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Institutional Ownership · SEC Form 13F

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.

258
Institutional holders
20,410,684
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added9,170,828$542M44.4%2026-Q1
AE Wealth Management LLC added1,688,841$100M8.2%2026-Q1
LPL Financial LLC added845,116$50M4.1%2026-Q1
Lido Advisors, LLC trimmed570,556$34M2.8%2026-Q1
Kestra Advisory Services, LLC added552,635$33M2.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed478,355$28M2.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed410,170$24M2.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added400,224$24M1.9%2026-Q1
TRAPHAGEN INVESTMENT ADVISORS LLC added397,291$23M1.9%2026-Q1
MORGAN STANLEY added367,010$22M1.8%2026-Q1
Mariner, LLC added364,705$22M1.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added346,509$20M1.7%2026-Q1
HighTower Advisors, LLC added295,629$17M1.4%2026-Q1
AMERIPRISE FINANCIAL INC added270,720$16M1.3%2026-Q1
Cetera Investment Advisers added250,627$15M1.2%2026-Q1
Independence Financial Advisors, LLC trimmed194,038$11M0.9%2026-Q1
Apollon Wealth Management, LLC added141,953$8M0.7%2026-Q1
Northside Capital Management, LLC added139,939$8M0.7%2026-Q1
AGF MANAGEMENT LTD trimmed101,306$6M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed100,531$6M0.5%2026-Q1
Quadrature Capital Ltd trimmed97,657$6M0.5%2026-Q1
PRIMORIS WEALTH ADVISORS, LLC added94,325$6M0.5%2026-Q1
SWEENEY & MICHEL, LLC added90,613$5M0.4%2026-Q1
Valmark Advisers, Inc. added91,376$5M0.4%2026-Q1
Conrad Siegel Investment Advisors, Inc. added77,296$5M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed75,906$4M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added75,182$4M0.4%2026-Q1
Richard C. Young & CO., LTD. added73,694$4M0.4%2026-Q1
Maltin Wealth Management, Inc. added71,207$4M0.3%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed65,440$4M0.3%2026-Q1
UBS Group AG trimmed65,340$4M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added60,091$4M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed59,414$4M0.3%2026-Q1
LifePlan Investment Advisors, Inc. trimmed59,262$4M0.3%2026-Q1
Targeted Financial Services LLC added57,118$3M0.3%2026-Q1
Grey Ledge Advisors, LLC added55,846$3M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added55,802$3M0.3%2026-Q1
Q3 Asset Management added55,766$3M0.3%2026-Q1
Bank of New York Mellon Corp added54,605$3M0.3%2026-Q1
FMR LLC added54,340$3M0.3%2026-Q1
Beaumont Financial Advisors, LLC added53,356$3M0.3%2026-Q1
SIMON QUICK ADVISORS, LLC added52,284$3M0.3%2026-Q1
Yoder Wealth Management, Inc. trimmed48,013$3M0.2%2026-Q1
Estate Counselors, LLC trimmed47,200$3M0.2%2026-Q1
Sigma Planning Corp added43,685$3M0.2%2026-Q1
Wealth Alliance Advisory Group, LLC added42,458$3M0.2%2026-Q1
Lifeworks Advisors, LLC added40,667$2M0.2%2026-Q1
Orion Porfolio Solutions, LLC trimmed36,639$2M0.2%2026-Q1
STIFEL FINANCIAL CORP added35,972$2M0.2%2026-Q1
NorthCoast Asset Management LLC trimmed33,411$2M0.2%2026-Q1
Capital Investment Advisory Services, LLC added32,942$2M0.2%2026-Q1
High Point Wealth Management, LLC added31,228$2M0.2%2026-Q1
Bellwether Advisors, LLC new30,473$2M0.1%2026-Q1
ATLAS CAPITAL ADVISORS INC. added28,919$2M0.1%2026-Q1
ROYAL BANK OF CANADA added28,406$2M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed27,900$2M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added27,317$2M0.1%2026-Q1
Arax Advisory Partners added27,066$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed25,946$2M0.1%2026-Q1
Elevated Capital Advisors, LLC trimmed25,704$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added24,782$1M0.1%2026-Q1
Jaffetilchin Investment Partners, LLC trimmed24,053$1M0.1%2026-Q1
INVESTMENT MANAGEMENT CORP /VA/ /ADV added23,653$1M0.1%2026-Q1
NewEdge Advisors, LLC trimmed51,247$1M0.1%2026-Q1
NWAM LLC added22,173$1M0.1%2026-Q1
Emerald Advisors, LLC added21,741$1M0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed21,269$1M0.1%2026-Q1
Independent Advisor Alliance added20,285$1M0.1%2026-Q1
ROMAN BUTLER FULLERTON & CO added19,527$1M0.1%2026-Q1
OneAscent Financial Services LLC added19,876$1M0.1%2026-Q1
Farther Finance Advisors, LLC added19,636$1M0.1%2026-Q1
Dynamic Advisor Solutions LLC added19,627$1M0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed18,453$1M0.1%2026-Q1
PARK AVENUE SECURITIES LLC added17,811$1M0.1%2026-Q1
Elite Financial, Inc. added17,759$1M0.1%2026-Q1
Prairie Wealth Advisors, Inc.0$1M0.1%2026-Q1
NBC SECURITIES, INC. added17,170$1M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added16,502$969K0.1%2026-Q1
Gimbal Financial new168,867$9M0.7%2025-Q2 stale
IFG Advisory, LLC trimmed151,546$8M0.7%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS added150,000$8M0.7%2025-Q4 stale
Retirement Management Systems Inc. new127,360$7M0.6%2025-Q4 stale
Waverly Advisors, LLC trimmed57,656$3M0.3%2025-Q3 stale
Grant/GrossMendelsohn, LLC trimmed61,444$3M0.3%2025-Q1 stale
Centric Wealth Management added54,117$3M0.2%2025-Q1 stale
Sowell Financial Services LLC trimmed47,580$3M0.2%2025-Q3 stale
SOUTHERN CAPITAL ADVISORS, LLC added50,344$3M0.2%2025-Q2 stale
Proquility Private Wealth Partners, LLC added48,717$2M0.2%2025-Q1 stale
Archer Investment Management, LLC added35,559$2M0.2%2025-Q2 stale
Mach-1 Financial Group, LLC new31,318$2M0.1%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed32,785$2M0.1%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed33,276$2M0.1%2025-Q1 stale
Full Sail Capital, LLC trimmed29,801$2M0.1%2025-Q3 stale
Maxele Advisors, LLC added22,693$1M0.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC added22,547$1M0.1%2025-Q2 stale
RFG Advisory, LLC added19,319$1M0.1%2025-Q2 stale
Axecap Investments, LLC added18,084$999K0.1%2025-Q4 stale
J.W. COLE ADVISORS, INC. added25,006$983K0.1%2025-Q4 stale
Crossmark Global Holdings, Inc.17,277$975K0.1%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed18,234$961K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership