Who owns FTLS
Which tracked institutional funds hold FTLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTLS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
64 tracked funds added or opened FTLS while 38 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
FTLS’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FTLS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTLS 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 255 tracked filers holding FTLS, 140 increased or opened the position and 109 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 FTLS 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 6
- Global Retirement Partners, LLC$3M
- Diversify Advisory Services, LLC$3M
- DIVERSIFY WEALTH MANAGEMENT, LLC$3M
- ARQ WEALTH ADVISORS, LLC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- NewEdge Advisors, LLC$568K
Full exits 14
- Cambridge Investment Research Advisors, Inc.$25M
- HighTower Advisors, LLC$13M
- CWM, LLC$11M
- WEDBUSH SECURITIES INC$6M
- Mariner, LLC$4M
- Janney Montgomery Scott LLC$3M
Largest adds
- MORGAN STANLEY$63M
- FIRST TRUST ADVISORS LP$46M
- AMERIPRISE FINANCIAL INC$21M
- ROYAL BANK OF CANADA$14M
- Merit Financial Group, LLC$9M
- Private Advisor Group, LLC$5M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$8M
- Richmond Investment Services, LLC$4M
- Cerity Partners LLC$3M
- Gateway Wealth Partners, LLC$3M
- BENJAMIN EDWARDS INC$3M
- Kingsview Wealth Management, LLC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,920,396 | $437M | 24.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,674,842 | $197M | 10.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,425,673 | $179M | 9.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,369,228 | $175M | 9.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 831,838 | $61M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 622,277 | $46M | 2.5% | 2026-Q2 |
| ASSETMARK, INC added | 585,764 | $43M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 564,536 | $42M | 2.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 528,335 | $39M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 472,698 | $35M | 1.9% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 464,614 | $34M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 439,134 | $32M | 1.8% | 2026-Q2 |
| VestGen Advisors, LLC added | 340,744 | $25M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 307,522 | $23M | 1.2% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 244,171 | $18M | 1.0% | 2026-Q2 |
| Hobart Private Capital, LLC added | 217,929 | $16M | 0.9% | 2026-Q2 |
| EdgeRock Capital LLC added | 210,937 | $16M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 189,221 | $14M | 0.8% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 181,593 | $13M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 179,303 | $13M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 169,136 | $12M | 0.7% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 166,114 | $12M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 156,037 | $12M | 0.6% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 153,708 | $11M | 0.6% | 2026-Q2 |
| Centric Wealth Management | 132,533 | $10M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 131,504 | $10M | 0.5% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 126,048 | $9M | 0.5% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 112,472 | $8M | 0.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 108,101 | $8M | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 105,271 | $8M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 101,404 | $7M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 101,273 | $7M | 0.4% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 101,025 | $7M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 94,664 | $7M | 0.4% | 2026-Q2 |
| Live Oak Investment Partners added | 94,513 | $7M | 0.4% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC added | 91,195 | $7M | 0.4% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 90,698 | $7M | 0.4% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 88,991 | $7M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 84,645 | $6M | 0.3% | 2026-Q2 |
| LCNB CORP trimmed | 83,934 | $6M | 0.3% | 2026-Q2 |
| Brio Consultants, LLC added | 82,219 | $6M | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC added | 78,135 | $6M | 0.3% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 70,890 | $5M | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 66,635 | $5M | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 66,458 | $5M | 0.3% | 2026-Q2 |
| Prostatis Group LLC added | 64,353 | $5M | 0.3% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 63,314 | $5M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 62,500 | $5M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 61,895 | $5M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 60,812 | $4M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 59,969 | $4M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 57,066 | $4M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 56,432 | $4M | 0.2% | 2026-Q2 |
| Guilbault Capital LLC trimmed | 56,000 | $4M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 55,347 | $4M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 55,236 | $4M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 53,019 | $4M | 0.2% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA trimmed | 51,811 | $4M | 0.2% | 2026-Q2 |
| Stegent Equity Advisors, Inc. added | 51,297 | $4M | 0.2% | 2026-Q2 |
| Center For Asset Management LLC added | 50,335 | $4M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 49,729 | $4M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 49,253 | $4M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 46,830 | $3M | 0.2% | 2026-Q2 |
| MSH Capital Advisors LLC added | 46,376 | $3M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 46,289 | $3M | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 45,999 | $3M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 45,758 | $3M | 0.2% | 2026-Q2 |
| Advisor OS, LLC added | 45,397 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 45,132 | $3M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 44,072 | $3M | 0.2% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 42,774 | $3M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 42,222 | $3M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 40,933 | $3M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 40,933 | $3M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 40,750 | $3M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 39,871 | $3M | 0.2% | 2026-Q2 |
| Frederick Financial Consultants, LLC added | 38,723 | $3M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 37,591 | $3M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 37,212 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 37,132 | $3M | 0.2% | 2026-Q2 |
| Fairway Wealth LLC added | 33,745 | $2M | 0.1% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ added | 32,681 | $2M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 32,672 | $2M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 32,436 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 32,048 | $2M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 31,139 | $2M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 30,569 | $2M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 29,341 | $2M | 0.1% | 2026-Q2 |
| SMART Wealth LLC trimmed | 29,117 | $2M | 0.1% | 2026-Q2 |
| VIAWEALTH, LLC trimmed | 28,742 | $2M | 0.1% | 2026-Q2 |
| Montis Financial, LLC added | 28,504 | $2M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 26,944 | $2M | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 26,678 | $2M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 26,089 | $2M | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 25,152 | $2M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 24,816 | $2M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 24,581 | $2M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 24,005 | $2M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 23,104 | $2M | 0.1% | 2026-Q2 |
| ARWA LLC added | 21,062 | $2M | 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.