Who Owns FTEC
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in FTEC.
Who crossed 5% of FTEC →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Independence Financial Advisors, LLCMSCI INFO TECH I150.5K shadded | $45.2M |
| Crumly & Associates Inc.MSCI INFO TECH I33.4K shtrimmed | $10M |
| Go Invest LLCETF32.7K shadded | $9.8M |
| Capital Planning LLCExchange Traded Fund26.2K shtrimmed | $7.9M |
| AMERICAN NATIONAL BANK & TRUSTMSCI INFO TECH I16K shadded | $4.8M |
| Farther Finance Advisors, LLCETF12.5K shtrimmed | $3.7M |
| Cooper Financial GroupMSCI INFO TECH I10.5K shadded | $3.2M |
| Atlas Brown,Inc.ETF10.5K shtrimmed | $3.1M |
| Elm3 Financial Group, LLCMSCI INFO TECH I7.5K shtrimmed | $2.2M |
| Investors Research CorpMSCI INFO TECH I7.2K shtrimmed | $2.2M |
| CoreCap Advisors, LLCETF5K shadded | $1.5M |
| Williams & Novak Wealth Management, LLCMSCI INFO TECH I4.5K shheld | $1.3M |
| Athena Wealth Management, LLCMSCI INFO TECH I2.5K shtrimmed | $758.2K |
| Wedmont Private CapitalMSCI INFO TECH I2K shadded | $604.6K |
| Rosenberg Matthew HamiltonETF1.9K shheld | $558.7K |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU1.8K shheld | $552K |
| Galvin, Gaustad & Stein, LLCMSCI INFO TECH I1.8K shtrimmed | $532.7K |
| Valeo Financial Advisors, LLCETF1.7K shadded | $516.1K |
| KWMG, LLCMSCI INFO TECH I1.4K shadded | $434.5K |
| RVW Wealth, LLCMSCI INFO TECH I1.2K shheld | $359.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLCMSCI INFO TECH I1K shheld | $313.6K |
| Venture Visionary Partners LLCMSCI INFO TECH I925 shadded | $277.6K |
| Dakota Community Bank & Trust NAMSCI INFO TECH I800 shheld | $240K |
| Avidian Wealth Enterprises, LLCMSCI INFO TECH I735 shheld | $220.5K |
| LEGACY SOLUTIONS, LLCMSCI INFO TECH I727 sh— | $218.1K |
| GK Wealth Management LLCMSCI INFO TECH I33 sh— | $9.9K |
| Trust CoETF9 shheld | $2.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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