Among active 13F managers last quarter, 3 added and none reduced or exited; the largest holder to move was Jacobi Capital Management LLC (+2.0%).
27 tracked 13F filers disclose a position in FTPA as of the latest SEC 13F filings, a combined $9.8M 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 | Jane Street Group, LLC | 173K | $1.5M | ▲+158% Added · +106K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | 158K | $1.4M | ▲+9.4% Added · +14K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 145K | $1.2M | ▲+7.3% Added · +10K sh | Q1 2026 | |
| 4 | Commonwealth Equity Services, LLC | 105K | $904K | ▲+79% Added · +46K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 97K | $834K | ▲+90% Added · +46K sh | Q1 2026 | |
| 6 | Morgan Stanley | 66K | $563K | ▼−0.4% Reduced · −250 sh | Q1 2026 | |
| 7 | Ameriprise Financial Inc | 64K | $549K | ▼−33% Reduced · −32K sh | Q1 2026 | |
| 8 | Kingswood Wealth Advisors, LLC | 45K | $393K | ▲New +45K sh | Q2 2026 | |
| 9 | Jacobi Capital Management LLC | 39K | $340K | ▲+2.0% Added · +758 sh | Q2 2026 | |
| 10 | Wells Fargo & Company | 34K | $289K | ▲+197% Added · +22K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 31K | $265K | ▲+0.3% Added · +83 sh | Q1 2026 | |
| 12 | Stratos Wealth Partners, LTD. | 27K | $232K | ▲+7.6% Added · +2K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 23K | $200K | ▲+0.2% Added · +51 sh | Q2 2026 | |
| 14 | Embree Financial Group | 18K | $159K | ▲~0% Added · +6 sh | Q2 2026 | |
| 15 | &Partners | 16K | $136K | ▲+11% Added · +2K sh | Q2 2026 | |
| 16 | Royal Bank Of Canada | 15K | $128K | ▲+21% Added · +3K sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 13K | $114K | ▲New +13K sh | Q1 2026 | |
| 18 | Wealthcare Advisory Partners LLC | 13K | $110K | ▲+0.9% Added · +116 sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 11K | $95K | —Held | Q1 2026 | |
| 20 | Osaic Holdings, Inc. | 11K | $95K | ▼−33% Reduced · −5K sh | Q1 2026 | |
| 21 | Rodgers Brothers Inc. | 11K | $94K | —Held | Q2 2026 | |
| 22 | Global Retirement Partners, LLC | 8K | $67K | —Held | Q2 2026 | |
| 23 | MassMutual Private Wealth & Trust, FSB | 7K | $62K | ▲New +7K sh | Q1 2026 | |
| 24 | Jones Financial Companies LLLP | 6K | $50K | ▲New +6K sh | Q1 2026 | |
| 25 | FMR LLC | 3K | $30K | ▲340× Added · +3K 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, 3 funds added to an existing position in FTPA, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 6 funds | $330.6M |
| Nvidia CorpNVDA | 6 funds | $286.4M |
| Invesco QQQ Trust Series 1QQQ | 6 funds | $284.9M |
| Microsoft CorpMSFT | 6 funds | $195.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $159.7M |
| Alphabet Inc-CL AGOOGL | 6 funds | $150.9M |
| Amazon.com IncAMZN | 6 funds | $147.4M |
| Eli Lilly & CoLLY | 6 funds | $137.9M |
| Ishares Core S&P Small-Cap EIJR | 6 funds | $104.5M |
| JPMorgan Chase & CoJPM | 6 funds | $101.3M |
| Alphabet Inc-CL CGOOG | 6 funds | $80.6M |
| Abbvie IncABBV | 6 funds | $79.2M |
Ranked by how many of FTPA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FTPA.
| Class | 13F holders | Value held |
|---|---|---|
| PVALmc | 347 funds | $8.1B |
| FTMHUIT EXCHANGE TRADED | 86 funds | $113.7M |
| FTCAMF Closed and MF Open | 82 funds | $62.5M |
| 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 |
| 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.
Connected entities for FTPA
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/FTPA/capital-change-brief"
Use Arkolith's capital_change_brief for FTPA. 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 FTPA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.