FTSM

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$59.89

+0.02 (+0.04%)

USD · as of 2026-07-28 · marketstack

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

421 holders

% of shares outstanding held

—

Shares held (13F)

83,914,584

Reporting holders

421

Top holders

largest 100 of 421 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	14,200,87414.2M	$849M	—	ADD 12%
2	LPL Financial LLC	8,894,6878.9M	$532M	—	—
3	WELLS FARGO & COMPANY/MN	7,927,2787.9M	$474M	—	TRIM -8%
4	UBS Group AG	3,074,4863.1M	$184M	—	ADD 8%
5	ROYAL BANK OF CANADA	2,929,5392.9M	$175M	—	—
6	Concurrent Investment Advisors, LLC	2,590,8992.6M	$155M	—	ADD 4481%
7	RAYMOND JAMES FINANCIAL INC	2,457,1192.5M	$147M	—	TRIM -2%
8	BANK OF AMERICA CORP /DE/	2,284,2292.3M	$137M	—	TRIM -3%
9	Csenge Advisory Group	1,895,3351.9M	$113M	—	—
10	Cetera Investment Advisers	1,577,4041.6M	$94M	—	TRIM -12%
11	STIFEL FINANCIAL CORP	1,185,4421.2M	$71M	—	—
12	OSAIC HOLDINGS, INC.	1,148,9721.1M	$69M	—	ADD 6%
13	BDFS Capital LLC	1,114,3401.1M	$67M	—	ADD 6%
14	Cambridge Investment Research Advisors, Inc.	1,016,2121.0M	$61M	—	ADD 4%
15	ENVESTNET ASSET MANAGEMENT INC	827,236827,236	$49M	—	TRIM -6%
16	Hansen & Associates Financial Group, Inc.	794,084794,084	$47M	—	NEW
17	GDS Wealth Management	709,784709,784	$42M	—	TRIM -17%
18	Gradient Investments LLC	662,925662,925	$40M	—	ADD 6%
19	&PARTNERS	662,279662,279	$40M	—	ADD 13%
20	Bramshill Investments, LLC	655,802655,802	$39M	—	NEW
21	COMMONWEALTH EQUITY SERVICES, LLC	636,659636,659	$38M	—	TRIM -4%
22	TCP Asset Management, LLC	573,317573,317	$34M	—	ADD 46%
23	TRUIST FINANCIAL CORP	556,462556,462	$33M	—	TRIM -3%
24	Guided Capital Wealth Management, LLC	551,623551,623	$33M	—	ADD 5244%
25	Steward Partners Investment Advisory, LLC	513,699513,699	$31M	—	ADD 6%
26	Mariner, LLC	486,564486,564	$29M	—	—
27	IFP Advisors, Inc	435,534435,534	$26M	—	ADD 37%
28	Kingsview Wealth Management, LLC	422,999422,999	$25M	—	TRIM -4%
29	Kaydan Wealth Management, Inc.	419,546419,546	$25M	—	—
30	Janney Montgomery Scott LLC	398,654398,654	$24M	—	TRIM -35%
31	UPTICK PARTNERS, LLC	386,047386,047	$23M	—	ADD 23%
32	Gateway Wealth Partners, LLC	360,020360,020	$22M	—	ADD 135%
33	Atria Investments, Inc	358,523358,523	$21M	—	ADD 8%
34	PARK NATIONAL CORP /OH/	339,233339,233	$20M	—	—
35	Prospera Financial Services Inc	332,972332,972	$20M	—	ADD 9%
36	HBK Sorce Advisory LLC	330,959330,959	$20M	—	TRIM -2%
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	323,915323,915	$19M	—	TRIM -21%
38	Independent Advisor Alliance	315,220315,220	$19M	—	NEW
39	Mainsail Financial Group, LLC	313,208313,208	$19M	—	ADD 4%
40	Balboa Wealth Partners	304,852304,852	$18M	—	ADD 564%
41	HighTower Advisors, LLC	293,697293,697	$18M	—	—
42	LAKE STREET PRIVATE WEALTH, LLC	293,569293,569	$18M	—	ADD 13%
43	Western Wealth Management, LLC	291,411291,411	$17M	—	ADD 6%
44	HARBOUR INVESTMENTS, INC.	282,849282,849	$17M	—	ADD 24%
45	Hilton Head Capital Partners, LLC	269,246269,246	$16M	—	ADD 3%
46	Financial Enhancement Group LLC	263,339263,339	$16M	—	TRIM -12%
47	Private Advisor Group, LLC	262,007262,007	$16M	—	—
48	WESBANCO BANK INC	255,550255,550	$15M	—	ADD 24%
