Who owns FTSM (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-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
103 tracked funds added or opened FTSM while 95 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
FTSM’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.5pp 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 2025-Q4 and 2026-Q1, across 421 tracked filers holding FTSM, 200 increased or opened the position and 216 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 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 26
- Hansen & Associates Financial Group, Inc.$47M
- Bramshill Investments, LLC$39M
- Independent Advisor Alliance$19M
- IronBridge Private Wealth, LLC$11M
- Altium Investment Strategies LLC$11M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$9M
Full exits 17
- TUCKER ASSET MANAGEMENT LLC$37M
- Coppell Advisory Solutions LLC$23M
- Summit Financial Wealth Advisors, LLC$19M
- COMERICA BANK$7M
- Concorde Asset Management, LLC$6M
- BNP PARIBAS FINANCIAL MARKETS$3M
Largest adds
- Concurrent Investment Advisors, LLC$151M
- MORGAN STANLEY$89M
- Guided Capital Wealth Management, LLC$32M
- Balboa Wealth Partners$15M
- UBS Group AG$13M
- Gateway Wealth Partners, LLC$12M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.6B
- WELLS FARGO & COMPANY/MN$45M
- Luken Investment Analytics, LLC$22M
- NewEdge Advisors, LLC$18M
- Flaharty Asset Management, LLC$14M
- Janney Montgomery Scott LLC$13M
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 | 14,200,874 | $849M | 18.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 8,894,687 | $532M | 11.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 7,927,278 | $474M | 10.1% | 2026-Q1 |
| UBS Group AG added | 3,074,486 | $184M | 3.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,929,539 | $175M | 3.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 2,590,899 | $155M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,457,119 | $147M | 3.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,284,229 | $137M | 2.9% | 2026-Q1 |
| Csenge Advisory Group added | 1,895,335 | $113M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,577,404 | $94M | 2.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,185,442 | $71M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,148,972 | $69M | 1.5% | 2026-Q1 |
| BDFS Capital LLC added | 1,114,340 | $67M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,016,212 | $61M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 827,236 | $49M | 1.1% | 2026-Q1 |
| Hansen & Associates Financial Group, Inc. added | 794,084 | $47M | 1.0% | 2026-Q1 |
| GDS Wealth Management trimmed | 709,784 | $42M | 0.9% | 2026-Q1 |
| Gradient Investments LLC added | 662,925 | $40M | 0.8% | 2026-Q1 |
| &PARTNERS added | 662,279 | $40M | 0.8% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 655,802 | $39M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 636,659 | $38M | 0.8% | 2026-Q1 |
| TCP Asset Management, LLC added | 573,317 | $34M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 556,462 | $33M | 0.7% | 2026-Q1 |
| Guided Capital Wealth Management, LLC added | 551,623 | $33M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 513,699 | $31M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 486,564 | $29M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 435,534 | $26M | 0.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 422,999 | $25M | 0.5% | 2026-Q1 |
| Kaydan Wealth Management, Inc. added | 419,546 | $25M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 398,654 | $24M | 0.5% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 386,047 | $23M | 0.5% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 360,020 | $22M | 0.5% | 2026-Q1 |
| Atria Investments, Inc added | 358,523 | $21M | 0.5% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 339,233 | $20M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 332,972 | $20M | 0.4% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 330,959 | $20M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 323,915 | $19M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 315,220 | $19M | 0.4% | 2026-Q1 |
| Mainsail Financial Group, LLC added | 313,208 | $19M | 0.4% | 2026-Q1 |
| Balboa Wealth Partners added | 304,852 | $18M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 293,697 | $18M | 0.4% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 293,569 | $18M | 0.4% | 2026-Q1 |
| Western Wealth Management, LLC added | 291,411 | $17M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 282,849 | $17M | 0.4% | 2026-Q1 |
| Hilton Head Capital Partners, LLC added | 269,246 | $16M | 0.3% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 263,339 | $16M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 262,007 | $16M | 0.3% | 2026-Q1 |
| WESBANCO BANK INC added | 255,550 | $15M | 0.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 250,090 | $15M | 0.3% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 240,449 | $14M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 239,321 | $14M | 0.3% | 2026-Q1 |
| Avestar Capital, LLC added | 229,086 | $14M | 0.3% | 2026-Q1 |
| Ellsworth Advisors, LLC added | 224,884 | $13M | 0.3% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 224,826 | $13M | 0.3% | 2026-Q1 |
| Stablepoint Partners, LLC added | 219,580 | $13M | 0.3% | 2026-Q1 |
| SHELTON WEALTH MANAGEMENT, LLC added | 216,383 | $13M | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 214,238 | $13M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 213,422 | $13M | 0.3% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 211,031 | $13M | 0.3% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 204,583 | $12M | 0.3% | 2026-Q1 |
| Crusonia Wealth Advisors LLC trimmed | 202,435 | $12M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 196,717 | $12M | 0.2% | 2026-Q1 |
| MANCHESTER FINANCIAL INC trimmed | 191,925 | $11M | 0.2% | 2026-Q1 |
| Sterling Manor Financial, LLC added | 190,997 | $11M | 0.2% | 2026-Q1 |
| IronBridge Private Wealth, LLC added | 188,413 | $11M | 0.2% | 2026-Q1 |
| Altium Investment Strategies LLC new | 185,542 | $11M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 180,217 | $11M | 0.2% | 2026-Q1 |
| CWM, LLC added | 175,622 | $10M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 167,704 | $10M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 164,228 | $10M | 0.2% | 2026-Q1 |
| Transcendent Capital Group LLC trimmed | 161,164 | $10M | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 160,114 | $10M | 0.2% | 2026-Q1 |
| Cassia Capital Partners, LLC trimmed | 156,304 | $9M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 154,767 | $9M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 154,245 | $9M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 153,541 | $9M | 0.2% | 2026-Q1 |
| Triumph Capital Management trimmed | 152,324 | $9M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 150,419 | $9M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 150,181 | $9M | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC added | 149,544 | $9M | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 147,295 | $9M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 146,994 | $9M | 0.2% | 2026-Q1 |
| McGuire Investment Group, LLC trimmed | 146,525 | $9M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 146,265 | $9M | 0.2% | 2026-Q1 |
| Virtus Wealth Solutions LLC trimmed | 140,924 | $8M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 140,408 | $8M | 0.2% | 2026-Q1 |
| Capasso Planning Partners LLC added | 139,190 | $8M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 137,612 | $8M | 0.2% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 135,888 | $8M | 0.2% | 2026-Q1 |
| RiverTree Advisors, LLC trimmed | 134,529 | $8M | 0.2% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 133,525 | $8M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,519,844 | $91M | 1.9% | 2025-Q1 stale |
| TUCKER ASSET MANAGEMENT LLC trimmed | 616,144 | $37M | 0.8% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC trimmed | 391,713 | $23M | 0.5% | 2025-Q4 stale |
| Summit Financial Wealth Advisors, LLC trimmed | 320,988 | $19M | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 296,336 | $18M | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 249,581 | $15M | 0.3% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 218,852 | $13M | 0.3% | 2025-Q1 stale |
| Virtue Capital Management, LLC added | 160,726 | $10M | 0.2% | 2025-Q1 stale |
| Moloney Securities Asset Management, LLC added | 143,519 | $9M | 0.2% | 2025-Q3 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.