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Institutional Ownership · SEC Form 13F

Who owns FLDR (FLDR)


Which tracked institutional funds hold FLDR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLDR 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.

126
Institutional holders
9,929,416
Shares held (tracked funds)

How the tape is positioned

34 tracked funds added or opened FLDR while 25 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

FLDR’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FLDR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FLDR 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 126 tracked filers holding FLDR, 75 increased or opened the position and 59 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 FLDR 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 7

  • CITADEL ADVISORS LLC$11M
  • Fortis Capital Management LLC$3M
  • FCG Investment Co$2M
  • Trask Adam Roland$2M
  • HRT FINANCIAL LP$960K
  • Essex Financial Services, Inc.$598K

Full exits 7

  • FOUNDATIONS INVESTMENT ADVISORS, LLC$8M
  • Cedar Point Capital Partners, LLC$6M
  • PLANWISER FINANCIAL, LLC$5M
  • FIDELIS CAPITAL PARTNERS, LLC$2M
  • KESTRA PRIVATE WEALTH SERVICES, LLC$997K
  • Sugar Maple Asset Management, LLC$784K

Largest adds

  • COMMONWEALTH EQUITY SERVICES, LLC$10M
  • RAYMOND JAMES FINANCIAL INC$5M
  • Sowell Financial Services LLC$5M
  • TABLEAUX LLC$4M
  • Koshinski Asset Management, Inc.$3M
  • Kestra Advisory Services, LLC$3M

Largest trims

  • GOLDMAN SACHS GROUP INC$12M
  • Financially Speaking Inc$10M
  • Prime Capital Investment Advisors, LLC$4M
  • Kraft, Davis & Associates, LLC$3M
  • OSAIC HOLDINGS, INC.$2M
  • HERBST GROUP, LLC$2M

