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Institutional Ownership · SEC Form 13F

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.

421
Institutional holders
83,902,421
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added14,200,874$849M18.0%2026-Q1
LPL Financial LLC trimmed8,894,687$532M11.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed7,927,278$474M10.1%2026-Q1
UBS Group AG added3,074,486$184M3.9%2026-Q1
ROYAL BANK OF CANADA trimmed2,929,539$175M3.7%2026-Q1
Concurrent Investment Advisors, LLC added2,590,899$155M3.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed2,457,119$147M3.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,284,229$137M2.9%2026-Q1
Csenge Advisory Group added1,895,335$113M2.4%2026-Q1
Cetera Investment Advisers trimmed1,577,404$94M2.0%2026-Q1
STIFEL FINANCIAL CORP added1,185,442$71M1.5%2026-Q1
OSAIC HOLDINGS, INC. added1,148,972$69M1.5%2026-Q1
BDFS Capital LLC added1,114,340$67M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added1,016,212$61M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed827,236$49M1.1%2026-Q1
Hansen & Associates Financial Group, Inc. added794,084$47M1.0%2026-Q1
GDS Wealth Management trimmed709,784$42M0.9%2026-Q1
Gradient Investments LLC added662,925$40M0.8%2026-Q1
&PARTNERS added662,279$40M0.8%2026-Q1
Bramshill Investments, LLC trimmed655,802$39M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed636,659$38M0.8%2026-Q1
TCP Asset Management, LLC added573,317$34M0.7%2026-Q1
TRUIST FINANCIAL CORP trimmed556,462$33M0.7%2026-Q1
Guided Capital Wealth Management, LLC added551,623$33M0.7%2026-Q1
Steward Partners Investment Advisory, LLC added513,699$31M0.7%2026-Q1
Mariner, LLC trimmed486,564$29M0.6%2026-Q1
IFP Advisors, Inc added435,534$26M0.6%2026-Q1
Kingsview Wealth Management, LLC trimmed422,999$25M0.5%2026-Q1
Kaydan Wealth Management, Inc. added419,546$25M0.5%2026-Q1
Janney Montgomery Scott LLC trimmed398,654$24M0.5%2026-Q1
UPTICK PARTNERS, LLC added386,047$23M0.5%2026-Q1
Gateway Wealth Partners, LLC added360,020$22M0.5%2026-Q1
Atria Investments, Inc added358,523$21M0.5%2026-Q1
PARK NATIONAL CORP /OH/ trimmed339,233$20M0.4%2026-Q1
Prospera Financial Services Inc added332,972$20M0.4%2026-Q1
HBK Sorce Advisory LLC trimmed330,959$20M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed323,915$19M0.4%2026-Q1
Independent Advisor Alliance trimmed315,220$19M0.4%2026-Q1
Mainsail Financial Group, LLC added313,208$19M0.4%2026-Q1
Balboa Wealth Partners added304,852$18M0.4%2026-Q1
HighTower Advisors, LLC added293,697$18M0.4%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added293,569$18M0.4%2026-Q1
Western Wealth Management, LLC added291,411$17M0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added282,849$17M0.4%2026-Q1
Hilton Head Capital Partners, LLC added269,246$16M0.3%2026-Q1
Financial Enhancement Group LLC trimmed263,339$16M0.3%2026-Q1
Private Advisor Group, LLC trimmed262,007$16M0.3%2026-Q1
WESBANCO BANK INC added255,550$15M0.3%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added250,090$15M0.3%2026-Q1
Jaffetilchin Investment Partners, LLC trimmed240,449$14M0.3%2026-Q1
Farther Finance Advisors, LLC added239,321$14M0.3%2026-Q1
Avestar Capital, LLC added229,086$14M0.3%2026-Q1
Ellsworth Advisors, LLC added224,884$13M0.3%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC trimmed224,826$13M0.3%2026-Q1
Stablepoint Partners, LLC added219,580$13M0.3%2026-Q1
SHELTON WEALTH MANAGEMENT, LLC added216,383$13M0.3%2026-Q1
Capital Investment Advisory Services, LLC trimmed214,238$13M0.3%2026-Q1
Kestra Advisory Services, LLC added213,422$13M0.3%2026-Q1
Triad Wealth Partners, LLC trimmed211,031$13M0.3%2026-Q1
Accurate Wealth Management, LLC added204,583$12M0.3%2026-Q1
Crusonia Wealth Advisors LLC trimmed202,435$12M0.3%2026-Q1
CITIGROUP INC added196,717$12M0.2%2026-Q1
MANCHESTER FINANCIAL INC trimmed191,925$11M0.2%2026-Q1
Sterling Manor Financial, LLC added190,997$11M0.2%2026-Q1
IronBridge Private Wealth, LLC added188,413$11M0.2%2026-Q1
Altium Investment Strategies LLC new185,542$11M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed180,217$11M0.2%2026-Q1
CWM, LLC added175,622$10M0.2%2026-Q1
Equitable Holdings, Inc. added167,704$10M0.2%2026-Q1
Kovack Advisors, Inc. added164,228$10M0.2%2026-Q1
Transcendent Capital Group LLC trimmed161,164$10M0.2%2026-Q1
Clear Creek Financial Management, LLC added160,114$10M0.2%2026-Q1
Cassia Capital Partners, LLC trimmed156,304$9M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added154,767$9M0.2%2026-Q1
OPPENHEIMER & CO INC trimmed154,245$9M0.2%2026-Q1
Sanctuary Advisors, LLC trimmed153,541$9M0.2%2026-Q1
Triumph Capital Management trimmed152,324$9M0.2%2026-Q1
Mutual Advisors, LLC trimmed150,419$9M0.2%2026-Q1
D.A. DAVIDSON & CO. added150,181$9M0.2%2026-Q1
Integrated Advisors Network LLC added149,544$9M0.2%2026-Q1
Ausdal Financial Partners, Inc. added147,295$9M0.2%2026-Q1
FIFTH THIRD BANCORP added146,994$9M0.2%2026-Q1
McGuire Investment Group, LLC trimmed146,525$9M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed146,265$9M0.2%2026-Q1
Virtus Wealth Solutions LLC trimmed140,924$8M0.2%2026-Q1
Ameritas Advisory Services, LLC added140,408$8M0.2%2026-Q1
Capasso Planning Partners LLC added139,190$8M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed137,612$8M0.2%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC added135,888$8M0.2%2026-Q1
RiverTree Advisors, LLC trimmed134,529$8M0.2%2026-Q1
Proactive Wealth Strategies LLC added133,525$8M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added1,519,844$91M1.9%2025-Q1 stale
TUCKER ASSET MANAGEMENT LLC trimmed616,144$37M0.8%2025-Q4 stale
Coppell Advisory Solutions LLC trimmed391,713$23M0.5%2025-Q4 stale
Summit Financial Wealth Advisors, LLC trimmed320,988$19M0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added296,336$18M0.4%2025-Q2 stale
CITADEL ADVISORS LLC added249,581$15M0.3%2025-Q3 stale
TOWNSQUARE CAPITAL LLC trimmed218,852$13M0.3%2025-Q1 stale
Virtue Capital Management, LLC added160,726$10M0.2%2025-Q1 stale
Moloney Securities Asset Management, LLC added143,519$9M0.2%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.

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