FAI Institutional Ownership & Shareholders
FT BLOOMBERG AI ETF (FAI) is currently held by 79 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $111.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FAI tracked by InsiderSet, reporting ownership valued at approximately $20.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.46M, representing an estimated loss of -8.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed FAI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Assetmark, Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FT BLOOMBERG AI ETF (FAI).
This page ranks the largest institutional FAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$111.48M
Largest Holder
Lpl Financial Llc
Largest Position
$20.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 370,816 | $20,172,390 | $18,462,780 | -$1,709,610 | -8.47% | |
| Assetmark, Inc | 0.03% | 270,889 | $15,353,989 | $13,487,455 | -$1,866,534 | -12.16% | |
| Envestnet Asset Management Inc | 0.00% | 234,612 | $12,762,893 | $11,681,238 | -$1,081,655 | -8.48% | |
| Kestra Advisory Services, Llc | 0.03% | 168,804 | $9,567,811 | $8,404,684 | -$1,163,127 | -12.16% | |
| Cetera Investment Advisers | 0.01% | 116,782 | $6,352,941 | $5,814,529 | -$538,412 | -8.48% | |
| Castle Rock Wealth Management, Llc | 0.56% | 50,690 | $2,986,148 | $2,523,835 | -$462,313 | -15.48% | |
| Raymond James Financial Inc | 0.00% | 52,388 | $2,849,907 | $2,608,378 | -$241,529 | -8.47% | |
| Susquehanna International Group, Llp | 0.00% | 52,241 | $2,841,910 | $2,601,058 | -$240,852 | -8.47% | |
| Centaurus Financial, Inc. | 0.11% | 49,986 | $2,719,000 | $2,488,783 | -$230,217 | -8.47% | |
| Benjamin Edwards Inc | 0.02% | 49,759 | $2,706,760 | $2,477,481 | -$229,279 | -8.47% | |
| Rfg Advisory, Llc | 0.03% | 41,072 | $2,327,961 | $2,044,958 | -$283,003 | -12.16% | |
| Gateway Wealth Partners, Llc | 0.10% | 32,001 | $1,740,855 | $1,593,317 | -$147,538 | -8.48% | |
| Atria Investments, Inc | 0.02% | 27,186 | $1,540,902 | $1,353,580 | -$187,322 | -12.16% | |
| Iams Wealth Management, Llc | 0.42% | 25,514 | $1,446,134 | $1,270,332 | -$175,802 | -12.16% | |
| Prospera Financial Services Inc | 0.02% | 25,469 | $1,385,351 | $1,268,091 | -$117,260 | -8.46% | |
| Chicago Partners Investment Group Llc | 0.03% | 25,876 | $1,377,663 | $1,288,356 | -$89,307 | -6.48% | |
| Bank Of New York Mellon Corp | 0.00% | 24,178 | $1,315,300 | $1,203,813 | -$111,487 | -8.48% | |
| Truist Financial Corp | 0.00% | 22,981 | $1,302,563 | $1,144,215 | -$158,348 | -12.16% | |
| Pacific Excel Wealth Advisors, Inc. | 1.22% | 19,490 | $1,101,465 | $970,399 | -$131,066 | -11.90% | |
| Janney Montgomery Scott Llc | 0.00% | 20,057 | $1,091,000 | $998,630 | -$92,370 | -8.47% | |
| Orion Porfolio Solutions, Llc | 0.01% | 18,827 | $1,024,189 | $937,389 | -$86,800 | -8.48% | |
| Rps Advisory Solutions Llc | 0.67% | 18,657 | $1,014,941 | $928,925 | -$86,016 | -8.48% | |
| Keystone Wealth Services, Llc | 0.16% | 16,095 | $910,680 | $801,364 | -$109,316 | -12.00% | |
| Element Wealth, Llc | 0.33% | 16,013 | $871,081 | $797,281 | -$73,800 | -8.47% | |
| Kingswood Wealth Advisors, Llc | 0.03% | 14,750 | $836,030 | $734,397 | -$101,633 | -12.16% | |
| Jane Street Group, Llc | 0.00% | 15,091 | $820,950 | $751,375 | -$69,575 | -8.47% | |
| Oneascent Financial Services Llc | 0.03% | 12,882 | $700,781 | $641,390 | -$59,391 | -8.48% | |
| Ifp Advisors, Inc | 0.01% | 12,261 | $694,953 | $610,470 | -$84,483 | -12.16% | |
