FTXL

—

not in universe+ Compare Tear sheet →

$200.07

-12.59 (-5.92%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

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

159 holders

% of shares outstanding held

—

Shares held (13F)

8,379,535

Reporting holders

159

Top holders

largest 100 of 159 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FIRST TRUST ADVISORS LP	4,392,2454.4M	$648M	—	TRIM -23%
2	GOLDMAN SACHS GROUP INC	499,053499,053	$74M	—	ADD 11%
3	MORGAN STANLEY	471,245471,245	$69M	—	TRIM -3%
4	WELLS FARGO & COMPANY/MN	389,534389,534	$57M	—	ADD 10%
5	LPL Financial LLC	264,411264,411	$39M	—	ADD 11%
6	Nilsine Partners, LLC	112,309112,309	$23M	—	TRIM -36%
7	WCG Wealth Advisors LLC	129,674129,674	$19M	—	—
8	ROYAL BANK OF CANADA	111,553111,553	$16M	—	ADD 84%
9	TRUIST FINANCIAL CORP	107,166107,166	$16M	—	TRIM -6%
10	Advisory Services Network, LLC	105,253105,253	$16M	—	TRIM -30%
11	RAYMOND JAMES FINANCIAL INC	100,717100,717	$15M	—	TRIM -5%
12	&PARTNERS	92,35392,353	$14M	—	ADD 7%
13	NewEdge Advisors, LLC	34,70134,701	$13M	—	TRIM -75%
14	GRIMES & Co WEALTH MANAGEMENT, LLC	83,51783,517	$12M	—	TRIM -2%
15	Cetera Investment Advisers	70,12570,125	$10M	—	TRIM -10%
16	Cambridge Investment Research Advisors, Inc.	67,30267,302	$10M	—	ADD 9%
17	CWM, LLC	62,75162,751	$9M	—	ADD 11%
18	CITADEL ADVISORS LLC	60,96060,960	$9M	—	ADD 84%
19	BENJAMIN EDWARDS INC	54,93154,931	$8M	—	ADD 44%
20	Kestra Advisory Services, LLC	52,46252,462	$8M	—	ADD 13%
21	NewSquare Capital LLC	51,31651,316	$8M	—	NEW
22	Summit Financial, LLC	49,57549,575	$7M	—	ADD 2023%
23	Quadrature Capital Ltd	45,92445,924	$7M	—	NEW
24	Alaska Permanent Capital Management, LLC	43,77343,773	$6M	—	NEW
25	DAYMARK WEALTH PARTNERS, LLC	42,44542,445	$6M	—	NEW
26	STIFEL FINANCIAL CORP	41,38941,389	$6M	—	ADD 13%
27	JANE STREET GROUP, LLC	39,04439,044	$6M	—	ADD 455%
28	OPPENHEIMER & CO INC	35,68035,680	$5M	—	TRIM -21%
29	World Investment Advisors	34,81334,813	$5M	—	TRIM -10%
30	Paragon Private Wealth Management, LLC	30,54030,540	$5M	—	TRIM -3%
31	Baird Financial Group, Inc.	28,44728,447	$4M	—	TRIM -4%
32	HARBOUR INVESTMENTS, INC.	24,44024,440	$4M	—	TRIM -19%
33	EARNED WEALTH ADVISORS, LLC	23,01323,013	$3M	—	—
34	OSAIC HOLDINGS, INC.	22,55322,553	$3M	—	ADD 65%
35	Tower Research Capital LLC (TRC)	22,18222,182	$3M	—	NEW
36	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21,10521,105	$3M	—	ADD 557%
37	ENVESTNET ASSET MANAGEMENT INC	20,22720,227	$3M	—	ADD 3%
38	Outlook Wealth Advisors, LLC	19,64019,640	$3M	—	TRIM -2%
39	GeoWealth Management, LLC	19,19319,193	$3M	—	ADD 515%
40	COMMONWEALTH EQUITY SERVICES, LLC	16,43316,433	$2M	—	ADD 6%
41	Rockefeller Capital Management L.P.	16,07516,075	$2M	—	ADD 5%
42	D.A. DAVIDSON & CO.	15,53915,539	$2M	—	ADD 3%
43	D. E. Shaw & Co., Inc.	14,51414,514	$2M	—	TRIM -13%
44	Private Advisor Group, LLC	14,40714,407	$2M	—	TRIM -2%
45	Independent Advisor Alliance	14,16314,163	$2M	—	NEW
46	Steward Partners Investment Advisory, LLC	13,62913,629	$2M	—	ADD 1632%
47	Alaska Wealth Advisors, LLC	13,46713,467	$2M	—	NEW
