Who owns FFLC
Which tracked institutional funds hold FFLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FFLC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
24 tracked funds added or opened FFLC while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FFLC’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FFLC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FFLC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 105 tracked filers holding FFLC, 68 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FFLC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- MENORA MIVTACHIM HOLDINGS LTD.$7M
- INSIGNEO ADVISORY SERVICES, LLC$6M
- Envision Financial Transparency, LLC$3M
- CORE WEALTH ADVISORS, LLC$3M
- Sandhill Capital Partners LLC$2M
- Arkadios Wealth Advisors$1M
Full exits 6
- IFG Advisory, LLC$5M
- FLAGSHIP WEALTH ADVISORS, LLC$1M
- RFG Advisory, LLC$1M
- FLOW TRADERS U.S. LLC$759K
- J.W. COLE ADVISORS, INC.$551K
- Vantage Financial Partners, LLC$542K
Largest adds
- LPL Financial LLC$23M
- Equitable Holdings, Inc.$4M
- JANE STREET GROUP, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Patriot Financial Group Insurance Agency, LLC$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- OSAIC HOLDINGS, INC.$4M
- Tactive Advisors, LLC$2M
- Onyx Bridge Wealth Group LLC$2M
- Thrivent Financial for Lutherans$2M
- Socha Financial Group, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,513,006 | $78M | 14.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,450,903 | $74M | 13.6% | 2026-Q1 |
| Mariner, LLC added | 1,026,985 | $53M | 9.6% | 2026-Q1 |
| Socha Financial Group, LLC trimmed | 586,099 | $30M | 5.5% | 2026-Q1 |
| NOVEM GROUP trimmed | 454,573 | $23M | 4.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 328,857 | $17M | 3.1% | 2026-Q1 |
| DAHRING | CUSMANO LLC trimmed | 296,584 | $15M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 285,707 | $15M | 2.7% | 2026-Q1 |
| Fiduciary Planning LLC added | 268,619 | $14M | 2.5% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 261,460 | $13M | 2.4% | 2026-Q1 |
| Tactive Advisors, LLC trimmed | 237,650 | $12M | 2.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 170,171 | $9M | 1.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 166,994 | $9M | 1.6% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 139,309 | $7M | 1.3% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC added | 138,593 | $7M | 1.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 135,846 | $7M | 1.3% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 132,900 | $7M | 1.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 126,263 | $6M | 1.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 125,235 | $6M | 1.2% | 2026-Q1 |
| Dedeker Financial LLC trimmed | 118,819 | $6M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 110,410 | $6M | 1.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 105,585 | $5M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 73,858 | $4M | 0.7% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 63,611 | $3M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 59,529 | $3M | 0.6% | 2026-Q1 |
| CORE WEALTH ADVISORS, LLC new | 56,916 | $3M | 0.5% | 2026-Q1 |
| Anson Capital, Inc. added | 55,605 | $3M | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 53,764 | $3M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 45,017 | $2M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 41,479 | $2M | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 41,382 | $2M | 0.4% | 2026-Q1 |
| Dana Investment Advisors, Inc. added | 37,913 | $2M | 0.4% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 35,446 | $2M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 35,960 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 34,579 | $2M | 0.3% | 2026-Q1 |
| KANE INVESTMENT MANAGEMENT, INC. added | 32,795 | $2M | 0.3% | 2026-Q1 |
| Sandhill Capital Partners LLC new | 30,772 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 28,575 | $1M | 0.3% | 2026-Q1 |
| FMR LLC added | 27,020 | $1M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 24,479 | $1M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 23,271 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 20,047 | $1M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors new | 19,884 | $1M | 0.2% | 2026-Q1 |
| Barnes Wealth Management Group, Inc new | 19,850 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 19,443 | $1M | 0.2% | 2026-Q1 |
| CWM, LLC added | 19,430 | $996K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 18,644 | $956K | 0.2% | 2026-Q1 |
| World Investment Advisors added | 18,590 | $953K | 0.2% | 2026-Q1 |
| Mascagni Wealth Management, Inc. trimmed | 17,408 | $893K | 0.2% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 14,999 | $769K | 0.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 14,251 | $731K | 0.1% | 2026-Q1 |
| Atlas Private Wealth Advisors added | 13,705 | $703K | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 13,484 | $692K | 0.1% | 2026-Q1 |
| New Covenant Trust Company, N.A. trimmed | 11,965 | $614K | 0.1% | 2026-Q1 |
| WESTCO ADVISORY SERVICES INC /ADV trimmed | 11,964 | $614K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC new | 11,408 | $585K | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC | 10,858 | $557K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 9,703 | $497K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 9,613 | $493K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 9,459 | $485K | 0.1% | 2026-Q1 |
| Elm3 Financial Group, LLC added | 9,081 | $466K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 8,764 | $449K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 8,697 | $446K | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 8,517 | $437K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 8,164 | $423K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC | 8,084 | $415K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 7,614 | $390K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 7,459 | $383K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 7,328 | $376K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 7,170 | $368K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 6,529 | $335K | 0.1% | 2026-Q1 |
| Brookstone Capital Management new | 6,341 | $325K | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 5,319 | $273K | 0.0% | 2026-Q1 |
| FLORIDA FINANCIAL ADVISORS, LLC added | 4,950 | $254K | 0.0% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 4,273 | $219K | 0.0% | 2026-Q1 |
| Keystone Financial Group new | 4,251 | $218K | 0.0% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 352,496 | $15M | 2.8% | 2025-Q1 stale |
| Kovack Advisors, Inc. added | 223,787 | $10M | 1.8% | 2025-Q1 stale |
| Mirae Asset Global Investments Co., Ltd. added | 173,294 | $8M | 1.5% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 166,571 | $7M | 1.3% | 2025-Q1 stale |
| Atria Investments, Inc trimmed | 125,344 | $6M | 1.1% | 2025-Q2 stale |
| IFG Advisory, LLC added | 93,501 | $5M | 0.9% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC new | 52,142 | $2M | 0.4% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP added | 34,900 | $2M | 0.3% | 2025-Q2 stale |
| FLAGSHIP WEALTH ADVISORS, LLC added | 22,120 | $1M | 0.2% | 2025-Q4 stale |
| RFG Advisory, LLC trimmed | 21,918 | $1M | 0.2% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. added | 23,488 | $1M | 0.2% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC new | 18,582 | $908K | 0.2% | 2025-Q2 stale |
| Brueske Advisory Services, LLC trimmed | 16,136 | $840K | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 15,953 | $830K | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 14,215 | $759K | 0.1% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 13,419 | $698K | 0.1% | 2025-Q3 stale |
| Tempus Wealth Planning, LLC new | 14,021 | $610K | 0.1% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 10,323 | $551K | 0.1% | 2025-Q4 stale |
| Vantage Financial Partners, LLC added | 10,165 | $542K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 8,857 | $433K | 0.1% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 6,031 | $322K | 0.1% | 2025-Q4 stale |
| Ausdal Financial Partners, Inc. new | 4,424 | $230K | 0.0% | 2025-Q3 stale |
| Belpointe Asset Management LLC new | 5,278 | $230K | 0.0% | 2025-Q1 stale |
| Berger Financial Group, Inc new | 3,784 | $202K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.