% of shares outstanding is not shown for FTMA: 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 withheld — no market cap for FTMA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 3,223,0353.2M | $29M | — | ADD 8% |
| 2 | AMERIPRISE FINANCIAL INC | 3,010,4013.0M | $27M | — | TRIM -3% |
| 3 | MORGAN STANLEY | 2,669,0862.7M | $24M | — | ADD 42% |
| 4 | BANK OF AMERICA CORP /DE/ | 685,383685,383 | $6M | — | ADD 18% |
| 5 | LPL Financial LLC | 313,007313,007 | $3M | — | ADD 24% |
| 6 | Kestra Advisory Services, LLC | 287,722287,722 | $3M | — | ADD 278% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 270,420270,420 | $2M | — | — |
| 8 | JANE STREET GROUP, LLC | 263,724263,724 | $2M | — | TRIM -25% |
| 9 | WELLS FARGO & COMPANY/MN | 255,120255,120 | $2M | — | ADD 5% |
| 10 | McAdam, LLC | 225,465225,465 | $2M | — | — |
| 11 | RAYMOND JAMES FINANCIAL INC | 224,000224,000 | $2M | — | ADD 9% |
| 12 | O'ROURKE & COMPANY, Inc | 199,512199,512 | $2M | — | ADD 100% |
| 13 | Cetera Investment Advisers | 172,007172,007 | $2M | — | — |
| 14 | Alta Wealth Advisors LLC | 155,428155,428 | $1M | — | — |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 131,207131,207 | $1M | — | TRIM -8% |
| 16 | Steward Partners Investment Advisory, LLC | 126,070126,070 | $1M | — | TRIM -26% |
| 17 | Private Advisor Group, LLC | 112,451112,451 | $1M | — | — |
| 18 | Abbot Financial Management, Inc. | 102,442102,442 | $918,393 | — | — |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,48049,480 | $444,334 | — | TRIM -19% |
| 20 | PARSONS CAPITAL MANAGEMENT INC/RI | 45,95945,959 | $412,021 | — | NEW |
| 21 | Janney Montgomery Scott LLC | 39,47939,479 | $354,000 | — | NEW |
| 22 | WEALTH EFFECTS LLC | 36,49236,492 | $327,155 | — | — |
| 23 | OLD MISSION CAPITAL LLC | 34,07034,070 | $305,437 | — | ADD 39% |
| 24 | Fiduciary Trust Co | 26,16326,163 | $234,551 | — | — |
| 25 | OSAIC HOLDINGS, INC. | 24,87524,875 | $223,117 | — | ADD 5% |
| 26 | GOLDMAN SACHS GROUP INC | 24,09724,097 | $216,030 | — | TRIM -70% |
| 27 | Claro Advisors Inc. | 22,33322,333 | $200,213 | — | NEW |
| 28 | Russell Investments Group, Ltd. | 21,97721,977 | $197,024 | — | NEW |
| 29 | STIFEL FINANCIAL CORP | 20,85420,854 | $186,957 | — | TRIM -22% |
| 30 | SHP Wealth Management | 19,96319,963 | $178,968 | — | ADD 11% |
| 31 | Mariner, LLC | 19,24719,247 | $172,545 | — | TRIM -12% |
| 32 | Stablepoint Partners, LLC | 19,22919,229 | $172,390 | — | NEW |
| 33 | ROYAL BANK OF CANADA | 18,34818,348 | $164,000 | — | TRIM -19% |
| 34 | Cambridge Investment Research Advisors, Inc. | 17,34917,349 | $156,000 | — | TRIM -43% |
| 35 | James J. Burns & Company, LLC | 17,28417,284 | $154,954 | — | — |
| 36 | Modera Wealth Management, LLC | 17,11117,111 | $153,401 | — | — |
| 37 | FLAGSHIP HARBOR ADVISORS, LLC | 17,05917,059 | $152,932 | — | TRIM -11% |
| 38 | CAPE ANN SAVINGS BANK | 16,54816,548 | $148,353 | — | NEW |
| 39 | One Charles Private Wealth Services, LLC | 15,87315,873 | $142,301 | — | — |
| 40 | Mechanics Bank Trust Department | 14,83014,830 | $132,950 | — | — |
| 41 | JONES FINANCIAL COMPANIES LLLP | 14,20214,202 | $126,540 | — | TRIM -28% |
| 42 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 14,07714,077 | $126,200 | — | TRIM -21% |
| 43 | EASTERN BANK | 13,34613,346 | $119,647 | — | NEW |
| 44 | Bright Futures Wealth Management, LLC. | 12,86012,860 | $115,290 | — | — |
| 45 | INDEPENDENT FINANCIAL GROUP, LLC | 12,06312,063 | $108,145 | — | — |
| 46 | MassMutual Private Wealth & Trust, FSB | 10,70610,706 | $95,979 | — | NEW |
| 47 | Waverly Advisors, LLC | 10,49410,494 | $94,079 | — | — |
| 48 | AE Wealth Management LLC | 6,6926,692 | $59,994 | — | — |
| 49 | UBS Group AG | 5,3805,380 | $48,232 | — | TRIM -77% |
| 50 | Farther Finance Advisors, LLC | 3,5863,586 | $32,130 | — | NEW |
| 51 | Centerpoint Advisors, LLC | 2,7002,700 | $24,000 | — | — |
| 52 | ST GERMAIN D J CO INC | 1,8891,889 | $16,936 | — | NEW |
| 53 | ASSETMARK, INC | 417417 | $3,738 | — | NEW |
| 54 | FMR LLC | 9999 | $888 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 3.0M | 3.2M | $29M |
| AMERIPRISE FINANCIAL INC | — | — | — | — | 3.1M | 3.0M | $27M |
| MORGAN STANLEY | — | — | — | — | 1.9M | 2.7M | $24M |
| BANK OF AMERICA CORP /DE/ | — | — | — | — | 581K | 685K | $6M |
| LPL Financial LLC | — | — | — | — | 252K | 313K | $3M |
| Kestra Advisory Services, LLC | — | — | — | — | 76K | 288K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 268K | 270K | $2M |
| JANE STREET GROUP, LLC | — | — | — | — | 354K | 264K | $2M |
| WELLS FARGO & COMPANY/MN | — | — | — | — | 243K | 255K | $2M |
| McAdam, LLC | — | — | — | — | 224K | 225K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 206K | 224K | $2M |
| O'ROURKE & COMPANY, Inc | — | — | — | — | 100K | 200K | $2M |
| Cetera Investment Advisers | — | — | — | — | 175K | 172K | $2M |
| Alta Wealth Advisors LLC | — | — | — | — | 155K | 155K | $1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | — | — | — | 142K | 131K | $1M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 54 | 13,073,611 | — | $117M |
| 2025-Q4 | 47 | 12,035,528 | — | $108M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | +791,709 | $7M | ADD |
| COMMONWEALTH EQUITY SERVICES, LLC | +248,237 | $2M | ADD |
| Kestra Advisory Services, LLC | +211,588 | $2M | ADD |
| BANK OF AMERICA CORP /DE/ | +103,913 | $931,580 | ADD |
| O'ROURKE & COMPANY, Inc | +99,756 | $894,313 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| NewEdge Advisors, LLC | −287,673 | $3M | CLOSE |
| AMERIPRISE FINANCIAL INC | −90,899 | $814,910 | TRIM |
| JANE STREET GROUP, LLC | −89,797 | $805,030 | TRIM |
| GOLDMAN SACHS GROUP INC | −56,389 | $505,527 | TRIM |
| Ransom Advisory, Ltd | −45,714 | $409,826 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
