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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,778,588 | $214M | 14.0% | 2026-Q1 |
| LPL Financial LLC added | 2,517,561 | $113M | 7.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,656,464 | $74M | 4.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,465,667 | $66M | 4.3% | 2026-Q1 |
| One Capital Management, LLC added | 1,439,544 | $64M | 4.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,432,868 | $64M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,363,937 | $61M | 4.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,274,813 | $57M | 3.7% | 2026-Q1 |
| UBS Group AG added | 931,738 | $42M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 837,005 | $37M | 2.4% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 800,071 | $36M | 2.3% | 2026-Q1 |
| Virtue Capital Management, LLC added | 760,329 | $34M | 2.2% | 2026-Q1 |
| Focus Partners Wealth added | 667,003 | $30M | 1.9% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 631,873 | $28M | 1.8% | 2026-Q1 |
| Hikari Tsushin, Inc. | 570,196 | $26M | 1.7% | 2026-Q1 |
| TL Private Wealth added | 538,366 | $24M | 1.6% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 447,814 | $20M | 1.3% | 2026-Q1 |
| Capital Investment Counsel, LLC trimmed | 443,345 | $20M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 436,318 | $20M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 372,310 | $17M | 1.1% | 2026-Q1 |
| Fairvoy Private Wealth, LLC added | 336,512 | $15M | 1.0% | 2026-Q1 |
| HARBOR ADVISORY CORP /MA/ trimmed | 322,007 | $14M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 300,747 | $13M | 0.9% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 286,251 | $13M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 270,060 | $12M | 0.8% | 2026-Q1 |
| CNO Financial Group, Inc. | 252,000 | $11M | 0.7% | 2026-Q1 |
| CWM, LLC trimmed | 226,914 | $10M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 225,897 | $10M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 220,071 | $10M | 0.6% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 215,250 | $10M | 0.6% | 2026-Q1 |
| Nilsine Partners, LLC added | 206,524 | $9M | 0.6% | 2026-Q1 |
| DAVENPORT & Co LLC added | 195,596 | $9M | 0.6% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 195,571 | $9M | 0.6% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 167,055 | $7M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 162,142 | $7M | 0.5% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC added | 161,933 | $7M | 0.5% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 159,935 | $7M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 158,139 | $7M | 0.5% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 156,365 | $7M | 0.5% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 103,698 | $7M | 0.4% | 2026-Q1 |
| CacheTech Inc. trimmed | 153,298 | $7M | 0.4% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 152,584 | $7M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 151,256 | $7M | 0.4% | 2026-Q1 |
| Adams Wealth Management added | 141,313 | $6M | 0.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 140,031 | $6M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 134,549 | $6M | 0.4% | 2026-Q1 |
| Fairway Financial, LLC added | 132,335 | $6M | 0.4% | 2026-Q1 |
| Asset Allocation & Management Company, LLC | 126,840 | $6M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 112,560 | $5M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 107,168 | $5M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 103,919 | $5M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 103,378 | $5M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 99,555 | $4M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 93,284 | $4M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC added | 92,692 | $4M | 0.3% | 2026-Q1 |
| WMS Group LLC | 90,985 | $4M | 0.3% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 89,253 | $4M | 0.3% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT added | 89,000 | $4M | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 87,647 | $4M | 0.3% | 2026-Q1 |
| Aurora Private Wealth, Inc. | 85,271 | $4M | 0.3% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 86,306 | $4M | 0.3% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 85,512 | $4M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 85,197 | $4M | 0.2% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 84,704 | $4M | 0.2% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 83,128 | $4M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 81,217 | $4M | 0.2% | 2026-Q1 |
| Oder Investment Management, LLC added | 76,964 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 76,364 | $3M | 0.2% | 2026-Q1 |
| Aspen Investment Management Inc trimmed | 73,204 | $3M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 70,454 | $3M | 0.2% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC trimmed | 69,184 | $3M | 0.2% | 2026-Q1 |
| Petix & Botte Co trimmed | 67,962 | $3M | 0.2% | 2026-Q1 |
| FLAGSTAR ADVISORS INC added | 66,935 | $3M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 66,567 | $3M | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 66,495 | $3M | 0.2% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 65,976 | $3M | 0.2% | 2026-Q1 |
| Trinity Legacy Partners, LLC trimmed | 64,757 | $3M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 64,528 | $3M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 59,664 | $3M | 0.2% | 2026-Q1 |
| True Blue Financial, LLC added | 58,711 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 58,465 | $3M | 0.2% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 57,700 | $3M | 0.2% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 57,479 | $3M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 57,348 | $3M | 0.2% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 655,855 | $30M | 2.0% | 2025-Q3 stale |
| Tower Wealth Partners, Inc. trimmed | 247,918 | $11M | 0.7% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC | 231,800 | $11M | 0.7% | 2025-Q4 stale |
| RiverTree Advisors, LLC trimmed | 181,110 | $8M | 0.5% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 157,634 | $7M | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 155,368 | $7M | 0.5% | 2025-Q4 stale |
| Little Harbor Advisors, LLC trimmed | 113,261 | $5M | 0.3% | 2025-Q4 stale |
| Brookstone Capital Management trimmed | 109,376 | $5M | 0.3% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 104,613 | $5M | 0.3% | 2025-Q2 stale |
| DHK Financial Advisors, Inc. added | 100,979 | $5M | 0.3% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 89,282 | $4M | 0.3% | 2025-Q1 stale |
| Strive Asset Management, LLC added | 71,996 | $3M | 0.2% | 2025-Q3 stale |
| PRUDENTIAL PLC trimmed | 67,450 | $3M | 0.2% | 2025-Q2 stale |
| SageView Advisory Group, LLC trimmed | 60,498 | $3M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 56,808 | $3M | 0.2% | 2025-Q4 stale |
| TrueWealth Financial Partners new | 55,358 | $3M | 0.2% | 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.
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.