Skip to content
Disclosery

FTRE FORTREA HLDGS INC

Follow

Stock (common), issuer CIK 1965040

350 managers (353 13F filers) reported a position in FTRE shares at 2024-12-31, 95,395,081 shares in all. 46 filers opened a position and 64 filers sold out during the quarter.

Managers
350
13F filers
353
New
46
Added
81
Reduced
132
Sold out
64
Shares held by filers
95,395,081

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MetLife Investment Management, LLCin group MetLife Investment Management…1,968$36.7K<0.01%-913F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.1,883$35.1K<0.01%13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,609$30K0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,553$29K<0.01%-34513F-HRTimeline
Blue Trust, Inc.1,499$28K<0.01%-6713F-HR/ATimeline
Hara Capital LLC1,430$26.7K0.02%013F-HR/ATimeline
MAI Capital Management1,403$26.2K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,319$24.6K<0.01%-73913F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,172$23K0.01%-1,27713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,206$22.5K<0.01%-16913F-HRTimelineGroup
Key Financial Inc1,175$21.9K<0.01%-40813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,174$21.9K<0.01%+50813F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$18.6K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,000$18.6K0.01%-15013F-HRTimeline
ATWOOD & PALMER INC1,000$18.6K<0.01%013F-HRTimeline
GAMMA Investing LLC938$17.5K<0.01%-20513F-HRTimeline
CENTRAL TRUST Co922$17.2K<0.01%+6713F-HRTimeline
DUNCKER STREETT & CO INC900$16.8K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.875$16.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC854$15.7K<0.01%+71613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP726$13.5K<0.01%+3513F-HRTimelineGroup
Arax Advisory Partners716$13.4K<0.01%+33513F-HRTimeline
Avior Wealth Management, LLC709$13.2K<0.01%+8413F-HRTimeline
WHITTIER TRUST CO696$13K<0.01%013F-HRTimeline
J.Safra Asset Management Corp694$12.8K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC640$11.9K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC624$11.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB613$11.4K<0.01%-37113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors567$10.6K<0.01%+4013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.557$10.4K<0.01%013F-HRTimeline
Versant Capital Management, Inc544$10.1K<0.01%+38413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC501$9.34K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC500$9.32K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.464$8.65K<0.01%+7213F-HRTimeline
Coppell Advisory Solutions LLC442$8.15K<0.01%013F-HRTimeline
Beacon Capital Management, LLC422$7.87K<0.01%-1813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.400$7.46K<0.01%13F-HRTimeline
Compass Wealth Management LLC400$7.46K<0.01%013F-HRTimeline
NewEdge Advisors, LLC378$7.05K<0.01%-813F-HRTimeline
IFP Advisors, Inc371$6.92K<0.01%+21213F-HRTimeline
PSI Advisors, LLC362$6.75K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC334$6K<0.01%-6213F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.328$6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.307$5.73K<0.01%-88913F-HRTimeline
Venturi Wealth Management, LLC305$5.69K<0.01%+9313F-HRTimeline
HM PAYSON & CO298$5.56K<0.01%-25013F-HRTimeline
Amundiin group Amundi293$5.39K<0.01%-2,30513F-HRTimelineGroup
Pinnacle Bancorp, Inc.287$5.35K<0.01%-1,05413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC276$5.15K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.269$5.02K<0.01%13F-HRTimeline
Fairscale Capital, LLC243$4.53K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC232$4.33K<0.01%-18613F-HRTimeline
First Horizon Advisors, Inc.230$4.29K<0.01%-18513F-HRTimeline
Crews Bank & Trust221$4.12K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK218$4.07K<0.01%-17213F-HRTimelineGroup
Clearstead Advisors, LLC215$4.01K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…204$3.8K<0.01%-8113F-HRTimeline
Hilltop National Bank200$3.73K<0.01%013F-HRTimeline
SIGNATUREFD, LLC196$3.65K<0.01%-6813F-HRTimeline
OAKWORTH CAPITAL, INC.190$3.54K<0.01%013F-HRTimeline
CoreCap Advisors, LLC185$3.45K<0.01%-913F-HRTimeline
Painted Porch Advisors LLC180$3.36K<0.01%013F-HRTimeline
Global Retirement Partners, LLC171$3.19K<0.01%+9413F-HRTimeline
Tradewinds Capital Management, LLC170$3.17K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC150$2.8K<0.01%013F-HRTimeline
R Squared Ltd150$2.8K<0.01%13F-HRTimeline
Deseret Mutual Benefit Administrators149$2.78K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC137$2.56K<0.01%-8713F-HRTimeline
Quent Capital, LLC127$2.37K<0.01%013F-HRTimeline
Parallel Advisors, LLC122$2.27K<0.01%-31013F-HRTimeline
