Who owns FTQI
Which tracked institutional funds hold FTQI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTQI 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 FTQI is one-sided between 2026-Q1 and 2026-Q2: 35 added or opened and 8 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
FTQI’s largest tracked holder by dollar value, LPL Financial 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 FTQI 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 107 tracked filers holding FTQI, 75 increased or opened the position and 32 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 FTQI 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 3
- TWO SIGMA INVESTMENTS, LP$6M
- JANE STREET GROUP, LLC$2M
- Advisor OS, LLC$2M
Full exits 6
- Integrated Wealth Concepts LLC$13M
- Janney Montgomery Scott LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
- CWM, LLC$666K
- WEDBUSH SECURITIES INC$613K
- Mariner, LLC$608K
Largest adds
- LPL Financial LLC$22M
- WELLS FARGO & COMPANY/MN$14M
- Ameritas Advisory Services, LLC$4M
- INDEPENDENT FINANCIAL GROUP, LLC$4M
- ROYAL BANK OF CANADA$3M
- Fifth Third Securities, Inc.$3M
Largest trims
- OSAIC HOLDINGS, INC.$828K
- Private Advisor Group, LLC$561K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 4,205,847 | $93M | 28.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,834,940 | $63M | 19.3% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 559,900 | $12M | 3.8% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC trimmed | 508,242 | $11M | 3.5% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 499,200 | $11M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 445,942 | $10M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 315,871 | $7M | 2.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 280,300 | $6M | 1.9% | 2026-Q2 |
| Sun Financial Inc added | 266,320 | $6M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 234,852 | $5M | 1.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 221,703 | $5M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 186,185 | $4M | 1.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 182,367 | $4M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 179,773 | $4M | 1.2% | 2026-Q2 |
| RiverTree Advisors, LLC added | 174,311 | $4M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 154,099 | $3M | 1.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 153,648 | $3M | 1.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 150,391 | $3M | 1.0% | 2026-Q2 |
| RFG Advisory, LLC added | 146,406 | $3M | 1.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 132,286 | $3M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 131,886 | $3M | 0.9% | 2026-Q2 |
| Arax Advisory Partners added | 113,089 | $2M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 108,164 | $2M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 99,030 | $2M | 0.7% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 90,466 | $2M | 0.6% | 2026-Q2 |
| Significant Wealth Partners LLC added | 90,151 | $2M | 0.6% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 88,402 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 87,925 | $2M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 80,610 | $2M | 0.5% | 2026-Q2 |
| Anchor Capital Management Group Inc | 74,000 | $2M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,721 | $2M | 0.5% | 2026-Q2 |
| Advisor OS, LLC new | 72,240 | $2M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 68,108 | $2M | 0.5% | 2026-Q2 |
| Sigma Planning Corp added | 67,058 | $1M | 0.5% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 63,048 | $1M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 56,769 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,283 | $1M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 52,525 | $1M | 0.4% | 2026-Q2 |
| World Investment Advisors added | 52,375 | $1M | 0.3% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 51,947 | $1M | 0.4% | 2026-Q2 |
| WESBANCO BANK INC added | 51,482 | $1M | 0.4% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 48,621 | $1M | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 47,665 | $1M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 47,356 | $1M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 45,637 | $1M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 45,583 | $1M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 45,230 | $999K | 0.3% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 44,236 | $977K | 0.3% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 44,095 | $974K | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 43,897 | $970K | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 37,149 | $821K | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 36,786 | $813K | 0.3% | 2026-Q2 |
| Triumph Capital Management added | 36,455 | $805K | 0.2% | 2026-Q2 |
| Oder Investment Management, LLC added | 30,344 | $670K | 0.2% | 2026-Q2 |
| Core Wealth Partners LLC trimmed | 28,054 | $620K | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 27,596 | $610K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 27,141 | $600K | 0.2% | 2026-Q2 |
| Tactive Advisors, LLC added | 26,055 | $576K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 25,915 | $572K | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 25,870 | $571K | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 24,224 | $535K | 0.2% | 2026-Q2 |
| NOVEM GROUP added | 23,862 | $527K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 21,336 | $471K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. new | 21,213 | $468K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 21,040 | $465K | 0.1% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 20,928 | $462K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 20,529 | $453K | 0.1% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC added | 19,170 | $423K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC | 18,497 | $409K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 17,144 | $376K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 16,018 | $355K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 15,890 | $351K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 14,956 | $330K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 14,769 | $326K | 0.1% | 2026-Q2 |
| Signature Equity Partners, LLC trimmed | 14,452 | $319K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC new | 13,967 | $309K | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC new | 13,690 | $302K | 0.1% | 2026-Q2 |
| StoneX Group Inc. | 13,600 | $300K | 0.1% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 13,539 | $299K | 0.1% | 2026-Q2 |
| Kapstone Financial Advisors LLC | 13,520 | $299K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 13,141 | $294K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,994 | $287K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 12,346 | $273K | 0.1% | 2026-Q2 |
| TrueWealth Advisors, LLC new | 12,078 | $267K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. | 11,200 | $247K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 11,137 | $246K | 0.1% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 10,571 | $234K | 0.1% | 2026-Q2 |
| Owen LaRue, LLC added | 9,902 | $219K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 9,870 | $218K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 6,712 | $148K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC | 6,042 | $133K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 5,696 | $126K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 4,983 | $110K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,084 | $90K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 2,098 | $46K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,818 | $40K | 0.0% | 2026-Q2 |
| Ankerstar Wealth, LLC trimmed | 1,548 | $34K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,500 | $33K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 1,000 | $22K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 580 | $13K | 0.0% | 2026-Q2 |
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.