FTMH Institutional Ownership & Shareholders
FR MUNI HIGH YIELD ETF (FTMH) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $145.60M 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 FTMH tracked by InsiderSet, reporting ownership valued at approximately $17.35M 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 $16.34M, representing an estimated loss of -5.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed FTMH value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Horizon Wealth Management, Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in FR MUNI HIGH YIELD ETF (FTMH).
This page ranks the largest institutional FTMH 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
95
Total Reported Value
$145.60M
Largest Holder
Lpl Financial Llc
Largest Position
$17.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
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% | 1,460,042 | $17,345,303 | $16,337,870 | -$1,007,433 | -5.81% | |
| Horizon Wealth Management, Llc | 1.68% | 1,227,486 | $13,330,499 | $13,735,568 | +$405,069 | +3.04% | |
| Ubs Group Ag | 0.00% | 768,184 | $9,126,026 | $8,595,979 | -$530,047 | -5.81% | |
| Bank Of America Corp | 0.00% | 756,106 | $8,982,537 | $8,460,826 | -$521,711 | -5.81% | |
| Stratos Investment Management, Llc | 0.32% | 744,760 | $8,847,752 | $8,333,864 | -$513,888 | -5.81% | |
| Captrust Financial Advisors | 0.01% | 683,996 | $8,125,877 | $7,653,915 | -$471,962 | -5.81% | |
| Morgan Stanley | 0.00% | 683,128 | $8,115,565 | $7,644,202 | -$471,363 | -5.81% | |
| Prentice Wealth Management Llc | 1.43% | 646,363 | $7,019,502 | $7,232,802 | +$213,300 | +3.04% | |
| Wells Fargo & Company/Mn | 0.00% | 506,404 | $6,016,083 | $5,666,661 | -$349,422 | -5.81% | |
| Raymond James Financial Inc | 0.00% | 390,532 | $4,639,520 | $4,370,053 | -$269,467 | -5.81% | |
| Envestnet Asset Management Inc | 0.00% | 316,696 | $3,762,349 | $3,543,828 | -$218,521 | -5.81% | |
| Ameriprise Financial Inc | 0.00% | 294,437 | $3,497,908 | $3,294,750 | -$203,158 | -5.81% | |
| Jane Street Group, Llc | 0.00% | 256,629 | $3,048,753 | $2,871,679 | -$177,074 | -5.81% | |
| Cetera Investment Advisers | 0.00% | 246,673 | $2,930,477 | $2,760,271 | -$170,206 | -5.81% | |
| Atria Investments, Inc | 0.03% | 260,455 | $2,828,541 | $2,914,491 | +$85,950 | +3.04% | |
| Palatine Hill Wealth Management, Llc | 1.95% | 203,333 | $2,415,596 | $2,275,296 | -$140,300 | -5.81% | |
| Bensler, Llc | 0.20% | 190,856 | $2,267,368 | $2,135,679 | -$131,689 | -5.81% | |
| Truist Financial Corp | 0.00% | 191,572 | $2,080,474 | $2,143,691 | +$63,217 | +3.04% | |
| Barnes Pettey Financial Advisors, Llc | 0.63% | 169,118 | $2,009,122 | $1,892,430 | -$116,692 | -5.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 181,149 | $1,967,280 | $2,027,057 | +$59,777 | +3.04% | |
| Osaic Holdings, Inc. | 0.00% | 162,603 | $1,931,731 | $1,819,528 | -$112,203 | -5.81% | |
| &Partners | 0.01% | 149,138 | $1,771,764 | $1,668,854 | -$102,910 | -5.81% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 124,957 | $1,357,031 | $1,398,269 | +$41,238 | +3.04% | |
| Elequin Capital, Lp | 0.04% | 107,780 | $1,280,426 | $1,206,058 | -$74,368 | -5.81% | |
| Jones Financial Companies Lllp | 0.00% | 103,016 | $1,221,770 | $1,152,749 | -$69,021 | -5.65% | |
| Riversedge Advisors, Llc | 0.14% | 104,874 | $1,138,927 | $1,173,540 | +$34,613 | +3.04% | |
| Waverly Advisors, Llc | 0.01% | 91,452 | $1,086,448 | $1,023,348 | -$63,100 | -5.81% | |
| Royal Bank Of Canada | 0.00% | 90,460 | $1,075,000 | $1,012,247 | -$62,753 | -5.84% | |
