FTQI

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$21.23

-0.32 (-1.48%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding FTQI · 2026-Q1 methodology → sources →

103 holders

% of shares outstanding held

—

Shares held (13F)

13,164,238

Reporting holders

103

Top holders

largest 100 of 103 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,576,0813.6M	$71M	—	ADD 12%
2	WELLS FARGO & COMPANY/MN	2,453,9042.5M	$49M	—	ADD 22%
3	Integrated Wealth Concepts LLC	650,358650,358	$13M	—	ADD 275%
4	Spartan Wealth Advisory Services LLC	513,768513,768	$10M	—	NEW
5	Snowden Capital Advisors LLC	483,811483,811	$10M	—	ADD 9%
6	Fifth Third Securities, Inc.	481,302481,302	$10M	—	ADD 7%
7	Cetera Investment Advisers	364,351364,351	$7M	—	ADD 17%
8	Sun Financial Inc	245,950245,950	$5M	—	—
9	OSAIC HOLDINGS, INC.	248,032248,032	$5M	—	ADD 22%
10	COMMONWEALTH EQUITY SERVICES, LLC	225,028225,028	$4M	—	TRIM -80%
11	Janney Montgomery Scott LLC	199,613199,613	$4M	—	ADD 39%
12	Private Advisor Group, LLC	199,029199,029	$4M	—	—
13	Sowell Financial Services LLC	172,411172,411	$3M	—	ADD 17%
14	ENVESTNET ASSET MANAGEMENT INC	170,639170,639	$3M	—	ADD 29%
15	Cambridge Investment Research Advisors, Inc.	161,287161,287	$3M	—	ADD 11%
16	RiverTree Advisors, LLC	154,916154,916	$3M	—	ADD 16%
17	STIFEL FINANCIAL CORP	124,017124,017	$2M	—	ADD 9%
18	RFG Advisory, LLC	121,423121,423	$2M	—	ADD 62%
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	119,448119,448	$2M	—	ADD 11%
20	Concurrent Investment Advisors, LLC	117,021117,021	$2M	—	ADD 19%
21	FIRST TRUST ADVISORS LP	93,63793,637	$2M	—	ADD 24%
22	Capital Investment Advisory Services, LLC	90,46290,462	$2M	—	ADD 5%
23	Significant Wealth Partners LLC	88,78988,789	$2M	—	NEW
24	D.A. DAVIDSON & CO.	78,85078,850	$2M	—	TRIM -4%
25	Cornerstone Wealth Management, LLC	77,18677,186	$2M	—	ADD 16%
26	Anchor Capital Management Group Inc	74,00074,000	$1M	—	—
27	Arax Advisory Partners	69,23369,233	$1M	—	ADD 6%
28	Kestra Advisory Services, LLC	68,79568,795	$1M	—	ADD 141%
29	MML INVESTORS SERVICES, LLC	64,23564,235	$1M	—	TRIM -4%
30	Sigma Planning Corp	58,59158,591	$1M	—	—
31	Gateway Wealth Partners, LLC	54,48654,486	$1M	—	ADD 346%
32	Trueblood Wealth Management, LLC	53,90853,908	$1M	—	ADD 26%
33	PRIVATE TRUST CO NA	50,79750,797	$1M	—	ADD 3%
34	ROYAL BANK OF CANADA	52,21452,214	$1M	—	ADD 63%
35	World Investment Advisors	47,75547,755	$951,287	—	—
36	OneDigital Investment Advisors LLC	45,63745,637	$909,092	—	ADD 72%
37	PMG Family Office LLC	44,56144,561	$887,655	—	ADD 67%
38	Balboa Wealth Partners	44,39044,390	$884,250	—	ADD 3%
39	HARBOUR INVESTMENTS, INC.	43,88443,884	$874,169	—	ADD 97%
40	Sanctuary Advisors, LLC	43,79943,799	$872,476	—	—
41	Elevated Capital Advisors, LLC	43,66943,669	$869,883	—	ADD 3%
42	INDEPENDENT FINANCIAL GROUP, LLC	39,65239,652	$789,868	—	TRIM -24%
43	Brookstone Capital Management	39,21639,216	$781,189	—	ADD 38%
44	Core Wealth Partners LLC	37,82237,822	$753,414	—	TRIM -3%
45	Avior Wealth Management, LLC	37,23537,235	$741,730	—	ADD 75%
46	Integrated Advisors Network LLC	33,55833,558	$668,476	—	ADD 54%
47	CWM, LLC	33,43133,431	$665,940	—	TRIM -17%
48	IHT Wealth Management, LLC	32,99532,995	$657,260	—	ADD 36%
