Who owns FTXO
Which tracked institutional funds hold FTXO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTXO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
21 tracked funds added or opened FTXO while 19 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
FTXO’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FTXO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FTXO 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 124 tracked filers holding FTXO, 66 increased or opened the position and 60 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 FTXO 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 7
- TWO SIGMA INVESTMENTS, LP$13M
- Arkadios Wealth Advisors$6M
- DAYMARK WEALTH PARTNERS, LLC$5M
- Cyndeo Wealth Partners, LLC$2M
- JANE STREET GROUP, LLC$1M
- XTX Topco Ltd$586K
Full exits 3
- Owen LaRue, LLC$949K
- PUFF WEALTH MANAGEMENT, LLC$857K
- US BANCORP \DE\$693K
Largest adds
- WELLS FARGO & COMPANY/MN$14M
- ROYAL BANK OF CANADA$7M
- AMERIPRISE FINANCIAL INC$5M
- RAYMOND JAMES FINANCIAL INC$5M
- Tower Research Capital LLC (TRC)$3M
- MORGAN STANLEY$3M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$3M
- NewEdge Advisors, LLC$2M
- LPL Financial LLC$2M
- OPPENHEIMER & CO INC$1M
- ASSETMARK, INC$976K
- STIFEL FINANCIAL CORP$849K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 847,949 | $31M | 12.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 698,952 | $25M | 10.2% | 2026-Q1 |
| MORGAN STANLEY added | 608,387 | $22M | 8.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 372,500 | $13M | 5.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 297,436 | $11M | 4.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 288,154 | $10M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 282,990 | $10M | 4.1% | 2026-Q1 |
| UBS Group AG added | 220,098 | $8M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 202,219 | $7M | 3.0% | 2026-Q1 |
| TradeWell Securities, LLC. trimmed | 168,177 | $6M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 159,143 | $6M | 2.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 157,712 | $6M | 2.3% | 2026-Q1 |
| Wagner Wealth Management, LLC trimmed | 157,014 | $6M | 2.3% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC new | 129,645 | $5M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 129,152 | $5M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 107,075 | $4M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 101,346 | $4M | 1.5% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 99,522 | $4M | 1.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 91,120 | $3M | 1.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 90,289 | $3M | 1.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 89,590 | $3M | 1.3% | 2026-Q1 |
| PFG Advisors added | 87,691 | $3M | 1.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 79,860 | $3M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 78,411 | $3M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 72,593 | $3M | 1.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 70,306 | $3M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 62,695 | $2M | 0.9% | 2026-Q1 |
| World Investment Advisors added | 51,789 | $2M | 0.8% | 2026-Q1 |
| Nilsine Partners, LLC added | 46,480 | $2M | 0.7% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC new | 41,649 | $2M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 39,027 | $1M | 0.6% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 37,962 | $1M | 0.6% | 2026-Q1 |
| Prospera Financial Services Inc added | 34,741 | $1M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 33,376 | $1M | 0.5% | 2026-Q1 |
| Holistic Financial Partners added | 32,683 | $1M | 0.5% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 31,673 | $1M | 0.5% | 2026-Q1 |
| Englebert Financial Advisers, LLC added | 26,438 | $956K | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 22,046 | $797K | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 21,742 | $786K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 19,152 | $693K | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC added | 135,378 | $664K | 0.3% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 18,302 | $662K | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 18,154 | $657K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 17,916 | $648K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 17,870 | $646K | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 16,277 | $589K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 16,193 | $586K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 15,978 | $578K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,280 | $553K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. new | 14,443 | $522K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 13,227 | $500K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 12,646 | $457K | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 11,690 | $423K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 11,558 | $418K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ | 9,723 | $352K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 8,962 | $328K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 8,881 | $321K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 8,676 | $314K | 0.1% | 2026-Q1 |
| BETO FINANCIAL GROUP, LLC trimmed | 8,082 | $312K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 8,454 | $306K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,932 | $291K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 7,969 | $288K | 0.1% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 7,874 | $285K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,032 | $281K | 0.1% | 2026-Q1 |
| PURSUE WEALTH PARTNERS LLC | 7,361 | $266K | 0.1% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. trimmed | 6,765 | $245K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 6,669 | $241K | 0.1% | 2026-Q1 |
| CWM, LLC added | 6,527 | $236K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 6,525 | $236K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 6,434 | $233K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 6,189 | $223K | 0.1% | 2026-Q1 |
| NOVEM GROUP new | 6,137 | $222K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 5,886 | $213K | 0.1% | 2026-Q1 |
| Signature Equity Partners, LLC trimmed | 5,836 | $211K | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 5,805 | $210K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 5,560 | $201K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 2,843 | $103K | 0.0% | 2026-Q1 |
| Owen LaRue, LLC new | 25,121 | $949K | 0.4% | 2025-Q4 stale |
| PUFF WEALTH MANAGEMENT, LLC trimmed | 22,393 | $857K | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 26,424 | $803K | 0.3% | 2025-Q1 stale |
| Element Wealth, LLC new | 21,905 | $724K | 0.3% | 2025-Q2 stale |
| US BANCORP \DE\ added | 18,343 | $693K | 0.3% | 2025-Q4 stale |
| Private Advisory Group LLC new | 20,285 | $617K | 0.2% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 17,003 | $562K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 15,563 | $514K | 0.2% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC trimmed | 12,351 | $471K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 12,104 | $457K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 12,332 | $407K | 0.2% | 2025-Q2 stale |
| Virtue Capital Management, LLC new | 10,500 | $318K | 0.1% | 2025-Q1 stale |
| Baird Financial Group, Inc. trimmed | 10,320 | $314K | 0.1% | 2025-Q1 stale |
| RFG - Bristol Wealth Advisors, LLC new | 9,352 | $284K | 0.1% | 2025-Q1 stale |
| RFG Advisory, LLC added | 7,359 | $243K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 6,421 | $243K | 0.1% | 2025-Q4 stale |
| Pinnacle Family Advisors, LLC trimmed | 6,410 | $242K | 0.1% | 2025-Q4 stale |
| Traction Financial Partners, LLC new | 6,663 | $220K | 0.1% | 2025-Q2 stale |
| OneDigital Investment Advisors LLC trimmed | 7,106 | $216K | 0.1% | 2025-Q1 stale |
| Sigma Planning Corp trimmed | 6,005 | $214K | 0.1% | 2025-Q3 stale |
| BlueChip Wealth Advisors LLC trimmed | 5,580 | $211K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 5,164 | $184K | 0.1% | 2025-Q3 stale |
| TUCKER ASSET MANAGEMENT LLC added | 2,400 | $91K | 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.