49	FLAGSHIP HARBOR ADVISORS, LLC	250,090250,090	$15M	—	ADD 3%
50	Jaffetilchin Investment Partners, LLC	240,449240,449	$14M	—	TRIM -8%
51	Farther Finance Advisors, LLC	239,321239,321	$14M	—	ADD 314%
52	Avestar Capital, LLC	229,086229,086	$14M	—	ADD 136%
53	Ellsworth Advisors, LLC	224,884224,884	$13M	—	ADD 3%
54	TITLEIST ASSET MANAGEMENT, LLC	224,826224,826	$13M	—	TRIM -2%
55	Stablepoint Partners, LLC	219,580219,580	$13M	—	—
56	SHELTON WEALTH MANAGEMENT, LLC	216,383216,383	$13M	—	—
57	Capital Investment Advisory Services, LLC	214,238214,238	$13M	—	TRIM -7%
58	Kestra Advisory Services, LLC	213,422213,422	$13M	—	ADD 25%
59	Triad Wealth Partners, LLC	211,031211,031	$13M	—	TRIM -28%
60	Accurate Wealth Management, LLC	204,583204,583	$12M	—	ADD 611%
61	Crusonia Wealth Advisors LLC	202,435202,435	$12M	—	—
62	CITIGROUP INC	196,717196,717	$12M	—	ADD 4%
63	MANCHESTER FINANCIAL INC	191,925191,925	$11M	—	TRIM -5%
64	Sterling Manor Financial, LLC	190,997190,997	$11M	—	ADD 3%
65	IronBridge Private Wealth, LLC	188,413188,413	$11M	—	NEW
66	Altium Investment Strategies LLC	185,542185,542	$11M	—	NEW
67	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	180,217180,217	$11M	—	TRIM -2%
68	CWM, LLC	175,622175,622	$10M	—	ADD 4%
69	Equitable Holdings, Inc.	167,704167,704	$10M	—	ADD 29%
70	Kovack Advisors, Inc.	164,228164,228	$10M	—	ADD 141%
71	Transcendent Capital Group LLC	161,164161,164	$10M	—	TRIM -10%
72	Clear Creek Financial Management, LLC	160,114160,114	$10M	—	ADD 59%
73	Cassia Capital Partners, LLC	156,304156,304	$9M	—	—
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	154,767154,767	$9M	—	NEW
75	OPPENHEIMER & CO INC	154,245154,245	$9M	—	—
76	Sanctuary Advisors, LLC	153,541153,541	$9M	—	—
77	Triumph Capital Management	152,324152,324	$9M	—	TRIM -31%
78	Mutual Advisors, LLC	150,419150,419	$9M	—	TRIM -26%
79	D.A. DAVIDSON & CO.	150,181150,181	$9M	—	—
80	Integrated Advisors Network LLC	149,544149,544	$9M	—	ADD 17%
81	Ausdal Financial Partners, Inc.	147,295147,295	$9M	—	ADD 7%
82	FIFTH THIRD BANCORP	146,994146,994	$9M	—	NEW
83	McGuire Investment Group, LLC	146,525146,525	$9M	—	TRIM -2%
84	Rockefeller Capital Management L.P.	146,265146,265	$9M	—	TRIM -28%
85	Virtus Wealth Solutions LLC	140,924140,924	$8M	—	TRIM -2%
86	Ameritas Advisory Services, LLC	140,408140,408	$8M	—	ADD 4%
87	Capasso Planning Partners LLC	139,190139,190	$8M	—	ADD 9%
88	KESTRA PRIVATE WEALTH SERVICES, LLC	137,612137,612	$8M	—	TRIM -21%
89	TWIN PEAKS WEALTH ADVISORS, LLC	135,888135,888	$8M	—	ADD 7%
90	RiverTree Advisors, LLC	134,529134,529	$8M	—	TRIM -7%
91	Proactive Wealth Strategies LLC	133,525133,525	$8M	—	ADD 99%
92	Kinloch Capital, LLC	132,320132,320	$8M	—	ADD 35%
93	Harvest Investment Services, LLC	131,305131,305	$8M	—	TRIM -15%
94	Synergy Asset Management, LLC	130,514130,514	$8M	—	ADD 132%
95	Ifrah Financial Services, Inc.	130,373130,373	$8M	—	—
96	TD Capital Management LLC	128,667128,667	$8M	—	TRIM -4%
97	HighPoint Advisor Group LLC	126,592126,592	$8M	—	ADD 34%
98	Simplicity Wealth,LLC	126,206126,206	$8M	—	TRIM -10%
99	Ashton Thomas Private Wealth, LLC	123,515123,515	$7M	—	TRIM -3%
100	Stratos Wealth Partners, LTD.	120,590120,590	$7M	—	TRIM -16%

