FITE Institutional Ownership & Shareholders
SPDR S&P KENSHO FUTURE SECUR (FITE) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $67.09M 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 FITE tracked by InsiderSet, reporting ownership valued at approximately $20.20M 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 $20.06M, representing an estimated loss of -0.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed FITE value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Frederick Financial Consultants, Llc, Hutchens & Kramer Investment Management Group, Llc, and several other long-term asset managers with concentrated positions in SPDR S&P KENSHO FUTURE SECUR (FITE).
This page ranks the largest institutional FITE 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
53
Total Reported Value
$67.09M
Largest Holder
Lpl Financial Llc
Largest Position
$20.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 179,799 | $20,204,049 | $20,058,179 | -$145,870 | -0.72% | |
| Frederick Financial Consultants, Llc | 6.37% | 136,987 | $15,180,948 | $15,282,119 | +$101,171 | +0.67% | |
| Hutchens & Kramer Investment Management Group, Llc | 1.40% | 42,190 | $4,675,496 | $4,706,670 | +$31,174 | +0.67% | |
| Hughes Financial Services, Llc | 0.52% | 35,806 | $4,126,867 | $3,994,478 | -$132,389 | -3.21% | |
| Envestnet Asset Management Inc | 0.00% | 25,969 | $2,918,157 | $2,897,073 | -$21,084 | -0.72% | |
| Ubs Group Ag | 0.00% | 20,987 | $2,358,309 | $2,341,287 | -$17,022 | -0.72% | |
| Tidal Investments Llc | 0.01% | 18,839 | $2,116,938 | $2,101,658 | -$15,280 | -0.72% | |
| Rockefeller Capital Management L.P. | 0.00% | 17,859 | $2,006,882 | $1,992,330 | -$14,552 | -0.73% | |
| Raymond James Financial Inc | 0.00% | 15,828 | $1,778,592 | $1,765,754 | -$12,838 | -0.72% | |
| Baird Financial Group, Inc. | 0.00% | 13,337 | $1,498,679 | $1,487,861 | -$10,818 | -0.72% | |
| Cetera Investment Advisers | 0.00% | 12,589 | $1,414,602 | $1,404,415 | -$10,187 | -0.72% | |
| Wealthbridge Capital Management, Llc | 0.22% | 10,222 | $1,132,803 | $1,140,355 | +$7,552 | +0.67% | |
| Bank Of America Corp | 0.00% | 8,856 | $995,149 | $987,966 | -$7,183 | -0.72% | |
| Focus Partners Wealth | 0.00% | 8,211 | $922,670 | $916,010 | -$6,660 | -0.72% | |
| Morgan Stanley | 0.00% | 6,512 | $731,859 | $726,472 | -$5,387 | -0.74% | |
| Kmt Wealth Management, Llc | 0.49% | 5,143 | $577,871 | $573,747 | -$4,124 | -0.71% | |
| Cibc World Market Inc. | 0.00% | 4,730 | $531,510 | $527,674 | -$3,836 | -0.72% | |
| Jane Street Group, Llc | 0.00% | 4,372 | $491,282 | $487,736 | -$3,546 | -0.72% | |
| Wealthfront Advisers Llc | 0.00% | 3,947 | $443,524 | $440,323 | -$3,201 | -0.72% | |
| Highpoint Advisor Group Llc | 0.01% | 3,753 | $421,725 | $418,681 | -$3,044 | -0.72% | |
| Stifel Financial Corp | 0.00% | 3,724 | $418,465 | $415,445 | -$3,020 | -0.72% | |
| Advyzon Investment Management, Llc | 0.03% | 3,099 | $348,235 | $345,721 | -$2,514 | -0.72% | |
| Wealthcare Investment Partners, Llc | 0.08% | 3,064 | $344,306 | $341,816 | -$2,490 | -0.72% | |
| Osaic Holdings, Inc. | 0.00% | 2,956 | $332,222 | $329,768 | -$2,454 | -0.74% | |
| Farther Finance Advisors, Llc | 0.00% | 2,223 | $246,354 | $247,995 | +$1,641 | +0.67% | |
| Corecap Advisors, Llc | 0.01% | 2,051 | $227,292 | $228,807 | +$1,515 | +0.67% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 887 | $99,672 | $98,953 | -$719 | -0.72% | |
