FTMA Institutional Ownership & Shareholders
FR MASSACHUSETTS MUN INC ETF (FTMA) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $139.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FTMA tracked by InsiderSet, reporting ownership valued at approximately $33.44M in its September 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 $34.34M, representing an estimated gain of +2.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed FTMA value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Ameriprise Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in FR MASSACHUSETTS MUN INC ETF (FTMA).
This page ranks the largest institutional FTMA 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
59
Total Reported Value
$139.03M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$33.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.04% | 3,924,515 | $33,436,870 | $34,339,506 | +$902,636 | +2.70% | |
| Ameriprise Financial Inc | 0.01% | 2,953,779 | $26,953,229 | $25,845,566 | -$1,107,663 | -4.11% | |
| Morgan Stanley | 0.00% | 2,765,078 | $25,231,337 | $24,194,433 | -$1,036,905 | -4.11% | |
| Bank Of America Corp | 0.00% | 1,168,509 | $10,662,645 | $10,224,454 | -$438,191 | -4.11% | |
| Lpl Financial Llc | 0.00% | 501,003 | $4,571,652 | $4,383,776 | -$187,876 | -4.11% | |
| Mccarter Private Wealth Services Llc | 1.54% | 534,168 | $4,551,111 | $4,673,970 | +$122,859 | +2.70% | |
| Newedge Advisors, Llc | 0.01% | 346,083 | $3,158,011 | $3,028,226 | -$129,785 | -4.11% | |
| Kestra Advisory Services, Llc | 0.01% | 370,465 | $3,156,363 | $3,241,569 | +$85,206 | +2.70% | |
| Wells Fargo & Company/Mn | 0.00% | 299,234 | $2,730,510 | $2,618,298 | -$112,213 | -4.11% | |
| Envestnet Asset Management Inc | 0.00% | 296,049 | $2,701,447 | $2,590,429 | -$111,018 | -4.11% | |
| Integrated Wealth Concepts Llc | 0.02% | 294,438 | $2,686,748 | $2,576,333 | -$110,416 | -4.11% | |
| Raymond James Financial Inc | 0.00% | 239,847 | $2,188,606 | $2,098,661 | -$89,945 | -4.11% | |
| O'Rourke & Company, Inc | 0.64% | 199,512 | $1,820,547 | $1,745,730 | -$74,817 | -4.11% | |
| Cetera Investment Advisers | 0.00% | 172,192 | $1,571,252 | $1,506,680 | -$64,572 | -4.11% | |
| Alta Wealth Advisors Llc | 0.37% | 149,607 | $1,365,164 | $1,309,061 | -$56,103 | -4.11% | |
| Elequin Capital, Lp | 0.04% | 132,778 | $1,211,599 | $1,161,808 | -$49,792 | -4.11% | |
| Private Advisor Group, Llc | 0.00% | 111,908 | $1,021,163 | $979,195 | -$41,968 | -4.11% | |
| Abbot Financial Management, Inc. | 0.33% | 99,828 | $910,931 | $873,495 | -$37,436 | -4.11% | |
| Jane Street Group, Llc | 0.00% | 87,800 | $801,175 | $768,250 | -$32,925 | -4.11% | |
| Janney Montgomery Scott Llc | 0.00% | 71,429 | $652,000 | $625,004 | -$26,996 | -4.14% | |
| Creativeone Wealth, Llc | 0.01% | 71,202 | $649,721 | $623,018 | -$26,704 | -4.11% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 69,539 | $634,543 | $608,466 | -$26,077 | -4.11% | |
| Perigon Wealth Management, Llc | 0.01% | 74,306 | $633,088 | $650,178 | +$17,090 | +2.70% | |
| Old Mission Capital Llc | 0.01% | 54,597 | $498,197 | $477,724 | -$20,473 | -4.11% | |
| Royal Bank Of Canada | 0.00% | 44,659 | $408,000 | $390,766 | -$17,234 | -4.22% | |
| Wealth Effects Llc | 0.09% | 37,079 | $315,911 | $324,441 | +$8,530 | +2.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 30,711 | $259,511 | $268,721 | +$9,210 | +3.55% | |