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32,92132,921	$655,790	—	ADD 10%
50	Triumph Capital Management	32,90632,906	$655,488	—	ADD 4%
51	Geneos Wealth Management Inc.	32,32732,327	$643,954	—	ADD 272%
52	Kingsview Wealth Management, LLC	30,78430,784	$613,217	—	NEW
53	WEDBUSH SECURITIES INC	30,76930,769	$613,000	—	—
54	Mariner, LLC	30,54130,541	$608,384	—	TRIM -7%
55	Oder Investment Management, LLC	29,62929,629	$590,210	—	ADD 10%
56	IFP Advisors, Inc	29,06029,060	$578,875	—	TRIM -17%
57	WESBANCO BANK INC	28,31228,312	$563,975	—	ADD 23%
58	MARSHALL INVESTMENT MANAGEMENT, LLC	26,46626,466	$527,194	—	ADD 21%
59	Tactive Advisors, LLC	25,09425,094	$499,864	—	ADD 3%
60	Ameritas Advisory Services, LLC	25,06625,066	$499,305	—	ADD 2%
61	PFG Investments, LLC	22,92222,922	$456,608	—	ADD 16%
62	CENTAURUS FINANCIAL, INC.	22,25022,250	$443,000	—	—
63	BENJAMIN EDWARDS INC	21,04021,040	$419,116	—	NEW
64	KESTRA PRIVATE WEALTH SERVICES, LLC	19,40419,404	$386,527	—	TRIM -67%
65	Apollon Wealth Management, LLC	18,49718,497	$368,460	—	ADD 71%
66	AE Wealth Management LLC	18,48618,486	$368,250	—	ADD 194%
67	Ausdal Financial Partners, Inc.	18,29818,298	$364,486	—	ADD 35%
68	Key Client Fiduciary Advisors, LLC	17,25117,251	$343,640	—	ADD 19%
69	B. Riley Wealth Advisors, Inc.	17,61817,618	$340,554	—	TRIM -69%
70	Patriot Financial Group Insurance Agency, LLC	16,95816,958	$337,796	—	NEW
71	Advyzon Investment Management, LLC	15,43415,434	$307,444	—	NEW
72	NOVEM GROUP	15,34615,346	$305,698	—	ADD 10%
73	Mach-1 Financial Group, LLC	15,34315,343	$305,643	—	—
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,72714,727	$293,362	—	TRIM -71%
75	Signature Equity Partners, LLC	14,58114,581	$290,450	—	ADD 17%
76	Western Wealth Management, LLC	14,18314,183	$282,521	—	ADD 6%
77	StoneX Group Inc.	13,60013,600	$270,912	—	—
78	Kapstone Financial Advisors LLC	13,52013,520	$269,318	—	ADD 12%
79	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12,99412,994	$258,835	—	ADD 7%
80	SMITH, MOORE & CO.	11,78011,780	$234,658	—	ADD 2%
81	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11,17811,178	$225,679	—	—
82	NWF Advisory Services Inc.	11,20011,200	$223,104	—	—
83	HBK Sorce Advisory LLC	10,29010,290	$221,236	—	NEW
84	US BANCORP \DE\	11,02111,021	$219,536	—	TRIM -35%
85	IMG Wealth Management, Inc.	10,80610,806	$215,256	—	ADD 16%
86	NewEdge Advisors, LLC	51,98851,988	$175,175	—	—
87	Sunbelt Securities, Inc.	7,8527,852	$156,418	—	ADD 2%
88	FIFTH THIRD BANCORP	6,7126,712	$133,710	—	NEW
89	Dunhill Financial, LLC	6,0426,042	$120,356	—	—
90	Advisory Services Network, LLC	5,0035,003	$99,660	—	NEW
91	MORGAN STANLEY	4,5584,558	$90,800	—	—
92	Steward Partners Investment Advisory, LLC	3,2703,270	$65,138	—	—
93	Sound Income Strategies, LLC	2,1432,143	$43,117	—	—
94	NBC SECURITIES, INC.	1,9351,935	$38,545	—	—
95	Ankerstar Wealth, LLC	1,5911,591	$31,693	—	—
96	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1,5001,500	$29,880	—	—
97	Parallel Advisors, LLC	1,0001,000	$19,920	—	NEW
98	Rossby Financial, LCC	969969	$19,496	—	NEW
99	Financial Gravity Asset Management, Inc.	581581	$11,574	—	TRIM -73%
100	Smartleaf Asset Management LLC	580580	$11,211	—	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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

