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-Q1 13F filings (latest filed 2026-05-19). 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
27 tracked funds added or opened FTQI while 12 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
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 gap the other way — the median holder sizes FTQI more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 103 tracked filers holding FTQI, 74 increased or opened the position and 33 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 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 3
- Spartan Wealth Advisory Services LLC$10M
- Significant Wealth Partners LLC$2M
- Kingsview Wealth Management, LLC$613K
Full exits 5
- Hansen & Associates Financial Group, Inc.$42M
- TrueMark Investments, LLC$1M
- JANE STREET GROUP, LLC$998K
- Signal Advisors Wealth, LLC$670K
- Summit Financial, LLC$554K
Largest adds
- Integrated Wealth Concepts LLC$9M
- WELLS FARGO & COMPANY/MN$7M
- LPL Financial LLC$5M
- Janney Montgomery Scott LLC$984K
- RFG Advisory, LLC$863K
- Gateway Wealth Partners, LLC$831K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$19M
- NewEdge Advisors, LLC$924K
- KESTRA PRIVATE WEALTH SERVICES, LLC$838K
- B. Riley Wealth Advisors, Inc.$833K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$758K
- INDEPENDENT FINANCIAL GROUP, LLC$575K
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 | 3,576,081 | $71M | 22.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,453,904 | $49M | 15.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 650,358 | $13M | 4.0% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 513,768 | $10M | 3.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 483,811 | $10M | 3.0% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 481,302 | $10M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 364,351 | $7M | 2.3% | 2026-Q1 |
| Sun Financial Inc added | 245,950 | $5M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 248,032 | $5M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 225,028 | $4M | 1.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 199,613 | $4M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 199,029 | $4M | 1.2% | 2026-Q1 |
| Sowell Financial Services LLC added | 172,411 | $3M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 170,639 | $3M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 161,287 | $3M | 1.0% | 2026-Q1 |
| RiverTree Advisors, LLC added | 154,916 | $3M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 124,017 | $2M | 0.8% | 2026-Q1 |
| RFG Advisory, LLC added | 121,423 | $2M | 0.8% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 119,448 | $2M | 0.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 117,021 | $2M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 93,637 | $2M | 0.6% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 90,462 | $2M | 0.6% | 2026-Q1 |
| Significant Wealth Partners LLC trimmed | 88,789 | $2M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 78,850 | $2M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 77,186 | $2M | 0.5% | 2026-Q1 |
| Anchor Capital Management Group Inc | 74,000 | $1M | 0.5% | 2026-Q1 |
| Arax Advisory Partners added | 69,233 | $1M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 68,795 | $1M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 64,235 | $1M | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 58,591 | $1M | 0.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 54,486 | $1M | 0.3% | 2026-Q1 |
| Trueblood Wealth Management, LLC added | 53,908 | $1M | 0.3% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 50,797 | $1M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 52,214 | $1M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 47,755 | $951K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 45,637 | $909K | 0.3% | 2026-Q1 |
| PMG Family Office LLC added | 44,561 | $888K | 0.3% | 2026-Q1 |
| Balboa Wealth Partners added | 44,390 | $884K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 43,884 | $874K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 43,799 | $872K | 0.3% | 2026-Q1 |
| Elevated Capital Advisors, LLC added | 43,669 | $870K | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 39,216 | $781K | 0.2% | 2026-Q1 |
| Core Wealth Partners LLC trimmed | 37,822 | $753K | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 37,235 | $742K | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC added | 33,558 | $668K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 33,431 | $666K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 32,995 | $657K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 32,921 | $656K | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 32,906 | $655K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 32,327 | $644K | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 30,784 | $613K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 30,769 | $613K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 30,541 | $608K | 0.2% | 2026-Q1 |
| Oder Investment Management, LLC added | 29,629 | $590K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 29,060 | $579K | 0.2% | 2026-Q1 |
| WESBANCO BANK INC added | 28,312 | $564K | 0.2% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 26,466 | $527K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 25,452 | $507K | 0.2% | 2026-Q1 |
| Tactive Advisors, LLC added | 25,094 | $500K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 25,066 | $499K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 22,922 | $457K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 22,250 | $443K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 21,040 | $419K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 19,404 | $387K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 18,497 | $368K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 18,486 | $368K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 18,298 | $364K | 0.1% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 17,251 | $344K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 17,618 | $341K | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 16,958 | $338K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 15,434 | $307K | 0.1% | 2026-Q1 |
| NOVEM GROUP added | 15,346 | $306K | 0.1% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 15,343 | $306K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,727 | $293K | 0.1% | 2026-Q1 |
| Signature Equity Partners, LLC added | 14,581 | $290K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 14,183 | $283K | 0.1% | 2026-Q1 |
| StoneX Group Inc. | 13,600 | $271K | 0.1% | 2026-Q1 |
| Kapstone Financial Advisors LLC added | 13,520 | $269K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 12,994 | $259K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. added | 11,780 | $235K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,178 | $226K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. added | 11,200 | $223K | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC new | 10,290 | $221K | 0.1% | 2026-Q1 |
| Hansen & Associates Financial Group, Inc. new | 698,695 | $42M | 13.0% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 402,800 | $8M | 2.4% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 105,493 | $2M | 0.6% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 83,658 | $2M | 0.5% | 2025-Q2 stale |
| TrueMark Investments, LLC trimmed | 57,073 | $1M | 0.4% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP added | 61,026 | $1M | 0.4% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 47,940 | $998K | 0.3% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC trimmed | 43,207 | $890K | 0.3% | 2025-Q3 stale |
| Signal Advisors Wealth, LLC trimmed | 32,195 | $670K | 0.2% | 2025-Q4 stale |
| Virtue Capital Management, LLC added | 29,649 | $558K | 0.2% | 2025-Q1 stale |
| Summit Financial, LLC trimmed | 26,596 | $554K | 0.2% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. added | 28,628 | $540K | 0.2% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC added | 20,360 | $384K | 0.1% | 2025-Q1 stale |
| Tyler-Stone Wealth Management added | 18,760 | $367K | 0.1% | 2025-Q2 stale |
| BlueChip Wealth Advisors LLC added | 16,886 | $352K | 0.1% | 2025-Q4 stale |
| CHANNEL WEALTH LLC trimmed | 15,971 | $333K | 0.1% | 2025-Q4 stale |
| Sterling Manor Financial, LLC trimmed | 14,854 | $280K | 0.1% | 2025-Q1 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.