Among active 13F managers last quarter, 2 opened and 9 added, while 5 reduced; the largest holder to move was Park National Corp (+4.0%).
62 tracked 13F filers disclose a position in FTRI as of the latest SEC 13F filings, a combined $76.8M 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 | LPL Financial LLC | 1.2M | $21.2M | ▲+56% Added · +426K sh | Q1 2026 | |
| 2 | Royal Bank Of Canada | 810K | $14.5M | ▲+19% Added · +131K sh | Q1 2026 | |
| 3 | Park National Corp | 273K | $4.3M | ▲+4.0% Added · +11K sh | Q2 2026 | |
| 4 | Morgan Stanley | 234K | $4.2M | ▼−2.3% Reduced · −6K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 216K | $3.9M | ▼−20% Reduced · −54K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 209K | $3.7M | ▼−1.2% Reduced · −3K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 177K | $3.2M | ▼−7.1% Reduced · −13K sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 135K | $2.4M | ▼−8.5% Reduced · −13K sh | Q1 2026 | |
| 9 | D.A. Davidson & Co. | 83K | $1.3M | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 10 | Security National Bank | 79K | $1.3M | ▲+25% Added · +16K sh | Q2 2026 | |
| 11 | Envestnet Asset Management Inc | 79K | $1.4M | ▲+26% Added · +16K sh | Q1 2026 | |
| 12 | Lauer Wealth, LLC | 73K | $1.2M | ▲+36% Added · +19K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 73K | $1.3M | ▲New +73K sh | Q1 2026 | |
| 14 | Raymond James Financial Inc | 70K | $1.3M | ▲+39% Added · +20K sh | Q1 2026 | |
| 15 | Gladstone Institutional Advisory LLC | 52K | $820K | ▼−10% Reduced · −6K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | 40K | $632K | ▼−5.0% Reduced · −2K sh | Q2 2026 | |
| 17 | Integrated Wealth Concepts LLC | 37K | $593K | ▲+46% Added · +12K sh | Q2 2026 | |
| 18 | Summit Financial, LLC | 35K | $559K | —Held | Q2 2026 | |
| 19 | Modern Wealth Management, LLC | 33K | $526K | ▼−13% Reduced · −5K sh | Q2 2026 | |
| 20 | Van Diest Capital, LLC | 33K | $518K | ▲+132% Added · +19K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | 31K | $558K | ▲+0.1% Added · +22 sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | 29K | $460K | ▲New +29K sh | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 26K | $470K | ▼−8.7% Reduced · −2K sh | Q1 2026 | |
| 24 | Treasure Coast Financial Planning | 25K | $401K | ▼−7.9% Reduced · −2K sh | Q2 2026 | |
| 25 | Stifel Financial Corp | 24K | $427K | ▼−9.3% Reduced · −2K 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, 2 funds opened a new position in FTRI and 9 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 | 22 funds | $2.1B |
| Apple IncAAPL | 21 funds | $2.4B |
| Ishares Core S&P 500 ETFIVV | 21 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $1.3B |
| Vanguard S&P 500 ETFVOO | 21 funds | $1.3B |
| Microsoft CorpMSFT | 21 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 21 funds | $1.2B |
| Amazon.com IncAMZN | 21 funds | $1.0B |
| Johnson & JohnsonJNJ | 21 funds | $459.3M |
| Tesla IncTSLA | 21 funds | $336.7M |
| RTX CorpRTX | 21 funds | $292.0M |
| ExxonMobil Holdings CorpXOM | 21 funds | $275.0M |
Ranked by how many of FTRI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FTRI.
| Class | 13F holders | Value held |
|---|---|---|
| CIBRmc | 770 funds | $5.7B |
| SKYYmc | 391 funds | $971.2M |
| FXLcs | 261 funds | $887.7M |
| FXHcs | 235 funds | $441.2M |
| FXOcs | 204 funds | $639.0M |
| FGDcs | 199 funds | $780.5M |
| FXUcs | 186 funds | $598.5M |
| FXRcs | 171 funds | $479.1M |
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 FTRI
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/FTRI/capital-change-brief"
Use Arkolith's capital_change_brief for FTRI. 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 FTRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.