Who owns FTSM
Which tracked institutional funds hold FTSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTSM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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
110 tracked funds added or opened FTSM while 90 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
FTSM’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 0.4% of theirs — a 0.4pp gap the other way — the median holder sizes FTSM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTSM 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 408 tracked filers holding FTSM, 211 increased or opened the position and 219 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 FTSM 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 22
- Kirkwood Financial Services$26M
- Summit Financial Wealth Advisors, LLC$17M
- Cedrus Wealth Group LLC$9M
- Blueprint Financial Advisors LLC$6M
- BNP PARIBAS FINANCIAL MARKETS$6M
- CITADEL ADVISORS LLC$5M
Full exits 23
- Cambridge Investment Research Advisors, Inc.$61M
- Janney Montgomery Scott LLC$24M
- Independent Advisor Alliance$19M
- HighTower Advisors, LLC$18M
- Jaffetilchin Investment Partners, LLC$14M
- Sterling Manor Financial, LLC$11M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$36M
- Accurate Wealth Management, LLC$22M
- Second Line Capital, LLC$20M
- Aptus Capital Advisors, LLC$20M
- NewEdge Advisors, LLC$19M
- RAYMOND JAMES FINANCIAL INC$16M
Largest trims
- Concurrent Investment Advisors, LLC$147M
- MORGAN STANLEY$33M
- GDS Wealth Management$30M
- TUCKER ASSET MANAGEMENT LLC$25M
- WELLS FARGO & COMPANY/MN$23M
- UBS Group AG$17M
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 trimmed | 13,667,911 | $816M | 18.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 8,891,506 | $531M | 12.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 7,553,673 | $451M | 10.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,142,222 | $188M | 4.2% | 2026-Q2 |
| UBS Group AG trimmed | 2,793,368 | $167M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,731,058 | $163M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,470,705 | $148M | 3.3% | 2026-Q2 |
| Csenge Advisory Group added | 1,901,343 | $114M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 1,696,631 | $101M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,247,022 | $74M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,212,790 | $72M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,196,740 | $71M | 1.6% | 2026-Q2 |
| BDFS Capital LLC added | 1,148,473 | $69M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 865,066 | $52M | 1.2% | 2026-Q2 |
| Gradient Investments LLC added | 733,976 | $44M | 1.0% | 2026-Q2 |
| &PARTNERS added | 714,646 | $42M | 0.9% | 2026-Q2 |
| Bramshill Investments, LLC added | 659,483 | $39M | 0.9% | 2026-Q2 |
| Hansen & Associates Financial Group, Inc. trimmed | 639,953 | $38M | 0.9% | 2026-Q2 |
| TCP Asset Management, LLC added | 629,760 | $38M | 0.9% | 2026-Q2 |
| Guided Capital Wealth Management, LLC added | 628,737 | $38M | 0.8% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 591,007 | $35M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 590,592 | $35M | 0.8% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 575,587 | $34M | 0.8% | 2026-Q2 |
| Kirkwood Financial Services new | 436,651 | $26M | 0.6% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 431,875 | $26M | 0.6% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 427,797 | $26M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 417,488 | $25M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 412,661 | $25M | 0.6% | 2026-Q2 |
| Kaydan Wealth Management, Inc. trimmed | 412,387 | $25M | 0.6% | 2026-Q2 |
| Western Wealth Management, LLC added | 409,290 | $24M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 390,516 | $23M | 0.5% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 386,777 | $23M | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 383,115 | $23M | 0.5% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 380,580 | $23M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 365,601 | $22M | 0.5% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 358,609 | $21M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 355,145 | $21M | 0.5% | 2026-Q2 |
| Second Line Capital, LLC added | 351,126 | $21M | 0.5% | 2026-Q2 |
| Balboa Wealth Partners added | 330,361 | $20M | 0.4% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 327,244 | $20M | 0.4% | 2026-Q2 |
| Financial Enhancement Group LLC added | 310,065 | $19M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 309,875 | $19M | 0.4% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 299,101 | $18M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 292,458 | $17M | 0.4% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC trimmed | 291,444 | $17M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 281,951 | $17M | 0.4% | 2026-Q2 |
| WESBANCO BANK INC added | 270,711 | $16M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 270,408 | $16M | 0.4% | 2026-Q2 |
| Altium Investment Strategies LLC added | 269,789 | $16M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 269,758 | $16M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 268,324 | $16M | 0.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 259,078 | $15M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 256,025 | $15M | 0.3% | 2026-Q2 |
| Avestar Capital, LLC added | 249,197 | $15M | 0.3% | 2026-Q2 |
| Petix & Botte Co added | 244,081 | $15M | 0.3% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 237,223 | $14M | 0.3% | 2026-Q2 |
| Ellsworth Advisors, LLC added | 235,692 | $14M | 0.3% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 229,593 | $14M | 0.3% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC added | 218,227 | $13M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 216,011 | $13M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 214,171 | $13M | 0.3% | 2026-Q2 |
| Stablepoint Partners, LLC trimmed | 213,638 | $13M | 0.3% | 2026-Q2 |
| GDS Wealth Management trimmed | 209,884 | $13M | 0.3% | 2026-Q2 |
| Hilton Head Capital Partners, LLC trimmed | 195,302 | $12M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 191,094 | $11M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 184,253 | $11M | 0.2% | 2026-Q2 |
| IronBridge Private Wealth, LLC trimmed | 183,912 | $11M | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 177,716 | $11M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 176,485 | $11M | 0.2% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC added | 170,876 | $10M | 0.2% | 2026-Q2 |
| McGuire Investment Group, LLC added | 169,529 | $10M | 0.2% | 2026-Q2 |
| Cassia Capital Partners, LLC added | 164,178 | $10M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 163,250 | $10M | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC added | 163,016 | $10M | 0.2% | 2026-Q2 |
| Transcendent Capital Group LLC added | 161,981 | $10M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 153,490 | $9M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 149,403 | $9M | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 148,987 | $9M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 146,635 | $9M | 0.2% | 2026-Q2 |
| Cedrus Wealth Group LLC new | 144,864 | $9M | 0.2% | 2026-Q2 |
| TKG Advisors, LLC added | 144,261 | $9M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 140,047 | $8M | 0.2% | 2026-Q2 |
| Triumph Capital Management trimmed | 135,522 | $8M | 0.2% | 2026-Q2 |
| Ifrah Financial Services, Inc. added | 131,308 | $8M | 0.2% | 2026-Q2 |
| Virtus Wealth Solutions LLC trimmed | 130,357 | $8M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 129,629 | $8M | 0.2% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 129,422 | $8M | 0.2% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 128,899 | $8M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 122,786 | $7M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 122,751 | $7M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 119,626 | $7M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 118,838 | $7M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 116,829 | $7M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 116,025 | $7M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 115,295 | $7M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 109,334 | $7M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 109,084 | $7M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 107,631 | $6M | 0.1% | 2026-Q2 |
| Fairway Financial, LLC added | 106,271 | $6M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 105,066 | $6M | 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.