Institutional Holders (2026 Q2)
276 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTGC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | HFG Wealth Management, LLC | 5.59% | 205,361 | $5.6M |
| 2 | Dunhill Financial, LLC | 4.35% | 782,279 | $21.3M |
| 3 | Flaharty Asset Management, LLC | 3.24% | 83,146 | $2.3M |
| 4 | Carrera Capital Advisors | 2.77% | 690,192 | $18.7M |
| 5 | Solitude Financial Services | 2.54% | 338,563 | $9.2M |
| 6 | Mainsail Financial Group, LLC | 2.48% | 269,735 | $7.3M |
| 7 | Park Square Financial Group, LLC | 2.35% | 9,639 | $261K |
| 8 | Climber Capital SA | 2.34% | 145,758 | $3.8M |
| 9 | Financial Enhancement Group LLC | 2.15% | 666,514 | $18.0M |
| 10 | Guided Capital Wealth Management, LLC | 2.08% | 131,764 | $3.6M |
| 11 | PSI Advisors, LLC | 2.04% | 324,348 | $8.8M |
| 12 | Chicago Wealth Management, Inc. | 2.02% | 210,441 | $5.7M |
| 13 | Milestones Private Investment Advisors LLC | 1.78% | 82,589 | $2.2M |
| 14 | Petix & Botte Co | 1.72% | 316,406 | $8.6M |
| 15 | Chiron Capital Management, LLC | 1.54% | 63,380 | $1.7M |
| 16 | Cyndeo Wealth Partners, LLC | 1.48% | 1,157,535 | $31.3M |
| 17 | Bison Wealth, LLC | 1.27% | 498,160 | $13.8M |
| 18 | Copia Wealth Management | 1.22% | 74,881 | $2.0M |
| 19 | Stock Yards Bank & Trust Co | 1.07% | 1,387,044 | $37.5M |
| 20 | FWG Holdings, LLC | 1.05% | 103,112 | $3.0M |
| 21 | Prevail Innovative Wealth Advisors, LLC | 1.04% | 259,032 | $7.0M |
| 22 | Csenge Advisory Group | 0.99% | 901,297 | $24.4M |
| 23 | ABLE Financial Group, LLC | 0.97% | 213,091 | $5.8M |
| 24 | Arvest Investments, INC. | 0.92% | 280,704 | $7.6M |
| 25 | LexAurum Advisors, LLC | 0.88% | 283,090 | $7.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|