| Institute For Wealth Management, Llc. | 0.01% | 682 | $76,637 | $76,083 | -$554 | -0.72% | |
| Cwm, Llc | 0.00% | 894 | $76,472 | $99,734 | +$23,262 | +30.42% | |
| Us Bancorp \De\ | 0.00% | 422 | $47,420 | $47,078 | -$342 | -0.72% | |
| Prestige Wealth Management Group Llc | 0.01% | 420 | $47,196 | $46,855 | -$341 | -0.72% | |
| Toth Financial Advisory Corp | 0.00% | 403 | $44,661 | $44,958 | +$297 | +0.67% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 371 | $41,689 | $41,388 | -$301 | -0.72% | |
| Simplex Trading, Llc | 0.00% | 313 | $35,171 | $34,918 | -$253 | -0.72% | |
| Geneos Wealth Management Inc. | 0.00% | 300 | $33,711 | $33,468 | -$243 | -0.72% | |
| Fmr Llc | 0.00% | 200 | $22,483 | $22,312 | -$171 | -0.76% | |
| Allworth Financial Lp | 0.00% | 165 | $18,542 | $18,407 | -$135 | -0.73% | |
| Tidemark, Llc | 0.00% | 160 | $18,019 | $17,849 | -$170 | -0.94% | |
| Nova Wealth Management, Inc. | 0.01% | 130 | $14,608 | $14,503 | -$105 | -0.72% | |
| High Point Wealth Management, Llc | 0.01% | 122 | $13,740 | $13,610 | -$130 | -0.94% | |
| N.E.W. Advisory Services Llc | 0.00% | 65 | $7,304 | $7,251 | -$53 | -0.72% | |
| Triumph Capital Management | 0.00% | 57 | $6,317 | $6,359 | +$42 | +0.66% | |
| Aptus Capital Advisors, Llc | 0.00% | 49 | $5,506 | $5,466 | -$40 | -0.72% | |
| Smartleaf Asset Management Llc | 0.00% | 33 | $3,599 | $3,681 | +$82 | +2.29% | |
| Assetmark, Inc | 0.00% | 25 | $2,771 | $2,789 | +$18 | +0.65% | |
| Parkside Financial Bank & Trust | 0.00% | 20 | $2,217 | $2,231 | +$14 | +0.64% | |
| Foresight Capital Management Advisors, Inc. | 0.00% | 13 | $1,441 | $1,450 | +$9 | +0.64% | |
| Ifp Advisors, Inc | 0.00% | 12 | $1,330 | $1,339 | +$9 | +0.65% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,695 | $1,089 | $1,081,564 | +$1,080,475 | +99217.13% | |
| Graney & King, Llc | 0.00% | 6 | $674 | $669 | -$5 | -0.69% |
Frequently asked questions about FITE
Who are the largest institutional holders of FITE?
The largest institutional holders of FITE reported in the latest SEC Form 13F filings include Lpl Financial Llc, Frederick Financial Consultants, Llc, Hutchens & Kramer Investment Management Group, Llc, Hughes Financial Services, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported FITE position.
What is FITE institutional ownership?
This page tracks FITE positions reported by institutional investment managers through SEC Form 13F. SPDR S&P KENSHO FUTURE SECUR (FITE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FITE?
InsiderSet currently tracks 53 institutional managers reporting FITE 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 FITE shareholders.
How much FITE stock do institutions own?
Institutional investment managers disclosed approximately $67.09M in FITE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FITE institutional ownership last updated?
The latest FITE 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 FITE 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 FITE position after the reporting date.
Are institutions buying or selling FITE?
Institutional buying and selling can be analyzed by comparing FITE positions across consecutive 13F reporting periods. InsiderSet's FITE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FITE ownership changes.
How has FITE institutional ownership changed over time?
InsiderSet tracks FITE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.