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Institutional Ownership · SEC Form 13F

Who owns FTLS (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

256
Institutional holders
24,964,136
Shares held (tracked funds)

How the tape is positioned

47 tracked funds added or opened FTLS while 48 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

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 2025-Q4 and 2026-Q1, across 256 tracked filers holding FTLS, 136 increased or opened the position and 116 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 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

  • FIFTH THIRD BANCORP$7M
  • Independent Advisor Alliance$2M
  • Avior Wealth Management, LLC$1M
  • ARWA LLC$1M
  • Forum Finance Group S.A.$584K

Full exits 9

  • Coppell Advisory Solutions LLC$9M
  • COMERICA BANK$7M
  • Global Retirement Partners, LLC$4M
  • AXXCESS WEALTH MANAGEMENT, LLC$3M
  • Concorde Asset Management, LLC$1M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$802K

Largest adds

  • Merit Financial Group, LLC$12M
  • Proactive Wealth Strategies LLC$7M
  • FIRST TRUST ADVISORS LP$6M
  • Equitable Holdings, Inc.$6M
  • Kovack Advisors, Inc.$5M
  • Cambridge Investment Research Advisors, Inc.$5M

Largest trims

  • FLAGSHIP HARBOR ADVISORS, LLC$8M
  • Hobart Private Capital, LLC$7M
  • AMERIPRISE FINANCIAL INC$7M
  • Mariner, LLC$7M
  • OSAIC HOLDINGS, INC.$5M
  • WealthPlan Investment Management, LLC$4M

