Who owns FMTM?
MarketDesk Focused U.S. Momentum ETF · MarketDesk
31 institutions reported holding FMTM, worth $61.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FMTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $12.9M | 294,933 | New position |
| San Luis Wealth Advisors LLC | San Luis Obispo, CA | $12.5M | 285,414 | +18,947 shares |
| Arrowroot Family Office, LLC | Marina Del Rey, CA | $6.7M | 152,820 | +6,338 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $5.4M | 123,520 | +119,548 shares |
| Dakota Wealth Management | Palm Beach Gardens, FL | $4.5M | 104,181 | +6,619 shares |
| Mutual Advisors, LLC | Omaha, NE | $4.5M | 103,904 | +3,507 shares |
| SMART Wealth LLC | Omaha, NE | $3.4M | 78,391 | New position |
| Steelhead Wealth Management LLC | Glen Allen, VA | $2.7M | 61,420 | New position |
| Avestar Capital, LLC | New York, NY | $1.9M | 43,318 | −1,211 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $1.1M | 24,561 | +22,061 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FMTM?
31 institutional managers reported holding FMTM in Form 13F filings for June 30, 2026, worth $61.5M in total. The largest reported position was held by Raymond James Financial Inc., at $12.9M.
Did institutions buy or sell FMTM last quarter?
Reported 13F value rose 139.2% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FMTM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.