% of shares outstanding is not shown for FTXO: 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 FTXO 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 | WELLS FARGO & COMPANY/MN | 847,949847,949 | $31M | — | ADD 89% |
| 2 | LPL Financial LLC | 698,952698,952 | $25M | — | TRIM -2% |
| 3 | MORGAN STANLEY | 608,387608,387 | $22M | — | ADD 19% |
| 4 | TWO SIGMA INVESTMENTS, LP | 372,500372,500 | $13M | — | NEW |
| 5 | ROYAL BANK OF CANADA | 297,436297,436 | $11M | — | ADD 216% |
| 6 | BANK OF AMERICA CORP /DE/ | 288,154288,154 | $10M | — | ADD 10% |
| 7 | RAYMOND JAMES FINANCIAL INC | 282,990282,990 | $10M | — | ADD 93% |
| 8 | UBS Group AG | 220,098220,098 | $8M | — | ADD 5% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 202,219202,219 | $7M | — | TRIM -24% |
| 10 | TradeWell Securities, LLC. | 168,177168,177 | $6M | — | TRIM -5% |
| 11 | AMERIPRISE FINANCIAL INC | 159,143159,143 | $6M | — | ADD 990% |
| 12 | Arkadios Wealth Advisors | 157,712157,712 | $6M | — | NEW |
| 13 | Wagner Wealth Management, LLC | 157,014157,014 | $6M | — | — |
| 14 | DAYMARK WEALTH PARTNERS, LLC | 129,645129,645 | $5M | — | NEW |
| 15 | Cetera Investment Advisers | 129,152129,152 | $5M | — | TRIM -11% |
| 16 | GOLDMAN SACHS GROUP INC | 107,075107,075 | $4M | — | ADD 39% |
| 17 | Cambridge Investment Research Advisors, Inc. | 101,346101,346 | $4M | — | ADD 3% |
| 18 | Tower Research Capital LLC (TRC) | 99,52299,522 | $4M | — | ADD 1308% |
| 19 | TRUIST FINANCIAL CORP | 91,12091,120 | $3M | — | TRIM -12% |
| 20 | Janney Montgomery Scott LLC | 90,28990,289 | $3M | — | — |
| 21 | OPPENHEIMER & CO INC | 89,59089,590 | $3M | — | TRIM -24% |
| 22 | PFG Advisors | 87,69187,691 | $3M | — | ADD 23% |
| 23 | ASSETMARK, INC | 79,86079,860 | $3M | — | TRIM -22% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,41178,411 | $3M | — | ADD 118% |
| 25 | CITADEL ADVISORS LLC | 72,59372,593 | $3M | — | ADD 189% |
| 26 | BENJAMIN EDWARDS INC | 70,30670,306 | $3M | — | ADD 10% |
| 27 | Kestra Advisory Services, LLC | 62,69562,695 | $2M | — | — |
| 28 | World Investment Advisors | 51,78951,789 | $2M | — | ADD 47% |
| 29 | Nilsine Partners, LLC | 46,48046,480 | $2M | — | ADD 41% |
| 30 | Cyndeo Wealth Partners, LLC | 41,64941,649 | $2M | — | NEW |
| 31 | OSAIC HOLDINGS, INC. | 39,02739,027 | $1M | — | TRIM -7% |
| 32 | Gateway Wealth Partners, LLC | 37,96237,962 | $1M | — | ADD 15% |
| 33 | Prospera Financial Services Inc | 34,74134,741 | $1M | — | ADD 4% |
| 34 | JANE STREET GROUP, LLC | 33,37633,376 | $1M | — | NEW |
| 35 | Holistic Financial Partners | 32,68332,683 | $1M | — | ADD 29% |
| 36 | IFP Advisors, Inc | 31,67331,673 | $1M | — | TRIM -17% |
| 37 | Englebert Financial Advisers, LLC | 26,43826,438 | $956,262 | — | ADD 144% |
| 38 | D.A. DAVIDSON & CO. | 22,04622,046 | $797,404 | — | ADD 13% |
| 39 | Snowden Capital Advisors LLC | 21,74221,742 | $786,426 | — | TRIM -41% |
