Institutional Holders (2026 Q1)
27 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTPA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 0.04% | 65,516 | — |
| 2 | Embree Financial Group | 0.02% | 18,171 | $156K |
| 3 | Jacobi Capital Management LLC | 0.02% | 38,019 | $326K |
| 4 | TWO SIGMA SECURITIES, LLC | 0.01% | 14,190 | $122K |
| 5 | Rodgers Brothers Inc. | 0.01% | 10,691 | $92K |
| 6 | Private Advisor Group, LLC | 0.01% | 144,585 | $1.2M |
| 7 | NVWM, LLC | 0.00% | 1,804 | $15K |
| 8 | Stratos Wealth Partners, LTD. | 0.00% | 24,645 | $212K |
| 9 | Wealthcare Advisory Partners LLC | 0.00% | 12,452 | $107K |
| 10 | MassMutual Private Wealth & Trust, FSB | 0.00% | 7,222 | $62K |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 105,346 | $904K |
| 12 | Cambridge Investment Research Advisors, Inc. | 0.00% | 38,156 | — |
| 13 | Janney Montgomery Scott LLC | 0.00% | 37,947 | — |
| 14 | &PARTNERS | 0.00% | 13,970 | $120K |
| 15 | MML INVESTORS SERVICES, LLC | 0.00% | 22,761 | $195K |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 144,721 | $1.2M |
| 17 | Cetera Investment Advisers | 0.00% | 30,911 | $265K |
| 18 | LPL Financial LLC | 0.00% | 97,112 | $834K |
| 19 | JANE STREET GROUP, LLC | 0.00% | 172,650 | $1.5M |
| 20 | OSAIC HOLDINGS, INC. | 0.00% | 11,031 | $95K |
| 21 | AMERIPRISE FINANCIAL INC | 0.00% | 63,972 | $549K |
| 22 | WELLS FARGO & COMPANY/MN | 0.00% | 33,608 | $289K |
| 23 | MORGAN STANLEY | 0.00% | 65,608 | $563K |
| 24 | RAYMOND JAMES FINANCIAL INC | 0.00% | 11,077 | $95K |
| 25 | JONES FINANCIAL COMPANIES LLLP | 0.00% | 5,793 | $50K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|