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-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
The tracked-fund tape on FTMH is one-sided between 2026-Q1 and 2026-Q2: 21 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 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp 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 2026-Q1 and 2026-Q2, across 88 tracked filers holding FTMH, 59 increased or opened the position and 26 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 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 5
- Stratos Investment Management, LLC$9M
- Bensler, LLC$2M
- Elequin Capital, LP$1M
- McAdam, LLC$1M
- GOLDMAN SACHS GROUP INC$628K
Full exits 2
- HighTower Advisors, LLC$20M
- Cambridge Investment Research Advisors, Inc.$552K
Largest adds
- WELLS FARGO & COMPANY/MN$5M
- LPL Financial LLC$4M
- RAYMOND JAMES FINANCIAL INC$2M
- AMERIPRISE FINANCIAL INC$2M
- MORGAN STANLEY$2M
- JANE STREET GROUP, LLC$2M
Largest trims
- Bank of New York Mellon Corp$373K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,460,042 | $17M | 11.6% | 2026-Q2 |
| UBS Group AG added | 768,184 | $9M | 6.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 756,106 | $9M | 6.0% | 2026-Q2 |
| Stratos Investment Management, LLC new | 744,760 | $9M | 5.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 683,996 | $8M | 5.4% | 2026-Q2 |
| MORGAN STANLEY added | 683,128 | $8M | 5.4% | 2026-Q2 |
| Prentice Wealth Management LLC added | 524,311 | $6M | 4.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 506,404 | $6M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 390,532 | $5M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 316,696 | $4M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 294,437 | $3M | 2.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 256,629 | $3M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 246,673 | $3M | 2.0% | 2026-Q2 |
| Palatine Hill Wealth Management, LLC added | 203,333 | $2M | 1.6% | 2026-Q2 |
| Bensler, LLC new | 190,856 | $2M | 1.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 189,947 | $2M | 1.5% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 169,118 | $2M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 162,603 | $2M | 1.3% | 2026-Q2 |
| &PARTNERS added | 149,138 | $2M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 125,634 | $1M | 1.0% | 2026-Q2 |
| Elequin Capital, LP new | 107,780 | $1M | 0.9% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC trimmed | 106,735 | $1M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 103,016 | $1M | 0.8% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 91,452 | $1M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 90,460 | $1M | 0.7% | 2026-Q2 |
| McAdam, LLC new | 86,983 | $1M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 86,095 | $1M | 0.7% | 2026-Q2 |
| Creative Planning added | 77,758 | $924K | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 70,568 | $838K | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 69,374 | $824K | 0.5% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 58,251 | $692K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 52,840 | $628K | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC | 52,618 | $625K | 0.4% | 2026-Q2 |
| Bill Few Associates, Inc. added | 38,902 | $462K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 38,803 | $461K | 0.3% | 2026-Q2 |
| Archer Investment Corp trimmed | 38,579 | $458K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 36,971 | $439K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 36,726 | $436K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 35,304 | $419K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. new | 35,154 | $418K | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC | 34,937 | $415K | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 34,520 | $410K | 0.3% | 2026-Q2 |
| Riverbend Wealth Management, LLC new | 34,034 | $404K | 0.3% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 32,336 | $384K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 31,743 | $377K | 0.3% | 2026-Q2 |
| OneAscent Financial Services LLC added | 28,029 | $333K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 24,619 | $292K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 22,393 | $266K | 0.2% | 2026-Q2 |
| Patten Group, Inc. | 21,515 | $256K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 20,710 | $246K | 0.2% | 2026-Q2 |
| CURA WEALTH ADVISORS, LLC added | 20,283 | $241K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED | 17,420 | $207K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 17,112 | $203K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 17,104 | $203K | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC | 17,059 | $203K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 16,999 | $202K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 16,312 | $194K | 0.1% | 2026-Q2 |
| 626 Financial, LLC | 14,663 | $174K | 0.1% | 2026-Q2 |
| StoneX Group Inc. | 14,330 | $170K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 14,138 | $168K | 0.1% | 2026-Q2 |
| Ascent Group, LLC | 14,063 | $167K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 13,698 | $163K | 0.1% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC new | 13,354 | $159K | 0.1% | 2026-Q2 |
| OPTIMA CAPITAL LLC new | 12,845 | $153K | 0.1% | 2026-Q2 |
| RMR Wealth Builders trimmed | 11,730 | $139K | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 11,496 | $137K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 11,067 | $131K | 0.1% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. | 11,030 | $131K | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC new | 10,444 | $124K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 10,217 | $121K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 9,791 | $116K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 7,987 | $95K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,460 | $77K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 5,872 | $70K | 0.0% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL added | 5,096 | $61K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT new | 4,655 | $55K | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc new | 4,280 | $51K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. new | 3,167 | $38K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 2,968 | $35K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 2,135 | $25K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,536 | $18K | 0.0% | 2026-Q2 |
| Rialto Wealth Management, LLC new | 1,251 | $15K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 950 | $11K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 887 | $11K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 740 | $9K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 232 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 223 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 33 | $392 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 1,706,912 | $20M | 13.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 47,872 | $552K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 36,433 | $420K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Lido Advisors, LLC | 33,300 | $384K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 15,934 | $184K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 14,178 | $163K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BlueStem Wealth Partners, LLC trimmed | 10,454 | $121K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Annis Gardner Whiting Capital Advisors, LLC new | 5,760 | $66K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 3,167 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Valmark Advisers, Inc. new | 18,442 | $213K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| D.A. DAVIDSON & CO. new | 14,352 | $166K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC new | 3,238 | $37K | 0.0% | 2025-Q4 stale (2 quarters behind) |
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.