Among active 13F managers last quarter, 5 opened and 3 added, while 5 reduced; the largest holder to move was Vise Technologies, Inc. (+201%).
41 tracked 13F filers disclose a position in FTMS as of the latest SEC 13F filings, a combined $126.0M 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 | Wealth Enhancement Advisory Services, LLC | 6.7M | $66.6M | ▲+8.0% Added · +496K sh | Q2 2026 | |
| 2 | Vise Technologies, Inc. | 818K | $8.1M | ▲+201% Added · +546K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 660K | $6.5M | ▲+45% Added · +204K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 644K | $6.4M | ▲+8.9% Added · +53K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | 588K | $5.8M | ▲+1.5% Added · +9K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 581K | $5.8M | ▲+36% Added · +155K sh | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 558K | $5.5M | ▼−21% Reduced · −146K sh | Q1 2026 | |
| 8 | IRON Financial LLC | 445K | $4.4M | ▲+55% Added · +157K sh | Q2 2026 | |
| 9 | Jones Financial Companies LLLP | 270K | $2.7M | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 10 | Investmark Advisory Group LLC | 191K | $1.9M | ▼−3.5% Reduced · −7K sh | Q2 2026 | |
| 11 | Mariner, LLC | 133K | $1.3M | ▼−22% Reduced · −37K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | 119K | $1.2M | ▲New +119K sh | Q2 2026 | |
| 13 | Concurrent Investment Advisors, LLC | 101K | $1.0M | —Held | Q2 2026 | |
| 14 | Stonebridge Financial Group, LLC / MO | 90K | $894K | ▼−3.5% Reduced · −3K sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 75K | $746K | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 16 | MML Investors Services, LLC | 75K | $741K | ▲+21% Added · +13K sh | Q2 2026 | |
| 17 | Old Mission Capital LLC | 62K | $614K | ▲New +62K sh | Q1 2026 | |
| 18 | Mutual Advisors, LLC | 57K | $563K | ▼−14% Reduced · −9K sh | Q2 2026 | |
| 19 | Northwestern Mutual Wealth Management Co | 55K | $549K | ▼−42% Reduced · −40K sh | Q1 2026 | |
| 20 | Mercer Global Advisors Inc | 49K | $490K | ▲New +49K sh | Q1 2026 | |
| 21 | Royal Bank Of Canada | 49K | $483K | ▲+126% Added · +27K sh | Q1 2026 | |
| 22 | Merit Financial Group, LLC | 47K | $464K | ▼−38% Reduced · −29K sh | Q2 2026 | |
| 23 | Formidable Asset Management, LLC | 37K | $363K | ▲New +37K sh | Q2 2026 | |
| 24 | Balboa Wealth Partners | 36K | $357K | —Held | Q2 2026 | |
| 25 | Jane Street Group, LLC | 32K | $316K | ▲New +32K sh | Q1 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, 5 funds opened a new position in FTMS and 3 added to an existing one, while 5 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 | $1.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $1.2B |
| Tesla IncTSLA | 18 funds | $363.0M |
| Microsoft CorpMSFT | 17 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $837.2M |
| Alphabet Inc-CL AGOOGL | 17 funds | $748.4M |
| Vanguard Value ETFVTV | 17 funds | $743.6M |
| JPMorgan Chase & CoJPM | 17 funds | $449.8M |
| Meta Platforms Inc-Class AMETA | 17 funds | $386.7M |
| Ishares Core S&P Small-Cap EIJR | 17 funds | $335.7M |
| Johnson & JohnsonJNJ | 17 funds | $284.5M |
| Abbvie IncABBV | 17 funds | $204.3M |
Ranked by how many of FTMS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FTMS.
| 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 |
| FTMAMF Closed and MF Open | 60 funds | $131.2M |
| PBDCUIT EXCHANGE TRADED | 60 funds | $66.8M |
| FTMSthis pagemc | 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 FTMS
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/FTMS/capital-change-brief"
Use Arkolith's capital_change_brief for FTMS. 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 FTMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.