Who owns FUTY (FUTY)
Which tracked institutional funds hold FUTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FUTY 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
58 tracked funds added or opened FUTY while 23 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
FUTY’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FUTY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FUTY 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 258 tracked filers holding FUTY, 149 increased or opened the position and 118 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 FUTY 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 6
- Q3 Asset Management$3M
- Bellwether Advisors, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- SYKON CAPITAL LLC$780K
- Kovack Advisors, Inc.$704K
- Merit Financial Group, LLC$683K
Full exits 8
- IFG Advisory, LLC$8M
- BNP PARIBAS FINANCIAL MARKETS$8M
- Retirement Management Systems Inc.$7M
- Mach-1 Financial Group, LLC$2M
- Maxele Advisors, LLC$1M
- Axecap Investments, LLC$999K
Largest adds
- BANK OF AMERICA CORP /DE/$40M
- AE Wealth Management LLC$24M
- TRAPHAGEN INVESTMENT ADVISORS LLC$20M
- LPL Financial LLC$8M
- HighTower Advisors, LLC$6M
- Kestra Advisory Services, LLC$6M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21M
- OSAIC HOLDINGS, INC.$11M
- NorthCoast Asset Management LLC$7M
- AGF MANAGEMENT LTD$6M
- KINGSWOOD WEALTH ADVISORS, LLC$4M
- NewEdge Advisors, LLC$2M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 9,170,828 | $542M | 44.4% | 2026-Q1 |
| AE Wealth Management LLC added | 1,688,841 | $100M | 8.2% | 2026-Q1 |
| LPL Financial LLC added | 845,116 | $50M | 4.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 570,556 | $34M | 2.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 552,635 | $33M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 478,355 | $28M | 2.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 410,170 | $24M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 400,224 | $24M | 1.9% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 397,291 | $23M | 1.9% | 2026-Q1 |
| MORGAN STANLEY added | 367,010 | $22M | 1.8% | 2026-Q1 |
| Mariner, LLC added | 364,705 | $22M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 346,509 | $20M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 295,629 | $17M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 270,720 | $16M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 250,627 | $15M | 1.2% | 2026-Q1 |
| Independence Financial Advisors, LLC trimmed | 194,038 | $11M | 0.9% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 141,953 | $8M | 0.7% | 2026-Q1 |
| Northside Capital Management, LLC added | 139,939 | $8M | 0.7% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 101,306 | $6M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 100,531 | $6M | 0.5% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 97,657 | $6M | 0.5% | 2026-Q1 |
| PRIMORIS WEALTH ADVISORS, LLC added | 94,325 | $6M | 0.5% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 90,613 | $5M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 91,376 | $5M | 0.4% | 2026-Q1 |
| Conrad Siegel Investment Advisors, Inc. added | 77,296 | $5M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 75,906 | $4M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 75,182 | $4M | 0.4% | 2026-Q1 |
| Richard C. Young & CO., LTD. added | 73,694 | $4M | 0.4% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 71,207 | $4M | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 65,440 | $4M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 65,340 | $4M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 60,091 | $4M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 59,414 | $4M | 0.3% | 2026-Q1 |
| LifePlan Investment Advisors, Inc. trimmed | 59,262 | $4M | 0.3% | 2026-Q1 |
| Targeted Financial Services LLC added | 57,118 | $3M | 0.3% | 2026-Q1 |
| Grey Ledge Advisors, LLC added | 55,846 | $3M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 55,802 | $3M | 0.3% | 2026-Q1 |
| Q3 Asset Management added | 55,766 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 54,605 | $3M | 0.3% | 2026-Q1 |
| FMR LLC added | 54,340 | $3M | 0.3% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 53,356 | $3M | 0.3% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 52,284 | $3M | 0.3% | 2026-Q1 |
| Yoder Wealth Management, Inc. trimmed | 48,013 | $3M | 0.2% | 2026-Q1 |
| Estate Counselors, LLC trimmed | 47,200 | $3M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 43,685 | $3M | 0.2% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC added | 42,458 | $3M | 0.2% | 2026-Q1 |
| Lifeworks Advisors, LLC added | 40,667 | $2M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 36,639 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 35,972 | $2M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 33,411 | $2M | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 32,942 | $2M | 0.2% | 2026-Q1 |
| High Point Wealth Management, LLC added | 31,228 | $2M | 0.2% | 2026-Q1 |
| Bellwether Advisors, LLC new | 30,473 | $2M | 0.1% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. added | 28,919 | $2M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 28,406 | $2M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 27,900 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 27,317 | $2M | 0.1% | 2026-Q1 |
| Arax Advisory Partners added | 27,066 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 25,946 | $2M | 0.1% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 25,704 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,782 | $1M | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 24,053 | $1M | 0.1% | 2026-Q1 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV added | 23,653 | $1M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 51,247 | $1M | 0.1% | 2026-Q1 |
| NWAM LLC added | 22,173 | $1M | 0.1% | 2026-Q1 |
| Emerald Advisors, LLC added | 21,741 | $1M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 21,269 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 20,285 | $1M | 0.1% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO added | 19,527 | $1M | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC added | 19,876 | $1M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 19,636 | $1M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 19,627 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 18,453 | $1M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 17,811 | $1M | 0.1% | 2026-Q1 |
| Elite Financial, Inc. added | 17,759 | $1M | 0.1% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $1M | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 17,170 | $1M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 16,502 | $969K | 0.1% | 2026-Q1 |
| Gimbal Financial new | 168,867 | $9M | 0.7% | 2025-Q2 stale |
| IFG Advisory, LLC trimmed | 151,546 | $8M | 0.7% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 150,000 | $8M | 0.7% | 2025-Q4 stale |
| Retirement Management Systems Inc. new | 127,360 | $7M | 0.6% | 2025-Q4 stale |
| Waverly Advisors, LLC trimmed | 57,656 | $3M | 0.3% | 2025-Q3 stale |
| Grant/GrossMendelsohn, LLC trimmed | 61,444 | $3M | 0.3% | 2025-Q1 stale |
| Centric Wealth Management added | 54,117 | $3M | 0.2% | 2025-Q1 stale |
| Sowell Financial Services LLC trimmed | 47,580 | $3M | 0.2% | 2025-Q3 stale |
| SOUTHERN CAPITAL ADVISORS, LLC added | 50,344 | $3M | 0.2% | 2025-Q2 stale |
| Proquility Private Wealth Partners, LLC added | 48,717 | $2M | 0.2% | 2025-Q1 stale |
| Archer Investment Management, LLC added | 35,559 | $2M | 0.2% | 2025-Q2 stale |
| Mach-1 Financial Group, LLC new | 31,318 | $2M | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 32,785 | $2M | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 33,276 | $2M | 0.1% | 2025-Q1 stale |
| Full Sail Capital, LLC trimmed | 29,801 | $2M | 0.1% | 2025-Q3 stale |
| Maxele Advisors, LLC added | 22,693 | $1M | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 22,547 | $1M | 0.1% | 2025-Q2 stale |
| RFG Advisory, LLC added | 19,319 | $1M | 0.1% | 2025-Q2 stale |
| Axecap Investments, LLC added | 18,084 | $999K | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 25,006 | $983K | 0.1% | 2025-Q4 stale |
| Crossmark Global Holdings, Inc. | 17,277 | $975K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,234 | $961K | 0.1% | 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.