Institutional Holders (2026 Q2)
61 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTMA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Mccarter Private Wealth Services LLC | 1.52% | 481,186 | $4.4M |
| 2 | O'ROURKE & COMPANY, Inc | 0.64% | 199,512 | $1.8M |
| 3 | Alta Wealth Advisors LLC | 0.37% | 149,607 | $1.4M |
| 4 | Abbot Financial Management, Inc. | 0.31% | 99,828 | $911K |
| 5 | Kraematon Investment Advisors, Inc | 0.12% | 17,000 | $155K |
| 6 | Wealth Effects LLC | 0.09% | 36,800 | $336K |
| 7 | Root Financial Partners, LLC | 0.08% | 223,241 | $2.0M |
| 8 | Bright Futures Wealth Management, LLC. | 0.08% | 12,860 | $117K |
| 9 | Cape Ann Savings Bank | 0.07% | 16,548 | $151K |
| 10 | Commonwealth Equity Services, LLC | 0.05% | 4,125,919 | $37.6M |
| 11 | Flynn Zito Capital Management, LLC | 0.05% | 18,355 | $167K |
| 12 | Elequin Capital, LP | 0.04% | 132,778 | $1.2M |
| 13 | One Charles Private Wealth Services, LLC | 0.03% | 15,873 | $145K |
| 14 | Stablepoint Partners, LLC | 0.02% | 19,229 | $175K |
| 15 | Claro Advisors Inc. | 0.02% | 25,079 | $229K |
| 16 | Vise Technologies, Inc. | 0.02% | 223,241 | $2.0M |
| 17 | Parsons Capital Management Inc/Ri | 0.02% | 46,370 | $423K |
| 18 | Integrated Wealth Concepts LLC | 0.02% | 427,117 | $3.9M |
| 19 | James J. Burns & Company, LLC | 0.02% | 17,389 | $159K |
| 20 | Perigon Wealth Management, LLC | 0.02% | 119,490 | $1.1M |
| 21 | Mechanics Bank Trust Department | 0.02% | 14,830 | $135K |
| 22 | CreativeOne Wealth, LLC | 0.01% | 71,202 | $650K |
| 23 | SHP Wealth Management | 0.01% | 18,054 | $165K |
| 24 | Kestra Advisory Services, LLC | 0.01% | 330,944 | $3.0M |
| 25 | NewEdge Advisors, LLC | 0.01% | 346,083 | $3.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|