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Institutional Ownership · SEC Form 13F

Who owns FLCB (FLCB)


Which tracked institutional funds hold FLCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLCB 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.

79
Institutional holders
107,832,274
Shares held (tracked funds)

How the tape is positioned

25 tracked funds added or opened FLCB while 12 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

FLCB’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FLCB 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 79 tracked filers holding FLCB, 56 increased or opened the position and 27 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 FLCB 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 3

  • Independent Advisor Alliance$2M
  • GOLDMAN SACHS GROUP INC$630K
  • StoneX Group Inc.$580K

Full exits 4

  • CITADEL ADVISORS LLC$4M
  • JANE STREET GROUP, LLC$1M
  • FLOW TRADERS U.S. LLC$655K
  • Brooklyn Investment Group$612K

Largest adds

  • Bank of New York Mellon Corp$21M
  • HANTZ FINANCIAL SERVICES, INC.$16M
  • LPL Financial LLC$12M
  • JONES FINANCIAL COMPANIES LLLP$8M
  • Sanctuary Advisors, LLC$6M
  • BANK OF AMERICA CORP /DE/$5M

Largest trims

  • Convergence Financial, LLC$19M
  • FRANKLIN RESOURCES INC$12M
  • RAYMOND JAMES FINANCIAL INC$3M
  • TD Waterhouse Canada Inc.$2M
  • OLD MISSION CAPITAL LLC$1M
  • NewEdge Advisors, LLC$1M

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).

