52 tracked 13F filers disclose a position in FTRI as of the latest SEC 13F filings, a combined $75.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $21.2M | 1.2M | ▲+56% Added · +426K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $14.5M | 810K | ▲+19% Added · +131K sh | Q1 2026 | |
| 3 | PARK NATIONAL CORP /OH/ | $4.3M | 273K | ▲+4.0% Added · +11K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $4.2M | 234K | ▼−2.3% Reduced · −6K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 216K | ▼−20% Reduced · −54K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $3.7M | 209K | ▼−1.2% Reduced · −3K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $3.2M | 177K | ▼−7.1% Reduced · −13K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 135K | ▼−8.5% Reduced · −13K sh | Q1 2026 | |
| 9 | D.A. DAVIDSON & CO. | $1.4M | 80K | ▲+6.0% Added · +5K sh | Q1 2026 | |
| 10 | Security National Bank | $1.3M | 79K | ▲+25% Added · +16K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 79K | ▲+26% Added · +16K sh | Q1 2026 | |
| 12 | Lauer Wealth, LLC | $1.2M | 73K | ▲+36% Added · +19K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $1.3M | 73K | ▲New +73K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.3M | 70K | ▲+39% Added · +20K sh | Q1 2026 | |
| 15 | Gladstone Institutional Advisory LLC | $1.0M | 58K | ▲New +58K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $748K | 42K | ▼−6.3% Reduced · −3K sh | Q1 2026 | |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $694K | 39K | ▲New +39K sh | Q1 2026 | |
| 18 | Modern Wealth Management, LLC | $681K | 38K | ▼−18% Reduced · −8K sh | Q1 2026 | |
| 19 | Summit Financial, LLC | $629K | 35K | ▼−3.0% Reduced · −1K sh | Q1 2026 | |
| 20 | Rockefeller Capital Management L.P. | $558K | 31K | ▲+0.1% Added · +22 sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $470K | 26K | ▼−8.7% Reduced · −2K sh | Q1 2026 | |
| 22 | Integrated Wealth Concepts LLC | $456K | 26K | ▲New +26K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $427K | 24K | ▼−9.3% Reduced · −2K sh | Q1 2026 | |
| 24 | Crumly & Associates Inc. | $360K | 23K | ▲+43% Added · +7K sh | Q2 2026 | |
| 25 | OLD MISSION CAPITAL LLC | $395K | 22K | ▲New +22K 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, 4 funds opened a new position in FTRI and 6 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $8.8B |
| MICROSOFT CORPMSFT | 23 funds | $6.5B |
| NVIDIA CORPNVDA | 23 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 23 funds | $3.0B |
| BROADCOM INCAVGO | 23 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 23 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $2.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 23 funds | $2.1B |
| JOHNSON & JOHNSONJNJ | 23 funds | $1.8B |
| EXXON MOBIL CORPXOM | 23 funds | $1.7B |
Ranked by how many of FTRI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.