisors LLC | 94,539 | $1M | 0.5% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 87,633 | $1M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 71,693 | $982K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 70,698 | $969K | 0.4% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 69,290 | $949K | 0.4% | 2026-Q2 |
| CSS LLC/IL added | 67,903 | $930K | 0.4% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 64,489 | $884K | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 55,652 | $762K | 0.3% | 2026-Q2 |
| BlueChip Wealth Advisors LLC added | 48,350 | $662K | 0.3% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 48,135 | $659K | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 41,136 | $564K | 0.2% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 38,581 | $529K | 0.2% | 2026-Q2 |
| TrueMark Investments, LLC added | 36,337 | $498K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 34,369 | $471K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 32,785 | $449K | 0.2% | 2026-Q2 |
| Signature Equity Partners, LLC added | 31,917 | $437K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 31,484 | $431K | 0.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 30,972 | $424K | 0.2% | 2026-Q2 |
| First Financial Group Corp | 27,125 | $372K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 24,953 | $342K | 0.1% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 24,938 | $342K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC added | 23,614 | $324K | 0.1% | 2026-Q2 |
| Balboa Wealth Partners | 23,563 | $323K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 22,703 | $311K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 21,755 | $298K | 0.1% | 2026-Q2 |
| Huntleigh Advisors, Inc. trimmed | 18,950 | $260K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 17,526 | $240K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 16,636 | $226K | 0.1% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP | 15,891 | $218K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors new | 15,790 | $216K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 14,650 | $201K | 0.1% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 13,968 | $191K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 13,476 | $185K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC | 12,430 | $170K | 0.1% | 2026-Q2 |
| Clear Street Group Inc. new | 11,757 | $161K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,503 | $158K | 0.1% | 2026-Q2 |
| Stablepoint Partners, LLC | 11,239 | $154K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 10,882 | $149K | 0.1% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 10,570 | $145K | 0.1% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 8,598 | $118K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,665 | $91K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 1,794 | $24K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 1,500 | $21K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,500 | $21K | 0.0% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 1,250 | $17K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,073 | $15K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 1,057 | $14K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 1,000 | $14K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 739 | $10K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 714 | $10K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 500 | $7K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 425 | $6K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 70 | $959 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 54 | $745 | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 52 | $708 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 12 | $164 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 2,782,412 | $38M | 15.9% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC added | 575,493 | $8M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| Aurora Private Wealth, Inc. | 196,255 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Narwhal Capital Management added | 196,865 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 175,859 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC trimmed | 114,510 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. new | 65,000 | $879K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| NewEdge Advisors, LLC trimmed | 291,934 | $292K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Fortitude Advisory Group L.L.C. | 21,341 | $289K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 18,725 | $253K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC trimmed | 17,512 | $237K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 14,922 | $202K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC new | 28,955 | $407K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| READYSTATE ASSET MANAGEMENT LP added | 28,623 | $403K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Merit Financial Group, LLC new | 15,666 | $220K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NOMURA HOLDINGS INC new | 13,937 | $196K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 72,041 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Sheets Smith Investment Management new | 27,515 | $399K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp | 19,454 | $282K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| NovaPoint Capital, LLC | 13,775 | $200K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 71,971 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 20,609 | $306K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.