Who owns FLGB (FLGB)
Which tracked institutional funds hold FLGB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLGB 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
15 tracked funds added or opened FLGB while 9 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
FLGB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 FLGB 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 93 tracked filers holding FLGB, 47 increased or opened the position and 42 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 FLGB 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 5
- FLOW TRADERS U.S. LLC$9M
- Morningstar Investment Management LLC$8M
- JANE STREET GROUP, LLC$5M
- Integrated Wealth Concepts LLC$2M
- CITADEL ADVISORS LLC$1M
Full exits 1
- HARBOR CAPITAL ADVISORS, INC.$1M
Largest adds
- AMERIPRISE FINANCIAL INC$7M
- ENVESTNET ASSET MANAGEMENT INC$5M
- GHP Investment Advisors, Inc.$1M
- OSAIC HOLDINGS, INC.$1M
- PGIM Custom Harvest LLC$988K
- UBS Group AG$621K
Largest trims
- BANK OF AMERICA CORP /DE/$89M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- MORGAN STANLEY$4M
- CABOT WEALTH MANAGEMENT INC$2M
- JANUS HENDERSON GROUP PLC$1M
- GTS SECURITIES LLC$934K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 7,883,144 | $274M | 45.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 1,519,328 | $53M | 8.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 904,941 | $31M | 5.2% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 800,187 | $28M | 4.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 689,089 | $24M | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 386,190 | $13M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 355,523 | $12M | 2.0% | 2026-Q1 |
| UBS Group AG added | 316,175 | $11M | 1.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 308,443 | $11M | 1.8% | 2026-Q1 |
| ASSETMARK, INC added | 292,796 | $10M | 1.7% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 272,212 | $9M | 1.6% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 254,950 | $9M | 1.5% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 251,770 | $9M | 1.5% | 2026-Q1 |
| Morningstar Investment Management LLC new | 215,970 | $8M | 1.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 179,375 | $6M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 143,232 | $5M | 0.8% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC added | 141,104 | $5M | 0.8% | 2026-Q1 |
| Purpose Unlimited Inc. added | 139,295 | $5M | 0.8% | 2026-Q1 |
| INNEALTA CAPITAL, LLC added | 101,402 | $4M | 0.6% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. added | 69,275 | $2M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 63,979 | $2M | 0.4% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC trimmed | 52,830 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 52,491 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 51,875 | $2M | 0.3% | 2026-Q1 |
| Avestar Capital, LLC added | 47,511 | $2M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 45,965 | $2M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 44,512 | $2M | 0.3% | 2026-Q1 |
| Archford Capital Strategies, LLC added | 40,843 | $1M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 38,216 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 34,466 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 36,248 | $1M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 25,096 | $872K | 0.1% | 2026-Q1 |
| SYON CAPITAL LLC added | 20,185 | $702K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,806 | $688K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 16,747 | $582K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 16,256 | $565K | 0.1% | 2026-Q1 |
| Beckerman Institutional, LLC trimmed | 16,135 | $561K | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 15,980 | $555K | 0.1% | 2026-Q1 |
| CX Institutional trimmed | 15,514 | $539K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 15,441 | $537K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,188 | $458K | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 12,626 | $439K | 0.1% | 2026-Q1 |
| Dynamic Wealth Strategies, LLC added | 12,363 | $430K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 12,325 | $428K | 0.1% | 2026-Q1 |
| SWMG, LLC added | 11,566 | $402K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 9,530 | $331K | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 9,384 | $326K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 9,089 | $315K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 8,862 | $308K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 8,060 | $280K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 7,941 | $276K | 0.0% | 2026-Q1 |
| Ackerman Asset Management, LLC | 7,693 | $267K | 0.0% | 2026-Q1 |
| United Asset Strategies, Inc. new | 7,678 | $267K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 6,741 | $234K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 6,628 | $230K | 0.0% | 2026-Q1 |
| CHOREO, LLC trimmed | 6,170 | $214K | 0.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 6,033 | $210K | 0.0% | 2026-Q1 |
| Ledyard National Bank trimmed | 5,970 | $208K | 0.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 5,884 | $205K | 0.0% | 2026-Q1 |
| FMR LLC added | 5,670 | $197K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,551 | $193K | 0.0% | 2026-Q1 |
| BAYBAN | 4,439 | $154K | 0.0% | 2026-Q1 |
| Triumph Capital Management trimmed | 3,146 | $109K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 3,071 | $107K | 0.0% | 2026-Q1 |
| Versant Capital Management, Inc | 2,803 | $97K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,313 | $80K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1,344 | $47K | 0.0% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,283 | $45K | 0.0% | 2026-Q1 |
| AlphaCore Capital LLC | 1,155 | $40K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 1,039 | $36K | 0.0% | 2026-Q1 |
| FWL INVESTMENT MANAGEMENT, LLC new | 1,003 | $35K | 0.0% | 2026-Q1 |
| Parkside Financial Bank & Trust | 1,000 | $35K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 974 | $34K | 0.0% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | 827 | $29K | 0.0% | 2026-Q1 |
| CWM, LLC added | 778 | $27K | 0.0% | 2026-Q1 |
| Farmers & Merchants Trust Co of Chambersburg PA | 712 | $24K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 678 | $24K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 606 | $21K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 495 | $17K | 0.0% | 2026-Q1 |
| CW Advisors, LLC added | 871,928 | $27M | 4.4% | 2025-Q2 stale |
| Proquility Private Wealth Partners, LLC trimmed | 270,868 | $8M | 1.3% | 2025-Q1 stale |
| Vontobel Holding Ltd. trimmed | 107,400 | $3M | 0.5% | 2025-Q2 stale |
| Morningstar Investment Services LLC trimmed | 82,460 | $2M | 0.4% | 2025-Q1 stale |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 39,895 | $1M | 0.2% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 17,499 | $565K | 0.1% | 2025-Q3 stale |
| Wilmington Savings Fund Society, FSB trimmed | 8,046 | $246K | 0.0% | 2025-Q2 stale |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 8,460 | $242K | 0.0% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,034 | $227K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 4,753 | $160K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 4,707 | $159K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 4,705 | $144K | 0.0% | 2025-Q2 stale |
| WealthShield Partners, LLC | 4,020 | $130K | 0.0% | 2025-Q3 stale |
| Bell Investment Advisors, Inc added | 2,643 | $89K | 0.0% | 2025-Q4 stale |
| Tradewinds Capital Management, LLC trimmed | 831 | $27K | 0.0% | 2025-Q3 stale |
| Geneos Wealth Management Inc. added | 806 | $25K | 0.0% | 2025-Q2 stale |
| COMERICA BANK trimmed | 678 | $23K | 0.0% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. | 598 | $20K | 0.0% | 2025-Q4 stale |
| Continuum Advisory, LLC | 515 | $15K | 0.0% | 2025-Q1 stale |
| SageView Advisory Group, LLC new | 328 | $11K | 0.0% | 2025-Q4 stale |
| MASECO LLP new | 258 | $9K | 0.0% | 2025-Q4 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.