Institutional Holders (2026 Q2)
95 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTMH. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Palatine Hill Wealth Management, LLC | 1.95% | 203,333 | $2.4M |
| 2 | Prentice Wealth Management LLC | 1.29% | 524,311 | $6.2M |
| 3 | Barnes Pettey Financial Advisors, LLC | 0.63% | 169,118 | $2.0M |
| 4 | Stratos Investment Management, LLC | 0.32% | 744,760 | $8.8M |
| 5 | Strategic Financial Concepts, LLC | 0.21% | 58,251 | $692K |
| 6 | Riverbend Wealth Management, LLC | 0.20% | 34,034 | $404K |
| 7 | Bensler, LLC | 0.20% | 190,856 | $2.3M |
| 8 | Riversedge Advisors, LLC | 0.17% | 106,735 | $1.3M |
| 9 | Cura Wealth Advisors, LLC | 0.10% | 20,283 | $241K |
| 10 | Bill Few Associates, Inc. | 0.10% | 38,902 | $462K |
| 11 | Archer Investment Corp | 0.09% | 38,579 | $458K |
| 12 | 626 Financial, LLC | 0.07% | 14,663 | $174K |
| 13 | Optima Capital LLC | 0.06% | 12,845 | $153K |
| 14 | Mma Asset Management LLC | 0.05% | 13,354 | $159K |
| 15 | McAdam, LLC | 0.04% | 86,983 | $1.0M |
| 16 | Patten Group, Inc. | 0.04% | 21,515 | $256K |
| 17 | Ameriflex Group, INC. | 0.04% | 7,987 | $95K |
| 18 | Elequin Capital, LP | 0.04% | 107,780 | $1.3M |
| 19 | Garden State Investment Advisory Services LLC | 0.04% | 17,059 | $203K |
| 20 | PlanVest Financial, Inc | 0.03% | 4,280 | $51K |
| 21 | Rooted Wealth Advisors, Inc. | 0.03% | 11,030 | $131K |
| 22 | HighTower Advisors, LLC | 0.02% | 1,649,156 | $19.6M |
| 23 | OneAscent Financial Services LLC | 0.02% | 28,029 | $333K |
| 24 | Strategic Investment Solutions, Inc. /IL | 0.01% | 5,096 | $61K |
| 25 | Old Mission Capital LLC | 0.01% | 69,374 | $824K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|