Who owns FLBL (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-Q1 13F filings. 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
16 tracked funds added or opened FLBL while 29 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
FLBL’s largest tracked holder by dollar value, HANTZ FINANCIAL SERVICES, INC., sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.3pp 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 2025-Q4 and 2026-Q1, across 118 tracked filers holding FLBL, 68 increased or opened the position and 73 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 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 1
- FDx Advisors, Inc.$1M
Full exits 8
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$17M
- Tower Research Capital LLC (TRC)$8M
- JANE STREET GROUP, LLC$7M
- OLD MISSION CAPITAL LLC$4M
- Foguth Wealth Management, LLC.$4M
- Integrated Advisors Network LLC$836K
Largest adds
- Bank of New York Mellon Corp$38M
- HANTZ FINANCIAL SERVICES, INC.$31M
- ENVESTNET ASSET MANAGEMENT INC$12M
- RAYMOND JAMES FINANCIAL INC$11M
- Sage Advisory Services, Ltd.Co.$7M
- ROYAL BANK OF CANADA$5M
Largest trims
- FRANKLIN RESOURCES INC$98M
- AMERIPRISE FINANCIAL INC$9M
- WealthPlan Investment Management, LLC$7M
- BANK OF MONTREAL /CAN/$4M
- SHP Wealth Management$4M
- CITADEL ADVISORS LLC$4M
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 |
|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. added | 3,825,627 | $88M | 13.4% | 2026-Q1 |
| New York Life Investment Management LLC added | 2,697,016 | $62M | 9.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,933,014 | $44M | 6.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,277,783 | $29M | 4.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,144,315 | $26M | 4.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,040,250 | $24M | 3.6% | 2026-Q1 |
| SHP Wealth Management trimmed | 1,036,246 | $24M | 3.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 895,319 | $21M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 858,441 | $20M | 3.0% | 2026-Q1 |
| Curran Financial Partners, LLC added | 733,549 | $17M | 2.6% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. added | 716,210 | $16M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 708,719 | $16M | 2.5% | 2026-Q1 |
| Prentice Wealth Management LLC added | 583,985 | $13M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 484,630 | $11M | 1.7% | 2026-Q1 |
| ASSETMARK, INC added | 435,364 | $10M | 1.5% | 2026-Q1 |
| DORVAL Corp added | 338,228 | $8M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 334,835 | $8M | 1.2% | 2026-Q1 |
| Independence Financial Advisors, LLC added | 274,667 | $6M | 1.0% | 2026-Q1 |
| AIRE ADVISORS, LLC added | 265,901 | $6M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 237,414 | $5M | 0.8% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 229,598 | $5M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 224,053 | $5M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 220,883 | $5M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 216,163 | $5M | 0.8% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 203,066 | $5M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 199,826 | $5M | 0.7% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 181,598 | $4M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 159,948 | $4M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 159,310 | $4M | 0.6% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 149,535 | $3M | 0.5% | 2026-Q1 |
| Fortitude Family Office, LLC trimmed | 120,619 | $3M | 0.4% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 120,519 | $3M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 116,343 | $3M | 0.4% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 103,921 | $2M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 101,716 | $2M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 98,545 | $2M | 0.3% | 2026-Q1 |
| McAdam, LLC added | 95,959 | $2M | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 89,837 | $2M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 89,410 | $2M | 0.3% | 2026-Q1 |
| Maia Wealth LLC added | 84,426 | $2M | 0.3% | 2026-Q1 |
| Andina Capital Management, LLC trimmed | 75,727 | $2M | 0.3% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. trimmed | 73,691 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 67,324 | $2M | 0.2% | 2026-Q1 |
| CWM, LLC added | 65,191 | $1M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 64,705 | $1M | 0.2% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 63,426 | $1M | 0.2% | 2026-Q1 |
| BLUE JEAN FINANCIAL LLC added | 60,626 | $1M | 0.2% | 2026-Q1 |
| Fiduciary Alliance LLC added | 60,519 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 58,599 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 57,156 | $1M | 0.2% | 2026-Q1 |
| Insight Wealth Strategies, LLC trimmed | 55,818 | $1M | 0.2% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 53,645 | $1M | 0.2% | 2026-Q1 |
| FDx Advisors, Inc. added | 50,613 | $1M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 48,811 | $1M | 0.2% | 2026-Q1 |
| Advisory Alpha, LLC added | 43,351 | $997K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 43,038 | $990K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 42,071 | $968K | 0.1% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC added | 40,653 | $935K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 40,537 | $932K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 39,830 | $916K | 0.1% | 2026-Q1 |
| Acorn Wealth Advisors, LLC trimmed | 36,660 | $843K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 35,714 | $821K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 34,677 | $793K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 34,434 | $792K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 32,763 | $754K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 32,512 | $748K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 31,090 | $715K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 31,062 | $714K | 0.1% | 2026-Q1 |
| Evolution Wealth Advisors, LLC added | 30,444 | $700K | 0.1% | 2026-Q1 |
| Cordoba Advisory Partners LLC trimmed | 29,456 | $677K | 0.1% | 2026-Q1 |
| Waterfront Wealth Inc. added | 29,058 | $668K | 0.1% | 2026-Q1 |
| Tenzing Financial LLC added | 25,673 | $589K | 0.1% | 2026-Q1 |
| KWB Wealth trimmed | 23,113 | $541K | 0.1% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 721,609 | $17M | 2.6% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC added | 408,400 | $10M | 1.5% | 2025-Q3 stale |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 364,498 | $9M | 1.3% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) added | 328,151 | $8M | 1.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 288,779 | $7M | 1.0% | 2025-Q4 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 237,530 | $6M | 0.9% | 2025-Q1 stale |
| Foundations Investment Advisors, LLC added | 222,857 | $5M | 0.8% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 184,357 | $4M | 0.7% | 2025-Q4 stale |
| SUMMIT INVESTMENT ADVISORS, INC. added | 177,999 | $4M | 0.7% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. added | 162,644 | $4M | 0.6% | 2025-Q4 stale |
| Signal Advisors Wealth, LLC trimmed | 151,305 | $4M | 0.6% | 2025-Q2 stale |
| StoneX Group Inc. new | 130,908 | $3M | 0.5% | 2025-Q3 stale |
| Trivium Point Advisory, LLC added | 121,372 | $3M | 0.4% | 2025-Q2 stale |
| Marmo Financial Group, LLC added | 105,559 | $3M | 0.4% | 2025-Q2 stale |
| NewEdge Wealth, LLC new | 81,642 | $2M | 0.3% | 2025-Q3 stale |
| IronOak Wealth LLC. new | 72,007 | $2M | 0.3% | 2025-Q2 stale |
| JANUS HENDERSON GROUP PLC added | 54,057 | $1M | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 46,234 | $1M | 0.2% | 2025-Q2 stale |
| OAK HILL WEALTH ADVISORS, LLC added | 45,463 | $1M | 0.2% | 2025-Q3 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 43,448 | $1M | 0.2% | 2025-Q2 stale |
| Integrated Advisors Network LLC | 35,714 | $836K | 0.1% | 2025-Q4 stale |
| CAPITAL WEALTH MANAGEMENT, LLC trimmed | 34,550 | $809K | 0.1% | 2025-Q4 stale |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 30,355 | $731K | 0.1% | 2025-Q1 stale |
| Seed Wealth Management, Inc. trimmed | 28,254 | $680K | 0.1% | 2025-Q1 stale |
| IHT Wealth Management, LLC trimmed | 27,819 | $652K | 0.1% | 2025-Q4 stale |
| JT Stratford LLC trimmed | 25,478 | $613K | 0.1% | 2025-Q1 stale |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added | 23,096 | $556K | 0.1% | 2025-Q1 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.