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Institutional Ownership · SEC Form 13F

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.

93
Institutional holders
16,102,702
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed7,883,144$274M45.4%2026-Q1
JANUS HENDERSON GROUP PLC trimmed1,519,328$53M8.8%2026-Q1
OSAIC HOLDINGS, INC. added904,941$31M5.2%2026-Q1
GHP Investment Advisors, Inc. added800,187$28M4.6%2026-Q1
AMERIPRISE FINANCIAL INC added689,089$24M4.0%2026-Q1
LPL Financial LLC trimmed386,190$13M2.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added355,523$12M2.0%2026-Q1
UBS Group AG added316,175$11M1.8%2026-Q1
MORGAN STANLEY trimmed308,443$11M1.8%2026-Q1
ASSETMARK, INC added292,796$10M1.7%2026-Q1
FLOW TRADERS U.S. LLC added272,212$9M1.6%2026-Q1
PGIM Custom Harvest LLC added254,950$9M1.5%2026-Q1
SIMON QUICK ADVISORS, LLC trimmed251,770$9M1.5%2026-Q1
Morningstar Investment Management LLC new215,970$8M1.2%2026-Q1
EP Wealth Advisors, LLC trimmed179,375$6M1.0%2026-Q1
JANE STREET GROUP, LLC added143,232$5M0.8%2026-Q1
MMA ASSET MANAGEMENT LLC added141,104$5M0.8%2026-Q1
Purpose Unlimited Inc. added139,295$5M0.8%2026-Q1
INNEALTA CAPITAL, LLC added101,402$4M0.6%2026-Q1
MERIDIAN INVESTMENT COUNSEL INC. added69,275$2M0.4%2026-Q1
Quantinno Capital Management LP added63,979$2M0.4%2026-Q1
CABOT WEALTH MANAGEMENT INC trimmed52,830$2M0.3%2026-Q1
ROYAL BANK OF CANADA trimmed52,491$2M0.3%2026-Q1
Integrated Wealth Concepts LLC added51,875$2M0.3%2026-Q1
Avestar Capital, LLC added47,511$2M0.3%2026-Q1
PRINCIPAL SECURITIES, INC. added45,965$2M0.3%2026-Q1
Beacon Pointe Advisors, LLC44,512$2M0.3%2026-Q1
Archford Capital Strategies, LLC added40,843$1M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed38,216$1M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed34,466$1M0.2%2026-Q1
Corient Private Wealth LLC added36,248$1M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed25,096$872K0.1%2026-Q1
SYON CAPITAL LLC added20,185$702K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed19,806$688K0.1%2026-Q1
Rothschild Wealth LLC trimmed16,747$582K0.1%2026-Q1
Atria Investments, Inc added16,256$565K0.1%2026-Q1
Beckerman Institutional, LLC trimmed16,135$561K0.1%2026-Q1
Transamerica Financial Advisors, LLC added15,980$555K0.1%2026-Q1
CX Institutional trimmed15,514$539K0.1%2026-Q1
Bank of New York Mellon Corp added15,441$537K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed13,188$458K0.1%2026-Q1
Wealthfront Advisers LLC added12,626$439K0.1%2026-Q1
Dynamic Wealth Strategies, LLC added12,363$430K0.1%2026-Q1
HSBC HOLDINGS PLC added12,325$428K0.1%2026-Q1
SWMG, LLC added11,566$402K0.1%2026-Q1
Cetera Investment Advisers trimmed9,530$331K0.1%2026-Q1
Patriot Financial Group Insurance Agency, LLC new9,384$326K0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added9,089$315K0.1%2026-Q1
GTS SECURITIES LLC trimmed8,862$308K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC new8,060$280K0.0%2026-Q1
Rockefeller Capital Management L.P. added7,941$276K0.0%2026-Q1
Ackerman Asset Management, LLC7,693$267K0.0%2026-Q1
United Asset Strategies, Inc. new7,678$267K0.0%2026-Q1
Sanctuary Advisors, LLC added6,741$234K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed6,628$230K0.0%2026-Q1
CHOREO, LLC trimmed6,170$214K0.0%2026-Q1
OneDigital Investment Advisors LLC trimmed6,033$210K0.0%2026-Q1
Ledyard National Bank trimmed5,970$208K0.0%2026-Q1
D. E. Shaw & Co., Inc. trimmed5,884$205K0.0%2026-Q1
FMR LLC added5,670$197K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added5,551$193K0.0%2026-Q1
BAYBAN4,439$154K0.0%2026-Q1
Triumph Capital Management trimmed3,146$109K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed3,071$107K0.0%2026-Q1
Versant Capital Management, Inc2,803$97K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed2,313$80K0.0%2026-Q1
AE Wealth Management LLC trimmed1,344$47K0.0%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,283$45K0.0%2026-Q1
AlphaCore Capital LLC1,155$40K0.0%2026-Q1
PRIVATE TRUST CO NA trimmed1,039$36K0.0%2026-Q1
FWL INVESTMENT MANAGEMENT, LLC new1,003$35K0.0%2026-Q1
Parkside Financial Bank & Trust1,000$35K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added974$34K0.0%2026-Q1
BROWN BROTHERS HARRIMAN & CO827$29K0.0%2026-Q1
CWM, LLC added778$27K0.0%2026-Q1
Farmers & Merchants Trust Co of Chambersburg PA712$24K0.0%2026-Q1
FIFTH THIRD BANCORP trimmed678$24K0.0%2026-Q1
Smartleaf Asset Management LLC new606$21K0.0%2026-Q1
Russell Investments Group, Ltd.495$17K0.0%2026-Q1
CW Advisors, LLC added871,928$27M4.4%2025-Q2 stale
Proquility Private Wealth Partners, LLC trimmed270,868$8M1.3%2025-Q1 stale
Vontobel Holding Ltd. trimmed107,400$3M0.5%2025-Q2 stale
Morningstar Investment Services LLC trimmed82,460$2M0.4%2025-Q1 stale
HARBOR CAPITAL ADVISORS, INC. trimmed39,895$1M0.2%2025-Q4 stale
Siligmueller & Norvid Wealth Advisors LLC new17,499$565K0.1%2025-Q3 stale
Wilmington Savings Fund Society, FSB trimmed8,046$246K0.0%2025-Q2 stale
TITLEIST ASSET MANAGEMENT, LLC trimmed8,460$242K0.0%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,034$227K0.0%2025-Q3 stale
Global Retirement Partners, LLC trimmed4,753$160K0.0%2025-Q4 stale
Kestra Advisory Services, LLC new4,707$159K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new4,705$144K0.0%2025-Q2 stale
WealthShield Partners, LLC4,020$130K0.0%2025-Q3 stale
Bell Investment Advisors, Inc added2,643$89K0.0%2025-Q4 stale
Tradewinds Capital Management, LLC trimmed831$27K0.0%2025-Q3 stale
Geneos Wealth Management Inc. added806$25K0.0%2025-Q2 stale
COMERICA BANK trimmed678$23K0.0%2025-Q4 stale
Cape Investment Advisory, Inc.598$20K0.0%2025-Q4 stale
Continuum Advisory, LLC515$15K0.0%2025-Q1 stale
SageView Advisory Group, LLC new328$11K0.0%2025-Q4 stale
MASECO LLP new258$9K0.0%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.

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