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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,309,982 | $374M | 21.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,606,322 | $183M | 10.6% | 2026-Q1 |
| LPL Financial LLC added | 2,430,647 | $171M | 9.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,248,283 | $158M | 9.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 611,993 | $43M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 597,455 | $42M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers added | 583,922 | $41M | 2.4% | 2026-Q1 |
| ASSETMARK, INC added | 555,229 | $39M | 2.3% | 2026-Q1 |
| CENTRAL TRUST Co added | 468,069 | $33M | 1.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 430,547 | $30M | 1.7% | 2026-Q1 |
| Merit Financial Group, LLC added | 419,457 | $30M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 353,315 | $25M | 1.4% | 2026-Q1 |
| VestGen Advisors, LLC added | 318,438 | $24M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 300,709 | $21M | 1.2% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 235,621 | $17M | 1.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 223,206 | $16M | 0.9% | 2026-Q1 |
| Hobart Private Capital, LLC trimmed | 203,832 | $14M | 0.8% | 2026-Q1 |
| EdgeRock Capital LLC trimmed | 201,486 | $14M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 191,074 | $13M | 0.8% | 2026-Q1 |
| Ethos Financial Group, LLC added | 189,146 | $13M | 0.8% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 182,051 | $13M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 166,035 | $12M | 0.7% | 2026-Q1 |
| CWM, LLC trimmed | 155,141 | $11M | 0.6% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 147,400 | $10M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 144,729 | $10M | 0.6% | 2026-Q1 |
| Centric Wealth Management trimmed | 132,533 | $10M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 135,773 | $10M | 0.6% | 2026-Q1 |
| Advisory Services Network, LLC added | 134,770 | $9M | 0.5% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 133,010 | $9M | 0.5% | 2026-Q1 |
| IHT Wealth Management, LLC added | 126,792 | $9M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 121,009 | $9M | 0.5% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 114,226 | $8M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 104,098 | $7M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 103,699 | $7M | 0.4% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 101,043 | $7M | 0.4% | 2026-Q1 |
| IMG Wealth Management, Inc. added | 96,898 | $7M | 0.4% | 2026-Q1 |
| Philip James Wealth Mangement, LLC trimmed | 92,448 | $7M | 0.4% | 2026-Q1 |
| Live Oak Investment Partners added | 91,560 | $6M | 0.4% | 2026-Q1 |
| LCNB CORP added | 90,412 | $6M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 89,908 | $6M | 0.4% | 2026-Q1 |
| FOCUS Wealth Advisors, LLC trimmed | 88,810 | $6M | 0.4% | 2026-Q1 |
| Brio Consultants, LLC trimmed | 80,858 | $6M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 82,334 | $6M | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 79,801 | $6M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 79,623 | $6M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 77,195 | $5M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 76,412 | $5M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 76,921 | $5M | 0.3% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 70,201 | $5M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 69,560 | $5M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 68,470 | $5M | 0.3% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 67,649 | $5M | 0.3% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 63,951 | $4M | 0.3% | 2026-Q1 |
| Richmond Investment Services, LLC trimmed | 63,524 | $4M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 62,813 | $4M | 0.3% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 61,447 | $4M | 0.2% | 2026-Q1 |
| Prostatis Group LLC added | 61,050 | $4M | 0.2% | 2026-Q1 |
| Guilbault Capital LLC trimmed | 60,791 | $4M | 0.2% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 56,792 | $4M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 58,064 | $4M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 57,519 | $4M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 53,960 | $4M | 0.2% | 2026-Q1 |
| VIAWEALTH, LLC trimmed | 53,128 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 52,643 | $4M | 0.2% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA trimmed | 52,078 | $4M | 0.2% | 2026-Q1 |
| Stegent Equity Advisors, Inc. trimmed | 51,175 | $4M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 49,835 | $4M | 0.2% | 2026-Q1 |
| Center For Asset Management LLC added | 49,229 | $3M | 0.2% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 47,831 | $3M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 45,693 | $3M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 43,736 | $3M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 43,458 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 43,109 | $3M | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 42,693 | $3M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 42,126 | $3M | 0.2% | 2026-Q1 |
| MSH Capital Advisors LLC added | 39,536 | $3M | 0.2% | 2026-Q1 |
| Advisor OS, LLC trimmed | 39,419 | $3M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 39,038 | $3M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 38,410 | $3M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 37,807 | $3M | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 36,799 | $3M | 0.1% | 2026-Q1 |
| Frederick Financial Consultants, LLC added | 35,603 | $3M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 35,249 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 35,212 | $2M | 0.1% | 2026-Q1 |
| SMART Wealth LLC added | 34,755 | $2M | 0.1% | 2026-Q1 |
| Fairway Wealth LLC added | 33,329 | $2M | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 33,144 | $2M | 0.1% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ added | 31,435 | $2M | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 287,710 | $20M | 1.2% | 2025-Q3 stale |
| Coppell Advisory Solutions LLC added | 128,742 | $9M | 0.5% | 2025-Q4 stale |
| Beacon Harbor Wealth Advisors, Inc. added | 133,699 | $9M | 0.5% | 2025-Q1 stale |
| COMERICA BANK trimmed | 96,345 | $7M | 0.4% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 98,311 | $6M | 0.4% | 2025-Q1 stale |
| Bison Wealth, LLC added | 79,182 | $5M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 68,886 | $5M | 0.3% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 50,105 | $4M | 0.2% | 2025-Q4 stale |
| ACAS, LLC trimmed | 50,045 | $3M | 0.2% | 2025-Q2 stale |
| Legacy Financial Advisors, Inc. new | 41,250 | $3M | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 35,706 | $3M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 31,413 | $2M | 0.1% | 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.
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.