Who owns FTMH
Which tracked institutional funds hold FTMH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTMH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 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
The tracked-fund tape on FTMH is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 3 trimmed or exited — on balance accumulating.
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
FTMH’s largest tracked holder by dollar value, HighTower Advisors, LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FTMH 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 82 tracked filers holding FTMH, 46 increased or opened the position and 21 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 FTMH 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
- Prentice Wealth Management LLC$6M
- Palatine Hill Wealth Management, LLC$2M
- Bank of New York Mellon Corp$1M
- RIVERSEDGE ADVISORS, LLC$1M
- Strategic Financial Concepts, LLC$681K
Largest adds
- UBS Group AG$5M
- LPL Financial LLC$3M
- MORGAN STANLEY$2M
- BANK OF AMERICA CORP /DE/$2M
- HighTower Advisors, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$964K
Largest trims
- JANE STREET GROUP, LLC$8M
- WELLS FARGO & COMPANY/MN$429K
- Waverly Advisors, LLC$297K
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC added | 1,706,912 | $20M | 18.3% | 2026-Q1 |
| LPL Financial LLC added | 1,135,580 | $13M | 12.2% | 2026-Q1 |
| UBS Group AG added | 726,228 | $8M | 7.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 662,919 | $8M | 7.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 626,577 | $7M | 6.7% | 2026-Q1 |
| MORGAN STANLEY added | 524,409 | $6M | 5.6% | 2026-Q1 |
| Prentice Wealth Management LLC new | 484,773 | $6M | 5.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 277,175 | $3M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 209,109 | $2M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 191,868 | $2M | 2.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 191,065 | $2M | 2.0% | 2026-Q1 |
| Palatine Hill Wealth Management, LLC new | 186,752 | $2M | 2.0% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 167,354 | $2M | 1.8% | 2026-Q1 |
| &PARTNERS added | 135,730 | $2M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 127,467 | $1M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp new | 121,061 | $1M | 1.3% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC new | 114,093 | $1M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 113,270 | $1M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 111,863 | $1M | 1.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 101,646 | $1M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 92,785 | $1M | 1.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 78,432 | $904K | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 75,309 | $868K | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 70,216 | $810K | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 65,302 | $753K | 0.7% | 2026-Q1 |
| Strategic Financial Concepts, LLC new | 59,071 | $681K | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 55,598 | $637K | 0.6% | 2026-Q1 |
| Apollon Wealth Management, LLC | 52,618 | $607K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 47,872 | $552K | 0.5% | 2026-Q1 |
| Archer Investment Corp trimmed | 39,429 | $455K | 0.4% | 2026-Q1 |
| Independent Advisor Alliance new | 36,433 | $420K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 36,353 | $419K | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 35,284 | $407K | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC new | 34,937 | $403K | 0.4% | 2026-Q1 |
| Bill Few Associates, Inc. new | 33,800 | $390K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 33,491 | $386K | 0.4% | 2026-Q1 |
| Lido Advisors, LLC | 33,300 | $384K | 0.4% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. new | 31,654 | $365K | 0.3% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 27,796 | $320K | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 26,608 | $307K | 0.3% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. new | 23,953 | $276K | 0.3% | 2026-Q1 |
| Patten Group, Inc. | 21,515 | $248K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 20,961 | $242K | 0.2% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC new | 20,055 | $231K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 18,972 | $219K | 0.2% | 2026-Q1 |
| RMR Wealth Builders added | 17,685 | $204K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED | 17,420 | $201K | 0.2% | 2026-Q1 |
| Garden State Investment Advisory Services LLC | 17,059 | $197K | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC new | 16,919 | $195K | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 16,916 | $195K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 15,934 | $184K | 0.2% | 2026-Q1 |
| Creative Planning added | 15,777 | $182K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 15,073 | $174K | 0.2% | 2026-Q1 |
| 626 Financial, LLC | 14,663 | $169K | 0.2% | 2026-Q1 |
| StoneX Group Inc. | 14,330 | $165K | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 14,178 | $163K | 0.2% | 2026-Q1 |
| Ascent Group, LLC | 14,063 | $162K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 13,984 | $161K | 0.1% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC | 13,618 | $157K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 13,544 | $156K | 0.1% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. | 11,030 | $129K | 0.1% | 2026-Q1 |
| BlueStem Wealth Partners, LLC trimmed | 10,454 | $121K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 9,791 | $113K | 0.1% | 2026-Q1 |
| AMERIFLEX GROUP, INC. | 7,987 | $92K | 0.1% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC new | 5,760 | $66K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 5,302 | $61K | 0.1% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL added | 5,039 | $58K | 0.1% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. | 3,167 | $37K | 0.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 3,013 | $35K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 2,986 | $34K | 0.0% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 2,147 | $25K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 2,135 | $25K | 0.0% | 2026-Q1 |
| FMR LLC | 1,567 | $18K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,519 | $18K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 950 | $11K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 10,469 | $10K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 887 | $10K | 0.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC | 740 | $9K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 725 | $8K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC | 590 | $7K | 0.0% | 2026-Q1 |
| CWM, LLC | 248 | $3K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 232 | $3K | 0.0% | 2026-Q1 |
| Valmark Advisers, Inc. new | 18,442 | $213K | 0.2% | 2025-Q4 stale |
| D.A. DAVIDSON & CO. new | 14,352 | $166K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 3,238 | $37K | 0.0% | 2025-Q4 stale |
| COMERICA BANK new | 2,124 | $25K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. new | 354 | $4K | 0.0% | 2025-Q4 stale |
| SageView Advisory Group, LLC new | 8 | $93 | 0.0% | 2025-Q4 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.