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Disclosery

FTRE FORTREA HLDGS INC

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Stock (common), issuer CIK 1965040

357 managers (361 13F filers) reported a position in FTRE shares at 2025-03-31, 94,139,680 shares in all. 65 filers opened a position and 59 filers sold out during the quarter.

Managers
357
13F filers
361
New
65
Added
104
Reduced
105
Sold out
59
Shares held by filers
94,139,680

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,021$37.9K<0.01%-5,06113F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.4,850$36.6K0.01%+3,24113F-HRTimeline
Wilmington Savings Fund Society, FSB4,031$30.4K<0.01%+3,41813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,926$29.6K<0.01%+41213F-HRTimelineGroup
Brooklyn Investment Group3,871$29.2K0.01%+3,83113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,677$27.8K<0.01%-6,95613F-HRTimelineGroup
Manchester Capital Management LLC3,604$27.2K<0.01%-3113F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.3,597$27.2K<0.01%-29113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,391$25.6K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC3,218$24.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,193$24.1K<0.01%-32113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,843$22.8K<0.01%-14613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,872$21.7K<0.01%-216,49313F-HRTimelineGroup
Eukles Asset Management2,547$19.2K0.01%-23913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,500$18.9K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding2,300$17.4K-8,183Timeline
GF FUND MANAGEMENT CO. LTD.2,296$17.3K<0.01%+41313F-HRTimeline
TRUST CO OF VERMONT2,088$15.8K<0.01%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…2,000$15.1K<0.01%+3213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,894$14.3K<0.01%+72013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,568$11.8K<0.01%+36213F-HRTimelineGroup
Blue Trust, Inc.1,439$10.9K<0.01%-6013F-HRTimeline
Hara Capital LLC1,430$10.8K0.01%013F-HRTimeline
Siemens Fonds Invest GmbH1,392$10.5K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,319$9.96K<0.01%013F-HRTimeline
MAI Capital Management1,255$9.48K<0.01%-14813F-HRTimeline
Sandy Spring Bank1,246$9.41K<0.01%-1,21613F-HRTimeline
Versant Capital Management, Inc1,219$9.2K<0.01%+67513F-HRTimeline
True Wealth Design, LLC1,107$8.36K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,086$8.2K<0.01%+1,02713F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,172$8K<0.01%013F-HRTimeline
ATWOOD & PALMER INC1,000$7.55K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$7.54K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP904$7.26K<0.01%+17813F-HR/ATimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD943$7.12K<0.01%-91,18113F-HR/ATimelineGroup
WEBSTER BANK, N. A.875$6.61K<0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC860$6.49K<0.01%new13F-HRTimeline
CENTRAL TRUST Co855$6.46K<0.01%-6713F-HRTimeline
Anchor Investment Management, LLC853$6.44K<0.01%-70013F-HRTimeline
Farther Finance Advisors, LLC913$6.44K<0.01%+68113F-HRTimeline
Arax Advisory Partners675$5.1K<0.01%-4113F-HRTimeline
Covestor Ltd704$5K<0.01%-3,65213F-HRTimeline
GPS Wealth Strategies Group, LLC624$4.71K<0.01%013F-HRTimeline
Clearstead Advisors, LLC584$4.41K<0.01%+36913F-HRTimeline
Cape Investment Advisory, Inc.557$4.21K<0.01%+9313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC540$4.08K<0.01%-10013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC501$3.78K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC500$3.77K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.400$3.02K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC400$3.02K<0.01%-50013F-HRTimeline
Compass Wealth Management LLC400$3.02K<0.01%013F-HRTimeline
WHITTIER TRUST CO396$2.99K<0.01%-30013F-HRTimeline
NewEdge Advisors, LLC376$2.84K<0.01%-213F-HRTimeline
Geneos Wealth Management Inc.351$2.65K<0.01%+25713F-HRTimeline
GHP Investment Advisors, Inc.327$2.47K<0.01%+21613F-HRTimeline
Amundiin group Amundi346$2.35K<0.01%+5313F-HRTimelineGroup
HM PAYSON & CO298$2.25K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.287$2.17K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…278$2.1K<0.01%+16113F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC276$2.08K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.269$2.03K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.328$2K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC321$2K<0.01%-1313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.254$1.92K<0.01%-5313F-HRTimeline
First Horizon Advisors, Inc.210$1.58K<0.01%-2013F-HRTimeline
MassMutual Private Wealth & Trust, FSB207$1.56K<0.01%+12013F-HRTimeline
Steward Partners Investment Advisory, L…204$1.54K<0.01%013F-HRTimeline
Key Financial Inc201$1.52K<0.01%-97413F-HRTimeline
