Skip to content
Disclosery

FTRE FORTREA HLDGS INC

Follow

Stock (common), issuer CIK 1965040

320 managers (332 13F filers) reported a position in FTRE shares at 2026-03-31, 100,030,883 shares in all. 42 filers opened a position and 59 filers sold out during the quarter.

Managers
320
13F filers
332
New
42
Added
117
Reduced
79
Sold out
59
Shares held by filers
100,030,883

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NISA INVESTMENT ADVISORS, LLC6,685$63K<0.01%+3,27413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,607$62.2K<0.01%-112,39613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,531$62K<0.01%013F-HRTimeline
Caitong International Asset Management …6,140$57.8K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,746$54.1K<0.01%new13F-HR/ATimeline
Versant Capital Management, Inc5,129$48.3K<0.01%-17913F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,672$44K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,501$42.4K<0.01%-5713F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,176$39.3K<0.01%+1,68713F-HRTimelineGroup
Larson Financial Group LLC3,522$33.2K<0.01%+1,66613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,391$31.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,207$30.2K<0.01%+1,07413F-HRTimeline
Arax Advisory Partners3,130$29.6K<0.01%+2,31913F-HRTimeline
Sterling Capital Management LLC3,089$29.1K<0.01%-2,17613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,788$26K<0.01%-2713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,608$25K<0.01%+29013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,300$21.7K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC2,191$20.6K<0.01%+5213F-HRTimeline
MAI Capital Management2,127$20K<0.01%-6,51813F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,065$19.5K<0.01%+25013F-HRTimeline
Quent Capital, LLC2,017$19K<0.01%+6913F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,698$16K<0.01%+43213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,551$14.6K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC1,464$13.8K<0.01%-1513F-HRTimeline
IFP Advisors, Inc1,443$13.6K<0.01%-11013F-HRTimeline
Hara Capital LLC1,430$13.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,071$13.1K<0.01%-18113F-HRTimeline
Torren Management, LLC1,151$10.8K0.01%-1013F-HRTimeline
Siemens Fonds Invest GmbH1,054$9.93K<0.01%013F-HRTimeline
ATWOOD & PALMER INC1,000$9.42K<0.01%013F-HRTimeline
Eukles Asset Management968$9.12K<0.01%013F-HRTimeline
Parallel Advisors, LLC961$9.05K<0.01%-8913F-HR/ATimeline
Farther Finance Advisors, LLC929$8.84K<0.01%+39213F-HRTimeline
UMB Bank, n.a.829$7.81K<0.01%-10113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEBSTER BANK, N. A.775$7.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC674$6.35K<0.01%+51913F-HRTimeline
Root Financial Partners, LLC617$5.81K<0.01%+61413F-HRTimeline
Advisory Services Network, LLC603$5.68K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC591$5.58K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP613$5.56K<0.01%+313F-HRTimelineGroup
Smartleaf Asset Management LLC610$5.41K<0.01%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC501$4.72K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.495$4.66K<0.01%+30013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC492$4K<0.01%-1613F-HRTimelineGroup
DUNCKER STREETT & CO INC400$3.77K<0.01%013F-HRTimeline
Anchor Investment Management, LLC360$3.39K<0.01%-7513F-HRTimeline
Prestige Wealth Management Group LLC312$2.94K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust265$2.5K<0.01%+1213F-HRTimeline
Physician Wealth Advisors, Inc.252$2.37K<0.01%013F-HRTimeline
NewEdge Advisors, LLC244$2.3K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…228$2.15K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC221$2.08K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC213$2.01K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC211$1.99K<0.01%013F-HRTimeline
Sound Income Strategies, LLC200$1.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC183$1.72K<0.01%013F-HRTimeline
Kilter Group LLC179$1.69K<0.01%+3513F-HRTimeline
Horizon Investments, LLC174$1.64K<0.01%+8713F-HRTimeline
MassMutual Private Wealth & Trust, FSB173$1.63K<0.01%-60913F-HRTimeline
Tradewinds Capital Management, LLC170$1.6K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC150$1.41K<0.01%013F-HRTimeline
Activest Wealth Management132$1.24K<0.01%new13F-HRTimeline
Beacon Financial Strategies CORP130$1.23K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/128$1K<0.01%013F-HRTimeline
Hickory Point Bank & Trust106$999<0.01%new13F-HRTimeline
J.Safra Asset Management Corp104$980<0.01%013F-HRTimeline
Vision Retirement, LLC102$961<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.100$942<0.01%-713F-HRTimeline
Orion Capital Management LLC100$942<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC100$942<0.01%013F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC97$914<0.01%+5513F-HRTimeline
JPL Wealth Management, LLC91$858<0.01%new13F-HR/ATimeline
Basepoint Wealth LLC86$805<0.01%-3413F-HRTimeline
Strategic Wealth Partners, Ltd.66$622<0.01%013F-HRTimeline
Cornerstone Financial Management LLC63$593<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…61$575<0.01%new13F-HRTimeline
MATHER GROUP, LLC.55$518<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.53$500<0.01%+4413F-HRTimeline
EFG International AGin group EFG International AG53$499<0.01%-2413F-HRTimelineGroup
Bare Financial Services, Inc51$480<0.01%-3313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.50$471<0.01%013F-HRTimeline
HM PAYSON & CO48$453<0.01%013F-HRTimeline
WHITTIER TRUST CO50$451<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$424<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.45$424<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC40$377<0.01%013F-HRTimeline
Golden State Wealth Management, LLC37$349<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…36$342<0.01%-5813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK29$273<0.01%+2313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp26$245<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC26$245<0.01%013F-HRTimeline
Ankerstar Wealth, LLC26$245<0.01%+713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC25$236<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors25$236<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA24$226<0.01%013F-HRTimeline
Holos Integrated Wealth LLC22$209<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC21$198<0.01%013F-HRTimeline
Fairscale Capital, LLC20$188<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL18$170<0.01%013F-HRTimeline
Sachetta, LLC17$161<0.01%013F-HRTimeline
Archer Investment Corp17$160<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC15$141<0.01%013F-HRTimeline
LRI Investments, LLC11$104<0.01%-46113F-HRTimeline
OAKWORTH CAPITAL, INC.10$94<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.10$94<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9$85<0.01%013F-HRTimeline
Abound Wealth Management8$76<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$75<0.01%013F-HRTimeline
Whipplewood Advisors, LLC7$66<0.01%+313F-HRTimeline
McMillan Office, Inc.6$57<0.01%013F-HRTimeline
Bogart Wealth, LLC5$47<0.01%013F-HRTimeline
Blue Trust, Inc.5$47<0.01%013F-HRTimeline
WPG Advisers, LLC3$28<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC2$19<0.01%-4413F-HRTimeline
ROSS\JOHNSON & Associates LLC2$19<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2$19<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC1$11<0.01%013F-HRTimeline
Key Financial Inc1$9<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…0$7<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
Covestor Ltd37$00%-3413F-HRTimelineValue filed as zero, left out of ratios.