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-Q1 13F filings (latest filed 2026-05-18). 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
8 tracked funds added or opened FTHY while 18 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
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 2025-Q4 and 2026-Q1, across 88 tracked filers holding FTHY, 35 increased or opened the position and 53 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 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 1
- COHEN & STEERS, INC.$879K
Full exits 1
- BlueChip Wealth Advisors LLC$547K
Largest adds
- SIT INVESTMENT ASSOCIATES INC$4M
- MORGAN STANLEY$3M
- Almitas Capital LLC$1M
- Penserra Capital Management LLC$949K
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$497K
- Narwhal Capital Management$483K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- NewEdge Advisors, LLC$4M
- WINEBRENNER CAPITAL MANAGEMENT LLC$2M
- Shaker Financial Services, LLC$2M
- OSAIC HOLDINGS, INC.$851K
- KENNEDY INVESTMENT GROUP, INC.$731K
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 | 3,301,107 | $45M | 20.1% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 2,782,412 | $38M | 16.9% | 2026-Q1 |
| KENNEDY INVESTMENT GROUP, INC. trimmed | 1,172,638 | $16M | 7.1% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 1,019,633 | $14M | 6.2% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 886,745 | $12M | 5.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 707,693 | $10M | 4.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 611,236 | $8M | 3.7% | 2026-Q1 |
| Penserra Capital Management LLC added | 575,493 | $8M | 3.5% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 480,847 | $7M | 2.9% | 2026-Q1 |
| LPL Financial LLC added | 328,304 | $4M | 2.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 325,719 | $4M | 2.0% | 2026-Q1 |
| Logan Stone Capital, LLC added | 248,792 | $3M | 1.5% | 2026-Q1 |
| Aurora Private Wealth, Inc. | 196,255 | $3M | 1.2% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 198,483 | $3M | 1.2% | 2026-Q1 |
| Narwhal Capital Management added | 196,865 | $3M | 1.2% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 176,198 | $2M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 175,859 | $2M | 1.1% | 2026-Q1 |
| Almitas Capital LLC added | 166,264 | $2M | 1.0% | 2026-Q1 |
| Oder Investment Management, LLC trimmed | 149,955 | $2M | 0.9% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 140,478 | $2M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 139,739 | $2M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 135,859 | $2M | 0.8% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 114,510 | $2M | 0.7% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC | 95,177 | $1M | 0.6% | 2026-Q1 |
| TFB Advisors LLC trimmed | 94,539 | $1M | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 82,511 | $1M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 78,327 | $1M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 74,238 | $1M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 73,941 | $1M | 0.4% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 73,940 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG added | 73,843 | $999K | 0.4% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 69,389 | $939K | 0.4% | 2026-Q1 |
| COHEN & STEERS, INC. new | 65,000 | $879K | 0.4% | 2026-Q1 |
| CSS LLC/IL added | 53,630 | $726K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 48,906 | $662K | 0.3% | 2026-Q1 |
| Insight Advisors, LLC/ PA trimmed | 48,266 | $653K | 0.3% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 44,863 | $604K | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 41,616 | $563K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 34,071 | $461K | 0.2% | 2026-Q1 |
| TrueMark Investments, LLC added | 33,934 | $459K | 0.2% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 32,342 | $438K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 32,334 | $437K | 0.2% | 2026-Q1 |
| Signature Equity Partners, LLC added | 31,055 | $420K | 0.2% | 2026-Q1 |
| Huntleigh Advisors, Inc. trimmed | 30,803 | $417K | 0.2% | 2026-Q1 |
| First Financial Group Corp trimmed | 27,125 | $367K | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 26,571 | $360K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 26,076 | $353K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 25,280 | $342K | 0.2% | 2026-Q1 |
| FOCUSED ALPHA, LLC added | 24,542 | $332K | 0.1% | 2026-Q1 |
| Balboa Wealth Partners | 23,563 | $319K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 21,781 | $295K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 291,934 | $292K | 0.1% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. | 21,341 | $289K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 19,000 | $257K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 18,725 | $253K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC | 17,876 | $242K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 17,512 | $237K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 16,444 | $221K | 0.1% | 2026-Q1 |
| CWM, LLC | 14,922 | $202K | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 14,866 | $201K | 0.1% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 13,793 | $187K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 12,972 | $175K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 12,790 | $173K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC | 12,430 | $168K | 0.1% | 2026-Q1 |
| Stablepoint Partners, LLC trimmed | 11,239 | $152K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC | 11,124 | $151K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 10,840 | $147K | 0.1% | 2026-Q1 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 10,570 | $143K | 0.1% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 8,367 | $113K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 6,672 | $90K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 3,578 | $48K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 1,057 | $32K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 2,386 | $32K | 0.0% | 2026-Q1 |
| CX Institutional added | 2,016 | $27K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,500 | $20K | 0.0% | 2026-Q1 |
| Colonial Trust Advisors | 1,500 | $20K | 0.0% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 71,971 | $1M | 0.5% | 2025-Q2 stale |
| Bullseye Investment Management, LLC | 72,041 | $1M | 0.5% | 2025-Q3 stale |
| BlueChip Wealth Advisors LLC added | 38,850 | $547K | 0.2% | 2025-Q4 stale |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 31,500 | $455K | 0.2% | 2025-Q1 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 28,955 | $407K | 0.2% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 28,623 | $403K | 0.2% | 2025-Q4 stale |
| Sheets Smith Investment Management new | 27,515 | $399K | 0.2% | 2025-Q3 stale |
| PVG ASSET MANAGEMENT CORP trimmed | 26,591 | $374K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 22,770 | $320K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 20,609 | $306K | 0.1% | 2025-Q2 stale |
| Consolidated Portfolio Review Corp | 19,454 | $282K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 16,587 | $240K | 0.1% | 2025-Q3 stale |
| Merit Financial Group, LLC new | 15,666 | $220K | 0.1% | 2025-Q4 stale |
| NovaPoint Capital, LLC | 13,775 | $200K | 0.1% | 2025-Q3 stale |
| NOMURA HOLDINGS INC added | 13,937 | $196K | 0.1% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 13,128 | $195K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,539 | $162K | 0.1% | 2025-Q4 stale |
| Future Financial Wealth Managment LLC | 9,400 | $136K | 0.1% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC added | 7,424 | $108K | 0.0% | 2025-Q3 stale |
| Camelot Portfolios, LLC trimmed | 7,000 | $98K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 6,739 | $95K | 0.0% | 2025-Q4 stale |
| NCP Inc. added | 3,249 | $47K | 0.0% | 2025-Q1 stale |
| Steward Partners Investment Advisory, LLC | 2,750 | $40K | 0.0% | 2025-Q3 stale |
| Rise Advisors, LLC added | 1,394 | $20K | 0.0% | 2025-Q3 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.