Among active 13F managers last quarter, 7 opened and 7 added, while 2 reduced; the largest holder to move was Vise Technologies, Inc. (new position).
60 tracked 13F filers disclose a position in FTMA as of the latest SEC 13F filings, a combined $131.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 3.2M | $28.9M | ▲+8.3% Added · +248K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 3.0M | $27.0M | ▼−2.9% Reduced · −91K sh | Q1 2026 | |
| 3 | Morgan Stanley | 2.7M | $23.9M | ▲+42% Added · +792K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 685K | $6.1M | ▲+18% Added · +104K sh | Q1 2026 | |
| 5 | McCarter Private Wealth Services LLC | 481K | $4.4M | ▲New +481K sh | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | 346K | $3.2M | ▼−8.3% Reduced · −31K sh | Q2 2026 | |
| 7 | Kestra Advisory Services, LLC | 331K | $3.0M | ▲+15% Added · +43K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 313K | $2.8M | ▲+24% Added · +61K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | 294K | $2.7M | ▲New +294K sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 270K | $2.4M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 264K | $2.4M | ▼−25% Reduced · −90K sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 255K | $2.3M | ▲+5.1% Added · +12K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 224K | $2.0M | ▲+8.8% Added · +18K sh | Q1 2026 | |
| 14 | Vise Technologies, Inc. | 223K | $2.0M | ▲New +223K sh | Q2 2026 | |
| 15 | Root Financial Partners, LLC | 223K | $2.0M | ▲New +223K sh | Q2 2026 | |
| 16 | O'rourke & Company, Inc | 200K | $1.8M | ▲+100% Added · +100K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | 172K | $1.5M | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 18 | Alta Wealth Advisors LLC | 150K | $1.4M | ▼−3.7% Reduced · −6K sh | Q2 2026 | |
| 19 | Northwestern Mutual Wealth Management Co | 131K | $1.2M | ▼−7.5% Reduced · −11K sh | Q1 2026 | |
| 20 | Perigon Wealth Management, LLC | 119K | $1.1M | ▲New +119K sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | 112K | $1.0M | ▼−0.5% Reduced · −543 sh | Q2 2026 | |
| 22 | Abbot Financial Management, Inc. | 100K | $911K | ▼−2.5% Reduced · −3K sh | Q2 2026 | |
| 23 | CreativeOne Wealth, LLC | 71K | $650K | ▲New +71K sh | Q2 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | 70K | $635K | ▼−45% Reduced · −57K sh | Q2 2026 | |
| 25 | Wealth Enhancement Advisory Services, LLC | 50K | $454K | ▲+1.1% Added · +559 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in FTMA and 7 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $6.4B |
| Tesla IncTSLA | 18 funds | $1.1B |
| Microsoft CorpMSFT | 17 funds | $4.0B |
| Alphabet Inc-CL AGOOGL | 17 funds | $2.7B |
| JPMorgan Chase & CoJPM | 17 funds | $1.0B |
| Eli Lilly & CoLLY | 17 funds | $923.0M |
| Johnson & JohnsonJNJ | 17 funds | $885.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $884.8M |
| Abbvie IncABBV | 17 funds | $486.5M |
| Verizon Communications IncVZ | 17 funds | $261.6M |
| Goldman Sachs Group IncGS | 17 funds | $238.0M |
| Apple IncAAPL | 16 funds | $5.3B |
Ranked by how many of FTMA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FTMA.
| Class | 13F holders | Value held |
|---|---|---|
| PVALmc | 348 funds | $8.1B |
| FTMHUIT EXCHANGE TRADED | 86 funds | $113.7M |
| FTCAMF Closed and MF Open | 83 funds | $62.9M |
| FTMUmc | 78 funds | $49.0M |
| FTNYOTHER | 63 funds | $42.2M |
| FTMAthis pageMF Closed and MF Open | 60 funds | $131.2M |
| PBDCUIT EXCHANGE TRADED | 60 funds | $66.8M |
| FTMSmc | 41 funds | $126.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FTMA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FTMA/capital-change-brief"
Use Arkolith's capital_change_brief for FTMA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FTMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.