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

MORGAN STANLEY

12.2M

13.4M

13.3M

12.7M

14.2M

$849M

LPL Financial LLC

8.9M

9.1M

9.4M

8.9M

$532M

WELLS FARGO & COMPANY/MN

7.5M

7.3M

7.8M

8.7M

7.9M

$474M

UBS Group AG

3.9M

3.4M

3.3M

3.2M

2.9M

3.1M

$184M

ROYAL BANK OF CANADA

2.3M

2.6M

5.7M

2.9M

3.0M

2.9M

$175M

Concurrent Investment Advisors, LLC

15K

19K

22K

18K

57K

2.6M

$155M

RAYMOND JAMES FINANCIAL INC

2.6M

3.2M

2.6M

2.5M

$147M

BANK OF AMERICA CORP /DE/

2.5M

2.4M

2.5M

2.4M

2.3M

$137M

Csenge Advisory Group

1.1M

1.2M

1.6M

1.9M

$113M

Cetera Investment Advisers

1.5M

1.4M

1.8M

1.6M

$94M

STIFEL FINANCIAL CORP

943K

998K

1.1M

1.2M

$71M

OSAIC HOLDINGS, INC.

1.6M

1.2M

1.1M

1.2M

1.1M

$69M

BDFS Capital LLC

—

1.1M

$67M

Cambridge Investment Research Advisors, Inc.

1.0M

1.1M

886K

973K

1.0M

$61M

ENVESTNET ASSET MANAGEMENT INC

932K

891K

877K

858K

882K

827K

$49M

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	421	83,914,584	—	$5.0B
2025-Q4	400	79,454,758	—	$4.8B
2025-Q3	398	77,703,431	—	$4.7B
2025-Q2	416	83,448,446	—	$5.0B
2025-Q1	426	82,106,890	—	$4.9B
2024-Q4	434	78,357,590	—	$4.7B
2024-Q3	398	77,789,131	—	$4.7B

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 FTSM · 2026-Q1 methodology → sources →

421 holders

% of shares outstanding held

—

Shares held (13F)