1.7M

2.2M

2.7M

2.9M

3.2M

3.6M

$71M

WELLS FARGO & COMPANY/MN

621

115K

415K

1.6M

2.0M

2.5M

$49M

Integrated Wealth Concepts LLC

664K

617K

639K

680K

173K

650K

$13M

Spartan Wealth Advisory Services LLC

—

514K

$10M

Snowden Capital Advisors LLC

245K

263K

266K

324K

442K

484K

$10M

Fifth Third Securities, Inc.

443K

493K

558K

595K

451K

481K

$10M

Cetera Investment Advisers

107K

129K

152K

291K

312K

364K

$7M

Sun Financial Inc

—

243K

246K

$5M

OSAIC HOLDINGS, INC.

79K

142K

189K

203K

204K

248K

$5M

COMMONWEALTH EQUITY SERVICES, LLC

1.1M

225K

$4M

Janney Montgomery Scott LLC

—

73K

144K

200K

$4M

Private Advisor Group, LLC

114K

107K

116K

140K

203K

199K

$4M

Sowell Financial Services LLC

132K

133K

141K

143K

147K

172K

$3M

ENVESTNET ASSET MANAGEMENT INC

91K

99K

116K

129K

133K

171K

$3M

Cambridge Investment Research Advisors, Inc.

97K

114K

117K

132K

145K

161K

$3M

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.

Institutional footprint by quarter

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	103	13,164,238	—	$262M
2025-Q4	106	12,381,451	—	$285M
2025-Q3	90	10,712,497	—	$220M
2025-Q2	88	9,506,486	—	$186M
2025-Q1	84	7,808,153	—	$147M
2024-Q4	79	6,637,763	—	$138M
2024-Q3	65

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.

Institutional ownership· 13F filers holding FTQI · 2026-Q1 methodology → sources →

103 holders

% of shares outstanding held

—

Shares held (13F)

