FTCB Institutional Ownership & Shareholders
FT CORE INVESTMENT GRADE ETF (FTCB) is currently held by 198 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.91B 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 FTCB tracked by InsiderSet, reporting ownership valued at approximately $356.16M 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 $344.12M, representing an estimated loss of -3.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed FTCB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FT CORE INVESTMENT GRADE ETF (FTCB).
This page ranks the largest institutional FTCB 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
198
Total Reported Value
$1.91B
Largest Holder
Lpl Financial Llc
Largest Position
$356.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 17,077,917 | $356,159,905 | $344,120,028 | -$12,039,877 | -3.38% | |
| Morgan Stanley | 0.01% | 7,496,453 | $156,338,539 | $151,053,528 | -$5,285,011 | -3.38% | |
| Envestnet Asset Management Inc | 0.02% | 5,042,795 | $105,167,496 | $101,612,319 | -$3,555,177 | -3.38% | |
| Lvz, Inc. | 6.59% | 3,253,646 | $64,226,964 | $65,560,967 | +$1,334,003 | +2.08% | |
| Cetera Investment Advisers | 0.06% | 3,042,593 | $63,453,265 | $61,308,249 | -$2,145,016 | -3.38% | |
| Bouchey Financial Group Ltd | 3.95% | 2,928,857 | $61,081,324 | $59,016,469 | -$2,064,855 | -3.38% | |
| Harbour Investments, Inc. | 0.81% | 2,873,314 | $59,922,976 | $57,897,277 | -$2,025,699 | -3.38% | |
| Stifel Financial Corp | 0.05% | 2,676,194 | $55,812,057 | $53,925,309 | -$1,886,748 | -3.38% | |
| Kintra Wealth, Llc | 2.40% | 2,224,625 | $45,871,775 | $44,826,194 | -$1,045,581 | -2.28% | |
| Raymond James Financial Inc | 0.01% | 2,169,661 | $45,248,281 | $43,718,669 | -$1,529,612 | -3.38% | |
| Stephens Inc | 0.47% | 2,004,030 | $41,794,044 | $40,381,205 | -$1,412,840 | -3.38% | |
| &Partners | 0.15% | 1,713,166 | $35,748,600 | $34,520,295 | -$1,228,305 | -3.44% | |
| Kestra Advisory Services, Llc | 0.10% | 1,758,741 | $34,717,546 | $35,438,631 | +$721,085 | +2.08% | |
| Royal Bank Of Canada | 0.01% | 1,537,298 | $32,060,000 | $30,976,555 | -$1,083,445 | -3.38% | |
| Osaic Holdings, Inc. | 0.04% | 1,507,578 | $31,442,831 | $30,377,697 | -$1,065,134 | -3.39% | |
| Seascape Capital Management | 7.36% | 1,473,238 | $30,724,000 | $29,685,746 | -$1,038,254 | -3.38% | |
| First Trust Advisors Lp | 0.02% | 1,390,006 | $28,988,575 | $28,008,621 | -$979,954 | -3.38% | |
| Cyndeo Wealth Partners, Llc | 1.21% | 1,352,671 | $26,701,724 | $27,256,321 | +$554,597 | +2.08% | |
| Centennial Wealth Advisory Llc | 5.42% | 1,331,992 | $26,302,900 | $26,839,639 | +$536,739 | +2.04% | |
| Benjamin Edwards Inc | 0.24% | 1,237,110 | $25,800,568 | $24,927,767 | -$872,802 | -3.38% | |
| Pine Valley Investments Ltd Liability Co | 1.07% | 1,204,179 | $25,113,146 | $24,264,207 | -$848,939 | -3.38% | |
| Janney Montgomery Scott Llc | 0.05% | 1,153,269 | $24,051,000 | $23,238,370 | -$812,630 | -3.38% | |
| Private Advisor Group, Llc | 0.11% | 1,133,034 | $23,629,416 | $22,830,635 | -$798,781 | -3.38% | |
| Prospera Financial Services Inc | 0.29% | 954,758 | $19,911,084 | $19,238,374 | -$672,710 | -3.38% | |
| Newedge Advisors, Llc | 0.05% | 865,944 | $18,059,274 | $17,448,772 | -$610,502 | -3.38% | |
| Wealth Intelligence, Llc | 8.54% | 903,374 | $17,832,603 | $18,202,986 | +$370,383 | +2.08% | |
| Elevation Point Wealth Partners, Llc | 0.31% | 806,567 | $16,820,958 | $16,252,325 | -$568,633 | -3.38% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 805,157 | $16,791,559 | $16,223,914 | -$567,645 | -3.38% | |