| Newedge Advisors, Llc | 0.00% | 12,669 | $689,193 | $630,784 | -$58,409 | -8.47% | |
| D.A. Davidson & Co. | 0.00% | 11,608 | $657,941 | $577,958 | -$79,983 | -12.16% | |
| Sowell Financial Services Llc | 0.02% | 11,335 | $642,468 | $564,365 | -$78,103 | -12.16% | |
| Newedge Wealth, Llc | 0.01% | 11,376 | $618,854 | $566,406 | -$52,448 | -8.47% | |
| Harbour Investments, Inc. | 0.01% | 11,297 | $614,557 | $562,473 | -$52,084 | -8.48% | |
| Osaic Holdings, Inc. | 0.00% | 10,271 | $558,737 | $511,389 | -$47,348 | -8.47% | |
| Citadel Advisors Llc | 0.00% | 9,996 | $543,782 | $497,697 | -$46,085 | -8.47% | |
| Acorn Financial Advisory Services Inc | 0.07% | 9,544 | $540,954 | $475,192 | -$65,762 | -12.16% | |
| Gts Securities Llc | 0.01% | 9,297 | $505,757 | $462,894 | -$42,863 | -8.48% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,118 | $460,108 | $404,192 | -$55,916 | -12.15% | |
| Atlas Private Wealth Advisors | 0.09% | 7,325 | $415,179 | $364,709 | -$50,470 | -12.16% | |
| Chris Bulman Inc | 0.14% | 7,087 | $401,691 | $352,859 | -$48,832 | -12.16% | |
| Apollon Wealth Management, Llc | 0.00% | 6,546 | $371,027 | $325,923 | -$45,104 | -12.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,420 | $363,890 | $319,649 | -$44,241 | -12.16% | |
| Integrity Alliance, Llc. | 0.01% | 6,170 | $349,716 | $307,202 | -$42,514 | -12.16% | |
| Kestra Private Wealth Services, Llc | 0.00% | 6,072 | $344,161 | $302,322 | -$41,839 | -12.16% | |
| Silver Oak Securities, Incorporated | 0.02% | 6,014 | $327,162 | $299,435 | -$27,727 | -8.48% | |
| Redhawk Wealth Advisors, Inc. | 0.03% | 5,759 | $326,420 | $286,738 | -$39,682 | -12.16% | |
| Sanctuary Advisors, Llc | 0.00% | 5,393 | $293,379 | $268,515 | -$24,864 | -8.47% | |
| Mml Investors Services, Llc | 0.00% | 5,306 | $288,646 | $264,184 | -$24,462 | -8.47% | |
| Tounjian Advisory Partners, Llc | 0.11% | 4,841 | $263,350 | $241,031 | -$22,319 | -8.47% | |
| Advisory Services Network, Llc | 0.00% | 4,545 | $247,248 | $226,294 | -$20,954 | -8.48% |
Frequently asked questions about FAI
Who are the largest institutional holders of FAI?
The largest institutional holders of FAI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Assetmark, Inc, Envestnet Asset Management Inc, Kestra Advisory Services, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported FAI position.
What is FAI institutional ownership?
This page tracks FAI positions reported by institutional investment managers through SEC Form 13F. FT BLOOMBERG AI ETF (FAI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FAI?
InsiderSet currently tracks 79 institutional managers reporting FAI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FAI shareholders.
How much FAI stock do institutions own?
Institutional investment managers disclosed approximately $111.48M in FAI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FAI institutional ownership last updated?
The latest FAI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FAI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FAI position after the reporting date.
Are institutions buying or selling FAI?
Institutional buying and selling can be analyzed by comparing FAI positions across consecutive 13F reporting periods. InsiderSet's FAI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FAI ownership changes.
How has FAI institutional ownership changed over time?
InsiderSet tracks FAI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.