% of shares outstanding is not shown for FTGC: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for FTGC in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 21,825,65821.8M | $627M | — | — |
| 2 | MORGAN STANLEY | 10,531,07410.5M | $302M | — | ADD 6% |
| 3 | LPL Financial LLC | 3,336,7673.3M | $96M | — | ADD 33% |
| 4 | ROYAL BANK OF CANADA | 1,567,5311.6M | $45M | — | ADD 10% |
| 5 | UBS Group AG | 1,448,1301.4M | $42M | — | ADD 5% |
| 6 | STOCK YARDS BANK & TRUST CO | 1,326,0011.3M | $38M | — | ADD 42% |
| 7 | Cyndeo Wealth Partners, LLC | 1,132,7491.1M | $33M | — | ADD 20% |
| 8 | OVERSEA-CHINESE BANKING Corp Ltd | 1,111,3001.1M | $32M | — | NEW |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,076,9671.1M | $31M | — | ADD 23% |
| 10 | Carrera Capital Advisors | 1,062,9641.1M | $31M | — | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| OVERSEA-CHINESE BANKING Corp Ltd | +1,111,300 | $32M | OPEN |
| LPL Financial LLC | +823,276 | $24M | ADD |
| Flaharty Asset Management, LLC | +587,805 | $17M | ADD |
| MORGAN STANLEY | +584,399 | $17M | ADD |
| My Portfolio Guide, LLC | +401,156 | $12M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | −464,568 | $13M | CLOSE |
| Mainsail Financial Group, LLC | −200,238 | $6M | TRIM |
| Petix & Botte Co | −191,721 | $6M | TRIM |
| Ethos Financial Group, LLC | −147,561 | $4M | CLOSE |
| ABLE Financial Group, LLC | −107,862 | $3M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 36.9M | 37.7M | 37.3M | 29.3M | 21.5M | 21.8M | $627M |
| MORGAN STANLEY | 7.7M | 9.4M | 10.8M | 10.2M | 9.9M | 10.5M | $302M |
| LPL Financial LLC | 2.3M | 2.9M | 2.7M | 2.7M | 2.5M | 3.3M | $96M |
| ROYAL BANK OF CANADA | 1.6M | 1.5M | 2.9M | 1.5M | 1.4M | 1.6M | $45M |
| UBS Group AG | 1.2M | 1.2M | 1.2M | 1.3M | 1.4M | 1.4M | $42M |
| STOCK YARDS BANK & TRUST CO | — | — | — | 514K | 937K | 1.3M | $38M |
| Cyndeo Wealth Partners, LLC | 851K | 884K | 908K | 904K | 945K | 1.1M | $33M |
| OVERSEA-CHINESE BANKING Corp Ltd | — | — | — | — | — | 1.1M | $32M |
| RAYMOND JAMES FINANCIAL INC | 787K | 1.1M | 733K | 773K | 875K | 1.1M | $31M |
| Carrera Capital Advisors | 170K | 497K | 678K | 922K | 1.1M | 1.1M | $31M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
