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Security record · archived quarter

FTMH

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025
31Tracked holders
+4Δ holders
7.27MShares held
$83.81MReported value
+5New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 +1 10.74K $115,492 +1 n/a
Q2 2026 30 +1 7.47M $88.80M +3 −3
Q1 2026 31 +4 7.27M $83.81M +5 −1
Q4 2025 27 +2 6.28M $72.62M +2 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗ ×2
4 Captrust Financial Advisors 662.92K +13.0% $7.64M 0.0% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 626.58K +49.5% $7.22M 0.0% ▲ Add 2 SEC ↗ ×2
6 Morgan Stanley ✦ 524.41K +68.7% $6.05M 0.0% ▲ Add 2 SEC ↗
7 Envestnet Asset Management Inc 277.18K +43.7% $3.20M 0.0% ▲ Add 2 SEC ↗
8 Cetera Investment Advisers 209.11K +60.0% $2.41M 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 191.87K -2.3% $2.21M 0.0% ▼ Trim 2 SEC ↗ ×2
10 Truist Financial Corp 191.06K -1.6% $2.20M 0.0% ▼ Trim 2 SEC ↗
11 Commonwealth Equity Services, Llc 127.47K +3.1% $1.47M 0.0% ▲ Add 2 SEC ↗
12 Bank of New York Mellon Corp 121.06K New $1.40M 0.0% New 1 SEC ↗ ×2
13 Ameriprise Financial Inc 113.27K +14.5% $1.31M 0.0% ▲ Add 2 SEC ↗ ×2
14 Osaic Holdings, Inc. 111.86K -2.8% $1.29M 0.0% ▼ Trim 2 SEC ↗ ×2
15 Jane Street Group, Llc 92.78K -88.3% $1.07M 0.0% ▼ Trim 2 SEC ↗
16 Royal Bank Of Canada 75.31K +10.6% $868,000 0.0% ▲ Add 2 SEC ↗
17 Wells Fargo & Company/Mn 70.22K -34.4% $809,591 0.0% ▼ Trim 2 SEC ↗ ×2
18 Rockefeller Capital Management L.P. 65.30K +329.2% $752,941 0.0% ▲ Add 2 SEC ↗
19 Jones Financial Companies Lllp 55.60K +182.3% $636,597 0.0% ▲ Add 2 SEC ↗
20 Mercer Global Advisors Inc /Adv 35.28K New $406,824 0.0% New 1 SEC ↗
21 Mml Investors Services, Llc 33.49K -5.7% $386,157 0.0% ▼ Trim 2 SEC ↗
22 Lido Advisors, LLC 33.30K 0.0% $383,949 0.0% Held 2 SEC ↗
23 Stifel Financial Corp 20.96K +20.0% $241,680 0.0% ▲ Add 2 SEC ↗
24 Northwestern Mutual Wealth… 18.97K +76.3% $218,747 0.0% ▲ Add 2 SEC ↗
25 Mariner, LLC 15.93K New $183,719 0.0% New 1 SEC ↗
26 Creative Planning 15.78K +0.5% $181,911 0.0% ▲ Add 2 SEC ↗
27 Fifth Third Bancorp 5.30K -52.9% $61,132 0.0% ▼ Trim 2 SEC ↗
28 Franklin Resources Inc 3.01K New $34,740 0.0% New 1 SEC ↗
29 Fidelity (FMR) ✦ 1.57K 0.0% $18,065 0.0% Held 2 SEC ↗
30 JPMorgan Chase ✦ 725 New $8,338 0.0% New 1 SEC ↗ ×2
31 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%
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%

Exited

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 · Get this via the API