| 40 | Bank of New York Mellon Corp | 19,15219,152 | $692,717 | — | TRIM -28% |
| 41 | NewEdge Advisors, LLC | 135,378135,378 | $664,235 | — | ADD 66% |
| 42 | IAMS WEALTH MANAGEMENT, LLC | 18,30218,302 | $661,991 | — | ADD 25% |
| 43 | NewEdge Wealth, LLC | 18,15418,154 | $656,641 | — | — |
| 44 | AE Wealth Management LLC | 17,91617,916 | $648,005 | — | TRIM -8% |
| 45 | STIFEL FINANCIAL CORP | 17,87017,870 | $646,360 | — | TRIM -55% |
| 46 | HBW ADVISORY SERVICES LLC | 16,27716,277 | $588,738 | — | ADD 3% |
| 47 | XTX Topco Ltd | 16,19316,193 | $585,701 | — | NEW |
| 48 | Atria Investments, Inc | 15,97815,978 | $577,937 | — | TRIM -12% |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 15,28015,280 | $552,680 | — | TRIM -5% |
| 50 | D. E. Shaw & Co., Inc. | 14,44314,443 | $522,403 | — | NEW |
| 51 | Equitable Holdings, Inc. | 13,22713,227 | $499,832 | — | — |
| 52 | PARK AVENUE SECURITIES LLC | 12,64612,646 | $457,000 | — | TRIM -21% |
| 53 | OneAscent Financial Services LLC | 11,69011,690 | $422,827 | — | TRIM -4% |
| 54 | CITIGROUP INC | 11,55811,558 | $418,053 | — | ADD 4% |
| 55 | STEPHENS INC /AR/ | 9,7239,723 | $351,681 | — | — |
| 56 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,9628,962 | $327,642 | — | — |
| 57 | Sanctuary Advisors, LLC | 8,8818,881 | $321,230 | — | TRIM -17% |
| 58 | HARBOUR INVESTMENTS, INC. | 8,6768,676 | $313,811 | — | ADD 4% |
| 59 | BETO FINANCIAL GROUP, LLC | 8,0828,082 | $312,213 | — | TRIM -40% |
| 60 | StoneX Group Inc. | 8,4548,454 | $305,781 | — | ADD 47% |
| 61 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,9327,932 | $290,622 | — | TRIM -17% |
| 62 | Advisory Services Network, LLC | 7,9697,969 | $288,239 | — | NEW |
| 63 | GREENWOOD CAPITAL ASSOCIATES LLC | 7,8747,874 | $284,803 | — | — |
| 64 | JPMORGAN CHASE & CO | 8,0328,032 | $280,959 | — | TRIM -52% |
| 65 | PURSUE WEALTH PARTNERS LLC | 7,3617,361 | $266,000 | — | — |
| 66 | Pacific Excel Wealth Advisors, Inc. | 6,7656,765 | $244,687 | — | TRIM -11% |
| 67 | Orion Porfolio Solutions, LLC | 6,6696,669 | $241,223 | — | TRIM -72% |
| 68 | CWM, LLC | 6,5276,527 | $236,082 | — | ADD 1927% |
| 69 | GREAT VALLEY ADVISOR GROUP, INC. | 6,5256,525 | $235,996 | — | TRIM -30% |
| 70 | INDEPENDENT FINANCIAL GROUP, LLC | 6,4346,434 | $232,718 | — | TRIM -16% |
| 71 | HRT FINANCIAL LP | 6,1896,189 | $223,000 | — | NEW |
| 72 | NOVEM GROUP | 6,1376,137 | $221,990 | — | NEW |
| 73 | NATIONAL BANK OF CANADA /FI/ | 5,8865,886 | $212,779 | — | ADD 10% |
| 74 | Signature Equity Partners, LLC | 5,8365,836 | $211,105 | — | TRIM -72% |
| 75 | FSB PREMIER WEALTH MANAGEMENT, INC. | 5,8055,805 | $209,973 | — | — |
| 76 | MML INVESTORS SERVICES, LLC | 5,5605,560 | $201,106 | — | TRIM -3% |
| 77 | Geneos Wealth Management Inc. | 2,8432,843 | $102,831 | — | ADD 135% |
| 78 | Parallel Advisors, LLC | 2,5002,500 | $90,425 | — | ADD 498% |