83,914,584

Reporting holders

421

Top holders

largest 100 of 421 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	14,200,87414.2M	$849M	—	ADD 12%
2	LPL Financial LLC	8,894,6878.9M	$532M	—	—
3	WELLS FARGO & COMPANY/MN	7,927,2787.9M	$474M	—	TRIM -8%
4	UBS Group AG	3,074,4863.1M	$184M	—	ADD 8%
5	ROYAL BANK OF CANADA	2,929,5392.9M	$175M	—	—
6	Concurrent Investment Advisors, LLC	2,590,8992.6M	$155M	—	ADD 4481%
7	RAYMOND JAMES FINANCIAL INC	2,457,1192.5M	$147M	—	TRIM -2%
8	BANK OF AMERICA CORP /DE/	2,284,2292.3M	$137M	—	TRIM -3%
9	Csenge Advisory Group	1,895,3351.9M	$113M	—	—
10	Cetera Investment Advisers	1,577,4041.6M	$94M	—	TRIM -12%
11	STIFEL FINANCIAL CORP	1,185,4421.2M	$71M	—	—
12	OSAIC HOLDINGS, INC.	1,148,9721.1M	$69M	—	ADD 6%
13	BDFS Capital LLC	1,114,3401.1M	$67M	—	ADD 6%
14	Cambridge Investment Research Advisors, Inc.	1,016,2121.0M	$61M	—	ADD 4%
15	ENVESTNET ASSET MANAGEMENT INC	827,236827,236	$49M	—	TRIM -6%
16	Hansen & Associates Financial Group, Inc.	794,084794,084	$47M	—	NEW
17	GDS Wealth Management	709,784709,784	$42M	—	TRIM -17%
18	Gradient Investments LLC	662,925662,925	$40M	—	ADD 6%
19	&PARTNERS	662,279662,279	$40M	—	ADD 13%
20	Bramshill Investments, LLC	655,802655,802	$39M	—	NEW
21	COMMONWEALTH EQUITY SERVICES, LLC	636,659636,659	$38M	—	TRIM -4%
22	TCP Asset Management, LLC	573,317573,317	$34M	—	ADD 46%
23	TRUIST FINANCIAL CORP	556,462556,462	$33M	—	TRIM -3%
24	Guided Capital Wealth Management, LLC	551,623551,623	$33M	—	ADD 5244%
25	Steward Partners Investment Advisory, LLC	513,699513,699	$31M	—	ADD 6%
26	Mariner, LLC	486,564486,564	$29M	—	—
27	IFP Advisors, Inc	435,534435,534	$26M	—	ADD 37%
28	Kingsview Wealth Management, LLC	422,999422,999	$25M	—	TRIM -4%
29	Kaydan Wealth Management, Inc.	419,546419,546	$25M	—	—
30	Janney Montgomery Scott LLC	398,654398,654	$24M	—	TRIM -35%
31	UPTICK PARTNERS, LLC	386,047386,047	$23M	—	ADD 23%
32	Gateway Wealth Partners, LLC	360,020360,020	$22M	—	ADD 135%
33	Atria Investments, Inc	358,523358,523	$21M	—	ADD 8%
34	PARK NATIONAL CORP /OH/	339,233339,233	$20M	—	—
35	Prospera Financial Services Inc	332,972332,972	$20M	—	ADD 9%
36	HBK Sorce Advisory LLC	330,959330,959	$20M	—	TRIM -2%
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	323,915323,915	$19M	—	TRIM -21%
38	Independent Advisor Alliance	315,220315,220	$19M	—	NEW
39	Mainsail Financial Group, LLC	313,208313,208	$19M	—	ADD 4%
40	Balboa Wealth Partners	304,852304,852	$18M	—	ADD 564%
41	HighTower Advisors, LLC	293,697293,697	$18M	—	—
42	LAKE STREET PRIVATE WEALTH, LLC	293,569293,569	$18M	—	ADD 13%
43	Western Wealth Management, LLC	291,411291,411	$17M	—	ADD 6%
44	HARBOUR INVESTMENTS, INC.	282,849282,849	$17M	—	ADD 24%
45	Hilton Head Capital Partners, LLC	269,246269,246	$16M	—	ADD 3%
46	Financial Enhancement Group LLC	263,339263,339	$16M	—	TRIM -12%
47	Private Advisor Group, LLC	262,007262,007	$16M	—	—
48	WESBANCO BANK INC	255,550255,550	$15M	—	ADD 24%
49	FLAGSHIP HARBOR ADVISORS, LLC	250,090250,090	$15M	—	ADD 3%
50	Jaffetilchin Investment Partners, LLC	240,449240,449	$14M	—	TRIM -8%
51	Farther Finance Advisors, LLC	239,321239,321	$14M	—	ADD 314%
52	Avestar Capital, LLC	229,086229,086	$14M	—	ADD 136%
53	Ellsworth Advisors, LLC	224,884224,884	$13M	—	ADD 3%
54	TITLEIST ASSET MANAGEMENT, LLC	224,826224,826	$13M	—	TRIM -2%
55	Stablepoint Partners, LLC	219,580219,580	$13M	—	—
56	SHELTON WEALTH MANAGEMENT, LLC	216,383216,383	$13M	—	—
57	Capital Investment Advisory Services, LLC	214,238214,238	$13M	—	TRIM -7%
58	Kestra Advisory Services, LLC	213,422213,422	$13M	—	ADD 25%
59	Triad Wealth Partners, LLC	211,031211,031	$13M	—	TRIM -28%
60	Accurate Wealth Management, LLC	204,583204,583	$12M	—	ADD 611%
61	Crusonia Wealth Advisors LLC	202,435202,435	$12M	—	—
62	CITIGROUP INC	196,717196,717	$12M	—	ADD 4%
63	MANCHESTER FINANCIAL INC	191,925191,925	$11M	—	TRIM -5%
64	Sterling Manor Financial, LLC	190,997190,997	$11M	—	ADD 3%
65	IronBridge Private Wealth, LLC	188,413188,413	$11M	—	NEW
66	Altium Investment Strategies LLC	185,542185,542	$11M	—	NEW
67	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	180,217180,217	$11M	—	TRIM -2%
68	CWM, LLC	175,622175,622	$10M	—	ADD 4%
69	Equitable Holdings, Inc.	167,704167,704	$10M	—	ADD 29%
70	Kovack Advisors, Inc.	164,228164,228	$10M	—	ADD 141%
71	Transcendent Capital Group LLC	161,164161,164	$10M	—	TRIM -10%
72	Clear Creek Financial Management, LLC	160,114160,114	$10M	—	ADD 59%
73	Cassia Capital Partners, LLC	156,304156,304	$9M	—	—
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	154,767154,767	$9M	—	NEW
75	OPPENHEIMER & CO INC	154,245154,245	$9M	—	—
76	Sanctuary Advisors, LLC	153,541153,541	$9M	—	—
77	Triumph Capital Management	152,324152,324	$9M	—	TRIM -31%
78	Mutual Advisors, LLC	150,419150,419	$9M	—	TRIM -26%
79	D.A. DAVIDSON & CO.	150,181150,181	$9M	—	—
80	Integrated Advisors Network LLC	149,544149,544	$9M	—	ADD 17%
81	Ausdal Financial Partners, Inc.	147,295147,295	$9M	—	ADD 7%
82	FIFTH THIRD BANCORP	146,994146,994	$9M	—	NEW
83	McGuire Investment Group, LLC	146,525146,525	$9M	—	TRIM -2%
84	Rockefeller Capital Management L.P.	146,265146,265	$9M	—	TRIM -28%
85	Virtus Wealth Solutions LLC	140,924140,924	$8M	—	TRIM -2%
86	Ameritas Advisory Services, LLC	140,408140,408	$8M	—	ADD 4%
87	Capasso Planning Partners LLC	139,190139,190	$8M	—	ADD 9%
88	KESTRA PRIVATE WEALTH SERVICES, LLC	137,612137,612	$8M	—	TRIM -21%
89	TWIN PEAKS WEALTH ADVISORS, LLC	135,888135,888	$8M	—	ADD 7%
90	RiverTree Advisors, LLC	134,529134,529	$8M	—	TRIM -7%
91	Proactive Wealth Strategies LLC	133,525133,525	$8M	—	ADD 99%
92	Kinloch Capital, LLC	132,320132,320	$8M	—	ADD 35%
93	Harvest Investment Services, LLC	131,305131,305	$8M	—	TRIM -15%
94	Synergy Asset Management, LLC	130,514130,514	$8M	—	ADD 132%
95	Ifrah Financial Services, Inc.	130,373130,373	$8M	—	—
96	TD Capital Management LLC	128,667128,667	$8M	—	TRIM -4%
97	HighPoint Advisor Group LLC	126,592126,592	$8M	—	ADD 34%
98	Simplicity Wealth,LLC	126,206126,206	$8M	—	TRIM -10%
99	Ashton Thomas Private Wealth, LLC	123,515123,515	$7M	—	TRIM -3%
100	Stratos Wealth Partners, LTD.	120,590120,590	$7M	—	TRIM -16%

