Who owns FLBL
Which tracked institutional funds hold FLBL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLBL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
22 tracked funds added or opened FLBL while 25 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
FLBL’s largest tracked holder by dollar value, New York Life Investment Management LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FLBL 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 2026-Q1 and 2026-Q2, across 117 tracked filers holding FLBL, 58 increased or opened the position and 65 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 FLBL between the 2026-Q1 and 2026-Q2 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 5
- Advisory Services Network, LLC$5M
- Integrated Wealth Concepts LLC$4M
- Simplicity Wealth,LLC$702K
- Dakota Wealth Management$612K
- SEEDS INVESTOR LLC$553K
Full exits 6
- HANTZ FINANCIAL SERVICES, INC.$88M
- Cambridge Investment Research Advisors, Inc.$4M
- Maia Wealth LLC$2M
- CITADEL ADVISORS LLC$2M
- CWM, LLC$1M
- FDx Advisors, Inc.$1M
Largest adds
- New York Life Investment Management LLC$36M
- Curran Financial Partners, LLC$2M
- SHP Wealth Management$2M
- ASSETMARK, INC$2M
- Cetera Investment Advisers$1M
- Prentice Wealth Management LLC$1M
Largest trims
- BANK OF MONTREAL /CAN/$24M
- Bank of New York Mellon Corp$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- McAdam, LLC$2M
- AMERIPRISE FINANCIAL INC$2M
- Andina Capital Management, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| New York Life Investment Management LLC added | 4,268,479 | $98M | 20.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,744,923 | $40M | 8.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,234,032 | $28M | 5.8% | 2026-Q2 |
| SHP Wealth Management added | 1,128,010 | $26M | 5.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,063,913 | $24M | 5.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 906,213 | $21M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 876,493 | $20M | 4.1% | 2026-Q2 |
| Curran Financial Partners, LLC added | 831,237 | $19M | 3.9% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. trimmed | 694,133 | $16M | 3.3% | 2026-Q2 |
| Prentice Wealth Management LLC added | 646,864 | $15M | 3.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 638,924 | $15M | 3.0% | 2026-Q2 |
| Cetera Investment Advisers added | 548,795 | $13M | 2.6% | 2026-Q2 |
| ASSETMARK, INC added | 509,695 | $12M | 2.4% | 2026-Q2 |
| DORVAL Corp added | 346,058 | $8M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 345,503 | $8M | 1.6% | 2026-Q2 |
| Independence Financial Advisors, LLC added | 298,880 | $7M | 1.4% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 289,209 | $7M | 1.4% | 2026-Q2 |
| AIRE ADVISORS, LLC added | 272,527 | $6M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 265,740 | $6M | 1.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 237,069 | $5M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 211,967 | $5M | 1.0% | 2026-Q2 |
| Advisory Services Network, LLC new | 203,666 | $5M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 191,164 | $4M | 0.9% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC trimmed | 190,163 | $4M | 0.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 188,975 | $4M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 175,650 | $4M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 171,371 | $4M | 0.8% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 148,764 | $3M | 0.7% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 146,337 | $3M | 0.7% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 130,078 | $3M | 0.6% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 121,691 | $3M | 0.6% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 119,785 | $3M | 0.6% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 101,413 | $2M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 98,965 | $2M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 87,954 | $2M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 84,004 | $2M | 0.4% | 2026-Q2 |
| Fortitude Family Office, LLC trimmed | 73,556 | $2M | 0.3% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. trimmed | 73,106 | $2M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 69,665 | $2M | 0.3% | 2026-Q2 |
| BLUE JEAN FINANCIAL LLC added | 68,820 | $2M | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 67,907 | $2M | 0.3% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 65,689 | $2M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 64,870 | $1M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 58,952 | $1M | 0.3% | 2026-Q2 |
| Fiduciary Alliance LLC trimmed | 57,795 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 51,616 | $1M | 0.2% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 50,044 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Wealth Management, LLC trimmed | 48,917 | $1M | 0.2% | 2026-Q2 |
| Insight Wealth Strategies, LLC trimmed | 48,681 | $1M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 44,835 | $1M | 0.2% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 43,375 | $994K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 42,873 | $983K | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 42,219 | $968K | 0.2% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC added | 40,741 | $934K | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 39,814 | $916K | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC trimmed | 36,187 | $829K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 35,714 | $819K | 0.2% | 2026-Q2 |
| Waterfront Wealth Inc. added | 31,398 | $717K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 31,343 | $718K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC new | 30,618 | $702K | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 30,259 | $694K | 0.1% | 2026-Q2 |
| Evolution Wealth Advisors, LLC trimmed | 28,308 | $649K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 27,577 | $632K | 0.1% | 2026-Q2 |
| Dakota Wealth Management new | 26,718 | $612K | 0.1% | 2026-Q2 |
| Tenzing Financial LLC added | 25,783 | $589K | 0.1% | 2026-Q2 |
| SEEDS INVESTOR LLC new | 24,128 | $553K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 23,438 | $536K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 23,257 | $533K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 20,247 | $463K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 19,028 | $436K | 0.1% | 2026-Q2 |
| Andina Capital Management, LLC trimmed | 19,023 | $436K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 18,740 | $430K | 0.1% | 2026-Q2 |
| Keudell/Morrison Wealth Management trimmed | 18,675 | $428K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 18,516 | $424K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 17,251 | $396K | 0.1% | 2026-Q2 |
| KWB Wealth trimmed | 16,673 | $382K | 0.1% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 16,615 | $381K | 0.1% | 2026-Q2 |
| McAdam, LLC trimmed | 16,551 | $379K | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC added | 15,511 | $356K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 12,692 | $291K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 12,216 | $280K | 0.1% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 11,828 | $271K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 11,296 | $259K | 0.1% | 2026-Q2 |
| ProCore Advisors, LLC trimmed | 11,275 | $258K | 0.1% | 2026-Q2 |
| Equity Wealth Partners, LLC new | 10,703 | $245K | 0.1% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 9,947 | $228K | 0.0% | 2026-Q2 |
| Keeler Thomas Management LLC new | 9,589 | $220K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 6,301 | $144K | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 5,846 | $134K | 0.0% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS added | 5,064 | $116K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 4,761 | $109K | 0.0% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC | 3,380 | $77K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 2,242 | $51K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 2,195 | $50K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 2,106 | $48K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 2,050 | $47K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,912 | $44K | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc added | 1,860 | $43K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,188 | $27K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 1,112 | $25K | 0.0% | 2026-Q2 |
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.