| 79 | Clearstead Advisors, LLC | 2,3582,358 | $85,289 | — | TRIM -23% |
| 80 | Sound Income Strategies, LLC | 2,0452,045 | $74,768 | — | ADD 1811% |
| 81 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,0082,008 | $72,629 | — | — |
| 82 | Ashton Thomas Private Wealth, LLC | 1,9991,999 | $72,293 | — | NEW |
| 83 | NBC SECURITIES, INC. | 1,6341,634 | $59,104 | — | — |
| 84 | BlackRock, Inc. | 1,6161,616 | $58,451 | — | NEW |
| 85 | Synergy Investment Management, LLC | 1,5341,534 | $55,484 | — | NEW |
| 86 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,5081,508 | $54,555 | — | TRIM -4% |
| 87 | Steward Partners Investment Advisory, LLC | 1,4521,452 | $52,519 | — | TRIM -6% |
| 88 | Rossby Financial, LCC | 1,2981,298 | $47,455 | — | ADD 50% |
| 89 | Rockefeller Capital Management L.P. | 1,1641,164 | $42,102 | — | NEW |
| 90 | FIFTH THIRD BANCORP | 827827 | $29,913 | — | NEW |
| 91 | Larson Financial Group LLC | 507507 | $18,351 | — | TRIM -69% |
| 92 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 500500 | $18,085 | — | TRIM -49% |
| 93 | Cullen/Frost Bankers, Inc. | 478478 | $17,300 | — | ADD 67% |
| 94 | ALERUS FINANCIAL NA | 450450 | $16,277 | — | — |
| 95 | WealthShield Partners, LLC | 449449 | $16,240 | — | ADD 2% |
| 96 | Capital Investment Advisory Services, LLC | 417417 | $15,083 | — | TRIM -14% |
| 97 | Smartleaf Asset Management LLC | 417417 | $14,587 | — | TRIM -26% |
| 98 | Topsail Wealth Management, LLC | 400400 | $14,468 | — | — |
| 99 | My Portfolio Guide, LLC | 310310 | $11,198 | — | NEW |
| 100 | Farther Finance Advisors, LLC | 301301 | $10,991 | — | 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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 284K | 345K | 278K | 384K | 449K | 848K | $31M |
| LPL Financial LLC | 259K | 527K | 618K | 750K | 717K | 699K | $25M |
| MORGAN STANLEY | 603K | 914K | 611K | 504K | 511K | 608K | $22M |
| TWO SIGMA INVESTMENTS, LP | — | — | 45K | 45K | — | 373K | $13M |
| ROYAL BANK OF CANADA | 298K | 219K | 325K | 74K | 94K | 297K | $11M |
| BANK OF AMERICA CORP /DE/ | 210K | 219K | 158K | 205K | 261K | 288K | $10M |
| RAYMOND JAMES FINANCIAL INC | 136K | 247K | 162K | 199K | 147K | 283K | $10M |
| UBS Group AG | 128K | 284K | 239K | 234K | 209K | 220K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 335K | 357K | 360K | 364K | 265K | 202K | $7M |
| TradeWell Securities, LLC. | 226K | 219K | 207K | 192K | 176K | 168K | $6M |
| AMERIPRISE FINANCIAL INC | — | — | — | 15K | 15K | 159K | $6M |
| Arkadios Wealth Advisors | — | — | — | — | — | 158K | $6M |
| Wagner Wealth Management, LLC | 168K | 159K | 167K | 158K | 159K | 157K | $6M |
| DAYMARK WEALTH PARTNERS, LLC | — | — | — | — | — | 130K | $5M |
| Cetera Investment Advisers | 111K | 133K | 148K | 169K | 145K | 129K | $5M |
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.
