Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
36 tracked funds added or opened FUTY while 34 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
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 2026-Q1 and 2026-Q2, across 248 tracked filers holding FUTY, 142 increased or opened the position and 119 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 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 10
- IFG Advisory, LLC$9M
- AVAII WEALTH MANAGEMENT, LLC$8M
- Richmond Brothers, Inc.$2M
- D. E. Shaw & Co., Inc.$2M
- XTX Topco Ltd$2M
- J.W. COLE ADVISORS, INC.$2M
Full exits 13
- Cambridge Investment Research Advisors, Inc.$24M
- HighTower Advisors, LLC$17M
- Thrivent Financial for Lutherans$4M
- Q3 Asset Management$3M
- Estate Counselors, LLC$3M
- Orion Porfolio Solutions, LLC$2M
Largest adds
- OSAIC HOLDINGS, INC.$18M
- AE Wealth Management LLC$9M
- ENVESTNET ASSET MANAGEMENT INC$4M
- NorthCoast Asset Management LLC$4M
- Quadrature Capital Ltd$3M
- NewEdge Advisors, LLC$3M
Largest trims
- BANK OF AMERICA CORP /DE/$139M
- Independence Financial Advisors, LLC$10M
- AMERIPRISE FINANCIAL INC$5M
- PRIMORIS WEALTH ADVISORS, LLC$2M
- Mariner, LLC$2M
- Lido Advisors, LLC$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 6,885,482 | $402M | 38.9% | 2026-Q2 |
| AE Wealth Management LLC added | 1,865,665 | $109M | 10.5% | 2026-Q2 |
| LPL Financial LLC added | 867,808 | $51M | 4.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 793,095 | $46M | 4.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 551,566 | $32M | 3.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 549,769 | $32M | 3.1% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 449,543 | $26M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 419,958 | $25M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 399,807 | $23M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 374,744 | $22M | 2.1% | 2026-Q2 |
| Mariner, LLC trimmed | 341,739 | $20M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers added | 285,680 | $17M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 196,486 | $11M | 1.1% | 2026-Q2 |
| IFG Advisory, LLC added | 156,107 | $9M | 0.9% | 2026-Q2 |
| Quadrature Capital Ltd added | 155,914 | $9M | 0.9% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 151,028 | $9M | 0.9% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC new | 143,133 | $8M | 0.8% | 2026-Q2 |
| Northside Capital Management, LLC trimmed | 135,459 | $8M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 104,260 | $6M | 0.6% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 103,050 | $6M | 0.6% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 97,905 | $6M | 0.6% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 95,020 | $5M | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 92,191 | $5M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 91,348 | $5M | 0.5% | 2026-Q2 |
| Conrad Siegel Investment Advisors, Inc. added | 79,977 | $5M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,699 | $4M | 0.4% | 2026-Q2 |
| Richard C. Young & CO., LTD. added | 74,002 | $4M | 0.4% | 2026-Q2 |
| UBS Group AG added | 73,761 | $4M | 0.4% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 71,888 | $4M | 0.4% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC trimmed | 65,425 | $4M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 64,580 | $4M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 64,059 | $4M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 63,053 | $4M | 0.4% | 2026-Q2 |
| FMR LLC added | 59,818 | $3M | 0.3% | 2026-Q2 |
| LifePlan Investment Advisors, Inc. trimmed | 59,173 | $3M | 0.3% | 2026-Q2 |
| Targeted Financial Services LLC added | 58,504 | $3M | 0.3% | 2026-Q2 |
| Grey Ledge Advisors, LLC trimmed | 55,038 | $3M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 54,378 | $3M | 0.3% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 52,404 | $3M | 0.3% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 52,155 | $3M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 50,181 | $3M | 0.3% | 2026-Q2 |
| Yoder Wealth Management, Inc. trimmed | 44,768 | $3M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 44,663 | $3M | 0.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 43,346 | $3M | 0.2% | 2026-Q2 |
| Richmond Brothers, Inc. new | 41,897 | $2M | 0.2% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC trimmed | 41,891 | $2M | 0.2% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 41,605 | $2M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 39,313 | $2M | 0.2% | 2026-Q2 |
| High Point Wealth Management, LLC added | 36,594 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 36,489 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 35,892 | $2M | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 33,117 | $2M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 30,637 | $2M | 0.2% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 28,919 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 27,902 | $2M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 27,198 | $2M | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 26,719 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 26,588 | $2M | 0.2% | 2026-Q2 |
| Bellwether Advisors, LLC trimmed | 25,945 | $2M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 25,166 | $1M | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC added | 25,142 | $1M | 0.1% | 2026-Q2 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV added | 24,459 | $1M | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 22,787 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 22,681 | $1M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 22,285 | $1M | 0.1% | 2026-Q2 |
| Maxele Advisors, LLC trimmed | 22,255 | $1M | 0.1% | 2026-Q2 |
| NWAM LLC added | 22,207 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 21,575 | $1M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 21,247 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 19,734 | $1M | 0.1% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO trimmed | 19,278 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 18,809 | $1M | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 17,477 | $1M | 0.1% | 2026-Q2 |
| Independence Financial Advisors, LLC trimmed | 17,228 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 16,757 | $979K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 16,495 | $964K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 16,459 | $962K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,355 | $957K | 0.1% | 2026-Q2 |
| LYNCH & ASSOCIATES/IN added | 15,962 | $932K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,320 | $895K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 15,195 | $888K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 14,518 | $861K | 0.1% | 2026-Q2 |
| Mosley Wealth Management new | 14,457 | $845K | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC added | 14,181 | $828K | 0.1% | 2026-Q2 |
| Emerald Advisors, LLC trimmed | 14,013 | $819K | 0.1% | 2026-Q2 |
| Smith Salley Wealth Management trimmed | 13,437 | $785K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 13,129 | $767K | 0.1% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 13,089 | $773K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 12,691 | $741K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 12,649 | $739K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 12,627 | $738K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 11,959 | $699K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 11,894 | $695K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 11,859 | $693K | 0.1% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 11,853 | $692K | 0.1% | 2026-Q2 |
| Global Financial Private Client, LLC added | 11,528 | $673K | 0.1% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST added | 11,438 | $668K | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 11,380 | $665K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 11,297 | $660K | 0.1% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. | 0 | $1M | 0.1% | 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.