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-Q2 13F filings (latest filed 2026-08-27). 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
18 tracked funds added or opened FTXO while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, LPL Financial LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 120 tracked filers holding FTXO, 58 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 FTXO 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 1
- PUFF WEALTH MANAGEMENT, LLC$786K
Full exits 7
- Arkadios Wealth Advisors$6M
- Cambridge Investment Research Advisors, Inc.$4M
- Tower Research Capital LLC (TRC)$4M
- Janney Montgomery Scott LLC$3M
- Cyndeo Wealth Partners, LLC$2M
- JANE STREET GROUP, LLC$1M
Largest adds
- BANK OF AMERICA CORP /DE/$7M
- MORGAN STANLEY$6M
- LPL Financial LLC$6M
- NewEdge Advisors, LLC$6M
- UBS Group AG$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
Largest trims
- WELLS FARGO & COMPANY/MN$13M
- TWO SIGMA INVESTMENTS, LP$10M
- ROYAL BANK OF CANADA$7M
- AMERIPRISE FINANCIAL INC$5M
- BENJAMIN EDWARDS INC$2M
- CITADEL ADVISORS LLC$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 760,600 | $31M | 14.8% | 2026-Q2 |
| MORGAN STANLEY added | 683,125 | $28M | 13.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 432,672 | $18M | 8.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 413,577 | $17M | 8.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 265,877 | $11M | 5.2% | 2026-Q2 |
| UBS Group AG added | 248,339 | $10M | 4.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 203,170 | $8M | 3.9% | 2026-Q2 |
| TradeWell Securities, LLC. trimmed | 156,933 | $6M | 3.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 154,964 | $6M | 3.0% | 2026-Q2 |
| Wagner Wealth Management, LLC trimmed | 149,885 | $6M | 2.9% | 2026-Q2 |
| Cetera Investment Advisers added | 129,362 | $5M | 2.5% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 122,082 | $5M | 2.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 100,384 | $4M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 100,141 | $4M | 1.9% | 2026-Q2 |
| PFG Advisors added | 98,047 | $4M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 95,800 | $4M | 1.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 81,354 | $3M | 1.6% | 2026-Q2 |
| ASSETMARK, INC added | 81,259 | $3M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 65,506 | $3M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 53,197 | $2M | 1.0% | 2026-Q2 |
| World Investment Advisors added | 51,809 | $2M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 40,709 | $2M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,213 | $1M | 0.7% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 33,967 | $1M | 0.7% | 2026-Q2 |
| IFP Advisors, Inc added | 32,378 | $1M | 0.6% | 2026-Q2 |
| Nilsine Partners, LLC trimmed | 31,843 | $1M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 24,545 | $1M | 0.5% | 2026-Q2 |
| XTX Topco Ltd added | 22,639 | $936K | 0.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 21,947 | $907K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,686 | $896K | 0.4% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 21,393 | $884K | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 20,673 | $854K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 20,520 | $848K | 0.4% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC trimmed | 19,015 | $786K | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 18,069 | $747K | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 17,430 | $720K | 0.3% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 16,805 | $695K | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 16,611 | $687K | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 15,902 | $657K | 0.3% | 2026-Q2 |
| Holistic Financial Partners trimmed | 15,012 | $620K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,629 | $605K | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 14,119 | $584K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 13,228 | $547K | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 12,070 | $499K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 11,741 | $488K | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC added | 11,726 | $485K | 0.2% | 2026-Q2 |
| Englebert Financial Advisers, LLC trimmed | 9,941 | $411K | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 9,754 | $403K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 9,035 | $373K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 8,964 | $378K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 8,884 | $367K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 8,326 | $351K | 0.2% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC | 8,082 | $340K | 0.2% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 7,874 | $325K | 0.2% | 2026-Q2 |
| PURSUE WEALTH PARTNERS LLC | 7,361 | $304K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 7,227 | $299K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 6,973 | $288K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 6,969 | $288K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 6,562 | $271K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 6,256 | $259K | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 5,883 | $243K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 5,876 | $243K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 5,695 | $235K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 5,050 | $209K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 4,889 | $202K | 0.1% | 2026-Q2 |
| Signature Equity Partners, LLC trimmed | 4,806 | $199K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 3,581 | $148K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 2,996 | $124K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 2,889 | $119K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 2,488 | $104K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 2,358 | $97K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 2,325 | $96K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 1,647 | $68K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 1,545 | $64K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC | 1,534 | $63K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 1,460 | $60K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 1,361 | $56K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 1,333 | $55K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 1,293 | $53K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,280 | $53K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 1,067 | $44K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,037 | $43K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 967 | $40K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 500 | $21K | 0.0% | 2026-Q2 |
| ALERUS FINANCIAL NA | 450 | $19K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 440 | $18K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 417 | $17K | 0.0% | 2026-Q2 |
| Topsail Wealth Management, LLC | 400 | $17K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 367 | $15K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 265 | $11K | 0.0% | 2026-Q2 |
| FMR LLC added | 253 | $10K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 248 | $10K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 208 | $9K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 167 | $7K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC new | 155 | $6K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 155 | $6K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 151 | $6K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 148 | $6K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 135 | $6K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 134 | $6K | 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.