Who owns FTXR
Which tracked institutional funds hold FTXR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTXR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 FTXR is one-sided between 2026-Q1 and 2026-Q2: 27 added or opened and 8 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
FTXR’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 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FTXR 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 58 tracked filers holding FTXR, 35 increased or opened the position and 21 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 FTXR 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 5
- Summit Financial, LLC$9M
- CREATIVE FINANCIAL DESIGNS INC /ADV$999K
- HFG Advisors, Inc.$896K
- Coppell Advisory Solutions LLC$809K
- TRUIST FINANCIAL CORP$595K
Full exits 6
- BNP PARIBAS FINANCIAL MARKETS$10M
- Independent Advisor Alliance$2M
- FLOW TRADERS U.S. LLC$1M
- CWM, LLC$1M
- Janney Montgomery Scott LLC$934K
- Cambridge Investment Research Advisors, Inc.$768K
Largest adds
- FIRST TRUST ADVISORS LP$132M
- WELLS FARGO & COMPANY/MN$20M
- MORGAN STANLEY$12M
- NewEdge Advisors, LLC$9M
- RAYMOND JAMES FINANCIAL INC$5M
- BENJAMIN EDWARDS INC$5M
Largest trims
- Prospera Financial Services Inc$418K
- CITADEL ADVISORS LLC$335K
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 added | 17,572,217 | $801M | 75.9% | 2026-Q2 |
| MORGAN STANLEY added | 662,918 | $30M | 2.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 639,362 | $29M | 2.8% | 2026-Q2 |
| Nilsine Partners, LLC added | 465,155 | $21M | 2.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 408,346 | $19M | 1.8% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 371,415 | $17M | 1.6% | 2026-Q2 |
| &PARTNERS added | 370,720 | $17M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 291,017 | $13M | 1.3% | 2026-Q2 |
| NewSquare Capital LLC added | 249,056 | $11M | 1.1% | 2026-Q2 |
| LPL Financial LLC added | 241,475 | $11M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 203,378 | $9M | 0.9% | 2026-Q2 |
| Summit Financial, LLC new | 189,165 | $9M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 150,159 | $7M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 113,905 | $5M | 0.5% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 69,505 | $3M | 0.3% | 2026-Q2 |
| TriaGen Wealth Management LLC added | 56,335 | $3M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 55,880 | $3M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 53,207 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 42,426 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 39,804 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 33,652 | $2M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 33,520 | $2M | 0.1% | 2026-Q2 |
| Davis Investment Partners, LLC added | 33,191 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 29,024 | $1M | 0.1% | 2026-Q2 |
| TRUST CO OF OKLAHOMA added | 25,414 | $1M | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 25,069 | $1M | 0.1% | 2026-Q2 |
| Tudor Financial Inc. added | 3,144 | $1M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 21,921 | $999K | 0.1% | 2026-Q2 |
| World Investment Advisors | 25,843 | $985K | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 20,650 | $941K | 0.1% | 2026-Q2 |
| HFG Advisors, Inc. new | 19,671 | $896K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 19,340 | $881K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC | 24 | $809K | 0.1% | 2026-Q2 |
| Realta Investment Advisors trimmed | 17,070 | $778K | 0.1% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC trimmed | 16,656 | $759K | 0.1% | 2026-Q2 |
| Englebert Financial Advisers, LLC added | 15,560 | $709K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 13,060 | $595K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,755 | $490K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 10,375 | $473K | 0.0% | 2026-Q2 |
| Claro Advisors Inc. new | 9,022 | $411K | 0.0% | 2026-Q2 |
| Regal Investment Advisors LLC new | 8,532 | $389K | 0.0% | 2026-Q2 |
| WealthBridge Capital Management, LLC new | 8,436 | $384K | 0.0% | 2026-Q2 |
| Fortis Group Advisors, LLC trimmed | 7,210 | $329K | 0.0% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 5,433 | $248K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,800 | $82K | 0.0% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 1,080 | $49K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 1,060 | $48K | 0.0% | 2026-Q2 |
| ATWOOD & PALMER INC | 975 | $44K | 0.0% | 2026-Q2 |
| UBS Group AG | 716 | $33K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 701 | $32K | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC | 569 | $26K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 400 | $18K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC new | 349 | $16K | 0.0% | 2026-Q2 |
| FMR LLC new | 334 | $15K | 0.0% | 2026-Q2 |
| MTM Investment Management, LLC | 305 | $14K | 0.0% | 2026-Q2 |
| Jackson, Grant Investment Advisers, Inc. new | 230 | $10K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 125 | $6K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 56 | $3K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 250,000 | $10M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 44,760 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 34,820 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 31,504 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 24,519 | $934K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 20,152 | $768K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 8,559 | $326K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 6,338 | $242K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 147 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 100 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Maridea Wealth Management LLC new | 42,301 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MML INVESTORS SERVICES, LLC new | 6,072 | $235K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,461 | $57K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 150 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP new | 7,300 | $256K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Heartwood Wealth Advisors LLC new | 647 | $23K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 606 | $21K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC trimmed | 11 | $386 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WIN ADVISORS, INC new | 86,501 | $3M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Capital Analysts, LLC | 16 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.