13,164,238

Reporting holders

103

Top holders

largest 100 of 103 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,576,0813.6M	$71M	—	ADD 12%
2	WELLS FARGO & COMPANY/MN	2,453,9042.5M	$49M	—	ADD 22%
3	Integrated Wealth Concepts LLC	650,358650,358	$13M	—	ADD 275%
4	Spartan Wealth Advisory Services LLC	513,768513,768	$10M	—	NEW
5	Snowden Capital Advisors LLC	483,811483,811	$10M	—	ADD 9%
6	Fifth Third Securities, Inc.	481,302481,302	$10M	—	ADD 7%
7	Cetera Investment Advisers	364,351364,351	$7M	—	ADD 17%
8	Sun Financial Inc	245,950245,950	$5M	—	—
9	OSAIC HOLDINGS, INC.	248,032248,032	$5M	—	ADD 22%
10	COMMONWEALTH EQUITY SERVICES, LLC	225,028225,028	$4M	—	TRIM -80%
11	Janney Montgomery Scott LLC	199,613199,613	$4M	—	ADD 39%
12	Private Advisor Group, LLC	199,029199,029	$4M	—	—
13	Sowell Financial Services LLC	172,411172,411	$3M	—	ADD 17%
14	ENVESTNET ASSET MANAGEMENT INC	170,639170,639	$3M	—	ADD 29%
15	Cambridge Investment Research Advisors, Inc.	161,287161,287	$3M	—	ADD 11%
16	RiverTree Advisors, LLC	154,916154,916	$3M	—	ADD 16%
17	STIFEL FINANCIAL CORP	124,017124,017	$2M	—	ADD 9%
18	RFG Advisory, LLC	121,423121,423	$2M	—	ADD 62%
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	119,448119,448	$2M	—	ADD 11%
20	Concurrent Investment Advisors, LLC	117,021117,021	$2M	—	ADD 19%
21	FIRST TRUST ADVISORS LP	93,63793,637	$2M	—	ADD 24%
22	Capital Investment Advisory Services, LLC	90,46290,462	$2M	—	ADD 5%
23	Significant Wealth Partners LLC	88,78988,789	$2M	—	NEW
24	D.A. DAVIDSON & CO.	78,85078,850	$2M	—	TRIM -4%
25	Cornerstone Wealth Management, LLC	77,18677,186	$2M	—	ADD 16%
26	Anchor Capital Management Group Inc	74,00074,000	$1M	—	—
27	Arax Advisory Partners	69,23369,233	$1M	—	ADD 6%
28	Kestra Advisory Services, LLC	68,79568,795	$1M	—	ADD 141%
29	MML INVESTORS SERVICES, LLC	64,23564,235	$1M	—	TRIM -4%
30	Sigma Planning Corp	58,59158,591	$1M	—	—
31	Gateway Wealth Partners, LLC	54,48654,486	$1M	—	ADD 346%
32	Trueblood Wealth Management, LLC	53,90853,908	$1M	—	ADD 26%
33	PRIVATE TRUST CO NA	50,79750,797	$1M	—	ADD 3%
34	ROYAL BANK OF CANADA	52,21452,214	$1M	—	ADD 63%
35	World Investment Advisors	47,75547,755	$951,287	—	—
36	OneDigital Investment Advisors LLC	45,63745,637	$909,092	—	ADD 72%
37	PMG Family Office LLC	44,56144,561	$887,655	—	ADD 67%
38	Balboa Wealth Partners	44,39044,390	$884,250	—	ADD 3%
39	HARBOUR INVESTMENTS, INC.	43,88443,884	$874,169	—	ADD 97%
40	Sanctuary Advisors, LLC	43,79943,799	$872,476	—	—
41	Elevated Capital Advisors, LLC	43,66943,669	$869,883	—	ADD 3%
42	INDEPENDENT FINANCIAL GROUP, LLC	39,65239,652	$789,868	—	TRIM -24%
43	Brookstone Capital Management	39,21639,216	$781,189	—	ADD 38%
44	Core Wealth Partners LLC	37,82237,822	$753,414	—	TRIM -3%
45	Avior Wealth Management, LLC	37,23537,235	$741,730	—	ADD 75%
46	Integrated Advisors Network LLC	33,55833,558	$668,476	—	ADD 54%
47	CWM, LLC	33,43133,431	$665,940	—	TRIM -17%
48	IHT Wealth Management, LLC	32,99532,995	$657,260	—	ADD 36%
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32,92132,921	$655,790	—	ADD 10%
50	Triumph Capital Management	32,90632,906	$655,488	—	ADD 4%
51	Geneos Wealth Management Inc.	32,32732,327	$643,954	—	ADD 272%
52	Kingsview Wealth Management, LLC	30,78430,784	$613,217	—	NEW
53	WEDBUSH SECURITIES INC	30,76930,769	$613,000	—	—
54	Mariner, LLC	30,54130,541	$608,384	—	TRIM -7%
55	Oder Investment Management, LLC	29,62929,629	$590,210	—	ADD 10%
56	IFP Advisors, Inc	29,06029,060	$578,875	—	TRIM -17%
57	WESBANCO BANK INC	28,31228,312	$563,975	—	ADD 23%
58	MARSHALL INVESTMENT MANAGEMENT, LLC	26,46626,466	$527,194	—	ADD 21%
59	Tactive Advisors, LLC	25,09425,094	$499,864	—	ADD 3%
60	Ameritas Advisory Services, LLC	25,06625,066	$499,305	—	ADD 2%
61	PFG Investments, LLC	22,92222,922	$456,608	—	ADD 16%
62	CENTAURUS FINANCIAL, INC.	22,25022,250	$443,000	—	—
63	BENJAMIN EDWARDS INC	21,04021,040	$419,116	—	NEW
64	KESTRA PRIVATE WEALTH SERVICES, LLC	19,40419,404	$386,527	—	TRIM -67%
65	Apollon Wealth Management, LLC	18,49718,497	$368,460	—	ADD 71%
66	AE Wealth Management LLC	18,48618,486	$368,250	—	ADD 194%
67	Ausdal Financial Partners, Inc.	18,29818,298	$364,486	—	ADD 35%
68	Key Client Fiduciary Advisors, LLC	17,25117,251	$343,640	—	ADD 19%
69	B. Riley Wealth Advisors, Inc.	17,61817,618	$340,554	—	TRIM -69%
70	Patriot Financial Group Insurance Agency, LLC	16,95816,958	$337,796	—	NEW
71	Advyzon Investment Management, LLC	15,43415,434	$307,444	—	NEW
72	NOVEM GROUP	15,34615,346	$305,698	—	ADD 10%
73	Mach-1 Financial Group, LLC	15,34315,343	$305,643	—	—
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,72714,727	$293,362	—	TRIM -71%
75	Signature Equity Partners, LLC	14,58114,581	$290,450	—	ADD 17%
76	Western Wealth Management, LLC	14,18314,183	$282,521	—	ADD 6%
77	StoneX Group Inc.	13,60013,600	$270,912	—	—
78	Kapstone Financial Advisors LLC	13,52013,520	$269,318	—	ADD 12%
79	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12,99412,994	$258,835	—	ADD 7%
80	SMITH, MOORE & CO.	11,78011,780	$234,658	—	ADD 2%
81	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11,17811,178	$225,679	—	—
82	NWF Advisory Services Inc.	11,20011,200	$223,104	—	—
83	HBK Sorce Advisory LLC	10,29010,290	$221,236	—	NEW
84	US BANCORP \DE\	11,02111,021	$219,536	—	TRIM -35%
85	IMG Wealth Management, Inc.	10,80610,806	$215,256	—	ADD 16%
86	NewEdge Advisors, LLC	51,98851,988	$175,175	—	—
87	Sunbelt Securities, Inc.	7,8527,852	$156,418	—	ADD 2%
88	FIFTH THIRD BANCORP	6,7126,712	$133,710	—	NEW
89	Dunhill Financial, LLC	6,0426,042	$120,356	—	—
90	Advisory Services Network, LLC	5,0035,003	$99,660	—	NEW
91	MORGAN STANLEY	4,5584,558	$90,800	—	—
92	Steward Partners Investment Advisory, LLC	3,2703,270	$65,138	—	—
93	Sound Income Strategies, LLC	2,1432,143	$43,117	—	—
94	NBC SECURITIES, INC.	1,9351,935	$38,545	—	—
95	Ankerstar Wealth, LLC	1,5911,591	$31,693	—	—
96	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1,5001,500	$29,880	—	—
97	Parallel Advisors, LLC	1,0001,000	$19,920	—	NEW
98	Rossby Financial, LCC	969969	$19,496	—	NEW
99	Financial Gravity Asset Management, Inc.	581581	$11,574	—	TRIM -73%
100	Smartleaf Asset Management LLC	580580	$11,211	—	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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

