FMTM Institutional Ownership & Shareholders
MRKTDSK FOC US MMNTM ETF (FMTM) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of FMTM tracked by InsiderSet, reporting ownership valued at approximately $12.87M 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 $11.24M, representing an estimated loss of -12.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed FMTM value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, San Luis Wealth Advisors Llc, Arrowroot Family Office, Llc, and several other long-term asset managers with concentrated positions in MRKTDSK FOC US MMNTM ETF (FMTM).
This page ranks the largest institutional FMTM 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
32
Total Reported Value
$58.87M
Largest Holder
Raymond James Financial Inc
Largest Position
$12.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 294,933 | $12,870,876 | $11,236,947 | -$1,633,929 | -12.69% | |
| San Luis Wealth Advisors Llc | 1.67% | 292,515 | $11,410,429 | $11,144,822 | -$265,608 | -2.33% | |
| Arrowroot Family Office, Llc | 1.91% | 152,820 | $6,669,066 | $5,822,442 | -$846,624 | -12.69% | |
| Royal Bank Of Canada | 0.00% | 123,520 | $5,390,000 | $4,706,112 | -$683,888 | -12.69% | |
| Mutual Advisors, Llc | 0.09% | 103,904 | $4,534,389 | $3,958,742 | -$575,647 | -12.70% | |
| Smart Wealth Llc | 0.74% | 78,391 | $3,420,983 | $2,986,697 | -$434,286 | -12.69% | |
| Steelhead Wealth Management Llc | 1.08% | 61,420 | $2,680,000 | $2,340,102 | -$339,898 | -12.68% | |
| Englebert Financial Advisers, Llc | 1.79% | 46,195 | $1,801,987 | $1,760,030 | -$41,958 | -2.33% | |
| Farther Finance Advisors, Llc | 0.01% | 43,854 | $1,710,657 | $1,670,837 | -$39,820 | -2.33% | |
| Avestar Capital, Llc | 0.15% | 43,217 | $1,685,809 | $1,646,568 | -$39,241 | -2.33% | |
| Andina Capital Management, Llc | 1.52% | 26,971 | $1,052,085 | $1,027,595 | -$24,490 | -2.33% | |
| Wespac Advisors, Llc | 0.33% | 16,693 | $651,161 | $636,003 | -$15,158 | -2.33% | |
| Brown Advisory Inc | 0.00% | 13,186 | $575,437 | $502,387 | -$73,050 | -12.69% | |
| West Michigan Advisors, Llc | 0.10% | 12,652 | $552,133 | $482,041 | -$70,092 | -12.69% | |
| Patten & Patten Inc/Tn | 0.03% | 13,650 | $532,459 | $520,065 | -$12,394 | -2.33% | |
| Goldenstone Wealth Management Llc | 0.34% | 11,803 | $515,084 | $449,694 | -$65,390 | -12.69% | |
| Compass Ion Advisors, Llc | 0.04% | 12,731 | $496,611 | $485,051 | -$11,560 | -2.33% | |
| Belpointe Asset Management Llc | 0.02% | 10,956 | $478,120 | $417,424 | -$60,696 | -12.69% | |
| Keeler Thomas Management Llc | 0.16% | 10,651 | $415,474 | $405,803 | -$9,671 | -2.33% | |
| Action Point Financial Planning, Llc | 0.04% | 7,578 | $330,706 | $288,722 | -$41,984 | -12.70% | |
| Foundry Financial Llc | 0.09% | 7,712 | $300,822 | $293,827 | -$6,995 | -2.33% | |
| Signet Private Wealth Llc | 0.22% | 6,327 | $276,110 | $241,059 | -$35,051 | -12.69% | |
| Arax Advisory Partners | 0.00% | 5,118 | $223,350 | $194,996 | -$28,354 | -12.69% | |
| Arkadios Wealth Advisors | 0.00% | 4,655 | $203,144 | $177,356 | -$25,789 | -12.69% | |
| Osaic Holdings, Inc. | 0.00% | 1,573 | $68,646 | $59,931 | -$8,715 | -12.70% | |
| Elevated Capital Advisors, Llc | 0.00% | 238 | $10,386 | $9,068 | -$1,318 | -12.69% | |
| Corecap Advisors, Llc | 0.00% | 143 | $5,578 | $5,448 | -$130 | -2.33% | |
| Ubs Group Ag | 0.00% | 80 | $3,491 | $3,048 | -$443 | -12.69% | |
| Ankerstar Wealth, Llc | 0.00% | 50 | $2,182 | $1,905 | -$277 | -12.69% | |
| Ifp Advisors, Inc | 0.00% | 36 | $1,404 | $1,372 | -$32 | -2.31% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 5 | $219 | $191 | -$29 | -13.01% |
Frequently asked questions about FMTM
Who are the largest institutional holders of FMTM?
The largest institutional holders of FMTM reported in the latest SEC Form 13F filings include Raymond James Financial Inc, San Luis Wealth Advisors Llc, Arrowroot Family Office, Llc, Royal Bank Of Canada, and Mutual Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FMTM position.
What is FMTM institutional ownership?
This page tracks FMTM positions reported by institutional investment managers through SEC Form 13F. MRKTDSK FOC US MMNTM ETF (FMTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMTM?
InsiderSet currently tracks 32 institutional managers reporting FMTM 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 FMTM shareholders.
How much FMTM stock do institutions own?
Institutional investment managers disclosed approximately $58.87M in FMTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMTM institutional ownership last updated?
The latest FMTM 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 FMTM 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 FMTM position after the reporting date.
Are institutions buying or selling FMTM?
Institutional buying and selling can be analyzed by comparing FMTM positions across consecutive 13F reporting periods. InsiderSet's FMTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMTM ownership changes.
How has FMTM institutional ownership changed over time?
InsiderSet tracks FMTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.