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Institutional Ownership · SEC Form 13F

Who owns FLCE (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

10
Institutional holders
2,470,904
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on FLCE is one-sided between 2025-Q4 and 2026-Q1: 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2025-Q4 and 2026-Q1, across 10 tracked filers holding FLCE, 8 increased or opened the position and 4 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 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.

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$4M
  • Frontier Asset Management, LLC$2M
  • JPMORGAN CHASE & CO$1M
  • SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$278K

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
JPMORGAN CHASE & CO added1,113,175$30M43.7%2026-Q1
Frontier Asset Management, LLC added774,960$21M31.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added416,104$11M16.8%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added90,211$2M3.6%2026-Q1
Arete Wealth Advisors, LLC trimmed28,163$769K1.1%2026-Q1
Strategic Blueprint, LLC added13,189$360K0.5%2026-Q1
Envestnet Portfolio Solutions, Inc. added11,869$324K0.5%2026-Q1
CoreCap Advisors, LLC added11,713$320K0.5%2026-Q1
Urban Wealth Management, LLC new11,308$309K0.5%2026-Q1
ASSETMARK, INC212$6K0.0%2026-Q1
GOLDMAN SACHS GROUP INC new27,369$662K1.0%2025-Q1 stale
JANE STREET GROUP, LLC new8,835$214K0.3%2025-Q1 stale
PRINCIPAL SECURITIES, INC. added3,778$106K0.2%2025-Q3 stale
Global Retirement Partners, LLC1,367$39K0.1%2025-Q4 stale
Kestra Advisory Services, LLC new1,223$35K0.1%2025-Q4 stale
OSAIC HOLDINGS, INC. new970$25K0.0%2025-Q2 stale
UBS Group AG trimmed129$4K0.0%2025-Q4 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