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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC trimmed | 32,643,136 | $667M | 67.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 5,622,894 | $115M | 11.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,176,170 | $44M | 4.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,747,242 | $36M | 3.6% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 1,398,174 | $29M | 2.9% | 2026-Q1 |
| LPL Financial LLC added | 690,502 | $14M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 507,236 | $10M | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 471,254 | $10M | 1.0% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 432,631 | $9M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 414,902 | $8M | 0.9% | 2026-Q1 |
| Sequent Planning LLC added | 321,888 | $7M | 0.7% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 198,484 | $4M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 164,351 | $3M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 121,312 | $2M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 80,286 | $2M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 76,316 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,235 | $1M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. new | 48,500 | $986K | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 37,178 | $760K | 0.1% | 2026-Q1 |
| Coastal Bridge Advisors, LLC new | 35,307 | $721K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 32,591 | $666K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 30,337 | $620K | 0.1% | 2026-Q1 |
| Scarborough Advisors, LLC new | 27,157 | $555K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 24,904 | $509K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 22,969 | $469K | 0.0% | 2026-Q1 |
| Encompass More Asset Management trimmed | 20,095 | $411K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 18,351 | $375K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 16,017 | $327K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 14,001 | $286K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 12,826 | $262K | 0.0% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 11,025 | $225K | 0.0% | 2026-Q1 |
| TOTAL INVESTMENT MANAGEMENT INC | 10,144 | $207K | 0.0% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 10,075 | $206K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 58,815 | $128K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. new | 2,904 | $59K | 0.0% | 2026-Q1 |
| Key Financial Inc | 2,620 | $54K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1,844 | $37K | 0.0% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 1,380 | $28K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,096 | $22K | 0.0% | 2026-Q1 |
| WEBSTER BANK, N. A. | 1,055 | $22K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 757 | $15K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 588 | $12K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 504 | $10K | 0.0% | 2026-Q1 |
| CITIGROUP INC new | 397 | $8K | 0.0% | 2026-Q1 |
| Dunhill Financial, LLC new | 195 | $4K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC | 169 | $3K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 125 | $3K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 115 | $2K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 51 | $1K | 0.0% | 2026-Q1 |
| CW Advisors, LLC added | 653,282 | $13M | 1.4% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 31,332 | $644K | 0.1% | 2025-Q2 stale |
| OpenArc Corporate Advisory, LLC new | 30,563 | $627K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 25,078 | $516K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 19,908 | $409K | 0.0% | 2025-Q1 stale |
| GC Wealth Management RIA, LLC new | 18,066 | $371K | 0.0% | 2025-Q4 stale |
| GeoWealth Management, LLC new | 18,066 | $371K | 0.0% | 2025-Q4 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC new | 11,915 | $244K | 0.0% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 10,021 | $206K | 0.0% | 2025-Q2 stale |
| NATIONAL BANK OF CANADA /FI/ new | 8,927 | $183K | 0.0% | 2025-Q2 stale |
| COMERICA BANK added | 7,664 | $157K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN | 1,808 | $37K | 0.0% | 2025-Q3 stale |
| Westside Investment Management, Inc. | 1,800 | $37K | 0.0% | 2025-Q1 stale |
| JONES FINANCIAL COMPANIES LLLP new | 1,420 | $29K | 0.0% | 2025-Q4 stale |
| UBS Group AG added | 450 | $9K | 0.0% | 2025-Q3 stale |
| MAI Capital Management new | 301 | $6K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC | 268 | $5K | 0.0% | 2025-Q4 stale |
| Riggs Asset Managment Co. Inc. | 65 | $1K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.