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
WELLS FARGO & COMPANY/MN added1,075,212$54M10.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added870,766$44M8.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added844,053$42M8.0%2026-Q1
Athena Wealth Management, LLC trimmed739,317$37M7.0%2026-Q1
LPL Financial LLC trimmed518,353$26M4.9%2026-Q1
AE Wealth Management LLC added427,308$21M4.0%2026-Q1
MORGAN STANLEY trimmed351,356$18M3.3%2026-Q1
BANK OF AMERICA CORP /DE/ added325,763$16M3.1%2026-Q1
Kestra Advisory Services, LLC added302,142$15M2.9%2026-Q1
MML INVESTORS SERVICES, LLC trimmed256,470$13M2.4%2026-Q1
CITADEL ADVISORS LLC added214,147$11M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed189,036$9M1.8%2026-Q1
WealthTrust Axiom LLC added176,586$9M1.7%2026-Q1
Koshinski Asset Management, Inc. added175,834$9M1.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed164,979$8M1.6%2026-Q1
UBS Group AG trimmed161,625$8M1.5%2026-Q1
Financially Speaking Inc trimmed150,585$8M1.4%2026-Q1
Sowell Financial Services LLC added148,563$7M1.4%2026-Q1
ROYAL BANK OF CANADA added134,333$7M1.3%2026-Q1
TABLEAUX LLC added132,367$7M1.3%2026-Q1
PERSPECTIVE WEALTH ADVISORS LLC added123,585$6M1.2%2026-Q1
RCS Financial Planning, LLC added122,905$6M1.2%2026-Q1
Arete Wealth Advisors, LLC added120,505$6M1.1%2026-Q1
PLANNING DIRECTIONS INC added119,909$6M1.1%2026-Q1
Kraft, Davis & Associates, LLC trimmed115,847$6M1.1%2026-Q1
Huntleigh Advisors, Inc. trimmed103,774$5M1.0%2026-Q1
Cetera Investment Advisers added99,922$5M0.9%2026-Q1
Prime Capital Investment Advisors, LLC trimmed92,599$5M0.9%2026-Q1
Mariner, LLC added84,993$4M0.8%2026-Q1
HighTower Advisors, LLC added83,374$4M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added80,172$4M0.8%2026-Q1
LOWERY THOMAS, LLC added75,440$4M0.7%2026-Q1
Lakeridge Wealth Management LLC added74,212$4M0.7%2026-Q1
NWF Advisory Services Inc. added71,273$4M0.7%2026-Q1
Fortis Capital Management LLC new65,514$3M0.6%2026-Q1
JANE STREET GROUP, LLC added64,291$3M0.6%2026-Q1
Cottage Street Advisors LLC added62,706$3M0.6%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added62,484$3M0.6%2026-Q1
Great Lakes Retirement, Inc. added61,903$3M0.6%2026-Q1
Snowden Capital Advisors LLC trimmed52,600$3M0.5%2026-Q1
FLOW TRADERS U.S. LLC trimmed44,772$2M0.4%2026-Q1
Schwallier Wealth Management LLC trimmed41,705$2M0.4%2026-Q1
FCG Investment Co new41,522$2M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed41,490$2M0.4%2026-Q1
Strategic Blueprint, LLC trimmed39,672$2M0.4%2026-Q1
Trask Adam Roland new36,444$2M0.3%2026-Q1
World Investment Advisors34,255$2M0.3%2026-Q1
TradeWell Securities, LLC. added33,159$2M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added32,909$2M0.3%2026-Q1
Flavin Financial Services, Inc. added28,867$1M0.3%2026-Q1
LongView Wealth Management added20,190$1M0.2%2026-Q1
DAVENPORT & Co LLC added20,000$1M0.2%2026-Q1
HRT FINANCIAL LP added19,197$960K0.2%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI added17,246$863K0.2%2026-Q1
Genesee Capital Advisors, LLC trimmed15,507$776K0.1%2026-Q1
Meridian Wealth Management, LLC trimmed14,748$738K0.1%2026-Q1
FORONJY FINANCIAL LLC trimmed14,274$714K0.1%2026-Q1
TOUNJIAN ADVISORY PARTNERS, LLC trimmed13,982$700K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added13,968$699K0.1%2026-Q1
&PARTNERS added13,621$682K0.1%2026-Q1
SHUFRO ROSE & CO LLC added13,300$666K0.1%2026-Q1
JPMORGAN CHASE & CO added12,275$614K0.1%2026-Q1
Essex Financial Services, Inc. new11,950$598K0.1%2026-Q1
GUIDANCE CAPITAL, INC added11,079$555K0.1%2026-Q1
Elm3 Financial Group, LLC trimmed10,949$548K0.1%2026-Q1
AdvisorNet Financial, Inc new10,807$541K0.1%2026-Q1
Stratos Wealth Partners, LTD. added10,539$527K0.1%2026-Q1
LaSalle St. Investment Advisors, LLC added10,083$505K0.1%2026-Q1
Savvy Advisors, Inc. trimmed9,900$496K0.1%2026-Q1
FMR LLC added9,607$481K0.1%2026-Q1
Anson Capital, Inc. trimmed9,436$472K0.1%2026-Q1
TWO SIGMA SECURITIES, LLC added9,395$470K0.1%2026-Q1
Csenge Advisory Group trimmed8,878$444K0.1%2026-Q1
Revisor Wealth Management LLC trimmed8,832$443K0.1%2026-Q1
Seed Wealth Management, Inc.8,700$435K0.1%2026-Q1
GWN SECURITIES INC. added8,679$434K0.1%2026-Q1
GRIMES & Co WEALTH MANAGEMENT, LLC added8,506$426K0.1%2026-Q1
Virtus Wealth Solutions LLC trimmed7,964$399K0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC7,500$375K0.1%2026-Q1
New England Private Wealth Advisors LLC added7,277$364K0.1%2026-Q1
Southland Equity Partners LLC trimmed7,102$355K0.1%2026-Q1
Prospera Financial Services Inc trimmed6,795$340K0.1%2026-Q1
HERBST GROUP, LLC trimmed6,649$333K0.1%2026-Q1
LIBERTY WEALTH MANAGEMENT LLC added6,584$330K0.1%2026-Q1
Sequoia Financial Advisors, LLC6,580$329K0.1%2026-Q1
SELDON CAPITAL LP6,552$328K0.1%2026-Q1
FOUNDATIONS INVESTMENT ADVISORS, LLC added165,588$8M1.6%2025-Q4 stale
Archer Investment Management, LLC added147,956$7M1.4%2025-Q1 stale
Cedar Point Capital Partners, LLC added126,328$6M1.2%2025-Q4 stale
PLANWISER FINANCIAL, LLC new109,018$5M1.0%2025-Q4 stale
FIDELIS CAPITAL PARTNERS, LLC trimmed34,690$2M0.3%2025-Q4 stale
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed19,859$997K0.2%2025-Q4 stale
Sugar Maple Asset Management, LLC trimmed15,608$784K0.1%2025-Q4 stale
Andrew Hill Investment Advisors, Inc. trimmed13,061$656K0.1%2025-Q4 stale
Ameritas Advisory Services, LLC added11,203$562K0.1%2025-Q3 stale
Mach-1 Financial Group, LLC added9,801$492K0.1%2025-Q4 stale
HARBOUR INVESTMENTS, INC. trimmed8,422$422K0.1%2025-Q2 stale
Tepp RIA, LLC new8,407$421K0.1%2025-Q1 stale
Main Street Financial Solutions, LLC added7,970$400K0.1%2025-Q4 stale
Avestar Capital, LLC trimmed7,309$367K0.1%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