FundSharesReported value% of valueQuarter
FRANKLIN RESOURCES INC trimmed77,753,904$1.7B71.8%2026-Q1
Bank of New York Mellon Corp added3,168,185$68M2.9%2026-Q1
Sanctuary Advisors, LLC added3,081,221$66M2.8%2026-Q1
AMERIPRISE FINANCIAL INC added2,652,142$57M2.4%2026-Q1
Janney Montgomery Scott LLC added2,378,561$51M2.2%2026-Q1
BANK OF AMERICA CORP /DE/ added2,185,462$47M2.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added2,097,474$45M1.9%2026-Q1
LPL Financial LLC added1,847,504$40M1.7%2026-Q1
MORGAN STANLEY added1,836,929$39M1.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added1,763,997$38M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,379,654$30M1.3%2026-Q1
JPMORGAN CHASE & CO added1,196,245$26M1.1%2026-Q1
Sequent Planning LLC added935,273$20M0.9%2026-Q1
Cetera Investment Advisers added631,659$14M0.6%2026-Q1
Allworth Financial LP trimmed623,952$13M0.6%2026-Q1
ASSETMARK, INC added511,672$11M0.5%2026-Q1
MGO ONE SEVEN LLC added459,422$10M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed459,248$10M0.4%2026-Q1
Atria Investments, Inc added217,285$5M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added217,164$5M0.2%2026-Q1
CENTRAL TRUST Co trimmed213,606$5M0.2%2026-Q1
Smartleaf Asset Management LLC trimmed202,559$4M0.2%2026-Q1
Bogart Wealth, LLC added192,516$4M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added191,551$4M0.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed139,427$3M0.1%2026-Q1
NATIXIS ADVISORS, LLC added130,554$3M0.1%2026-Q1
Independent Advisor Alliance new112,937$2M0.1%2026-Q1
CWM, LLC added106,371$2M0.1%2026-Q1
WELLS FARGO & COMPANY/MN added104,663$2M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed84,428$2M0.1%2026-Q1
World Investment Advisors added71,960$2M0.1%2026-Q1
ROYAL BANK OF CANADA added69,525$1M0.1%2026-Q1
TD Waterhouse Canada Inc. trimmed58,515$1M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added53,665$1M0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added45,025$968K0.0%2026-Q1
Private Advisor Group, LLC added44,150$949K0.0%2026-Q1
Slagle Financial, LLC trimmed41,036$882K0.0%2026-Q1
Pinnacle Financial Group, LLC / IL added38,330$824K0.0%2026-Q1
Envestnet Portfolio Solutions, Inc. added38,072$818K0.0%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added33,758$725K0.0%2026-Q1
HUB Investment Partners, LLC added33,324$716K0.0%2026-Q1
Cullen/Frost Bankers, Inc. added31,343$674K0.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed29,299$630K0.0%2026-Q1
Clearbridge Investments, LLC28,862$620K0.0%2026-Q1
Pinnacle Financial Partners, Inc. added28,456$612K0.0%2026-Q1
PARK AVENUE SECURITIES LLC added27,656$594K0.0%2026-Q1
StoneX Group Inc. added26,976$580K0.0%2026-Q1
Geneos Wealth Management Inc. added23,560$506K0.0%2026-Q1
First Citizens Financial Corp trimmed22,295$479K0.0%2026-Q1
CITIGROUP INC new20,392$438K0.0%2026-Q1
Compound Planning, Inc. new17,414$374K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added16,078$346K0.0%2026-Q1
FIFTH THIRD BANCORP new15,609$335K0.0%2026-Q1
Mariner, LLC added12,765$274K0.0%2026-Q1
Convergence Financial, LLC trimmed12,035$259K0.0%2026-Q1
TRUIST FINANCIAL CORP10,500$226K0.0%2026-Q1
MML INVESTORS SERVICES, LLC new9,855$212K0.0%2026-Q1
Orion Porfolio Solutions, LLC trimmed9,335$201K0.0%2026-Q1
NewEdge Advisors, LLC added68,648$148K0.0%2026-Q1
Federation des caisses Desjardins du Quebec5,450$117K0.0%2026-Q1
Intentional Wealth Strategies, LLC new4,749$102K0.0%2026-Q1
Smithfield Trust Co1,900$41K0.0%2026-Q1
Signature Equity Partners, LLC1,068$23K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC892$19K0.0%2026-Q1
Rossby Financial, LCC added792$17K0.0%2026-Q1
Dunhill Financial, LLC new745$16K0.0%2026-Q1
AdvisorNet Financial, Inc new691$15K0.0%2026-Q1
Capital Analysts, LLC trimmed412$9K0.0%2026-Q1
PRIVATE TRUST CO NA new375$8K0.0%2026-Q1
IFP Advisors, Inc trimmed279$6K0.0%2026-Q1
Transamerica Financial Advisors, LLC trimmed268$6K0.0%2026-Q1
Park Square Financial Group, LLC new162$3K0.0%2026-Q1
AE Wealth Management LLC139$3K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed128$3K0.0%2026-Q1
Root Financial Partners, LLC trimmed91$2K0.0%2026-Q1
Advisory Services Network, LLC55$1K0.0%2026-Q1
WealthShield Partners, LLC new47$1K0.0%2026-Q1
WOLFF WIESE MAGANA LLC new27$5810.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV new1$250.0%2026-Q1
CITADEL ADVISORS LLC added164,652$4M0.2%2025-Q4 stale
JANE STREET GROUP, LLC added66,621$1M0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed58,776$1M0.1%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added38,287$824K0.0%2025-Q2 stale
FLOW TRADERS U.S. LLC trimmed30,289$655K0.0%2025-Q4 stale
Brooklyn Investment Group added28,205$612K0.0%2025-Q4 stale
HRT FINANCIAL LP new22,012$473K0.0%2025-Q1 stale
COMERICA BANK added17,794$385K0.0%2025-Q4 stale
GeoWealth Management, LLC new16,527$357K0.0%2025-Q4 stale
GC Wealth Management RIA, LLC new16,527$357K0.0%2025-Q4 stale
Cooper Financial Group trimmed16,354$352K0.0%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed9,610$207K0.0%2025-Q1 stale
Kestra Advisory Services, LLC trimmed3,620$78K0.0%2025-Q4 stale
Wilmington Savings Fund Society, FSB new2,400$52K0.0%2025-Q3 stale
CIBC Private Wealth Group LLC2,073$45K0.0%2025-Q4 stale
UBS Group AG added886$19K0.0%2025-Q4 stale
Global Retirement Partners, LLC trimmed879$19K0.0%2025-Q4 stale
CoreCap Advisors, LLC added786$17K0.0%2025-Q1 stale
Riggs Asset Managment Co. Inc.188$4K0.0%2025-Q2 stale
US BANCORP \DE\ new51$1K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership