Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
21 tracked funds added or opened FLCB while 16 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
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 2026-Q1 and 2026-Q2, across 73 tracked filers holding FLCB, 50 increased or opened the position and 38 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 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 4
- CITADEL ADVISORS LLC$10M
- RFG Advisory, LLC$4M
- Steward Partners Investment Advisory, LLC$3M
- JANE STREET GROUP, LLC$2M
Full exits 10
- Janney Montgomery Scott LLC$51M
- HANTZ FINANCIAL SERVICES, INC.$45M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- OLD MISSION CAPITAL LLC$3M
- NATIXIS ADVISORS, LLC$3M
- Independent Advisor Alliance$2M
Largest adds
- LPL Financial LLC$97M
- JONES FINANCIAL COMPANIES LLLP$19M
- AMERIPRISE FINANCIAL INC$11M
- Sanctuary Advisors, LLC$3M
- JPMORGAN CHASE & CO$3M
- MORGAN STANLEY$3M
Largest trims
- FRANKLIN RESOURCES INC$31M
- Allworth Financial LP$4M
- Bank of New York Mellon Corp$2M
- RAYMOND JAMES FINANCIAL INC$2M
- BANK OF AMERICA CORP /DE/$852K
- TD Waterhouse Canada Inc.$425K
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 | 76,612,127 | $1.6B | 67.1% | 2026-Q2 |
| LPL Financial LLC added | 6,372,940 | $136M | 5.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,238,403 | $69M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,161,887 | $68M | 2.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,072,978 | $66M | 2.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,617,190 | $56M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,154,834 | $46M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,977,724 | $42M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,417,696 | $30M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,329,341 | $29M | 1.2% | 2026-Q2 |
| Sequent Planning LLC added | 1,009,658 | $22M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 666,202 | $14M | 0.6% | 2026-Q2 |
| ASSETMARK, INC added | 615,234 | $13M | 0.5% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 467,065 | $10M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 448,947 | $10M | 0.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 429,809 | $9M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 371,218 | $8M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 230,707 | $5M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 227,776 | $5M | 0.2% | 2026-Q2 |
| CENTRAL TRUST Co added | 224,144 | $5M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 202,559 | $4M | 0.2% | 2026-Q2 |
| Bogart Wealth, LLC added | 192,766 | $4M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC new | 185,259 | $4M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 127,851 | $3M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 104,652 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 104,212 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 101,203 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 88,768 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 88,330 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 80,454 | $2M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 63,766 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 57,983 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 51,694 | $1M | 0.0% | 2026-Q2 |
| Slagle Financial, LLC added | 42,414 | $908K | 0.0% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 41,189 | $881K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 38,866 | $827K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 37,030 | $792K | 0.0% | 2026-Q2 |
| HUB Investment Partners, LLC added | 33,573 | $718K | 0.0% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 32,274 | $691K | 0.0% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 31,840 | $681K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 31,347 | $671K | 0.0% | 2026-Q2 |
| Clearbridge Investments, LLC | 28,862 | $618K | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 26,945 | $577K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 25,678 | $549K | 0.0% | 2026-Q2 |
| Convergence Financial, LLC added | 24,072 | $515K | 0.0% | 2026-Q2 |
| First Citizens Financial Corp | 22,295 | $477K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 17,760 | $380K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 15,142 | $324K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 14,807 | $317K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,701 | $229K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 9,766 | $209K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 5,450 | $117K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 3,160 | $68K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 2,699 | $58K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,256 | $48K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 1,396 | $30K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 1,036 | $22K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 892 | $19K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC trimmed | 830 | $18K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 778 | $17K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC added | 772 | $17K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 760 | $16K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 370 | $8K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 318 | $7K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 290 | $6K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 228 | $5K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 214 | $5K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 139 | $3K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 134 | $3K | 0.0% | 2026-Q2 |
| Park Square Financial Group, LLC trimmed | 51 | $1K | 0.0% | 2026-Q2 |
| Cedar Mountain Advisors, LLC new | 32 | $685 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 5 | $107 | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | $25 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 2,378,561 | $51M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. added | 2,097,474 | $45M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 191,551 | $4M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 139,427 | $3M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 130,554 | $3M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 112,937 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 106,371 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 53,665 | $1M | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 29,299 | $630K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 27,656 | $594K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Compound Planning, Inc. new | 17,414 | $374K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 12,765 | $274K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC trimmed | 9,335 | $201K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Intentional Wealth Strategies, LLC new | 4,749 | $102K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Smithfield Trust Co | 1,900 | $41K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AdvisorNet Financial, Inc new | 691 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 30,289 | $655K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Brooklyn Investment Group added | 28,205 | $612K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 17,794 | $385K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GeoWealth Management, LLC new | 16,527 | $357K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GC Wealth Management RIA, LLC new | 16,527 | $357K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 3,620 | $78K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 2,073 | $45K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wilmington Savings Fund Society, FSB new | 2,400 | $52K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 58,776 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 38,287 | $824K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Cooper Financial Group trimmed | 16,354 | $352K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.