Who owns 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-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
26 tracked funds added or opened FLDR while 21 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, FMR LLC, 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 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 2026-Q1 and 2026-Q2, across 118 tracked filers holding FLDR, 68 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 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
- WEALTH MANAGEMENT RESOURCES, INC.$15M
- Burnham & Co LLC$2M
- Kastel Capital Advisors, LLC$2M
- PFG Advisors$2M
- Meadowbrook Advisors Group, LLC$564K
Full exits 9
- CITADEL ADVISORS LLC$11M
- Mariner, LLC$4M
- HighTower Advisors, LLC$4M
- Cambridge Investment Research Advisors, Inc.$4M
- FLOW TRADERS U.S. LLC$2M
- GOLDMAN SACHS GROUP INC$2M
Largest adds
- FMR LLC$444M
- JANE STREET GROUP, LLC$12M
- Stratos Wealth Partners, LTD.$11M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
- WELLS FARGO & COMPANY/MN$9M
- Kestra Advisory Services, LLC$5M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$8M
- MORGAN STANLEY$5M
- PERSPECTIVE WEALTH ADVISORS LLC$3M
- Huntleigh Advisors, Inc.$2M
- ROYAL BANK OF CANADA$2M
- BANK OF AMERICA CORP /DE/$790K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 8,873,080 | $445M | 45.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,245,406 | $62M | 6.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 890,174 | $45M | 4.6% | 2026-Q2 |
| Athena Wealth Management, LLC added | 812,484 | $41M | 4.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 689,383 | $35M | 3.5% | 2026-Q2 |
| LPL Financial LLC added | 525,613 | $26M | 2.7% | 2026-Q2 |
| AE Wealth Management LLC added | 454,714 | $23M | 2.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 406,348 | $20M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 309,601 | $16M | 1.6% | 2026-Q2 |
| WEALTH MANAGEMENT RESOURCES, INC. new | 304,171 | $15M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 297,206 | $15M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 295,935 | $15M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 246,964 | $12M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 241,780 | $12M | 1.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 225,336 | $11M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 207,532 | $10M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 206,400 | $10M | 1.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 185,411 | $9M | 0.9% | 2026-Q2 |
| WealthTrust Axiom LLC added | 185,258 | $9M | 0.9% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 180,663 | $9M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 153,932 | $8M | 0.8% | 2026-Q2 |
| Financially Speaking Inc added | 150,614 | $8M | 0.8% | 2026-Q2 |
| TABLEAUX LLC added | 136,677 | $7M | 0.7% | 2026-Q2 |
| RCS Financial Planning, LLC added | 125,130 | $6M | 0.6% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 119,876 | $6M | 0.6% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 112,561 | $6M | 0.6% | 2026-Q2 |
| PLANNING DIRECTIONS INC trimmed | 110,473 | $6M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 104,025 | $5M | 0.5% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 102,249 | $5M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 95,270 | $5M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 84,869 | $4M | 0.4% | 2026-Q2 |
| Lakeridge Wealth Management LLC added | 80,545 | $4M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 78,345 | $4M | 0.4% | 2026-Q2 |
| LOWERY THOMAS, LLC trimmed | 74,205 | $4M | 0.4% | 2026-Q2 |
| Huntleigh Advisors, Inc. trimmed | 73,273 | $4M | 0.4% | 2026-Q2 |
| Cottage Street Advisors LLC added | 69,659 | $3M | 0.4% | 2026-Q2 |
| Fortis Capital Management LLC added | 69,149 | $3M | 0.4% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 68,816 | $3M | 0.4% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC trimmed | 68,508 | $3M | 0.4% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 65,650 | $3M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 55,800 | $3M | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC added | 43,160 | $2M | 0.2% | 2026-Q2 |
| Burnham & Co LLC new | 43,014 | $2M | 0.2% | 2026-Q2 |
| Schwallier Wealth Management LLC trimmed | 38,577 | $2M | 0.2% | 2026-Q2 |
| TradeWell Securities, LLC. added | 36,024 | $2M | 0.2% | 2026-Q2 |
| World Investment Advisors | 34,255 | $2M | 0.2% | 2026-Q2 |
| Kastel Capital Advisors, LLC new | 34,048 | $2M | 0.2% | 2026-Q2 |
| Flavin Financial Services, Inc. added | 32,755 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors new | 30,696 | $2M | 0.2% | 2026-Q2 |
| FCG Investment Co trimmed | 26,905 | $1M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 24,700 | $1M | 0.1% | 2026-Q2 |
| Elm3 Financial Group, LLC added | 23,250 | $1M | 0.1% | 2026-Q2 |
| LongView Wealth Management trimmed | 20,129 | $1M | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 19,239 | $964K | 0.1% | 2026-Q2 |
| &PARTNERS added | 15,930 | $798K | 0.1% | 2026-Q2 |
| Genesee Capital Advisors, LLC added | 15,786 | $791K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 13,810 | $692K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 13,352 | $669K | 0.1% | 2026-Q2 |
| SHUFRO ROSE & CO LLC | 13,300 | $666K | 0.1% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 11,855 | $594K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC added | 11,286 | $566K | 0.1% | 2026-Q2 |
| Meadowbrook Advisors Group, LLC new | 11,263 | $564K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 10,980 | $550K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 10,257 | $514K | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 10,213 | $512K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 9,905 | $496K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 9,667 | $484K | 0.0% | 2026-Q2 |
| Anson Capital, Inc. trimmed | 9,327 | $467K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 9,297 | $466K | 0.0% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 8,391 | $420K | 0.0% | 2026-Q2 |
| FORONJY FINANCIAL LLC trimmed | 8,336 | $418K | 0.0% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 8,323 | $417K | 0.0% | 2026-Q2 |
| Virtus Wealth Solutions LLC added | 8,038 | $403K | 0.0% | 2026-Q2 |
| Seed Wealth Management, Inc. trimmed | 8,000 | $401K | 0.0% | 2026-Q2 |
| Southland Equity Partners LLC added | 7,866 | $394K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 7,500 | $376K | 0.0% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 7,374 | $370K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 6,802 | $341K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 6,640 | $333K | 0.0% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 6,584 | $330K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 6,580 | $330K | 0.0% | 2026-Q2 |
| SELDON CAPITAL LP | 6,552 | $328K | 0.0% | 2026-Q2 |
| Sigma Planning Corp added | 5,950 | $298K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 5,707 | $286K | 0.0% | 2026-Q2 |
| OmniStar Financial Group, Inc. new | 5,662 | $284K | 0.0% | 2026-Q2 |
| Kovack Advisors, Inc. added | 5,656 | $283K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 4,954 | $248K | 0.0% | 2026-Q2 |
| RASP WEALTH SOLUTIONS, LLC new | 4,524 | $227K | 0.0% | 2026-Q2 |
| Addison Capital Co | 4,479 | $224K | 0.0% | 2026-Q2 |
| GK Wealth Management LLC trimmed | 4,416 | $221K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC trimmed | 3,100 | $155K | 0.0% | 2026-Q2 |
| West Branch Capital LLC added | 2,398 | $120K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 2,000 | $100K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,975 | $99K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 1,936 | $97K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 1,858 | $93K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 1,858 | $93K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 1,340 | $67K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 1,243 | $62K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,091 | $55K | 0.0% | 2026-Q2 |
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.