QUADRANT CAPITAL GROUP LLC118$2.2K<0.01%-10713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117$2.18K<0.01%-7313F-HRTimelineGroup
GHP Investment Advisors, Inc.111$2.07K<0.01%-5,16313F-HRTimeline
Hexagon Capital Partners LLC108$2.01K<0.01%-6413F-HRTimeline
HORIZON BANCORP INC /IN/128$2K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC101$1.89K<0.01%+4513F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…101$1.88K<0.01%013F-HRTimeline
UMB Bank, n.a.100$1.86K<0.01%-13713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …100$1.86K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC100$1.86K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.99$1.85K<0.01%-11713F-HRTimeline
Frazier Financial Advisors, LLC100$1.84K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC96$1.79K<0.01%+9113F-HRTimeline
Geneos Wealth Management Inc.94$1.75K<0.01%new13F-HRTimeline
MCF Advisors LLC91$1.7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB87$1.62K<0.01%-3813F-HRTimeline
FSA Wealth Management LLC85$1.58K<0.01%013F-HRTimeline
North Star Investment Management Corp.80$1.49K<0.01%-30013F-HRTimeline
Bradley & Co. Private Wealth Management…80$1.49K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust67$1.25K<0.01%-6013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66$1.23K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA62$1.16K<0.01%+3513F-HRTimeline
Riverview Trust Co62$1.16K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners60$1.12K<0.01%-36413F-HRTimelineGroup
Larson Financial Group LLC59$1.09K<0.01%+1013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.55$1.03K<0.01%+5213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.50$1K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC38$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC51$951<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$933<0.01%-12513F-HRTimeline
Stephens Consulting, LLC50$933<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$839<0.01%-3313F-HRTimelineGroup
Medallion Wealth Advisors, LLC105$793<0.01%13F-HRTimeline
Brooklyn Investment Group40$746<0.01%-19313F-HRTimeline
BOK Financial Private Wealth, Inc.37$691<0.01%013F-HRTimeline
Continuum Advisory, LLC35$653<0.01%-313F-HRTimeline
Sachetta, LLC35$653<0.01%013F-HRTimeline
WPG Advisers, LLC34$634<0.01%13F-HRTimeline
Nemes Rush Group LLC32$597<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC29$540<0.01%013F-HR/ATimeline
Fortitude Family Office, LLC28$522<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC26$485<0.01%013F-HRTimeline
Atlatl Advisers LLC26$485<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.25$467<0.01%013F-HRTimeline
CVA Family Office, LLC25$466<0.01%new13F-HRTimeline
Creekmur Asset Management LLC23$429<0.01%-213F-HRTimeline
AMERIFLEX GROUP, INC.25$420<0.01%13F-HRTimeline
Holos Integrated Wealth LLC22$410<0.01%13F-HRTimeline
Princeton Global Asset Management LLC21$392<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC21$392<0.01%013F-HRTimeline
Allworth Financial LP20$370<0.01%-7013F-HRTimeline
Strategic Investment Solutions, Inc. /IL18$336<0.01%013F-HRTimeline
Archer Investment Corp17$317<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC15$280<0.01%013F-HRTimeline
NFSG Corp15$280<0.01%-1013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …13$243<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT12$224<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD11$205<0.01%013F-HRTimeline
LRI Investments, LLC11$205<0.01%013F-HRTimeline
Whipplewood Advisors, LLC11$205<0.01%13F-HRTimeline
Dunhill Financial, LLC10$195<0.01%+313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.10$187<0.01%013F-HRTimeline
Creative Planningin group Creative Planning9$168<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.9$166<0.01%013F-HRTimeline
Abound Wealth Management8$150<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$149<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc7$131<0.01%013F-HRTimeline
SBI Securities Co., Ltd.6$112<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC4$74<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3$56<0.01%013F-HRTimeline
Core Alternative Capital2$37<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1$19<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1$19<0.01%013F-HR/ATimeline
Activest Wealth Management1$19<0.01%new13F-HRTimeline
Hemington Wealth Management29$00%013F-HRTimelineValue filed as zero, left out of ratios.
Coston, McIsaac & Partners28$00%013F-HRTimelineValue filed as zero, left out of ratios.
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC10$00%-5,98413F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Rosenberg Matthew Hamilton0$00%-19813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.