1.7M

2.2M

2.7M

2.9M

3.2M

3.6M

$71M

WELLS FARGO & COMPANY/MN

621

115K

415K

1.6M

2.0M

2.5M

$49M

Integrated Wealth Concepts LLC

664K

617K

639K

680K

173K

650K

$13M

Spartan Wealth Advisory Services LLC

—

514K

$10M

Snowden Capital Advisors LLC

245K

263K

266K

324K

442K

484K

$10M

Fifth Third Securities, Inc.

443K

493K

558K

595K

451K

481K

$10M

Cetera Investment Advisers

107K

129K

152K

291K

312K

364K

$7M

Sun Financial Inc

—

243K

246K

$5M

OSAIC HOLDINGS, INC.

79K

142K

189K

203K

204K

248K

$5M

COMMONWEALTH EQUITY SERVICES, LLC

1.1M

225K

$4M

Janney Montgomery Scott LLC

—

73K

144K

200K

$4M

Private Advisor Group, LLC

114K

107K

116K

140K

203K

199K

$4M

Sowell Financial Services LLC

132K

133K

141K

143K

147K

172K

$3M

ENVESTNET ASSET MANAGEMENT INC

91K

99K

116K

129K

133K

171K

$3M

Cambridge Investment Research Advisors, Inc.

97K

114K

117K

132K

145K

161K

$3M

Institutional footprint by quarter

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	103	13,164,238	—	$262M
2025-Q4	106	12,381,451	—	$285M
2025-Q3	90	10,712,497	—	$220M
2025-Q2	88	9,506,486	—	$186M
2025-Q1	84	7,808,153	—	$147M
2024-Q4	79	6,637,763	—	$138M
2024-Q3	65

Short interest has its own tab now — open SI →

FTQI☆

Institutional ownership· 13F filers holding FTQI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding FTQI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

FTQI