Who owns MarketDesk Focused U.S. Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FMTM from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 1.4M shares of MarketDesk Focused U.S. Momentum ETF worth $61.5M — about 114.7% of shares outstanding; the largest disclosed holder is RAYMOND JAMES FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$61.5M
value, 2026 filers
114.7%
of shares outstanding (1.4M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FMTM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INCNEW | 294,933 | $12.9M | 0.0% | 24% | new |
| 2 | San Luis Wealth Advisors LLC | 285,414 | $12.5M | 1.9% | 23.2% | +7.1% |
| 3 | Arrowroot Family Office, LLC | 152,820 | $6.7M | 1.9% | 12.4% | +4.3% |
| 4 | ROYAL BANK OF CANADA | 123,520 | $5.4M | 0.0% | 10% | +3009.8% |
| 5 | Dakota Wealth Management | 104,181 | $4.5M | 0.1% | 8.5% | +6.8% |
| 6 | Mutual Advisors, LLC | 103,904 | $4.5M | 0.1% | 8.5% | +3.5% |
| 7 | SMART Wealth LLCNEW | 78,391 | $3.4M | 0.7% | 6.4% | new |
| 8 | Steelhead Wealth Management LLCNEW | 61,420 | $2.7M | 1.1% | 5% | new |
| 9 | Avestar Capital, LLC | 43,318 | $1.9M | 0.1% | 3.5% | -2.7% |
| 10 | Farther Finance Advisors, LLC | 24,561 | $1.1M | 0.0% | 2% | +882.4% |
| 11 | MONEY CONCEPTS CAPITAL CORP | 21,070 | $919,495 | 0.0% | 1.7% | +7.4% |
| 12 | Andina Capital Management, LLC | 20,204 | $881,703 | 1.4% | 1.6% | -50.6% |
| 13 | BROWN ADVISORY INCNEW | 13,186 | $575,437 | 0.0% | 1.1% | new |
| 14 | WEST MICHIGAN ADVISORS, LLCNEW | 12,652 | $552,133 | 0.1% | 1% | new |
| 15 | Goldenstone Wealth Management LLC | 11,803 | $515,084 | 0.3% | 1% | +5.2% |
| 16 | Belpointe Asset Management LLCNEW | 10,956 | $478,120 | 0.0% | 0.9% | new |
| 17 | Keeler Thomas Management LLCNEW | 9,588 | $418,420 | 0.1% | 0.8% | new |
| 18 | FIDUCIARY FINANCIAL ADVISORSNEW | 8,260 | $360,469 | 0.0% | 0.7% | new |
| 19 | Signet Private Wealth LLCNEW | 6,327 | $276,110 | 0.2% | 0.5% | new |
| 20 | Foundry Financial LLCNEW | 5,974 | $260,727 | 0.1% | 0.5% | new |
| 21 | Arax Advisory PartnersNEW | 5,118 | $223,350 | 0.0% | 0.4% | new |
| 22 | Worth Asset Management, LLCNEW | 4,805 | $209,690 | 0.1% | 0.4% | new |
| 23 | Arkadios Wealth AdvisorsNEW | 4,655 | $203,144 | 0.0% | 0.4% | new |
| 24 | OSAIC HOLDINGS, INC.NEW | 1,573 | $68,646 | 0.0% | 0.1% | new |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | 256 | $11,172 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.