Quent Capital, LLC200$1.51K<0.01%+7313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK197$1.49K<0.01%-2113F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC191$1.44K<0.01%-10,80913F-HRTimeline
CoreCap Advisors, LLC185$1.4K<0.01%013F-HRTimeline
UMB Bank, n.a.182$1.37K<0.01%+8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Painted Porch Advisors LLC180$1.36K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC170$1.28K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.160$1.21K<0.01%-3013F-HRTimeline
Mascoma Wealth Management LLC150$1.13K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC141$1.13K<0.01%-71313F-HRTimeline
Deseret Mutual Benefit Administrators149$1.12K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust148$1.12K<0.01%+8113F-HRTimeline
Prestige Wealth Management Group LLC138$1.04K<0.01%+3713F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC137$1.03K<0.01%013F-HRTimeline
IFP Advisors, Inc137$1.03K<0.01%-23413F-HRTimeline
Parallel Advisors, LLC134$1.01K<0.01%+1213F-HRTimeline
CX Institutional184$1K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/128$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors126$951<0.01%-44113F-HRTimelineGroup
Fairscale Capital, LLC121$914<0.01%-12213F-HRTimeline
Physician Wealth Advisors, Inc.114$861<0.01%new13F-HRTimeline
North Capital, Inc.112$846<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp110$831<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC105$793<0.01%013F-HRTimeline
J.Safra Asset Management Corp104$785<0.01%-59013F-HR/ATimeline
Orion Capital Management LLC100$755<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC100$755<0.01%013F-HRTimeline
Beacon Capital Management, LLC92$695<0.01%-33013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.90$680<0.01%+3513F-HRTimeline
FSA Wealth Management LLC85$642<0.01%013F-HRTimeline
Garde Capital, Inc.84$635<0.01%new13F-HRTimeline
North Star Investment Management Corp.80$604<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC76$574<0.01%-4213F-HRTimeline
Darwin Wealth Management, LLC29$540<0.01%013F-HRTimeline
Allworth Financial LP82$481<0.01%+6213F-HRTimeline
Riverview Trust Co62$468<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners60$453<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA59$445<0.01%-313F-HRTimeline
Rialto Wealth Management, LLC57$431<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$410<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51$385<0.01%-5,58213F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.50$378<0.01%013F-HRTimeline
Stephens Consulting, LLC50$378<0.01%013F-HRTimeline
Golden State Wealth Management, LLC50$377<0.01%-113F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$340<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC46$324<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC40$302<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.37$280<0.01%013F-HRTimeline
Sachetta, LLC35$265<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC34$257<0.01%new13F-HRTimeline
SIGNATUREFD, LLC30$227<0.01%-16613F-HRTimeline
WealthTrak Capital Management LLC30$227<0.01%new13F-HRTimeline
Fortitude Family Office, LLC28$211<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC26$196<0.01%013F-HRTimeline
MATHER GROUP, LLC.25$189<0.01%-7413F-HRTimeline
Continuum Advisory, LLC25$189<0.01%-1013F-HRTimeline
AMERIFLEX GROUP, INC.25$189<0.01%013F-HRTimeline
WPG Advisers, LLC24$181<0.01%-1013F-HRTimeline
Holos Integrated Wealth LLC22$166<0.01%013F-HRTimeline
Princeton Global Asset Management LLC21$159<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC21$159<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL18$136<0.01%013F-HRTimeline
Archer Investment Corp17$128<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC15$113<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.14$99<0.01%-1113F-HRTimeline
ALBION FINANCIAL GROUP /UT12$91<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …11$84<0.01%-213F-HRTimeline
Whipplewood Advisors, LLC78$83<0.01%+6713F-HRTimeline
LRI Investments, LLC11$83<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.10$76<0.01%013F-HRTimeline
Sunbelt Securities, Inc.9$68<0.01%013F-HRTimeline
Crewe Advisors LLC9$68<0.01%new13F-HRTimeline
Abound Wealth Management8$61<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$60<0.01%013F-HRTimeline
AdvisorNet Financial, Inc7$53<0.01%013F-HRTimeline
Dunhill Financial, LLC6$47<0.01%-413F-HRTimeline
MorganRosel Wealth Management, LLC6$45<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.6$45<0.01%013F-HRTimeline
Bogart Wealth, LLC5$38<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3$23<0.01%013F-HRTimeline
Binnacle Investments Inc3$23<0.01%13F-HRTimeline
Core Alternative Capital2$15<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$15<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$8<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1$7<0.01%-10013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.36$00%-1413F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.