Who Owns MarketDesk Focused U.S. Momentum ETF (FMTM)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$576633533224306343936.0T
% of Float Held
—
QoQ Change in Holders
+9 / -3
Price History
FMTM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| San Luis Wealth Advisors LLC | New Position | +179K | +$5.8M |
| Mutual Advisors, LLC | New Position | +104K | +$3.4M |
| Dakota Wealth Management | New Position | +95K | +$3.1M |
| Andina Capital Management, LLC | New Position | +58K | +$1.9M |
| MONEY CONCEPTS CAPITAL CORP | New Position | +18K | +$570K |
| Goldenstone Wealth Management LLC | New Position | +11K | +$347K |
| IFP Advisors, Inc | New Position | +36 | +$0 |
| CoreCap Advisors, LLC | New Position | +8 | +$0 |
| Ritter Daniher Financial Advisory LLC / DE | New Position | +55 | +$0 |
| ROYAL BANK OF CANADA | Increased | +15K | +$-166.0M |
| Arrowroot Family Office, LLC | Increased | +38K | +$-1.9B |
FMTM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -8K | -$232.0M |
| JPMORGAN CHASE & CO | Closed Position | -123 | -$3.7M |
| UBS Group AG | Closed Position | -122 | -$3.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | 179,443 | $5.8M | 0.97% | Share |
| 2 | Mutual Advisors, LLC | 104,355 | $3.4M | 0.07% | Share |
| 3 | Arrowroot Family Office, LLC | 100,330 | $3.2M | 1.17% | Share |
| 4 | Dakota Wealth Management | 95,326 | $3.1M | 0.05% | Share |
| 5 | Andina Capital Management, LLC | 58,324 | $1.9M | 1.13% | Share |
| 6 | MONEY CONCEPTS CAPITAL CORP | 17,762 | $570K | 0.03% | Share |
| 7 | Goldenstone Wealth Management LLC | 10,799 | $347K | 0.26% | Share |
| 8 | ROYAL BANK OF CANADA | 20,460 | $0 | 0.00% | Share |
| 9 | IFP Advisors, Inc | 36 | $0 | 0.00% | Share |
| 10 | Ritter Daniher Financial Advisory LLC / DE | 55 | $0 | 0.00% | Share |
| 11 | CoreCap Advisors, LLC | 8 | $0 | 0.00% | Share |
FMTM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $18.2M | +6 |
| Q3 2025 | 5 | $2.3B | -1 |
| Q2 2025 | 6 | $17.7B | +4 |
| Q1 2025 | 2 | $1.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold FMTM (MarketDesk Focused U.S. Momentum ETF). The largest holder is San Luis Wealth Advisors LLC with $5.8M in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own FMTM?
As of Q4 2025, 11 institutional investors report holding FMTM (MarketDesk Focused U.S. Momentum ETF) in their 13F filings.
Who is the largest institutional holder of FMTM?
The largest institutional holder of FMTM is San Luis Wealth Advisors LLC with $5.8M in shares.
Is institutional ownership of FMTM increasing or decreasing?
This quarter, 9 institutions opened new positions in FMTM and 3 closed their positions.