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

MORGAN STANLEY

12.2M

13.4M

13.3M

12.7M

14.2M

$849M

LPL Financial LLC

8.9M

9.1M

9.4M

8.9M

$532M

WELLS FARGO & COMPANY/MN

7.5M

7.3M

7.8M

8.7M

7.9M

$474M

UBS Group AG

3.9M

3.4M

3.3M

3.2M

2.9M

3.1M

$184M

ROYAL BANK OF CANADA

2.3M

2.6M

5.7M

2.9M

3.0M

2.9M

$175M

Concurrent Investment Advisors, LLC

15K

19K

22K

18K

57K

2.6M

$155M

RAYMOND JAMES FINANCIAL INC

2.6M

3.2M

2.6M

2.5M

$147M

BANK OF AMERICA CORP /DE/

2.5M

2.4M

2.5M

2.4M

2.3M

$137M

Csenge Advisory Group

1.1M

1.2M

1.6M

1.9M

$113M

Cetera Investment Advisers

1.5M

1.4M

1.8M

1.6M

$94M

STIFEL FINANCIAL CORP

943K

998K

1.1M

1.2M

$71M

OSAIC HOLDINGS, INC.

1.6M

1.2M

1.1M

1.2M

1.1M

$69M

BDFS Capital LLC

—

1.1M

$67M

Cambridge Investment Research Advisors, Inc.

1.0M

1.1M

886K

973K

1.0M

$61M

ENVESTNET ASSET MANAGEMENT INC

932K

891K

877K

858K

882K

827K

$49M

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	421	83,914,584	—	$5.0B
2025-Q4	400	79,454,758	—	$4.8B
2025-Q3	398	77,703,431	—	$4.7B
2025-Q2	416	83,448,446	—	$5.0B
2025-Q1	426	82,106,890	—	$4.9B
2024-Q4	434	78,357,590	—	$4.7B
2024-Q3	398	77,789,131	—	$4.7B

Short interest has its own tab now — open SI →

FTSM☆

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

Top holders

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

Institutional footprint by quarter

FTSM