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Institutional Ownership · SEC Form 13F

Who owns FTMN


Which tracked institutional funds hold FTMN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTMN company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

30
Institutional holders
11M
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened FTMN while 3 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

FTMN’s largest tracked holder by dollar value, Cetera Investment Advisers, 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 FTMN 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 30 tracked filers holding FTMN, 21 increased or opened the position and 10 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 FTMN 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 4

  • OneDigital Investment Advisors LLC$11M
  • Focus Financial Network, Inc.$5M
  • Bond & Devick Financial Network, Inc.$717K
  • EPIQ PARTNERS, LLC$615K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
  • UBS Group AG$4M
  • ROYAL BANK OF CANADA$1M
  • Midwest Financial Partners Investments, Inc.$795K

Largest trims

  • Cetera Investment Advisers$1M
  • Gallagher Fiduciary Advisors, LLC$429K
  • JANE STREET GROUP, LLC$372K

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
Cetera Investment Advisers trimmed1,618,331$14M15.2%2026-Q1
UBS Group AG added1,510,255$13M14.2%2026-Q1
Midwest Financial Partners Investments, Inc. added1,453,336$13M13.7%2026-Q1
OneDigital Investment Advisors LLC new1,294,230$11M12.2%2026-Q1
AMERIPRISE FINANCIAL INC added1,137,438$10M10.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added949,329$8M8.9%2026-Q1
Focus Financial Network, Inc. new541,590$5M5.1%2026-Q1
AdvisorNet Financial, Inc added429,661$4M4.0%2026-Q1
LPL Financial LLC added414,869$4M3.9%2026-Q1
Valmark Advisers, Inc. added209,452$2M2.0%2026-Q1
ROYAL BANK OF CANADA added193,445$2M1.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added111,537$970K1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed88,848$776K0.8%2026-Q1
Bond & Devick Financial Network, Inc. new82,091$717K0.8%2026-Q1
MML INVESTORS SERVICES, LLC added80,125$699K0.8%2026-Q1
JANE STREET GROUP, LLC trimmed76,117$665K0.7%2026-Q1
EPIQ PARTNERS, LLC new70,436$615K0.7%2026-Q1
WELLS FARGO & COMPANY/MN added46,837$409K0.4%2026-Q1
Gallagher Fiduciary Advisors, LLC trimmed46,305$404K0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed39,382$344K0.4%2026-Q1
VIAWEALTH, LLC new32,971$288K0.3%2026-Q1
Private Advisor Group, LLC added30,408$265K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc.28,539$249K0.3%2026-Q1
OLD MISSION CAPITAL LLC trimmed18,184$159K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added15,703$137K0.1%2026-Q1
GOLDMAN SACHS GROUP INC new15,612$136K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. new10,005$87K0.1%2026-Q1
Financial Perspectives, Inc5,191$45K0.0%2026-Q1
Allworth Financial LP1,606$14K0.0%2026-Q1
ALERUS FINANCIAL NA new1,180$10K0.0%2026-Q1
Atria Investments, Inc new44,639$395K0.4%2025-Q4 stale
BANK OF AMERICA CORP /DE/ new12,126$107K0.1%2025-Q4 stale
NewEdge Advisors, LLC new9,928$88K0.1%2025-Q4 stale
Kestra Advisory Services, LLC new3,132$28K0.0%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.

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.

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