Who owns FTXL (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-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
The tracked-fund tape on FTXL is one-sided between 2025-Q4 and 2026-Q1: 52 added or opened and 13 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 2025-Q4 and 2026-Q1, across 159 tracked filers holding FTXL, 74 increased or opened the position and 65 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 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 16
- NewSquare Capital LLC$8M
- Quadrature Capital Ltd$7M
- Alaska Permanent Capital Management, LLC$6M
- DAYMARK WEALTH PARTNERS, LLC$6M
- Tower Research Capital LLC (TRC)$3M
- Independent Advisor Alliance$2M
Full exits 4
- TWO SIGMA INVESTMENTS, LP$11M
- GTS SECURITIES LLC$3M
- StoneX Group Inc.$1M
- TWO SIGMA SECURITIES, LLC$587K
Largest adds
- GOLDMAN SACHS GROUP INC$15M
- WELLS FARGO & COMPANY/MN$12M
- ROYAL BANK OF CANADA$9M
- LPL Financial LLC$8M
- Summit Financial, LLC$7M
- MORGAN STANLEY$6M
Largest trims
- FIRST TRUST ADVISORS LP$88M
- NewEdge Advisors, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- Advisory Services Network, LLC$4M
- TriaGen Wealth Management LLC$1M
- TRUST CO OF OKLAHOMA$705K
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 |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP trimmed | 4,392,245 | $648M | 50.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 499,053 | $74M | 5.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 471,245 | $69M | 5.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 389,534 | $57M | 4.5% | 2026-Q1 |
| LPL Financial LLC added | 264,411 | $39M | 3.1% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 112,309 | $23M | 1.8% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 129,674 | $19M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 111,553 | $16M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 107,166 | $16M | 1.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 105,253 | $16M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 100,717 | $15M | 1.2% | 2026-Q1 |
| &PARTNERS added | 92,353 | $14M | 1.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 34,701 | $13M | 1.0% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 83,517 | $12M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 70,125 | $10M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 67,302 | $10M | 0.8% | 2026-Q1 |
| CWM, LLC added | 62,751 | $9M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 60,960 | $9M | 0.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 54,931 | $8M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 52,462 | $8M | 0.6% | 2026-Q1 |
| NewSquare Capital LLC added | 51,316 | $8M | 0.6% | 2026-Q1 |
| Summit Financial, LLC added | 49,575 | $7M | 0.6% | 2026-Q1 |
| Quadrature Capital Ltd new | 45,924 | $7M | 0.5% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC new | 43,773 | $6M | 0.5% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC new | 42,445 | $6M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 41,389 | $6M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 39,044 | $6M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 35,680 | $5M | 0.4% | 2026-Q1 |
| World Investment Advisors trimmed | 34,813 | $5M | 0.4% | 2026-Q1 |
| Paragon Private Wealth Management, LLC trimmed | 30,540 | $5M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 28,447 | $4M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 24,440 | $4M | 0.3% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC | 23,013 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 22,553 | $3M | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 22,182 | $3M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 21,105 | $3M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,227 | $3M | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 19,640 | $3M | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC added | 19,193 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 16,433 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 16,075 | $2M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 15,539 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 14,514 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 14,407 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 14,163 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 13,629 | $2M | 0.2% | 2026-Q1 |
| Alaska Wealth Advisors, LLC new | 13,467 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 13,285 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,314 | $2M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 11,575 | $2M | 0.1% | 2026-Q1 |
| Adams Wealth Management trimmed | 10,698 | $2M | 0.1% | 2026-Q1 |
| CacheTech Inc. trimmed | 10,698 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 10,445 | $2M | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC added | 9,922 | $2M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 10,235 | $2M | 0.1% | 2026-Q1 |
| Davis Investment Partners, LLC added | 9,893 | $1M | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 9,698 | $1M | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 9,066 | $1M | 0.1% | 2026-Q1 |
| Wagner Wealth Management, Corp trimmed | 8,559 | $1M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 8,532 | $1M | 0.1% | 2026-Q1 |
| TriaGen Wealth Management LLC trimmed | 7,892 | $1M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 7,733 | $1M | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 7,676 | $1M | 0.1% | 2026-Q1 |
| Members Advisory Group LLC new | 7,577 | $1M | 0.1% | 2026-Q1 |
| Stegent Equity Advisors, Inc. trimmed | 7,575 | $1M | 0.1% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC trimmed | 6,797 | $983K | 0.1% | 2026-Q1 |
| Tudor Financial Inc. added | 10,765 | $980K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 5,970 | $880K | 0.1% | 2026-Q1 |
| EQUITABLE TRUST CO added | 5,707 | $842K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 5,592 | $825K | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 5,446 | $803K | 0.1% | 2026-Q1 |
| Global View Capital Management LLC trimmed | 5,414 | $798K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 5,339 | $787K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC | 5,313 | $784K | 0.1% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 5,256 | $775K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp | 5,230 | $771K | 0.1% | 2026-Q1 |
| Realta Investment Advisors trimmed | 5,190 | $765K | 0.1% | 2026-Q1 |
| TRUST CO OF OKLAHOMA trimmed | 4,709 | $694K | 0.1% | 2026-Q1 |
| Aurora Private Wealth, Inc. new | 4,551 | $671K | 0.1% | 2026-Q1 |
| BETO FINANCIAL GROUP, LLC trimmed | 2,937 | $669K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 4,483 | $661K | 0.1% | 2026-Q1 |
| Englebert Financial Advisers, LLC trimmed | 4,396 | $648K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 4,363 | $644K | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 4,310 | $636K | 0.0% | 2026-Q1 |
| Sigma Planning Corp trimmed | 4,304 | $635K | 0.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC new | 4,236 | $625K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 4,073 | $601K | 0.0% | 2026-Q1 |
| Ballew Advisors, Inc | 3,316 | $567K | 0.0% | 2026-Q1 |
| Prasad Wealth Partners, LLC trimmed | 3,431 | $506K | 0.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 87,500 | $11M | 0.9% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $6M | 0.4% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 44,350 | $4M | 0.3% | 2025-Q2 stale |
| O'Dell Group, LLC trimmed | 27,217 | $3M | 0.2% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 22,400 | $3M | 0.2% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 27,865 | $3M | 0.2% | 2025-Q2 stale |
| StoneX Group Inc. added | 11,125 | $1M | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 12,293 | $1M | 0.1% | 2025-Q3 stale |
| WMG Financial Advisors, LLC trimmed | 10,431 | $1M | 0.1% | 2025-Q3 stale |
| Ethos Financial Group, LLC new | 8,506 | $951K | 0.1% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 4,528 | $587K | 0.0% | 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.