Institutional Holders (2026 Q1)
189 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTCB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Wealth Intelligence, LLC | 9.50% | 942,180 | $19.7M |
| 2 | APS Management Group, Inc. | 9.14% | 509,324 | $10.7M |
| 3 | LVZ, Inc. | 7.75% | 3,240,435 | $67.9M |
| 4 | Wagner Wealth Management, Corp | 6.22% | 330,673 | $6.9M |
| 5 | Centennial Wealth Advisory LLC | 5.52% | 1,088,140 | $22.8M |
| 6 | Consolidated Capital Management, LLC | 5.12% | 755,736 | $15.8M |
| 7 | Mach-1 Financial Group, LLC | 4.23% | 572,800 | $12.0M |
| 8 | Pacific Excel Wealth Advisors, Inc. | 3.62% | 164,390 | $3.4M |
| 9 | Altium Investment Strategies LLC | 3.44% | 55,662 | $1.2M |
| 10 | Aureum Wealth Management, LLC | 3.30% | 226,437 | $4.7M |
| 11 | Bouchey Financial Group Ltd | 2.92% | 1,888,276 | $39.8M |
| 12 | Brendel Financial Advisors LLC | 2.79% | 268,784 | $5.6M |
| 13 | Sun Financial Inc | 2.55% | 243,601 | $5.1M |
| 14 | Iams Wealth Management, LLC | 2.22% | 304,512 | $6.4M |
| 15 | Fsb Premier Wealth Management, INC. | 1.84% | 279,644 | $5.9M |
| 16 | First Heartland Consultants, Inc. | 1.54% | 959,188 | $20.1M |
| 17 | Kintra Wealth, LLC | 1.47% | 991,815 | $20.8M |
| 18 | BAM Wealth Management, LLC | 1.35% | 86,184 | $1.8M |
| 19 | Cyndeo Wealth Partners, LLC | 1.33% | 1,204,819 | $25.3M |
| 20 | Blackhawk Capital Partners, LLC | 1.16% | 150,425 | $3.2M |
| 21 | Summit Wealth Group LLC / Co | 1.13% | 510,484 | $10.7M |
| 22 | Pine Valley Investments Ltd Liability Co | 1.11% | 1,159,598 | $24.3M |
| 23 | Hbw Advisory Services LLC | 1.08% | 489,331 | $10.3M |
| 24 | Ferguson Shapiro LLC | 1.08% | 168,924 | $3.5M |
| 25 | Acorn Wealth Advisors, LLC | 1.06% | 174,016 | $3.6M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|