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Institutional Ownership · SEC Form 13F

Who owns FLGV (FLGV)


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

49
Institutional holders
47,561,105
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened FLGV while 6 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

FLGV’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FLGV 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 49 tracked filers holding FLGV, 27 increased or opened the position and 23 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 FLGV 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 4

  • Independent Advisor Alliance$2M
  • TD Waterhouse Canada Inc.$986K
  • Coastal Bridge Advisors, LLC$721K
  • Scarborough Advisors, LLC$555K

Full exits 1

  • OpenArc Corporate Advisory, LLC$627K

Largest adds

  • OSAIC HOLDINGS, INC.$2M
  • CITADEL ADVISORS LLC$2M
  • BANK OF AMERICA CORP /DE/$2M
  • Concurrent Investment Advisors, LLC$909K
  • LPL Financial LLC$906K
  • Sequent Planning LLC$586K

Largest trims

  • FRANKLIN RESOURCES INC$70M
  • Janney Montgomery Scott LLC$9M
  • Encompass More Asset Management$1M
  • NewEdge Advisors, LLC$1M
  • Transamerica Financial Advisors, LLC$552K

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
FRANKLIN RESOURCES INC trimmed32,643,136$667M67.5%2026-Q1
BANK OF AMERICA CORP /DE/ added5,622,894$115M11.6%2026-Q1
OSAIC HOLDINGS, INC. added2,176,170$44M4.5%2026-Q1
Janney Montgomery Scott LLC trimmed1,747,242$36M3.6%2026-Q1
Flaharty Asset Management, LLC added1,398,174$29M2.9%2026-Q1
LPL Financial LLC added690,502$14M1.4%2026-Q1
Cetera Investment Advisers trimmed507,236$10M1.0%2026-Q1
Concurrent Investment Advisors, LLC added471,254$10M1.0%2026-Q1
First Heartland Consultants, Inc. added432,631$9M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added414,902$8M0.9%2026-Q1
Sequent Planning LLC added321,888$7M0.7%2026-Q1
MGO ONE SEVEN LLC added198,484$4M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added164,351$3M0.3%2026-Q1
CITADEL ADVISORS LLC added121,312$2M0.3%2026-Q1
Independent Advisor Alliance new80,286$2M0.2%2026-Q1
Atria Investments, Inc trimmed76,316$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added50,235$1M0.1%2026-Q1
TD Waterhouse Canada Inc. new48,500$986K0.1%2026-Q1
World Investment Advisors trimmed37,178$760K0.1%2026-Q1
Coastal Bridge Advisors, LLC new35,307$721K0.1%2026-Q1
Valmark Advisers, Inc. trimmed32,591$666K0.1%2026-Q1
GTS SECURITIES LLC added30,337$620K0.1%2026-Q1
Scarborough Advisors, LLC new27,157$555K0.1%2026-Q1
Geneos Wealth Management Inc. added24,904$509K0.1%2026-Q1
StoneX Group Inc. added22,969$469K0.0%2026-Q1
Encompass More Asset Management trimmed20,095$411K0.0%2026-Q1
JANE STREET GROUP, LLC trimmed18,351$375K0.0%2026-Q1
JPMORGAN CHASE & CO added16,017$327K0.0%2026-Q1
GOLDMAN SACHS GROUP INC14,001$286K0.0%2026-Q1
HRT FINANCIAL LP trimmed12,826$262K0.0%2026-Q1
Aprio Wealth Management, LLC added11,025$225K0.0%2026-Q1
TOTAL INVESTMENT MANAGEMENT INC10,144$207K0.0%2026-Q1
Thrivent Financial for Lutherans new10,075$206K0.0%2026-Q1
NewEdge Advisors, LLC trimmed58,815$128K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC. new2,904$59K0.0%2026-Q1
Key Financial Inc2,620$54K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed1,844$37K0.0%2026-Q1
Transamerica Financial Advisors, LLC trimmed1,380$28K0.0%2026-Q1
ASSETMARK, INC trimmed1,096$22K0.0%2026-Q1
WEBSTER BANK, N. A.1,055$22K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC757$15K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed588$12K0.0%2026-Q1
MORGAN STANLEY trimmed504$10K0.0%2026-Q1
CITIGROUP INC new397$8K0.0%2026-Q1
Dunhill Financial, LLC new195$4K0.0%2026-Q1
Root Financial Partners, LLC169$3K0.0%2026-Q1
Federation des caisses Desjardins du Quebec125$3K0.0%2026-Q1
IFP Advisors, Inc trimmed115$2K0.0%2026-Q1
AE Wealth Management LLC trimmed51$1K0.0%2026-Q1
CW Advisors, LLC added653,282$13M1.4%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added31,332$644K0.1%2025-Q2 stale
OpenArc Corporate Advisory, LLC new30,563$627K0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC new25,078$516K0.1%2025-Q1 stale
Atria Wealth Solutions, Inc. added19,908$409K0.0%2025-Q1 stale
GC Wealth Management RIA, LLC new18,066$371K0.0%2025-Q4 stale
GeoWealth Management, LLC new18,066$371K0.0%2025-Q4 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC new11,915$244K0.0%2025-Q4 stale
Envestnet Portfolio Solutions, Inc. trimmed10,021$206K0.0%2025-Q2 stale
NATIONAL BANK OF CANADA /FI/ new8,927$183K0.0%2025-Q2 stale
COMERICA BANK added7,664$157K0.0%2025-Q4 stale
WELLS FARGO & COMPANY/MN1,808$37K0.0%2025-Q3 stale
Westside Investment Management, Inc.1,800$37K0.0%2025-Q1 stale
JONES FINANCIAL COMPANIES LLLP new1,420$29K0.0%2025-Q4 stale
UBS Group AG added450$9K0.0%2025-Q3 stale
MAI Capital Management new301$6K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC268$5K0.0%2025-Q4 stale
Riggs Asset Managment Co. Inc.65$1K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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