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-Q1 13F filings (latest filed 2026-05-19). 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 2025-Q4 and 2026-Q1: 35 added or opened and 2 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 2025-Q4 and 2026-Q1, across 55 tracked filers holding FTXR, 43 increased or opened the position and 11 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 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 22
- FIRST TRUST ADVISORS LP$669M
- Nilsine Partners, LLC$19M
- Advisory Services Network, LLC$15M
- &PARTNERS$14M
- BNP PARIBAS FINANCIAL MARKETS$10M
- NewSquare Capital LLC$8M
Full exits 1
- Maridea Wealth Management LLC$2M
Largest adds
- MORGAN STANLEY$16M
- NewEdge Advisors, LLC$10M
- WELLS FARGO & COMPANY/MN$10M
- RAYMOND JAMES FINANCIAL INC$7M
- ROYAL BANK OF CANADA$6M
- LPL Financial LLC$5M
Largest trims
- GOLDMAN SACHS GROUP INC$790K
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 | 17,561,577 | $669M | 80.4% | 2026-Q1 |
| Nilsine Partners, LLC new | 453,361 | $19M | 2.3% | 2026-Q1 |
| MORGAN STANLEY added | 484,397 | $18M | 2.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 385,678 | $15M | 1.8% | 2026-Q1 |
| &PARTNERS new | 367,478 | $14M | 1.7% | 2026-Q1 |
| NewEdge Advisors, LLC added | 124,894 | $10M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 252,601 | $10M | 1.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 250,000 | $10M | 1.1% | 2026-Q1 |
| NewSquare Capital LLC added | 209,809 | $8M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 206,591 | $8M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 185,130 | $7M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 148,125 | $6M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 113,905 | $4M | 0.5% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC new | 76,680 | $3M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 51,171 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 44,760 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 43,501 | $2M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 39,237 | $1M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 36,184 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,844 | $1M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 34,820 | $1M | 0.2% | 2026-Q1 |
| Davis Investment Partners, LLC new | 32,607 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC added | 31,504 | $1M | 0.1% | 2026-Q1 |
| TriaGen Wealth Management LLC trimmed | 30,577 | $1M | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 25,742 | $994K | 0.1% | 2026-Q1 |
| World Investment Advisors new | 25,843 | $985K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 24,519 | $934K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,152 | $768K | 0.1% | 2026-Q1 |
| Garden State Investment Advisory Services LLC new | 19,315 | $736K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 19,276 | $735K | 0.1% | 2026-Q1 |
| TRUST CO OF OKLAHOMA new | 18,839 | $718K | 0.1% | 2026-Q1 |
| Realta Investment Advisors added | 18,608 | $709K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 18,098 | $666K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 17,460 | $666K | 0.1% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 17,225 | $656K | 0.1% | 2026-Q1 |
| Tudor Financial Inc. new | 1,829 | $563K | 0.1% | 2026-Q1 |
| Englebert Financial Advisers, LLC new | 14,552 | $555K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,189 | $426K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 10,404 | $396K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 8,559 | $326K | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 7,557 | $313K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 7,023 | $268K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 6,977 | $266K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 6,338 | $242K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 1,800 | $69K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 1,060 | $40K | 0.0% | 2026-Q1 |
| ATWOOD & PALMER INC | 975 | $37K | 0.0% | 2026-Q1 |
| UBS Group AG | 716 | $27K | 0.0% | 2026-Q1 |
| Hilton Head Capital Partners, LLC | 569 | $22K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 400 | $15K | 0.0% | 2026-Q1 |
| MTM Investment Management, LLC | 305 | $12K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 147 | $6K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 131 | $5K | 0.0% | 2026-Q1 |
| MAI Capital Management | 100 | $4K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 56 | $2K | 0.0% | 2026-Q1 |
| WIN ADVISORS, INC added | 86,501 | $3M | 0.3% | 2025-Q2 stale |
| Maridea Wealth Management LLC new | 42,301 | $2M | 0.2% | 2025-Q4 stale |
| Cutter & CO Brokerage, Inc. trimmed | 13,420 | $398K | 0.0% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP new | 7,300 | $256K | 0.0% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC trimmed | 6,072 | $235K | 0.0% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP trimmed | 5,162 | $200K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 1,461 | $57K | 0.0% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 1,076 | $42K | 0.0% | 2025-Q4 stale |
| Heartwood Wealth Advisors LLC new | 647 | $23K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 606 | $21K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 500 | $15K | 0.0% | 2025-Q1 stale |
| AE Wealth Management LLC trimmed | 215 | $6K | 0.0% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 150 | $6K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. new | 63 | $2K | 0.0% | 2025-Q1 stale |
| Capital Analysts, LLC | 16 | $1K | 0.0% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC trimmed | 11 | $386 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.