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Disclosery

FTRE FORTREA HLDGS INC

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Stock (common), issuer CIK 1965040

324 managers (337 13F filers) reported a position in FTRE shares at 2026-06-30, 99,964,214 shares in all. 42 filers opened a position and 37 filers sold out during the quarter.

Managers
324
13F filers
337
New
42
Added
98
Reduced
110
Sold out
37
Shares held by filers
99,964,214

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,598$97.4K<0.01%-1,00913F-HRTimelineGroup
Versant Capital Management, Inc5,317$92.5K0.01%+18813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,060$88K<0.01%-2,57813F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.4,672$81K0.02%013F-HRTimeline
Essential Partners LLC4,288$74.6K0.03%-5,38713F-HRTimeline
Larson Financial Group LLC4,066$70.7K<0.01%+54413F-HRTimeline
Allworth Financial LP3,923$68.3K<0.01%+71613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,391$59K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,038$52.9K<0.01%-15,76213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,661$46K<0.01%-12713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,301$40K<0.01%-30713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC2,282$39.7K<0.01%+9113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,982$34.5K<0.01%-8313F-HRTimeline
Quent Capital, LLC1,837$32K<0.01%-18013F-HRTimeline
Fortitude Family Office, LLC1,647$28.7K0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,525$26.5K<0.01%-17313F-HRTimelineGroup
IFP Advisors, Inc1,524$26.5K<0.01%+8113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,517$26.4K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC1,512$26.3K0.01%+4813F-HRTimeline
Hara Capital LLC1,430$24.9K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,350$23.5K<0.01%-20113F-HRTimelineGroup
Farther Finance Advisors, LLC1,212$21.1K<0.01%+28313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,071$18.6K<0.01%013F-HRTimeline
Siemens Fonds Invest GmbH1,054$18.3K<0.01%013F-HRTimeline
ATWOOD & PALMER INC1,000$17.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC961$16.7K<0.01%013F-HRTimeline
UMB Bank, n.a.882$15.3K<0.01%+5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEBSTER BANK, N. A.775$13.5K<0.01%013F-HRTimeline
Covestor Ltd688$12K0.01%+65113F-HRTimeline
Smartleaf Asset Management LLC610$10.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC597$10.4K<0.01%-7713F-HRTimeline
SIMPLEX TRADING, LLC532$9.26K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC521$9.06K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC513$9.02K<0.01%-7813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC492$9K<0.01%013F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC501$8.72K<0.01%013F-HRTimeline
Eukles Asset Management493$8.58K<0.01%-47513F-HRTimeline
Torren Management, LLC465$8.09K<0.01%-68613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.435$7.57K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC400$6.96K<0.01%013F-HRTimeline
Anchor Investment Management, LLC360$6.26K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC312$5.43K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.300$5.22K<0.01%-19513F-HRTimeline
Physician Wealth Advisors, Inc.300$5.22K<0.01%+4813F-HRTimeline
SJS Investment Consulting Inc.296$5.15K<0.01%+24313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP274$4.84K<0.01%-33913F-HRTimelineGroup
Parkside Financial Bank & Trust265$4.61K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC255$4.44K<0.01%+4213F-HRTimeline
Private Wealth Asset Management, LLC211$3.67K<0.01%013F-HRTimeline
Kilter Group LLC192$3.34K<0.01%+1313F-HRTimeline
CoreCap Advisors, LLC183$3.18K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC170$2.96K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…161$2.8K<0.01%-6713F-HRTimeline
Mascoma Wealth Management LLC150$2.61K<0.01%013F-HRTimeline
Quarry LP136$2.37K<0.01%new13F-HRTimeline
Fulcrum Asset Management LLP130$2.28K<0.01%new13F-HRTimeline
Beacon Financial Strategies CORP130$2.26K<0.01%013F-HRTimeline
Bare Financial Services, Inc123$2.14K<0.01%+7213F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC117$2.04K<0.01%+2013F-HRTimeline
HORIZON BANCORP INC /IN/128$2K<0.01%013F-HRTimeline
Hickory Point Bank & Trust106$1.84K<0.01%013F-HRTimeline
J.Safra Asset Management Corp104$1.81K<0.01%013F-HRTimeline
Vision Retirement, LLC102$1.77K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.100$1.74K<0.01%013F-HRTimeline
Orion Capital Management LLC100$1.74K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC100$1.74K<0.01%013F-HRTimeline
TRUST CO OF VERMONT88$1.53K<0.01%13F-HRTimeline
Horizon Investments, LLC87$1.51K<0.01%-8713F-HRTimeline
Basepoint Wealth LLC86$1.49K<0.01%013F-HRTimeline
Global Retirement Partners, LLC83$1.44K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…71$1.24K<0.01%+1013F-HRTimeline
Strategic Wealth Partners, Ltd.66$1.15K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC63$1.1K<0.01%013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB62$1.08K<0.01%-11113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners60$1.04K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.55$957<0.01%013F-HRTimeline
EFG International AGin group EFG International AG53$922<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO50$893<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.50$873<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.50$870<0.01%013F-HR/ATimeline
HM PAYSON & CO48$836<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$783<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC45$783<0.01%new13F-HRTimeline
Clearstead Advisors, LLC44$766<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.42$731<0.01%new13F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…41$721<0.01%+513F-HRTimeline
Hilton Head Capital Partners, LLC40$696<0.01%013F-HRTimeline
Golden State Wealth Management, LLC37$644<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33$574<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33$573<0.01%-336,96713F-HRTimelineGroup
MTM Investment Management, LLC26$452<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC25$435<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors25$435<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA24$418<0.01%013F-HRTimeline
Holos Integrated Wealth LLC22$385<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC21$366<0.01%013F-HRTimeline
Fairscale Capital, LLC20$348<0.01%013F-HRTimeline
Ankerstar Wealth, LLC19$331<0.01%-713F-HRTimeline
Strategic Investment Solutions, Inc. /IL18$313<0.01%013F-HRTimeline
Archer Investment Corp17$296<0.01%013F-HR/ATimeline
Commonwealth Retirement Investments LLC17$296<0.01%new13F-HRTimeline
Sachetta, LLC17$296<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.15$261<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC11$192<0.01%new13F-HRTimeline
LRI Investments, LLC11$191<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.10$176<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.10$174<0.01%013F-HRTimeline
JPL Wealth Management, LLC9$157<0.01%-8213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9$157<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$139<0.01%013F-HRTimeline
McMillan Office, Inc.6$104<0.01%013F-HRTimeline
Bogart Wealth, LLC5$87<0.01%013F-HRTimeline
Davis Capital Management5$87<0.01%new13F-HRTimeline
Blue Trust, Inc.5$87<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$52<0.01%-1213F-HRTimeline
WPG Advisers, LLC3$52<0.01%013F-HRTimeline
IFG Advisory, LLC2$35<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC2$35<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$35<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2$35<0.01%013F-HRTimelineGroup
Key Financial Inc1$17<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…0$13<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Evolution Advisers, Inc.26$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%-13213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.