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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 1,075,212 | $54M | 10.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 870,766 | $44M | 8.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 844,053 | $42M | 8.0% | 2026-Q1 |
| Athena Wealth Management, LLC trimmed | 739,317 | $37M | 7.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 518,353 | $26M | 4.9% | 2026-Q1 |
| AE Wealth Management LLC added | 427,308 | $21M | 4.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 351,356 | $18M | 3.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 325,763 | $16M | 3.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 302,142 | $15M | 2.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 256,470 | $13M | 2.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 214,147 | $11M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 189,036 | $9M | 1.8% | 2026-Q1 |
| WealthTrust Axiom LLC added | 176,586 | $9M | 1.7% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 175,834 | $9M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 164,979 | $8M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 161,625 | $8M | 1.5% | 2026-Q1 |
| Financially Speaking Inc trimmed | 150,585 | $8M | 1.4% | 2026-Q1 |
| Sowell Financial Services LLC added | 148,563 | $7M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 134,333 | $7M | 1.3% | 2026-Q1 |
| TABLEAUX LLC added | 132,367 | $7M | 1.3% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 123,585 | $6M | 1.2% | 2026-Q1 |
| RCS Financial Planning, LLC added | 122,905 | $6M | 1.2% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 120,505 | $6M | 1.1% | 2026-Q1 |
| PLANNING DIRECTIONS INC added | 119,909 | $6M | 1.1% | 2026-Q1 |
| Kraft, Davis & Associates, LLC trimmed | 115,847 | $6M | 1.1% | 2026-Q1 |
| Huntleigh Advisors, Inc. trimmed | 103,774 | $5M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 99,922 | $5M | 0.9% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 92,599 | $5M | 0.9% | 2026-Q1 |
| Mariner, LLC added | 84,993 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 83,374 | $4M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 80,172 | $4M | 0.8% | 2026-Q1 |
| LOWERY THOMAS, LLC added | 75,440 | $4M | 0.7% | 2026-Q1 |
| Lakeridge Wealth Management LLC added | 74,212 | $4M | 0.7% | 2026-Q1 |
| NWF Advisory Services Inc. added | 71,273 | $4M | 0.7% | 2026-Q1 |
| Fortis Capital Management LLC new | 65,514 | $3M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 64,291 | $3M | 0.6% | 2026-Q1 |
| Cottage Street Advisors LLC added | 62,706 | $3M | 0.6% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 62,484 | $3M | 0.6% | 2026-Q1 |
| Great Lakes Retirement, Inc. added | 61,903 | $3M | 0.6% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 52,600 | $3M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 44,772 | $2M | 0.4% | 2026-Q1 |
| Schwallier Wealth Management LLC trimmed | 41,705 | $2M | 0.4% | 2026-Q1 |
| FCG Investment Co new | 41,522 | $2M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 41,490 | $2M | 0.4% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 39,672 | $2M | 0.4% | 2026-Q1 |
| Trask Adam Roland new | 36,444 | $2M | 0.3% | 2026-Q1 |
| World Investment Advisors | 34,255 | $2M | 0.3% | 2026-Q1 |
| TradeWell Securities, LLC. added | 33,159 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,909 | $2M | 0.3% | 2026-Q1 |
| Flavin Financial Services, Inc. added | 28,867 | $1M | 0.3% | 2026-Q1 |
| LongView Wealth Management added | 20,190 | $1M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 20,000 | $1M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 19,197 | $960K | 0.2% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 17,246 | $863K | 0.2% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 15,507 | $776K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 14,748 | $738K | 0.1% | 2026-Q1 |
| FORONJY FINANCIAL LLC trimmed | 14,274 | $714K | 0.1% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 13,982 | $700K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 13,968 | $699K | 0.1% | 2026-Q1 |
| &PARTNERS added | 13,621 | $682K | 0.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 13,300 | $666K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 12,275 | $614K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. new | 11,950 | $598K | 0.1% | 2026-Q1 |
| GUIDANCE CAPITAL, INC added | 11,079 | $555K | 0.1% | 2026-Q1 |
| Elm3 Financial Group, LLC trimmed | 10,949 | $548K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc new | 10,807 | $541K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 10,539 | $527K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 10,083 | $505K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 9,900 | $496K | 0.1% | 2026-Q1 |
| FMR LLC added | 9,607 | $481K | 0.1% | 2026-Q1 |
| Anson Capital, Inc. trimmed | 9,436 | $472K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 9,395 | $470K | 0.1% | 2026-Q1 |
| Csenge Advisory Group trimmed | 8,878 | $444K | 0.1% | 2026-Q1 |
| Revisor Wealth Management LLC trimmed | 8,832 | $443K | 0.1% | 2026-Q1 |
| Seed Wealth Management, Inc. | 8,700 | $435K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 8,679 | $434K | 0.1% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 8,506 | $426K | 0.1% | 2026-Q1 |
| Virtus Wealth Solutions LLC trimmed | 7,964 | $399K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 7,500 | $375K | 0.1% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 7,277 | $364K | 0.1% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 7,102 | $355K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 6,795 | $340K | 0.1% | 2026-Q1 |
| HERBST GROUP, LLC trimmed | 6,649 | $333K | 0.1% | 2026-Q1 |
| LIBERTY WEALTH MANAGEMENT LLC added | 6,584 | $330K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 6,580 | $329K | 0.1% | 2026-Q1 |
| SELDON CAPITAL LP | 6,552 | $328K | 0.1% | 2026-Q1 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC added | 165,588 | $8M | 1.6% | 2025-Q4 stale |
| Archer Investment Management, LLC added | 147,956 | $7M | 1.4% | 2025-Q1 stale |
| Cedar Point Capital Partners, LLC added | 126,328 | $6M | 1.2% | 2025-Q4 stale |
| PLANWISER FINANCIAL, LLC new | 109,018 | $5M | 1.0% | 2025-Q4 stale |
| FIDELIS CAPITAL PARTNERS, LLC trimmed | 34,690 | $2M | 0.3% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 19,859 | $997K | 0.2% | 2025-Q4 stale |
| Sugar Maple Asset Management, LLC trimmed | 15,608 | $784K | 0.1% | 2025-Q4 stale |
| Andrew Hill Investment Advisors, Inc. trimmed | 13,061 | $656K | 0.1% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 11,203 | $562K | 0.1% | 2025-Q3 stale |
| Mach-1 Financial Group, LLC added | 9,801 | $492K | 0.1% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 8,422 | $422K | 0.1% | 2025-Q2 stale |
| Tepp RIA, LLC new | 8,407 | $421K | 0.1% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC added | 7,970 | $400K | 0.1% | 2025-Q4 stale |
| Avestar Capital, LLC trimmed | 7,309 | $367K | 0.1% | 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.
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.