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added5,309,982$374M21.5%2026-Q1
ROYAL BANK OF CANADA added2,606,322$183M10.6%2026-Q1
LPL Financial LLC added2,430,647$171M9.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed2,248,283$158M9.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added611,993$43M2.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added597,455$42M2.4%2026-Q1
Cetera Investment Advisers added583,922$41M2.4%2026-Q1
ASSETMARK, INC added555,229$39M2.3%2026-Q1
CENTRAL TRUST Co added468,069$33M1.9%2026-Q1
TRUIST FINANCIAL CORP trimmed430,547$30M1.7%2026-Q1
Merit Financial Group, LLC added419,457$30M1.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added353,315$25M1.4%2026-Q1
VestGen Advisors, LLC added318,438$24M1.4%2026-Q1
STIFEL FINANCIAL CORP trimmed300,709$21M1.2%2026-Q1
Cornerstone Planning Group LLC added235,621$17M1.0%2026-Q1
FIRST TRUST ADVISORS LP added223,206$16M0.9%2026-Q1
Hobart Private Capital, LLC trimmed203,832$14M0.8%2026-Q1
EdgeRock Capital LLC trimmed201,486$14M0.8%2026-Q1
HighTower Advisors, LLC added191,074$13M0.8%2026-Q1
Ethos Financial Group, LLC added189,146$13M0.8%2026-Q1
Proactive Wealth Strategies LLC added182,051$13M0.7%2026-Q1
Equitable Holdings, Inc. added166,035$12M0.7%2026-Q1
CWM, LLC trimmed155,141$11M0.6%2026-Q1
Cardinal Point Capital Management ULC added147,400$10M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added144,729$10M0.6%2026-Q1
Centric Wealth Management trimmed132,533$10M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed135,773$10M0.6%2026-Q1
Advisory Services Network, LLC added134,770$9M0.5%2026-Q1
WealthPlan Investment Management, LLC trimmed133,010$9M0.5%2026-Q1
IHT Wealth Management, LLC added126,792$9M0.5%2026-Q1
Private Advisor Group, LLC added121,009$9M0.5%2026-Q1
Financial Enhancement Group LLC trimmed114,226$8M0.5%2026-Q1
Cerity Partners LLC added104,098$7M0.4%2026-Q1
FIFTH THIRD BANCORP added103,699$7M0.4%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed101,043$7M0.4%2026-Q1
IMG Wealth Management, Inc. added96,898$7M0.4%2026-Q1
Philip James Wealth Mangement, LLC trimmed92,448$7M0.4%2026-Q1
Live Oak Investment Partners added91,560$6M0.4%2026-Q1
LCNB CORP added90,412$6M0.4%2026-Q1
Kingsview Wealth Management, LLC added89,908$6M0.4%2026-Q1
FOCUS Wealth Advisors, LLC trimmed88,810$6M0.4%2026-Q1
Brio Consultants, LLC trimmed80,858$6M0.3%2026-Q1
BENJAMIN EDWARDS INC added82,334$6M0.3%2026-Q1
WEDBUSH SECURITIES INC trimmed79,801$6M0.3%2026-Q1
Orion Porfolio Solutions, LLC trimmed79,623$6M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed77,195$5M0.3%2026-Q1
RFG Advisory, LLC added76,412$5M0.3%2026-Q1
Kovack Advisors, Inc. added76,921$5M0.3%2026-Q1
WealthPLAN Partners, LLC trimmed70,201$5M0.3%2026-Q1
Stratos Wealth Partners, LTD. added69,560$5M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added68,470$5M0.3%2026-Q1
Koshinski Asset Management, Inc. trimmed67,649$5M0.3%2026-Q1
Golden State Wealth Management, LLC added63,951$4M0.3%2026-Q1
Richmond Investment Services, LLC trimmed63,524$4M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed62,813$4M0.3%2026-Q1
Ausdal Financial Partners, Inc. added61,447$4M0.2%2026-Q1
Prostatis Group LLC added61,050$4M0.2%2026-Q1
Guilbault Capital LLC trimmed60,791$4M0.2%2026-Q1
SEEDS INVESTOR LLC added56,792$4M0.2%2026-Q1
Gateway Wealth Partners, LLC added58,064$4M0.2%2026-Q1
CreativeOne Wealth, LLC trimmed57,519$4M0.2%2026-Q1
Mariner, LLC trimmed53,960$4M0.2%2026-Q1
VIAWEALTH, LLC trimmed53,128$4M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed52,643$4M0.2%2026-Q1
LFA - Lugano Financial Advisors SA trimmed52,078$4M0.2%2026-Q1
Stegent Equity Advisors, Inc. trimmed51,175$4M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed49,835$4M0.2%2026-Q1
Center For Asset Management LLC added49,229$3M0.2%2026-Q1
Asset Allocation Strategies LLC added47,831$3M0.2%2026-Q1
Baird Financial Group, Inc. added45,693$3M0.2%2026-Q1
Janney Montgomery Scott LLC added43,736$3M0.2%2026-Q1
Integrated Wealth Concepts LLC added43,458$3M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed43,109$3M0.2%2026-Q1
Simplicity Wealth,LLC added42,693$3M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added42,126$3M0.2%2026-Q1
MSH Capital Advisors LLC added39,536$3M0.2%2026-Q1
Advisor OS, LLC trimmed39,419$3M0.2%2026-Q1
Dynamic Advisor Solutions LLC added39,038$3M0.2%2026-Q1
Sigma Planning Corp added38,410$3M0.2%2026-Q1
OPPENHEIMER & CO INC trimmed37,807$3M0.2%2026-Q1
Keating Financial Advisory Services, Inc. added36,799$3M0.1%2026-Q1
Frederick Financial Consultants, LLC added35,603$3M0.1%2026-Q1
Mutual Advisors, LLC trimmed35,249$2M0.1%2026-Q1
Rockefeller Capital Management L.P. added35,212$2M0.1%2026-Q1
SMART Wealth LLC added34,755$2M0.1%2026-Q1
Fairway Wealth LLC added33,329$2M0.1%2026-Q1
Sowell Financial Services LLC added33,144$2M0.1%2026-Q1
OLD NATIONAL BANCORP /IN/ added31,435$2M0.1%2026-Q1
WORLD EQUITY GROUP, INC. added287,710$20M1.2%2025-Q3 stale
Coppell Advisory Solutions LLC added128,742$9M0.5%2025-Q4 stale
Beacon Harbor Wealth Advisors, Inc. added133,699$9M0.5%2025-Q1 stale
COMERICA BANK trimmed96,345$7M0.4%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed98,311$6M0.4%2025-Q1 stale
Bison Wealth, LLC added79,182$5M0.3%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed68,886$5M0.3%2025-Q2 stale
Global Retirement Partners, LLC added50,105$4M0.2%2025-Q4 stale
ACAS, LLC trimmed50,045$3M0.2%2025-Q2 stale
Legacy Financial Advisors, Inc. new41,250$3M0.2%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC new35,706$3M0.1%2025-Q4 stale
CITADEL ADVISORS LLC added31,413$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership