# FORTREA HLDGS INC (FTRE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FTRE/

- Reporting holders: 11
- Reported value: $4.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $3.4M | 171,704 | 1.7% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $304.7K | 14,959 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $153.2K | 7,678 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $93.3K | 4,679 | 0.0% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $28.6K | 1,435 | 0.0% | 13 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $19.9K | 1,000 | 0.0% | 13 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.6K | 180 | 0.0% | 11 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $2.1K | 106 | 0.0% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $499 | 25 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $180 | 9 | 0.0% | 4 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $100 | 5 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1 | 26 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $4.0M |
| Q2 2026 | 338 | $1.9B |
| Q1 2026 | 334 | $978.5M |
| Q4 2025 | 350 | $1.7B |
| Q3 2025 | 340 | $836.1M |
| Q2 2025 | 341 | $513.0M |
| Q1 2025 | 363 | $724.8M |
| Q4 2024 | 353 | $1.8B |
| Q3 2024 | 351 | $2.0B |
| Q2 2024 | 389 | $2.4B |
| Q1 2024 | 429 | $3.8B |
| Q4 2023 | 438 | $3.3B |