Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 FLGV while 7 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
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 0.1pp 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 2026-Q1 and 2026-Q2, across 48 tracked filers holding FLGV, 34 increased or opened the position and 19 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 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 3
- Modern Wealth Management, LLC$27M
- RFG Advisory, LLC$2M
- Steward Partners Investment Advisory, LLC$901K
Full exits 3
- Janney Montgomery Scott LLC$36M
- Independent Advisor Alliance$2M
- GTS SECURITIES LLC$620K
Largest adds
- FRANKLIN RESOURCES INC$23M
- OSAIC HOLDINGS, INC.$4M
- LPL Financial LLC$3M
- Coastal Bridge Advisors, LLC$2M
- CITADEL ADVISORS LLC$1M
- Scarborough Advisors, LLC$1M
Largest trims
- Flaharty Asset Management, LLC$26M
- Cetera Investment Advisers$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$625K
- BANK OF AMERICA CORP /DE/$317K
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 |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC added | 33,997,632 | $689M | 67.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,648,854 | $115M | 11.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,387,582 | $48M | 4.7% | 2026-Q2 |
| Modern Wealth Management, LLC new | 1,326,307 | $27M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 867,694 | $18M | 1.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 500,532 | $10M | 1.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 448,314 | $9M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 438,218 | $9M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 404,194 | $8M | 0.8% | 2026-Q2 |
| Sequent Planning LLC added | 343,014 | $7M | 0.7% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 205,671 | $4M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 193,448 | $4M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 172,496 | $3M | 0.3% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 124,322 | $3M | 0.2% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 108,143 | $2M | 0.2% | 2026-Q2 |
| Scarborough Advisors, LLC added | 92,077 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC new | 89,893 | $2M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 82,175 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 65,715 | $1M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 48,500 | $978K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 44,425 | $901K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 39,596 | $803K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 36,256 | $735K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 35,506 | $720K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 25,153 | $510K | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 22,904 | $464K | 0.0% | 2026-Q2 |
| Encompass More Asset Management added | 20,827 | $422K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,781 | $401K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 14,013 | $284K | 0.0% | 2026-Q2 |
| ROI Financial Advisors, LLC new | 11,205 | $227K | 0.0% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 10,870 | $220K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 10,627 | $216K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC new | 10,090 | $205K | 0.0% | 2026-Q2 |
| TOTAL INVESTMENT MANAGEMENT INC | 10,144 | $203K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 4,560 | $93K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 3,034 | $62K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC new | 2,170 | $44K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 1,076 | $22K | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. | 1,055 | $21K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 1,005 | $20K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 757 | $15K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 532 | $11K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 504 | $10K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC added | 202 | $4K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 125 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 116 | $2K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 56 | $1K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 8 | $162 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC trimmed | 1,747,242 | $36M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 80,286 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 30,337 | $620K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 18,351 | $375K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP trimmed | 12,826 | $262K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 10,075 | $206K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 2,904 | $59K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Key Financial Inc | 2,620 | $54K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC trimmed | 1,096 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA new | 588 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 169 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OpenArc Corporate Advisory, LLC new | 30,563 | $627K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GC Wealth Management RIA, LLC new | 18,066 | $371K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GeoWealth Management, LLC new | 18,066 | $371K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FOUNDATIONS INVESTMENT ADVISORS, LLC new | 11,915 | $244K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 7,664 | $157K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 1,420 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management new | 301 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 268 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN | 1,808 | $37K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 450 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 653,282 | $13M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 31,332 | $644K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. trimmed | 10,021 | $206K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ new | 8,927 | $183K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Riggs Asset Managment Co. Inc. | 65 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.