| Jones Financial Companies Lllp | 0.00% | 28,486 | $259,365 | $249,253 | -$10,113 | -3.90% | |
| Fiduciary Trust Co | 0.00% | 26,163 | $238,737 | $228,926 | -$9,811 | -4.11% | |
| Claro Advisors Inc. | 0.02% | 27,660 | $235,662 | $242,025 | +$6,363 | +2.70% | |
| Vise Technologies, Inc. | 0.00% | 25,704 | $219,000 | $224,910 | +$5,910 | +2.70% | |
| Osaic Holdings, Inc. | 0.00% | 23,742 | $216,755 | $207,743 | -$9,013 | -4.16% | |
| Mechanics Bank Trust Department | 0.02% | 22,754 | $193,864 | $199,098 | +$5,234 | +2.70% | |
| Stifel Financial Corp | 0.00% | 20,869 | $190,430 | $182,604 | -$7,826 | -4.11% | |
| Mml Investors Services, Llc | 0.00% | 20,045 | $182,913 | $175,394 | -$7,519 | -4.11% | |
| Mariner, Llc | 0.00% | 19,419 | $177,198 | $169,916 | -$7,282 | -4.11% | |
| Flynn Zito Capital Management, Llc | 0.05% | 18,355 | $167,489 | $160,606 | -$6,883 | -4.11% | |
| Meridian Financial Advisors, Llc | 0.08% | 19,437 | $165,607 | $170,074 | +$4,467 | +2.70% | |
| Shp Wealth Management | 0.01% | 18,054 | $164,743 | $157,973 | -$6,771 | -4.11% | |
| Stablepoint Partners, Llc | 0.02% | 19,229 | $163,833 | $168,254 | +$4,421 | +2.70% | |
| Cape Ann Savings Bank | 0.07% | 16,548 | $151,000 | $144,795 | -$6,205 | -4.11% | |
| James J. Burns & Company, Llc | 0.02% | 17,500 | $149,103 | $153,125 | +$4,022 | +2.70% | |
| Modera Wealth Management, Llc | 0.00% | 17,111 | $145,786 | $149,721 | +$3,935 | +2.70% | |
| One Charles Private Wealth Services, Llc | 0.03% | 15,873 | $144,841 | $138,889 | -$5,952 | -4.11% | |
| Kraematon Investment Advisors, Inc | 0.11% | 17,000 | $144,840 | $148,750 | +$3,910 | +2.70% | |
| Flagship Harbor Advisors, Llc | 0.00% | 15,263 | $130,044 | $133,551 | +$3,507 | +2.70% | |
| Eastern Bank | 0.00% | 13,346 | $113,708 | $116,778 | +$3,070 | +2.70% | |
| Bright Futures Wealth Management, Llc. | 0.08% | 12,860 | $109,567 | $112,525 | +$2,958 | +2.70% | |
| Bath Savings Trust Co | 0.01% | 12,757 | $108,690 | $111,624 | +$2,934 | +2.70% | |
| J.W. Cole Advisors, Inc. | 0.00% | 11,381 | $103,856 | $99,584 | -$4,272 | -4.11% |
Frequently asked questions about FTMA
Who are the largest institutional holders of FTMA?
The largest institutional holders of FTMA reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FTMA position.
What is FTMA institutional ownership?
This page tracks FTMA positions reported by institutional investment managers through SEC Form 13F. FR MASSACHUSETTS MUN INC ETF (FTMA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTMA?
InsiderSet currently tracks 59 institutional managers reporting FTMA 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 FTMA shareholders.
How much FTMA stock do institutions own?
Institutional investment managers disclosed approximately $139.03M in FTMA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTMA institutional ownership last updated?
The latest FTMA 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 FTMA 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 FTMA position after the reporting date.
Are institutions buying or selling FTMA?
Institutional buying and selling can be analyzed by comparing FTMA positions across consecutive 13F reporting periods. InsiderSet's FTMA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTMA ownership changes.
How has FTMA institutional ownership changed over time?
InsiderSet tracks FTMA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.