Security record · archived quarter
FTMH
name pending profile ingest
31Tracked holders
+4Δ holders
7.27MShares held
$83.81MReported value
+5New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +14.8% ·
share flow +15.8% ·
net new positions +12.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +1 | 9.12M | $108.39M | +3 | −2 |
| Q1 2026 | 31 | +4 | 7.27M | $83.81M | +5 | −1 |
| Q4 2025 | 27 | +2 | 6.28M | $72.62M | +2 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.71M | +7.0% | $19.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.14M | +29.7% | $13.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 726.23K | +135.9% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 726.23K | +135.9% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Captrust Financial Advisors | 662.92K | +13.0% | $7.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 626.58K | +49.5% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 626.58K | +49.5% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 524.41K | +68.7% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 277.18K | +43.7% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 209.11K | +60.0% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 191.87K | -2.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 191.87K | -2.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 191.06K | -1.6% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 127.47K | +3.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 121.06K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 121.06K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 113.27K | +14.5% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 113.27K | +14.5% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 111.86K | -2.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 111.86K | -2.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 92.78K | -88.3% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 75.31K | +10.6% | $868,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 70.22K | -34.4% | $809,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 70.22K | -34.4% | $809,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 65.30K | +329.2% | $752,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 55.60K | +182.3% | $636,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 35.28K | New | $406,824 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 33.49K | -5.7% | $386,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 33.30K | 0.0% | $383,949 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 20.96K | +20.0% | $241,680 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 18.97K | +76.3% | $218,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 15.93K | New | $183,719 | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 15.78K | +0.5% | $181,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 5.30K | -52.9% | $61,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 3.01K | New | $34,740 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.57K | 0.0% | $18,065 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 725 | New | $8,338 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 725 | New | $8,338 | 0.0% | New | 1 | SEC ↗ |
| 39 | Cwm, Llc | 248 | 0.0% | $2,859 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank of New York Mellon Corp | $1.40M | 0.0% |
| Bank of New York Mellon Corp | $1.40M | 0.0% |
| Mercer Global Advisors Inc… | $406,824 | 0.0% |
| Mariner, LLC | $183,719 | 0.0% |
| Franklin Resources Inc | $34,740 | 0.0% |
| JPMorgan Chase | $8,338 | 0.0% |
| JPMorgan Chase | $8,338 | 0.0% |
Exited
| Pnc Financial Services Group… | $4,096 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 9.30M shares, $106.43M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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