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 | |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +398,864 | $14M | ADD |
| TWO SIGMA INVESTMENTS, LP | +372,500 | $13M | OPEN |
| ROYAL BANK OF CANADA | +203,378 | $7M | ADD |
| Arkadios Wealth Advisors | +157,712 | $6M | OPEN |
| AMERIPRISE FINANCIAL INC | +144,546 | $5M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | −62,935 | $2M | TRIM |
| OPPENHEIMER & CO INC | −28,573 | $1M | TRIM |
| Owen LaRue, LLC | −25,121 | $908,627 | CLOSE |
| ASSETMARK, INC | −22,416 | $810,787 | TRIM |
| PUFF WEALTH MANAGEMENT, LLC | −22,393 | $809,955 | 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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 123 | 6,715,265 | — | $239M |
| 2025-Q4 | 115 | 4,931,658 | — | $186M |
| 2025-Q3 | 98 | 4,890,827 | — | $174M |
| 2025-Q2 | 99 | 4,934,257 | — | $163M |
| 2025-Q1 | 97 | 5,218,151 | — | $159M |
| 2024-Q4 | 89 | 4,253,146 | — | $135M |
| 2024-Q3 | 61 | 1,549,304 | — | $45M |
| 2024-Q2 | 61 | 1,705,967 | — | $45M |
| 2024-Q1 | 60 | 2,582,013 | — | $70M |
| 2023-Q4 | 71 | 3,684,950 | — | $93M |
| 2023-Q3 | 80 | 3,502,813 | — | $73M |
| 2023-Q2 | 77 | 3,765,823 | — | $82M |
| 2023-Q1 | 83 | 4,570,439 | — | $97M |
| 2022-Q4 | 87 | 4,724,491 | — | $122M |
| 2022-Q3 | 89 | 4,736,252 | — | $123M |
| 2022-Q2 | 91 | 5,280,104 | — | $138M |
| 2022-Q1 | 95 | 7,264,028 | — | $230M |
| 2021-Q4 | 94 | 5,394,239 | — | $177M |
| 2021-Q3 | 74 | 4,341,510 | — | $142M |
| 2021-Q2 | 80 | 4,804,674 | — | $149M |
| 2021-Q1 | 73 | 4,716,582 | — | $147M |
| 2020-Q4 | 45 | 2,813,792 | — | $67M |
| 2020-Q3 | 36 | 1,828,212 | — | $31M |
| 2020-Q2 | 42 | 1,700,761 | — | $30M |
| 2020-Q1 | 52 | 1,967,632 | — | $31M |
| 2019-Q4 | 67 | 2,770,977 | — | $78M |
| 2019-Q3 | 64 | 3,194,413 | — | $82M |
| 2019-Q2 | 58 | 3,259,230 | — | $83M |
| 2019-Q1 | 65 | 3,959,256 | — | $97M |
| 2018-Q4 | 67 | 4,304,472 | — | $96M |
| 2018-Q3 | 94 | 19,958,467 | — | $559M |
| 2018-Q2 | 86 | 40,351,306 | — | $1.2B |
| 2018-Q1 | 86 | 38,139,978 | — | $1.1B |
| 2017-Q4 | 77 | 36,651,177 | — | $1.1B |
| 2017-Q3 | 61 | 35,320,666 | — | $975M |
| 2017-Q2 | 61 | 36,252,905 | — | $958M |
| 2017-Q1 | 51 | 43,289,086 | — | $1.1B |
| 2016-Q4 | 6 | 85,480 | — | $2M |
| 2016-Q1 | 1 | 4,331 | — | $107,000 |
