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Institutional Ownership · SEC Form 13F

Who owns FTSL (FTSL)


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

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

300
Institutional holders
34,848,214
Shares held (tracked funds)

How the tape is positioned

45 tracked funds added or opened FTSL while 75 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

FTSL’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes FTSL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FTSL 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 300 tracked filers holding FTSL, 141 increased or opened the position and 164 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 FTSL 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 9

  • Independent Advisor Alliance$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Stenger Family Office, LLC$2M
  • Arkadios Wealth Advisors$2M
  • FIFTH THIRD BANCORP$2M
  • Murphy, Middleton, Hinkle & Parker, Inc.$2M

Full exits 23

  • Ocean Park Asset Management, LLC$11M
  • RiverTree Advisors, LLC$8M
  • GOLDMAN SACHS GROUP INC$7M
  • JANE STREET GROUP, LLC$7M
  • Little Harbor Advisors, LLC$5M
  • Brookstone Capital Management$5M

Largest adds

  • Virtue Capital Management, LLC$34M
  • LPL Financial LLC$21M
  • MORGAN STANLEY$20M
  • ENVESTNET ASSET MANAGEMENT INC$9M
  • FIRST TRUST ADVISORS LP$7M
  • One Capital Management, LLC$7M

Largest trims

  • New England Private Wealth Advisors LLC$78M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43M
  • BANK OF AMERICA CORP /DE/$14M
  • OSAIC HOLDINGS, INC.$13M
  • WELLS FARGO & COMPANY/MN$10M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9M

