% of shares outstanding is not shown for FTOH: 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 FTOH 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 | RAYMOND JAMES FINANCIAL INC | 1,109,5911.1M | $9M | — | — |
| 2 | Cetera Investment Advisers | 175,106175,106 | $1M | — | ADD 28% |
| 3 | LPL Financial LLC | 170,797170,797 | $1M | — | ADD 29% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 77,01577,015 | $637,607 | — | ADD 88% |
| 5 | Cerity Partners LLC | 60,00060,000 | $499,200 | — | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 56,00556,005 | $465,962 | — | ADD 33% |
| 7 | JANE STREET GROUP, LLC | 53,87353,873 | $448,223 | — | TRIM -56% |
| 8 | Park Edge Advisors, LLC | 47,18647,186 | $392,586 | — | — |
| 9 | UBS Group AG | 41,52941,529 | $345,521 | — | TRIM -63% |
| 10 | ROYAL BANK OF CANADA | 27,44527,445 | $228,000 | — | TRIM -44% |
| 11 | OSAIC HOLDINGS, INC. | 22,30322,303 | $185,562 | — | TRIM -34% |
| 12 | MGO ONE SEVEN LLC | 20,03020,030 | $166,651 | — | — |
| 13 | DAYMARK WEALTH PARTNERS, LLC | 18,59718,597 | $154,727 | — | NEW |
| 14 | AMERIPRISE FINANCIAL INC | 18,24218,242 | $151,773 | — | TRIM -22% |
| 15 | Hamrick Investment Counsel, llc | 17,70017,700 | $147,264 | — | TRIM -28% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 17,40717,407 | $144,830 | — | — |
| 17 | FARMERS TRUST CO | 17,14017,140 | $142,605 | — | NEW |
| 18 | OpenArc Corporate Advisory, LLC | 12,47512,475 | $103,792 | — | — |
| 19 | Pines Wealth Management, LLC | 11,31011,310 | $94,100 | — | — |
| 20 | Kapstone Financial Advisors LLC | 10,10810,108 | $84,099 | — | NEW |
| 21 | WELLS FARGO & COMPANY/MN | 2,9222,922 | $24,311 | — | TRIM -26% |
| 22 | HAZLETT, BURT & WATSON, INC. | 2,5022,502 | $21,000 | — | — |
| 23 | CoreCap Advisors, LLC | 2,0942,094 | $17,427 | — | NEW |
| 24 | MORGAN STANLEY | 543543 | $4,518 | — | — |
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | 467467 | $3,885 | — | TRIM -86% |
| 26 | True Wealth Design, LLC | 66 | $51 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 1.1M | 1.1M | $9M |
| Cetera Investment Advisers | — | — | — | — | 137K | 175K | $1M |
| LPL Financial LLC | — | — | — | — | 132K | 171K | $1M |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | — | 41K | 77K | $637,607 |
| Cerity Partners LLC | — | — | — | — | — | 60K | $499,200 |
| BANK OF AMERICA CORP /DE/ | — | — | — | — | 42K | 56K | $465,962 |
| JANE STREET GROUP, LLC | — | — | — | — | 121K | 54K | $448,223 |
| Park Edge Advisors, LLC | — | — | — | — | 47K | 47K | $392,586 |
| UBS Group AG | — | — | — | — | 111K | 42K | $345,521 |
| ROYAL BANK OF CANADA | — | — | — | — | 49K | 27K | $228,000 |
| OSAIC HOLDINGS, INC. | — | — | — | — | 34K | 22K | $185,562 |
| MGO ONE SEVEN LLC | — | — | — | — | 20K | 20K | $166,651 |
| DAYMARK WEALTH PARTNERS, LLC | — | — | — | — | — | 19K | $154,727 |
| AMERIPRISE FINANCIAL INC | — | — | — | — | 23K | 18K | $151,773 |
| Hamrick Investment Counsel, llc | — | — | — | — | 25K | 18K | $147,264 |
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 | 26 | 1,992,393 | — | $17M |
| 2025-Q4 | 21 | 1,938,173 | — | $16M |
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 | |
|---|---|---|---|
| Cerity Partners LLC | +60,000 | $499,200 | OPEN |
| LPL Financial LLC | +38,363 | $319,180 | ADD |
| Cetera Investment Advisers | +38,106 | $317,042 | ADD |
| JONES FINANCIAL COMPANIES LLLP | +36,010 | $299,603 | ADD |
| RAYMOND JAMES FINANCIAL INC | +20,032 | $166,666 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | −69,786 | $580,620 | TRIM |
| JANE STREET GROUP, LLC | −67,268 | $559,670 | TRIM |
| ROYAL BANK OF CANADA | −21,549 | $179,288 | TRIM |
| OLD MISSION CAPITAL LLC | −14,611 | $121,564 | CLOSE |
| OSAIC HOLDINGS, INC. | −11,239 | $93,508 | TRIM |
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).
