Who owns FTXL
Which tracked institutional funds hold FTXL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTXL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
The tracked-fund tape on FTXL is one-sided between 2026-Q1 and 2026-Q2: 101 added or opened and 16 trimmed or exited — on balance accumulating.
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
FTXL’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FTXL 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 202 tracked filers holding FTXL, 107 increased or opened the position and 79 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 FTXL 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 15
- MARSHALL WACE, LLP$10M
- Howard Capital Management, LLC$6M
- COMPASS FINANCIAL MANAGEMENT LLC$5M
- Brookstone Capital Management$4M
- Synergy Asset Management, LLC$2M
- OAK FAMILY ADVISORS, LLC$2M
Full exits 9
- Cambridge Investment Research Advisors, Inc.$10M
- CWM, LLC$9M
- Independent Advisor Alliance$2M
- Janney Montgomery Scott LLC$2M
- HRT FINANCIAL LP$880K
- Aurora Private Wealth, Inc.$671K
Largest adds
- FIRST TRUST ADVISORS LP$166M
- WELLS FARGO & COMPANY/MN$70M
- GOLDMAN SACHS GROUP INC$67M
- MORGAN STANLEY$52M
- LPL Financial LLC$49M
- NewEdge Advisors, LLC$21M
Largest trims
- CITADEL ADVISORS LLC$8M
- JANE STREET GROUP, LLC$3M
- Tower Research Capital LLC (TRC)$3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- US BANCORP \DE\$1M
- Members Advisory Group LLC$838K
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 |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP trimmed | 2,854,912 | $814M | 43.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 492,150 | $140M | 7.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 448,881 | $128M | 6.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 427,057 | $122M | 6.5% | 2026-Q2 |
| LPL Financial LLC added | 308,460 | $88M | 4.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 116,690 | $33M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 113,910 | $32M | 1.7% | 2026-Q2 |
| Nilsine Partners, LLC added | 112,477 | $32M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 107,528 | $31M | 1.6% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 81,575 | $23M | 1.2% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 79,949 | $23M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 71,369 | $20M | 1.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 66,348 | $19M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 64,370 | $18M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 60,291 | $17M | 0.9% | 2026-Q2 |
| &PARTNERS trimmed | 59,325 | $17M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 57,470 | $16M | 0.9% | 2026-Q2 |
| Quadrature Capital Ltd added | 55,587 | $16M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 54,643 | $16M | 0.8% | 2026-Q2 |
| NewSquare Capital LLC trimmed | 50,719 | $14M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 42,870 | $12M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 41,526 | $12M | 0.6% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 39,801 | $11M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,549 | $11M | 0.6% | 2026-Q2 |
| Summit Financial, LLC trimmed | 34,888 | $10M | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 34,807 | $5M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP new | 34,073 | $10M | 0.5% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC trimmed | 29,839 | $9M | 0.5% | 2026-Q2 |
| Paragon Private Wealth Management, LLC trimmed | 28,128 | $8M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 27,096 | $8M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 24,808 | $7M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 24,260 | $7M | 0.4% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 23,482 | $7M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 22,545 | $6M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 22,264 | $6M | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 20,140 | $6M | 0.3% | 2026-Q2 |
| Tudor Financial Inc. added | 19,947 | $2M | 0.1% | 2026-Q2 |
| Howard Capital Management, LLC new | 19,682 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,542 | $6M | 0.3% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 18,669 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 17,260 | $5M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 16,801 | $5M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 16,073 | $5M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 14,835 | $4M | 0.2% | 2026-Q2 |
| Alaska Wealth Advisors, LLC added | 13,496 | $4M | 0.2% | 2026-Q2 |
| Brookstone Capital Management new | 13,412 | $4M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 12,442 | $4M | 0.2% | 2026-Q2 |
| Stegent Equity Advisors, Inc. added | 11,421 | $3M | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 9,904 | $3M | 0.1% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 9,476 | $3M | 0.1% | 2026-Q2 |
| CacheTech Inc. trimmed | 9,068 | $3M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,805 | $3M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 8,766 | $2M | 0.1% | 2026-Q2 |
| Synergy Asset Management, LLC new | 8,724 | $2M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 8,469 | $2M | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 8,346 | $2M | 0.1% | 2026-Q2 |
| Adams Wealth Management trimmed | 8,248 | $2M | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 8,000 | $2M | 0.1% | 2026-Q2 |
| TriaGen Wealth Management LLC added | 7,919 | $2M | 0.1% | 2026-Q2 |
| OAK FAMILY ADVISORS, LLC new | 7,872 | $2M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 7,462 | $2M | 0.1% | 2026-Q2 |
| Reliant Investment Partners, LLC added | 6,953 | $2M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 6,323 | $2M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 5,966 | $2M | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO | 5,707 | $2M | 0.1% | 2026-Q2 |
| Davis Investment Partners, LLC trimmed | 5,700 | $2M | 0.1% | 2026-Q2 |
| TRUST CO OF OKLAHOMA added | 5,560 | $2M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC | 5,313 | $2M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 5,307 | $2M | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 5,243 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,229 | $1M | 0.1% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC trimmed | 5,114 | $1M | 0.1% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 4,830 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,788 | $1M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 4,709 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 4,610 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 4,560 | $1M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 4,219 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,946 | $1M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 3,904 | $1M | 0.1% | 2026-Q2 |
| KMT WEALTH MANAGEMENT, LLC new | 3,621 | $1M | 0.1% | 2026-Q2 |
| Kingsbury Capital Investment Advisors LLC added | 3,621 | $1M | 0.1% | 2026-Q2 |
| Realta Investment Advisors trimmed | 3,524 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 3,492 | $997K | 0.1% | 2026-Q2 |
| Ballew Advisors, Inc | 3,316 | $830K | 0.0% | 2026-Q2 |
| BYRNE FINANCIAL FREEDOM, LLC added | 3,315 | $945K | 0.1% | 2026-Q2 |
| Prasad Wealth Partners, LLC trimmed | 3,232 | $921K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 3,118 | $888K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 3,020 | $861K | 0.0% | 2026-Q2 |
| PFG Investments, LLC new | 2,766 | $788K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 2,757 | $786K | 0.0% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 2,730 | $778K | 0.0% | 2026-Q2 |
| Harvest Investment Services, LLC added | 2,683 | $765K | 0.0% | 2026-Q2 |
| Englebert Financial Advisers, LLC trimmed | 2,607 | $743K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, Corp trimmed | 2,585 | $737K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 2,545 | $725K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 2,528 | $720K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC | 2,493 | $710K | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP | 2,485 | $708K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 2,463 | $702K | 0.0% | 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.