| Bank Of New York Mellon Corp | 0.00% | 86,095 | $1,022,805 | $963,403 | -$59,402 | -5.81% | |
| Creative Planning | 0.00% | 77,861 | $845,573 | $871,265 | +$25,692 | +3.04% | |
| Rockefeller Capital Management L.P. | 0.00% | 70,568 | $838,349 | $789,656 | -$48,693 | -5.81% | |
| Old Mission Capital Llc | 0.02% | 69,374 | $824,163 | $776,295 | -$47,868 | -5.81% | |
| Strategic Financial Concepts, Llc | 0.21% | 58,251 | $692,022 | $651,829 | -$40,193 | -5.81% | |
| Davenport & Co Llc | 0.00% | 59,850 | $649,971 | $669,722 | +$19,751 | +3.04% | |
| Goldman Sachs Group Inc | 0.00% | 52,840 | $627,739 | $591,280 | -$36,459 | -5.81% | |
| Apollon Wealth Management, Llc | 0.01% | 52,618 | $571,431 | $588,795 | +$17,364 | +3.04% | |
| Mml Investors Services, Llc | 0.00% | 38,803 | $460,977 | $434,206 | -$26,771 | -5.81% | |
| Archer Investment Corp | 0.09% | 38,579 | $458,319 | $431,699 | -$26,620 | -5.81% | |
| Kestra Advisory Services, Llc | 0.00% | 41,963 | $455,718 | $469,566 | +$13,848 | +3.04% | |
| Bill Few Associates, Inc. | 0.09% | 38,902 | $422,476 | $435,313 | +$12,837 | +3.04% | |
| Mercer Global Advisors Inc | 0.00% | 35,304 | $419,411 | $395,052 | -$24,359 | -5.81% | |
| Equitable Holdings, Inc. | 0.00% | 35,154 | $417,624 | $393,373 | -$24,251 | -5.81% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 34,520 | $410,098 | $386,279 | -$23,819 | -5.81% | |
| Oppenheimer & Co Inc | 0.00% | 36,726 | $398,844 | $410,964 | +$12,120 | +3.04% | |
| Avior Wealth Management, Llc | 0.01% | 34,937 | $379,416 | $390,945 | +$11,529 | +3.04% | |
| Natixis Advisors, Llc | 0.00% | 31,606 | $375,000 | $353,671 | -$21,329 | -5.69% | |
| Oneascent Financial Services Llc | 0.02% | 28,029 | $332,986 | $313,645 | -$19,341 | -5.81% | |
| Nations Financial Group Inc | 0.01% | 22,393 | $266,033 | $250,578 | -$15,455 | -5.81% | |
| Independent Financial Group, Llc | 0.00% | 23,685 | $257,219 | $265,035 | +$7,816 | +3.04% | |
| Stifel Financial Corp | 0.00% | 20,710 | $246,034 | $231,745 | -$14,289 | -5.81% |
Frequently asked questions about FTMH
Who are the largest institutional holders of FTMH?
The largest institutional holders of FTMH reported in the latest SEC Form 13F filings include Lpl Financial Llc, Horizon Wealth Management, Llc, Ubs Group Ag, Bank Of America Corp, and Stratos Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported FTMH position.
What is FTMH institutional ownership?
This page tracks FTMH positions reported by institutional investment managers through SEC Form 13F. FR MUNI HIGH YIELD ETF (FTMH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTMH?
InsiderSet currently tracks 95 institutional managers reporting FTMH 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 FTMH shareholders.
How much FTMH stock do institutions own?
Institutional investment managers disclosed approximately $145.60M in FTMH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTMH institutional ownership last updated?
The latest FTMH 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 FTMH 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 FTMH position after the reporting date.
Are institutions buying or selling FTMH?
Institutional buying and selling can be analyzed by comparing FTMH positions across consecutive 13F reporting periods. InsiderSet's FTMH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTMH ownership changes.
How has FTMH institutional ownership changed over time?
InsiderSet tracks FTMH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.