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
MORGAN STANLEY added4,778,588$214M14.0%2026-Q1
LPL Financial LLC added2,517,561$113M7.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,656,464$74M4.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,465,667$66M4.3%2026-Q1
One Capital Management, LLC added1,439,544$64M4.2%2026-Q1
ROYAL BANK OF CANADA trimmed1,432,868$64M4.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,363,937$61M4.0%2026-Q1
FIRST TRUST ADVISORS LP added1,274,813$57M3.7%2026-Q1
UBS Group AG added931,738$42M2.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added837,005$37M2.4%2026-Q1
Flaharty Asset Management, LLC added800,071$36M2.3%2026-Q1
Virtue Capital Management, LLC added760,329$34M2.2%2026-Q1
Focus Partners Wealth added667,003$30M1.9%2026-Q1
Welch & Forbes LLC trimmed631,873$28M1.8%2026-Q1
Hikari Tsushin, Inc.570,196$26M1.7%2026-Q1
TL Private Wealth added538,366$24M1.6%2026-Q1
Cyndeo Wealth Partners, LLC added447,814$20M1.3%2026-Q1
Capital Investment Counsel, LLC trimmed443,345$20M1.3%2026-Q1
Cetera Investment Advisers trimmed436,318$20M1.3%2026-Q1
STIFEL FINANCIAL CORP trimmed372,310$17M1.1%2026-Q1
Fairvoy Private Wealth, LLC added336,512$15M1.0%2026-Q1
HARBOR ADVISORY CORP /MA/ trimmed322,007$14M0.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed300,747$13M0.9%2026-Q1
Concurrent Investment Advisors, LLC trimmed286,251$13M0.8%2026-Q1
Private Advisor Group, LLC trimmed270,060$12M0.8%2026-Q1
CNO Financial Group, Inc.252,000$11M0.7%2026-Q1
CWM, LLC trimmed226,914$10M0.7%2026-Q1
HighTower Advisors, LLC added225,897$10M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed220,071$10M0.6%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added215,250$10M0.6%2026-Q1
Nilsine Partners, LLC added206,524$9M0.6%2026-Q1
DAVENPORT & Co LLC added195,596$9M0.6%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added195,571$9M0.6%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added167,055$7M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed162,142$7M0.5%2026-Q1
RPg Family Wealth Advisory, LLC added161,933$7M0.5%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added159,935$7M0.5%2026-Q1
MML INVESTORS SERVICES, LLC added158,139$7M0.5%2026-Q1
Mission Hills Financial Advisory, LLC added156,365$7M0.5%2026-Q1
NewEdge Advisors, LLC trimmed103,698$7M0.4%2026-Q1
CacheTech Inc. trimmed153,298$7M0.4%2026-Q1
Clear Creek Financial Management, LLC trimmed152,584$7M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed151,256$7M0.4%2026-Q1
Adams Wealth Management added141,313$6M0.4%2026-Q1
Chicago Partners Investment Group LLC added140,031$6M0.4%2026-Q1
Prospera Financial Services Inc added134,549$6M0.4%2026-Q1
Fairway Financial, LLC added132,335$6M0.4%2026-Q1
Asset Allocation & Management Company, LLC126,840$6M0.4%2026-Q1
Rockefeller Capital Management L.P. trimmed112,560$5M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed107,168$5M0.3%2026-Q1
Kovack Advisors, Inc. added103,919$5M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed103,378$5M0.3%2026-Q1
Independent Advisor Alliance trimmed99,555$4M0.3%2026-Q1
Fifth Third Securities, Inc. added93,284$4M0.3%2026-Q1
Western Wealth Management, LLC added92,692$4M0.3%2026-Q1
WMS Group LLC90,985$4M0.3%2026-Q1
PCG Wealth Advisors, LLC added89,253$4M0.3%2026-Q1
TRUSTMARK BANK TRUST DEPARTMENT added89,000$4M0.3%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed87,647$4M0.3%2026-Q1
Aurora Private Wealth, Inc.85,271$4M0.3%2026-Q1
New England Private Wealth Advisors LLC trimmed86,306$4M0.3%2026-Q1
Huntleigh Advisors, Inc. added85,512$4M0.2%2026-Q1
OneDigital Investment Advisors LLC trimmed85,197$4M0.2%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added84,704$4M0.2%2026-Q1
Colorado Capital Management, Inc. added83,128$4M0.2%2026-Q1
Snowden Capital Advisors LLC added81,217$4M0.2%2026-Q1
Oder Investment Management, LLC added76,964$3M0.2%2026-Q1
Sanctuary Advisors, LLC trimmed76,364$3M0.2%2026-Q1
Aspen Investment Management Inc trimmed73,204$3M0.2%2026-Q1
TRUIST FINANCIAL CORP added70,454$3M0.2%2026-Q1
THRYVE WEALTH MANAGEMENT LLC trimmed69,184$3M0.2%2026-Q1
Petix & Botte Co trimmed67,962$3M0.2%2026-Q1
FLAGSTAR ADVISORS INC added66,935$3M0.2%2026-Q1
Kingsview Wealth Management, LLC trimmed66,567$3M0.2%2026-Q1
Harvest Investment Services, LLC trimmed66,495$3M0.2%2026-Q1
Private Advisory Group LLC trimmed65,976$3M0.2%2026-Q1
Trinity Legacy Partners, LLC trimmed64,757$3M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added64,528$3M0.2%2026-Q1
Valmark Advisers, Inc. added59,664$3M0.2%2026-Q1
True Blue Financial, LLC added58,711$3M0.2%2026-Q1
&PARTNERS trimmed58,465$3M0.2%2026-Q1
Key Client Fiduciary Advisors, LLC added57,700$3M0.2%2026-Q1
GRIMES & Co WEALTH MANAGEMENT, LLC trimmed57,479$3M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed57,348$3M0.2%2026-Q1
Kovitz Investment Group Partners, LLC added655,855$30M2.0%2025-Q3 stale
Tower Wealth Partners, Inc. trimmed247,918$11M0.7%2025-Q1 stale
Ocean Park Asset Management, LLC231,800$11M0.7%2025-Q4 stale
RiverTree Advisors, LLC trimmed181,110$8M0.5%2025-Q4 stale
GOLDMAN SACHS GROUP INC added157,634$7M0.5%2025-Q4 stale
JANE STREET GROUP, LLC added155,368$7M0.5%2025-Q4 stale
Little Harbor Advisors, LLC trimmed113,261$5M0.3%2025-Q4 stale
Brookstone Capital Management trimmed109,376$5M0.3%2025-Q4 stale
Quadrature Capital Ltd new104,613$5M0.3%2025-Q2 stale
DHK Financial Advisors, Inc. added100,979$5M0.3%2025-Q2 stale
Financial Advocates Investment Management added89,282$4M0.3%2025-Q1 stale
Strive Asset Management, LLC added71,996$3M0.2%2025-Q3 stale
PRUDENTIAL PLC trimmed67,450$3M0.2%2025-Q2 stale
SageView Advisory Group, LLC trimmed60,498$3M0.2%2025-Q4 stale
CITADEL ADVISORS LLC trimmed56,808$3M0.2%2025-Q4 stale
TrueWealth Financial Partners new55,358$3M0.2%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.

Learn how to read institutional ownership