Who owns FLCC
Which tracked institutional funds hold FLCC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLCC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on FLCC is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 3 trimmed or exited — on balance accumulating.
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
FLCC’s largest tracked holder by dollar value, Tulsa Wealth Advisors, INC, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FLCC 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 26 tracked filers holding FLCC, 17 increased or opened the position and 12 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 FLCC 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
- Tulsa Wealth Advisors, INC$33M
- Spectrum Wealth Advisory Group, LLC$29M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$671K
- Proactive Wealth Strategies LLC$623K
- Prospera Financial Services Inc$562K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$4M
- Baer Investment Advisory LLC$625K
Largest adds
- RAYMOND JAMES FINANCIAL INC$3M
- 1620 INVESTMENT ADVISORS, INC.$723K
- GTS FINANCIAL, LLC$615K
- BlueStem Wealth Partners, LLC$404K
- Cox Capital Mgt LLC$308K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$262K
Largest trims
- LPL Financial LLC$9M
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 |
|---|---|---|---|---|
| Tulsa Wealth Advisors, INC new | 926,029 | $33M | 30.5% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC new | 839,198 | $29M | 27.7% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 186,718 | $7M | 6.2% | 2026-Q2 |
| GTS FINANCIAL, LLC added | 167,719 | $5M | 4.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 115,170 | $4M | 3.8% | 2026-Q2 |
| Cox Capital Mgt LLC trimmed | 79,890 | $3M | 2.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 71,789 | $3M | 2.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 34,372 | $1M | 1.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 31,325 | $1M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 28,971 | $1M | 1.0% | 2026-Q2 |
| &PARTNERS trimmed | 28,660 | $1M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 25,071 | $881K | 0.8% | 2026-Q2 |
| DAVENPORT & Co LLC added | 24,911 | $875K | 0.8% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 21,716 | $763K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,109 | $671K | 0.6% | 2026-Q2 |
| Proactive Wealth Strategies LLC new | 17,720 | $623K | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc new | 15,994 | $562K | 0.5% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 12,533 | $440K | 0.4% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 12,533 | $440K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers new | 12,236 | $430K | 0.4% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 11,843 | $416K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 11,720 | $412K | 0.4% | 2026-Q2 |
| BOKF, NA new | 4,577 | $161K | 0.2% | 2026-Q2 |
| Wilkerson Advisory Group LLC trimmed | 1,335 | $47K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,109 | $39K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 1 | $35 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 139,244 | $4M | 4.0% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 20,260 | $625K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 400 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Delta Investment Management, LLC trimmed | 132,392 | $4M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,200 | $71K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FEDERATED HERMES, INC. trimmed | 95,000 | $3M | 2.9% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 76 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.