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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC trimmed | 77,753,904 | $1.7B | 71.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,168,185 | $68M | 2.9% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 3,081,221 | $66M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,652,142 | $57M | 2.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 2,378,561 | $51M | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,185,462 | $47M | 2.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 2,097,474 | $45M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 1,847,504 | $40M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,836,929 | $39M | 1.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,763,997 | $38M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,379,654 | $30M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,196,245 | $26M | 1.1% | 2026-Q1 |
| Sequent Planning LLC added | 935,273 | $20M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 631,659 | $14M | 0.6% | 2026-Q1 |
| Allworth Financial LP trimmed | 623,952 | $13M | 0.6% | 2026-Q1 |
| ASSETMARK, INC added | 511,672 | $11M | 0.5% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 459,422 | $10M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 459,248 | $10M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 217,285 | $5M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 217,164 | $5M | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 213,606 | $5M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 202,559 | $4M | 0.2% | 2026-Q1 |
| Bogart Wealth, LLC added | 192,516 | $4M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 191,551 | $4M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 139,427 | $3M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 130,554 | $3M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 112,937 | $2M | 0.1% | 2026-Q1 |
| CWM, LLC added | 106,371 | $2M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 104,663 | $2M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 84,428 | $2M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 71,960 | $2M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 69,525 | $1M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 58,515 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 53,665 | $1M | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 45,025 | $968K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 44,150 | $949K | 0.0% | 2026-Q1 |
| Slagle Financial, LLC trimmed | 41,036 | $882K | 0.0% | 2026-Q1 |
| Pinnacle Financial Group, LLC / IL added | 38,330 | $824K | 0.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 38,072 | $818K | 0.0% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 33,758 | $725K | 0.0% | 2026-Q1 |
| HUB Investment Partners, LLC added | 33,324 | $716K | 0.0% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 31,343 | $674K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 29,299 | $630K | 0.0% | 2026-Q1 |
| Clearbridge Investments, LLC | 28,862 | $620K | 0.0% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 28,456 | $612K | 0.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 27,656 | $594K | 0.0% | 2026-Q1 |
| StoneX Group Inc. added | 26,976 | $580K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 23,560 | $506K | 0.0% | 2026-Q1 |
| First Citizens Financial Corp trimmed | 22,295 | $479K | 0.0% | 2026-Q1 |
| CITIGROUP INC new | 20,392 | $438K | 0.0% | 2026-Q1 |
| Compound Planning, Inc. new | 17,414 | $374K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 16,078 | $346K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 15,609 | $335K | 0.0% | 2026-Q1 |
| Mariner, LLC added | 12,765 | $274K | 0.0% | 2026-Q1 |
| Convergence Financial, LLC trimmed | 12,035 | $259K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 10,500 | $226K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 9,855 | $212K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 9,335 | $201K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 68,648 | $148K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 5,450 | $117K | 0.0% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 4,749 | $102K | 0.0% | 2026-Q1 |
| Smithfield Trust Co | 1,900 | $41K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC | 1,068 | $23K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 892 | $19K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 792 | $17K | 0.0% | 2026-Q1 |
| Dunhill Financial, LLC new | 745 | $16K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc new | 691 | $15K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 412 | $9K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 375 | $8K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 279 | $6K | 0.0% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 268 | $6K | 0.0% | 2026-Q1 |
| Park Square Financial Group, LLC new | 162 | $3K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 139 | $3K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 128 | $3K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 91 | $2K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 55 | $1K | 0.0% | 2026-Q1 |
| WealthShield Partners, LLC new | 47 | $1K | 0.0% | 2026-Q1 |
| WOLFF WIESE MAGANA LLC new | 27 | $581 | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 1 | $25 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 164,652 | $4M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 66,621 | $1M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 58,776 | $1M | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 38,287 | $824K | 0.0% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 30,289 | $655K | 0.0% | 2025-Q4 stale |
| Brooklyn Investment Group added | 28,205 | $612K | 0.0% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 22,012 | $473K | 0.0% | 2025-Q1 stale |
| COMERICA BANK added | 17,794 | $385K | 0.0% | 2025-Q4 stale |
| GeoWealth Management, LLC new | 16,527 | $357K | 0.0% | 2025-Q4 stale |
| GC Wealth Management RIA, LLC new | 16,527 | $357K | 0.0% | 2025-Q4 stale |
| Cooper Financial Group trimmed | 16,354 | $352K | 0.0% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 9,610 | $207K | 0.0% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 3,620 | $78K | 0.0% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB new | 2,400 | $52K | 0.0% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 2,073 | $45K | 0.0% | 2025-Q4 stale |
| UBS Group AG added | 886 | $19K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 879 | $19K | 0.0% | 2025-Q4 stale |
| CoreCap Advisors, LLC added | 786 | $17K | 0.0% | 2025-Q1 stale |
| Riggs Asset Managment Co. Inc. | 188 | $4K | 0.0% | 2025-Q2 stale |
| US BANCORP \DE\ new | 51 | $1K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.