48	Janney Montgomery Scott LLC	13,28513,285	$2M	—	TRIM -8%
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,31412,314	$2M	—	TRIM -76%
50	Cyndeo Wealth Partners, LLC	11,57511,575	$2M	—	NEW
51	Adams Wealth Management	10,69810,698	$2M	—	TRIM -12%
52	CacheTech Inc.	10,69810,698	$2M	—	TRIM -12%
53	MML INVESTORS SERVICES, LLC	10,44510,445	$2M	—	TRIM -17%
54	Sound Income Strategies, LLC	9,9229,922	$2M	—	—
55	US BANCORP \DE\	10,23510,235	$2M	—	NEW
56	Davis Investment Partners, LLC	9,8939,893	$1M	—	—
57	Transamerica Financial Advisors, LLC	9,6989,698	$1M	—	TRIM -41%
58	Kovack Advisors, Inc.	9,0669,066	$1M	—	ADD 16%
59	Wagner Wealth Management, Corp	8,5598,559	$1M	—	TRIM -21%
60	Gladstone Institutional Advisory LLC	8,5328,532	$1M	—	NEW
61	TriaGen Wealth Management LLC	7,8927,892	$1M	—	TRIM -55%
62	Western Wealth Management, LLC	7,7337,733	$1M	—	—
63	Legacy Wealth Managment, LLC/ID	7,6767,676	$1M	—	TRIM -15%
64	Members Advisory Group LLC	7,5777,577	$1M	—	NEW
65	Stegent Equity Advisors, Inc.	7,5757,575	$1M	—	—
66	MinichMacGregor Wealth Management, LLC	6,7976,797	$983,237	—	TRIM -12%
67	Tudor Financial Inc.	6,6466,646	$980,132	—	—
68	HRT FINANCIAL LP	5,9705,970	$880,000	—	NEW
69	EQUITABLE TRUST CO	5,7075,707	$841,611	—	ADD 195%
70	INTEGRITY ALLIANCE, LLC.	5,5925,592	$824,744	—	ADD 47%
71	GREAT LAKES ADVISORS, LLC	5,4465,446	$803,067	—	TRIM -7%
72	Global View Capital Management LLC	5,4145,414	$798,403	—	TRIM -11%
73	Mariner, LLC	5,3395,339	$787,281	—	TRIM -18%
74	NewEdge Wealth, LLC	5,3135,313	$783,508	—	—
75	TWIN PEAKS WEALTH ADVISORS, LLC	5,2565,256	$775,130	—	ADD 14%
76	Bank of New York Mellon Corp	5,2305,230	$771,253	—	—
77	Realta Investment Advisors	5,1905,190	$765,421	—	TRIM -3%
78	TRUST CO OF OKLAHOMA	4,7094,709	$694,436	—	TRIM -56%
79	Aurora Private Wealth, Inc.	4,5514,551	$671,000	—	NEW
80	BETO FINANCIAL GROUP, LLC	2,9372,937	$669,078	—	TRIM -42%
81	Arkadios Wealth Advisors	4,4834,483	$661,111	—	ADD 11%
82	Englebert Financial Advisers, LLC	4,3964,396	$648,278	—	TRIM -9%
83	Focus Partners Wealth	4,3634,363	$643,544	—	ADD 97%
84	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4,3104,310	$635,596	—	NEW
85	Sigma Planning Corp	4,3044,304	$634,711	—	NEW
86	Dynamic Advisor Solutions LLC	4,2364,236	$624,683	—	NEW
87	HighTower Advisors, LLC	4,0734,073	$600,645	—	ADD 4%
88	Ballew Advisors, Inc	3,3163,316	$567,069	—	—
89	Prasad Wealth Partners, LLC	3,4313,431	$505,995	—	TRIM -4%
90	Prospera Financial Services Inc	3,4163,416	$504,804	—	ADD 4%
91	BYRNE FINANCIAL FREEDOM, LLC	3,3003,300	$486,651	—	—
92	MILLENNIUM MANAGEMENT LLC	3,2003,200	$471,904	—	NEW
93	XTX Topco Ltd	2,9862,986	$440,345	—	NEW
94	AE Wealth Management LLC	2,8772,877	$424,283	—	ADD 29%
95	Baker Avenue Asset Management, LP	2,8552,855	$421,028	—	NEW
96	Claro Advisors Inc.	2,5772,577	$380,074	—	—
97	Leelyn Smith, LLC	2,5232,523	$372,069	—	NEW
98	Merit Financial Group, LLC	2,4932,493	$367,626	—	NEW
99	Harvest Investment Services, LLC	2,4872,487	$366,758	—	—
100	NORTHERN TRUST CORP	2,4852,485	$366,463	—	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

FIRST TRUST ADVISORS LP

—

5.7M

4.4M

$648M

GOLDMAN SACHS GROUP INC

513K

494K

500K

476K

450K

499K

$74M

MORGAN STANLEY

315K

200K

187K

309K

487K

471K

$69M

WELLS FARGO & COMPANY/MN

239K

95K

76K

104K

353K

390K

$57M

LPL Financial LLC

244K

229K

237K

178K

237K

264K

$39M

Nilsine Partners, LLC

179K

175K

112K

$23M

WCG Wealth Advisors LLC

—

128K

130K

$19M

ROYAL BANK OF CANADA

65K

23K

44K

35K

61K

112K

$16M

TRUIST FINANCIAL CORP

110K

112K

107K

123K

114K

107K

$16M

Advisory Services Network, LLC

—

150K

105K

$16M

RAYMOND JAMES FINANCIAL INC

240K

111K

98K

67K

106K

101K

$15M

&PARTNERS

—

86K

92K

$14M

NewEdge Advisors, LLC

26K

16K

14K

137K

35K

$13M

GRIMES & Co WEALTH MANAGEMENT, LLC

—

90K

88K

86K

84K

$12M

Cetera Investment Advisers

51K

37K

44K

86K

78K

70K

$10M

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	159	8,379,535	—	$1.3B
2025-Q4	141	9,438,746	—	$1.2B
2025-Q3	116	2,175,282	—	$243M
2025-Q2	110	2,196,074	—	$211M
2025-Q1	105	2,366,333	—	$179M
2024-Q4	121	3,864,558	—	$337M
2024-Q3	129	13,644,343	—	$1.3B
2024-Q2	125	14,093,710	—	$1.4B
2024-Q1	107	15,612,372

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 FTXL · 2026-Q1 methodology → sources →

159 holders

% of shares outstanding held

—

Shares held (13F)

8,379,535

Reporting holders

159

Top holders

largest 100 of 159 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FIRST TRUST ADVISORS LP	4,392,2454.4M	$648M	—	TRIM -23%
2	GOLDMAN SACHS GROUP INC	499,053499,053	$74M	—	ADD 11%
3	MORGAN STANLEY	471,245471,245	$69M	—	TRIM -3%
4	WELLS FARGO & COMPANY/MN	389,534389,534	$57M	—	ADD 10%
5	LPL Financial LLC	264,411264,411	$39M	—	ADD 11%
6	Nilsine Partners, LLC	112,309112,309	$23M	—	TRIM -36%
7	WCG Wealth Advisors LLC	129,674129,674	$19M	—	—
8	ROYAL BANK OF CANADA	111,553111,553	$16M	—	ADD 84%
9	TRUIST FINANCIAL CORP	107,166107,166	$16M	—	TRIM -6%
10	Advisory Services Network, LLC	105,253105,253	$16M	—	TRIM -30%
11	RAYMOND JAMES FINANCIAL INC	100,717100,717	$15M	—	TRIM -5%
12	&PARTNERS	92,35392,353	$14M	—	ADD 7%
13	NewEdge Advisors, LLC	34,70134,701	$13M	—	TRIM -75%
14	GRIMES & Co WEALTH MANAGEMENT, LLC	83,51783,517	$12M	—	TRIM -2%
15	Cetera Investment Advisers	70,12570,125	$10M	—	TRIM -10%
16	Cambridge Investment Research Advisors, Inc.	67,30267,302	$10M	—	ADD 9%
17	CWM, LLC	62,75162,751	$9M	—	ADD 11%
18	CITADEL ADVISORS LLC	60,96060,960	$9M	—	ADD 84%
19	BENJAMIN EDWARDS INC	54,93154,931	$8M	—	ADD 44%
20	Kestra Advisory Services, LLC	52,46252,462	$8M	—	ADD 13%
21	NewSquare Capital LLC	51,31651,316	$8M	—	NEW
22	Summit Financial, LLC	49,57549,575	$7M	—	ADD 2023%
23	Quadrature Capital Ltd	45,92445,924	$7M	—	NEW
24	Alaska Permanent Capital Management, LLC	43,77343,773	$6M	—	NEW
25	DAYMARK WEALTH PARTNERS, LLC	42,44542,445	$6M	—	NEW
26	STIFEL FINANCIAL CORP	41,38941,389	$6M	—	ADD 13%
27	JANE STREET GROUP, LLC	39,04439,044	$6M	—	ADD 455%
28	OPPENHEIMER & CO INC	35,68035,680	$5M	—	TRIM -21%
29	World Investment Advisors	34,81334,813	$5M	—	TRIM -10%
30	Paragon Private Wealth Management, LLC	30,54030,540	$5M	—	TRIM -3%
31	Baird Financial Group, Inc.	28,44728,447	$4M	—	TRIM -4%
32	HARBOUR INVESTMENTS, INC.	24,44024,440	$4M	—	TRIM -19%
33	EARNED WEALTH ADVISORS, LLC	23,01323,013	$3M	—	—
34	OSAIC HOLDINGS, INC.	22,55322,553	$3M	—	ADD 65%
35	Tower Research Capital LLC (TRC)	22,18222,182	$3M	—	NEW
36	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21,10521,105	$3M	—	ADD 557%
37	ENVESTNET ASSET MANAGEMENT INC	20,22720,227	$3M	—	ADD 3%
38	Outlook Wealth Advisors, LLC	19,64019,640	$3M	—	TRIM -2%
39	GeoWealth Management, LLC	19,19319,193	$3M	—	ADD 515%
40	COMMONWEALTH EQUITY SERVICES, LLC	16,43316,433	$2M	—	ADD 6%
41	Rockefeller Capital Management L.P.	16,07516,075	$2M	—	ADD 5%
42	D.A. DAVIDSON & CO.	15,53915,539	$2M	—	ADD 3%
43	D. E. Shaw & Co., Inc.	14,51414,514	$2M	—	TRIM -13%
44	Private Advisor Group, LLC	14,40714,407	$2M	—	TRIM -2%
45	Independent Advisor Alliance	14,16314,163	$2M	—	NEW
46	Steward Partners Investment Advisory, LLC	13,62913,629	$2M	—	ADD 1632%
47	Alaska Wealth Advisors, LLC	13,46713,467	$2M	—	NEW
48	Janney Montgomery Scott LLC	13,28513,285	$2M	—	TRIM -8%
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,31412,314	$2M	—	TRIM -76%
50	Cyndeo Wealth Partners, LLC	11,57511,575	$2M	—	NEW
51	Adams Wealth Management	10,69810,698	$2M	—	TRIM -12%
52	CacheTech Inc.	10,69810,698	$2M	—	TRIM -12%
53	MML INVESTORS SERVICES, LLC	10,44510,445	$2M	—	TRIM -17%
54	Sound Income Strategies, LLC	9,9229,922	$2M	—	—
55	US BANCORP \DE\	10,23510,235	$2M	—	NEW
56	Davis Investment Partners, LLC	9,8939,893	$1M	—	—
57	Transamerica Financial Advisors, LLC	9,6989,698	$1M	—	TRIM -41%
58	Kovack Advisors, Inc.	9,0669,066	$1M	—	ADD 16%
59	Wagner Wealth Management, Corp	8,5598,559	$1M	—	TRIM -21%
60	Gladstone Institutional Advisory LLC	8,5328,532	$1M	—	NEW
61	TriaGen Wealth Management LLC	7,8927,892	$1M	—	TRIM -55%
62	Western Wealth Management, LLC	7,7337,733	$1M	—	—
63	Legacy Wealth Managment, LLC/ID	7,6767,676	$1M	—	TRIM -15%
64	Members Advisory Group LLC	7,5777,577	$1M	—	NEW
65	Stegent Equity Advisors, Inc.	7,5757,575	$1M	—	—
66	MinichMacGregor Wealth Management, LLC	6,7976,797	$983,237	—	TRIM -12%
67	Tudor Financial Inc.	6,6466,646	$980,132	—	—
68	HRT FINANCIAL LP	5,9705,970	$880,000	—	NEW
69	EQUITABLE TRUST CO	5,7075,707	$841,611	—	ADD 195%
70	INTEGRITY ALLIANCE, LLC.	5,5925,592	$824,744	—	ADD 47%
71	GREAT LAKES ADVISORS, LLC	5,4465,446	$803,067	—	TRIM -7%
72	Global View Capital Management LLC	5,4145,414	$798,403	—	TRIM -11%
73	Mariner, LLC	5,3395,339	$787,281	—	TRIM -18%
74	NewEdge Wealth, LLC	5,3135,313	$783,508	—	—
75	TWIN PEAKS WEALTH ADVISORS, LLC	5,2565,256	$775,130	—	ADD 14%
76	Bank of New York Mellon Corp	5,2305,230	$771,253	—	—
77	Realta Investment Advisors	5,1905,190	$765,421	—	TRIM -3%
78	TRUST CO OF OKLAHOMA	4,7094,709	$694,436	—	TRIM -56%
79	Aurora Private Wealth, Inc.	4,5514,551	$671,000	—	NEW
80	BETO FINANCIAL GROUP, LLC	2,9372,937	$669,078	—	TRIM -42%
81	Arkadios Wealth Advisors	4,4834,483	$661,111	—	ADD 11%
82	Englebert Financial Advisers, LLC	4,3964,396	$648,278	—	TRIM -9%
83	Focus Partners Wealth	4,3634,363	$643,544	—	ADD 97%
84	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4,3104,310	$635,596	—	NEW
85	Sigma Planning Corp	4,3044,304	$634,711	—	NEW
86	Dynamic Advisor Solutions LLC	4,2364,236	$624,683	—	NEW
87	HighTower Advisors, LLC	4,0734,073	$600,645	—	ADD 4%
88	Ballew Advisors, Inc	3,3163,316	$567,069	—	—
89	Prasad Wealth Partners, LLC	3,4313,431	$505,995	—	TRIM -4%
90	Prospera Financial Services Inc	3,4163,416	$504,804	—	ADD 4%
91	BYRNE FINANCIAL FREEDOM, LLC	3,3003,300	$486,651	—	—
92	MILLENNIUM MANAGEMENT LLC	3,2003,200	$471,904	—	NEW
93	XTX Topco Ltd	2,9862,986	$440,345	—	NEW
94	AE Wealth Management LLC	2,8772,877	$424,283	—	ADD 29%
95	Baker Avenue Asset Management, LP	2,8552,855	$421,028	—	NEW
96	Claro Advisors Inc.	2,5772,577	$380,074	—	—
97	Leelyn Smith, LLC	2,5232,523	$372,069	—	NEW
98	Merit Financial Group, LLC	2,4932,493	$367,626	—	NEW
99	Harvest Investment Services, LLC	2,4872,487	$366,758	—	—
100	NORTHERN TRUST CORP	2,4852,485	$366,463	—	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

