FTMS Institutional Ownership & Shareholders
FR SHORT-TERM MUNI INC ETF (FTMS) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $143.48M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of FTMS tracked by InsiderSet, reporting ownership valued at approximately $69.70M 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 $70.70M, representing an estimated gain of +1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed FTMS value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Vise Technologies, Inc., Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in FR SHORT-TERM MUNI INC ETF (FTMS).
This page ranks the largest institutional FTMS 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
41
Total Reported Value
$143.48M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$69.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
53
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.10% | 7,174,509 | $69,700,357 | $70,704,786 | +$1,004,429 | +1.44% | |
| Vise Technologies, Inc. | 0.15% | 1,907,329 | $18,558,314 | $18,796,727 | +$238,413 | +1.28% | |
| Cetera Investment Advisers | 0.01% | 686,419 | $6,826,440 | $6,764,659 | -$61,781 | -0.91% | |
| Raymond James Financial Inc | 0.00% | 597,222 | $5,939,372 | $5,885,623 | -$53,749 | -0.90% | |
| Newedge Advisors, Llc | 0.02% | 587,973 | $5,847,386 | $5,794,474 | -$52,912 | -0.90% | |
| Lpl Financial Llc | 0.00% | 570,452 | $5,673,145 | $5,621,804 | -$51,341 | -0.90% | |
| Jpmorgan Chase & Co | 0.00% | 481,696 | $4,783,241 | $4,747,114 | -$36,127 | -0.76% | |
| Iron Financial Llc | 1.82% | 449,257 | $4,371,272 | $4,427,428 | +$56,156 | +1.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 439,567 | $4,276,994 | $4,331,933 | +$54,939 | +1.28% | |
| Jones Financial Companies Lllp | 0.00% | 332,654 | $3,303,254 | $3,278,305 | -$24,949 | -0.76% | |
| Investmark Advisory Group Llc | 0.70% | 221,555 | $2,155,745 | $2,183,425 | +$27,680 | +1.28% | |
| Elequin Capital, Lp | 0.06% | 183,254 | $1,822,461 | $1,805,968 | -$16,493 | -0.90% | |
| Private Advisor Group, Llc | 0.01% | 118,829 | $1,181,750 | $1,171,060 | -$10,690 | -0.90% | |
| Stonebridge Financial Group, Llc / Mo | 0.59% | 89,854 | $893,596 | $885,511 | -$8,085 | -0.90% | |
| Osaic Holdings, Inc. | 0.00% | 80,563 | $801,404 | $793,948 | -$7,456 | -0.93% | |
| Mml Investors Services, Llc | 0.00% | 74,551 | $741,413 | $734,700 | -$6,713 | -0.91% | |
| Jane Street Group, Llc | 0.00% | 67,397 | $670,263 | $664,197 | -$6,066 | -0.90% | |
| Mutual Advisors, Llc | 0.01% | 56,638 | $563,262 | $558,167 | -$5,095 | -0.90% | |
| Concurrent Investment Advisors, Llc | 0.00% | 55,600 | $540,988 | $547,938 | +$6,950 | +1.28% | |
| Goldman Sachs Group Inc | 0.00% | 53,670 | $533,748 | $528,918 | -$4,830 | -0.90% | |
| Mercer Global Advisors Inc | 0.00% | 47,601 | $473,392 | $469,108 | -$4,284 | -0.90% | |
| Merit Financial Group, Llc | 0.00% | 46,642 | $463,855 | $459,657 | -$4,198 | -0.91% | |
| Envestnet Asset Management Inc | 0.00% | 42,254 | $420,219 | $416,413 | -$3,806 | -0.91% | |
| Balboa Wealth Partners | 0.05% | 38,004 | $369,779 | $374,529 | +$4,750 | +1.28% | |
| Formidable Asset Management, Llc | 0.06% | 36,690 | $363,411 | $361,580 | -$1,831 | -0.50% | |
| Beam Wealth Advisors, Inc. | 0.06% | 26,579 | $264,324 | $261,936 | -$2,388 | -0.90% | |
| Ggm Financial Llc | 0.09% | 24,042 | $239,098 | $236,934 | -$2,164 | -0.91% | |
| Creative Financial Designs Inc | 0.01% | 23,450 | $233,210 | $231,100 | -$2,110 | -0.90% | |
| Old Mission Capital Llc | 0.01% | 20,770 | $206,557 | $204,688 | -$1,869 | -0.90% | |
| Sanctuary Advisors, Llc | 0.00% | 20,080 | $199,696 | $197,888 | -$1,808 | -0.91% | |
| Clear Creek Financial Management, Llc | 0.01% | 20,000 | $194,600 | $197,100 | +$2,500 | +1.28% | |
| Fiduciary Trust Co | 0.00% | 15,751 | $156,644 | $155,226 | -$1,418 | -0.91% | |
| Patriot Financial Group Insurance Agency, Llc | 0.01% | 16,000 | $155,680 | $157,680 | +$2,000 | +1.28% | |
| Occidental Asset Management, Llc | 0.01% | 15,000 | $149,175 | $147,825 | -$1,350 | -0.90% | |
| Regal Investment Advisors Llc | 0.01% | 15,000 | $149,175 | $147,825 | -$1,350 | -0.90% | |
| Indivisible Partners | 0.01% | 15,283 | $148,704 | $150,614 | +$1,910 | +1.28% | |
| Cwm, Llc | 0.00% | 3,362 | $33,300 | $33,133 | -$167 | -0.50% | |
| Royal Bank Of Canada | 0.00% | 2,878 | $29,000 | $28,363 | -$637 | -2.20% | |
| Fmr Llc | 0.00% | 2,384 | $23,710 | $23,494 | -$216 | -0.91% | |
| Ifp Advisors, Inc | 0.00% | 1,171 | $11,394 | $11,540 | +$146 | +1.28% | |
| Farther Finance Advisors, Llc | 0.00% | 968 | $9,419 | $9,540 | +$121 | +1.28% |
Frequently asked questions about FTMS
Who are the largest institutional holders of FTMS?
The largest institutional holders of FTMS reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Vise Technologies, Inc., Cetera Investment Advisers, Raymond James Financial Inc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FTMS position.
What is FTMS institutional ownership?
This page tracks FTMS positions reported by institutional investment managers through SEC Form 13F. FR SHORT-TERM MUNI INC ETF (FTMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTMS?
InsiderSet currently tracks 41 institutional managers reporting FTMS 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 FTMS shareholders.
How much FTMS stock do institutions own?
Institutional investment managers disclosed approximately $143.48M in FTMS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTMS institutional ownership last updated?
The latest FTMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 FTMS 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 FTMS position after the reporting date.
Are institutions buying or selling FTMS?
Institutional buying and selling can be analyzed by comparing FTMS positions across consecutive 13F reporting periods. InsiderSet's FTMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTMS ownership changes.
How has FTMS institutional ownership changed over time?
InsiderSet tracks FTMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.