| First Heartland Consultants, Inc. | 1.09% | 830,038 | $16,384,951 | $16,725,266 | +$340,315 | +2.08% | |
| Commonwealth Equity Services, Llc | 0.02% | 823,290 | $16,251,747 | $16,589,293 | +$337,546 | +2.08% | |
| Assetmark, Inc | 0.03% | 808,579 | $15,961,349 | $16,292,867 | +$331,518 | +2.08% | |
| Consolidated Capital Management, Llc | 4.34% | 800,764 | $15,807,082 | $16,135,395 | +$328,313 | +2.08% | |
| Arax Advisory Partners | 0.09% | 660,774 | $13,780,431 | $13,314,596 | -$465,835 | -3.38% | |
| Equitable Holdings, Inc. | 0.07% | 587,049 | $12,242,905 | $11,829,037 | -$413,868 | -3.38% | |
| Mach-1 Financial Group, Llc | 4.40% | 544,300 | $11,351,382 | $10,967,645 | -$383,737 | -3.38% | |
| Summit Wealth Group Llc / Co | 0.70% | 557,894 | $11,012,819 | $11,241,564 | +$228,745 | +2.08% | |
| Bank Of New York Mellon Corp | 0.00% | 524,977 | $10,948,398 | $10,578,287 | -$370,111 | -3.38% | |
| Mgo One Seven Llc | 0.16% | 497,054 | $9,811,856 | $10,015,638 | +$203,782 | +2.08% | |
| Concurrent Investment Advisors, Llc | 0.07% | 485,331 | $9,580,441 | $9,779,420 | +$198,979 | +2.08% | |
| Independent Financial Group, Llc | 0.17% | 466,596 | $9,210,615 | $9,401,909 | +$191,294 | +2.08% | |
| Orion Porfolio Solutions, Llc | 0.07% | 424,100 | $8,844,604 | $8,545,615 | -$298,989 | -3.38% | |
| Sageguard Financial Group, Llc | 1.22% | 415,207 | $8,659,132 | $8,366,421 | -$292,711 | -3.38% | |
| Dynamic Advisor Solutions Llc | 0.24% | 426,077 | $8,410,760 | $8,585,452 | +$174,692 | +2.08% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.91% | 395,051 | $8,238,792 | $7,960,278 | -$278,514 | -3.38% | |
| Fsb Premier Wealth Management, Inc. | 2.25% | 383,230 | $7,992,254 | $7,722,084 | -$270,170 | -3.38% | |
| Sigma Planning Corp | 0.21% | 404,542 | $7,985,657 | $8,151,521 | +$165,864 | +2.08% | |
| Iht Wealth Management, Llc | 0.16% | 361,995 | $7,549,404 | $7,294,199 | -$255,205 | -3.38% | |
| Wagner Wealth Management, Corp | 5.83% | 377,254 | $7,446,994 | $7,601,668 | +$154,674 | +2.08% | |
| Aps Management Group, Inc. | 5.22% | 368,141 | $7,267,107 | $7,418,041 | +$150,934 | +2.08% | |
| Gateway Wealth Partners, Llc | 0.43% | 344,495 | $7,184,460 | $6,941,574 | -$242,886 | -3.38% |
Frequently asked questions about FTCB
Who are the largest institutional holders of FTCB?
The largest institutional holders of FTCB reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Envestnet Asset Management Inc, Lvz, Inc., and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported FTCB position.
What is FTCB institutional ownership?
This page tracks FTCB positions reported by institutional investment managers through SEC Form 13F. FT CORE INVESTMENT GRADE ETF (FTCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTCB?
InsiderSet currently tracks 198 institutional managers reporting FTCB 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 FTCB shareholders.
How much FTCB stock do institutions own?
Institutional investment managers disclosed approximately $1.91B in FTCB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTCB institutional ownership last updated?
The latest FTCB 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 FTCB 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 FTCB position after the reporting date.
Are institutions buying or selling FTCB?
Institutional buying and selling can be analyzed by comparing FTCB positions across consecutive 13F reporting periods. InsiderSet's FTCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTCB ownership changes.
How has FTCB institutional ownership changed over time?
InsiderSet tracks FTCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.