FIRST TRUST ADVISORS LP

—

5.7M

4.4M

$648M

GOLDMAN SACHS GROUP INC

513K

494K

500K

476K

450K

499K

$74M

MORGAN STANLEY

315K

200K

187K

309K

487K

471K

$69M

WELLS FARGO & COMPANY/MN

239K

95K

76K

104K

353K

390K

$57M

LPL Financial LLC

244K

229K

237K

178K

237K

264K

$39M

Nilsine Partners, LLC

179K

175K

112K

$23M

WCG Wealth Advisors LLC

—

128K

130K

$19M

ROYAL BANK OF CANADA

65K

23K

44K

35K

61K

112K

$16M

TRUIST FINANCIAL CORP

110K

112K

107K

123K

114K

107K

$16M

Advisory Services Network, LLC

—

150K

105K

$16M

RAYMOND JAMES FINANCIAL INC

240K

111K

98K

67K

106K

101K

$15M

&PARTNERS

—

86K

92K

$14M

NewEdge Advisors, LLC

26K

16K

14K

137K

35K

$13M

GRIMES & Co WEALTH MANAGEMENT, LLC

—

90K

88K

86K

84K

$12M

Cetera Investment Advisers

51K

37K

44K

86K

78K

70K

$10M

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	159	8,379,535	—	$1.3B
2025-Q4	141	9,438,746	—	$1.2B
2025-Q3	116	2,175,282	—	$243M
2025-Q2	110	2,196,074	—	$211M
2025-Q1	105	2,366,333	—	$179M
2024-Q4	121	3,864,558	—	$337M
2024-Q3	129	13,644,343	—	$1.3B
2024-Q2	125	14,093,710	—	$1.4B
2024-Q1	107	15,612,372

Short interest has its own tab now — open SI →

FTXL☆

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

Top holders

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

Institutional footprint by quarter

FTXL