Who owns 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-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
53 tracked funds added or opened FTSL while 40 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.1% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 287 tracked filers holding FTSL, 149 increased or opened the position and 155 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 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 6
- Modern Wealth Management, LLC$34M
- Savant Capital, LLC$4M
- ELEVATION POINT WEALTH PARTNERS, LLC$4M
- COMPASS FINANCIAL MANAGEMENT LLC$1M
- Andina Capital Management, LLC$1M
- PUFF WEALTH MANAGEMENT, LLC$829K
Full exits 18
- CWM, LLC$10M
- HighTower Advisors, LLC$10M
- Cambridge Investment Research Advisors, Inc.$10M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$7M
- Asset Allocation & Management Company, LLC$6M
- Independent Advisor Alliance$4M
Largest adds
- Concurrent Investment Advisors, LLC$14M
- LPL Financial LLC$12M
- Blackhawk Capital Partners, LLC$7M
- NewEdge Advisors, LLC$7M
- CoreCap Advisors, LLC$6M
- MORGAN STANLEY$6M
Largest trims
- Flaharty Asset Management, LLC$33M
- Virtue Capital Management, LLC$5M
- Private Advisor Group, LLC$4M
- Western Wealth Management, LLC$3M
- Mission Hills Financial Advisory, LLC$2M
- JPMORGAN CHASE & CO$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,917,166 | $220M | 14.8% | 2026-Q2 |
| LPL Financial LLC added | 2,785,802 | $125M | 8.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,669,953 | $75M | 5.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,503,098 | $67M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,467,308 | $66M | 4.4% | 2026-Q2 |
| One Capital Management, LLC | 1,439,544 | $64M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,439,234 | $64M | 4.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,298,064 | $58M | 3.9% | 2026-Q2 |
| UBS Group AG added | 937,444 | $42M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 884,010 | $40M | 2.7% | 2026-Q2 |
| Modern Wealth Management, LLC new | 767,322 | $34M | 2.3% | 2026-Q2 |
| Focus Partners Wealth added | 669,136 | $30M | 2.0% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 637,860 | $29M | 1.9% | 2026-Q2 |
| Welch & Forbes LLC trimmed | 597,151 | $27M | 1.8% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 593,455 | $27M | 1.8% | 2026-Q2 |
| TL Private Wealth added | 579,910 | $26M | 1.7% | 2026-Q2 |
| Hikari Tsushin, Inc. | 570,196 | $26M | 1.7% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 469,326 | $21M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 455,074 | $20M | 1.4% | 2026-Q2 |
| Capital Investment Counsel, LLC trimmed | 439,221 | $20M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 378,082 | $17M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 362,078 | $16M | 1.1% | 2026-Q2 |
| Fairvoy Private Wealth, LLC added | 359,184 | $16M | 1.1% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ added | 328,444 | $15M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 300,787 | $13M | 0.9% | 2026-Q2 |
| CNO Financial Group, Inc. | 252,000 | $11M | 0.8% | 2026-Q2 |
| DAVENPORT & Co LLC added | 235,032 | $11M | 0.7% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 232,110 | $10M | 0.7% | 2026-Q2 |
| Nilsine Partners, LLC added | 212,769 | $10M | 0.6% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 206,573 | $9M | 0.6% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 197,172 | $9M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 195,171 | $9M | 0.6% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 179,524 | $8M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 179,019 | $8M | 0.5% | 2026-Q2 |
| CacheTech Inc. added | 176,013 | $8M | 0.5% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 166,064 | $7M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 161,876 | $7M | 0.5% | 2026-Q2 |
| Adams Wealth Management added | 157,438 | $7M | 0.5% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 157,228 | $7M | 0.5% | 2026-Q2 |
| &PARTNERS added | 154,050 | $7M | 0.5% | 2026-Q2 |
| Petix & Botte Co added | 143,213 | $6M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 142,146 | $6M | 0.4% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 140,891 | $6M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 138,827 | $6M | 0.4% | 2026-Q2 |
| Fairway Financial, LLC added | 136,173 | $6M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 133,955 | $6M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 122,464 | $5M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 113,687 | $5M | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 111,551 | $5M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 110,168 | $5M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 109,439 | $5M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 106,912 | $5M | 0.3% | 2026-Q2 |
| SACKS & ASSOCIATES, LLC added | 104,910 | $5M | 0.3% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC trimmed | 100,724 | $5M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 100,086 | $4M | 0.3% | 2026-Q2 |
| WMS Group LLC added | 99,841 | $4M | 0.3% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT | 89,000 | $4M | 0.3% | 2026-Q2 |
| Savant Capital, LLC new | 88,755 | $4M | 0.3% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 88,716 | $4M | 0.3% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 87,657 | $4M | 0.3% | 2026-Q2 |
| Huntleigh Advisors, Inc. added | 87,433 | $4M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 84,954 | $4M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 83,799 | $4M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 78,613 | $4M | 0.2% | 2026-Q2 |
| True Blue Financial, LLC added | 76,879 | $3M | 0.2% | 2026-Q2 |
| Oder Investment Management, LLC trimmed | 76,655 | $3M | 0.2% | 2026-Q2 |
| Private Advisory Group LLC added | 74,920 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 72,392 | $3M | 0.2% | 2026-Q2 |
| THRYVE WEALTH MANAGEMENT LLC trimmed | 67,798 | $3M | 0.2% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 66,988 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 66,297 | $3M | 0.2% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 64,936 | $3M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 64,429 | $3M | 0.2% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 64,211 | $3M | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 62,915 | $3M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 61,414 | $3M | 0.2% | 2026-Q2 |
| Trinity Legacy Partners, LLC trimmed | 59,279 | $3M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 56,871 | $3M | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 56,727 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 56,436 | $3M | 0.2% | 2026-Q2 |
| First Financial Group Corp trimmed | 54,127 | $2M | 0.2% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 53,643 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 51,030 | $2M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 47,524 | $2M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 47,297 | $2M | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 46,490 | $2M | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 46,185 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 45,238 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 45,134 | $2M | 0.1% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC trimmed | 45,125 | $2M | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 45,067 | $2M | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 44,613 | $2M | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 44,535 | $2M | 0.1% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 43,869 | $2M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 43,637 | $2M | 0.1% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 40,484 | $2M | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 40,215 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 39,387 | $2M | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 39,232 | $2M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 39,043 | $2M | 0.1% | 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.