Who owns FLCE
Which tracked institutional funds hold FLCE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLCE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-13). 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 FLCE is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 0 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
FLCE’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FLCE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FLCE 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 14 tracked filers holding FLCE, 12 increased or opened the position and 1 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 FLCE 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.
Largest adds
- JPMORGAN CHASE & CO$6M
- Frontier Asset Management, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$423K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 1,161,525 | $36M | 32.9% | 2026-Q2 |
| Frontier Asset Management, LLC added | 797,211 | $25M | 22.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 460,713 | $14M | 13.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 92,486 | $3M | 2.6% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 29,573 | $922K | 0.8% | 2026-Q2 |
| Strategic Blueprint, LLC added | 15,479 | $483K | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 12,623 | $394K | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 12,566 | $392K | 0.4% | 2026-Q2 |
| Urban Wealth Management, LLC trimmed | 10,739 | $335K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 8,030 | $251K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,624 | $51K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 1,380 | $43K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 212 | $7K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 54 | $2K | 0.0% | 2026-Q2 |
| MLG Wealth Management DBA Pine Grove Financial Group new | 989,882 | $28M | 25.9% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,223 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OSAIC HOLDINGS, INC. new | 970 | $25K | 0.0% | 2025-Q2 stale (4 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.