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Institutional Ownership · SEC Form 13F

Who owns FLIN


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

138
Institutional holders
26M
Shares held (tracked funds)

How the tape is positioned

23 tracked funds added or opened FLIN while 41 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

FLIN’s largest tracked holder by dollar value, MENORA MIVTACHIM HOLDINGS LTD., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FLIN 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 138 tracked filers holding FLIN, 73 increased or opened the position and 68 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 FLIN 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 7

  • BBR PARTNERS, LLC$12M
  • MARSHALL WACE, LLP$5M
  • HSBC HOLDINGS PLC$2M
  • SENTINEL TRUST CO LBA$2M
  • LifeGoal Investments, LLC$2M
  • Avid Wealth Partners LLC$1M

Full exits 5

  • Migdal Insurance & Financial Holdings Ltd.$44M
  • 3EDGE Asset Management, LP$30M
  • MERCER GLOBAL ADVISORS INC /ADV$840K
  • INDEPENDENT FINANCIAL GROUP, LLC$832K
  • Edge Financial Advisors LLC$764K

Largest adds

  • JANE STREET GROUP, LLC$65M
  • Quadrature Capital Ltd$26M
  • BANK OF AMERICA CORP /DE/$7M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
  • GOLDMAN SACHS GROUP INC$4M
  • FRANKLIN RESOURCES INC$3M

Largest trims

  • MENORA MIVTACHIM HOLDINGS LTD.$233M
  • PRINCIPAL FINANCIAL GROUP INC$24M
  • State of Tennessee, Department of Treasury$20M
  • MORGAN STANLEY$17M
  • Family Investment Center, Inc.$11M
  • New York Life Investment Management LLC$4M

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
MENORA MIVTACHIM HOLDINGS LTD. trimmed6,754,986$224M21.8%2026-Q1
State of Tennessee, Department of Treasury5,213,024$173M16.8%2026-Q1
JANE STREET GROUP, LLC added2,869,520$95M9.2%2026-Q1
MORGAN STANLEY trimmed1,227,959$41M4.0%2026-Q1
OLD NATIONAL BANCORP /IN/ added847,863$28M2.7%2026-Q1
Quadrature Capital Ltd added817,850$27M2.6%2026-Q1
Investment Management Corp of Ontario569,954$19M1.8%2026-Q1
BANK OF AMERICA CORP /DE/ added430,376$14M1.4%2026-Q1
GOLDMAN SACHS GROUP INC added404,330$13M1.3%2026-Q1
AXIS CAPITAL HOLDINGS LTD378,788$13M1.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed364,011$12M1.2%2026-Q1
BBR PARTNERS, LLC new354,265$12M1.1%2026-Q1
FRANKLIN RESOURCES INC added343,255$11M1.1%2026-Q1
OLD SECOND NATIONAL BANK OF AURORA added323,982$11M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added283,690$9M0.9%2026-Q1
New York Life Investment Management LLC trimmed223,501$7M0.7%2026-Q1
LPL Financial LLC added212,922$7M0.7%2026-Q1
Focus Partners Wealth added191,459$6M0.6%2026-Q1
River Street Advisors LLC added182,913$6M0.6%2026-Q1
IHT Wealth Management, LLC added171,269$6M0.6%2026-Q1
SCS Capital Management LLC added156,647$5M0.5%2026-Q1
MARSHALL WACE, LLP new142,567$5M0.5%2026-Q1
ROYAL BANK OF CANADA added136,116$5M0.4%2026-Q1
Ativo Capital Management LLC130,120$4M0.4%2026-Q1
UBS Group AG trimmed130,048$4M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added121,252$4M0.4%2026-Q1
BANK OF MONTREAL /CAN/ added101,863$3M0.3%2026-Q1
Lumbard & Kellner, LLC added101,634$3M0.3%2026-Q1
Advocacy Wealth Management, LLC added99,179$3M0.3%2026-Q1
Vident Advisory, LLC trimmed96,764$3M0.3%2026-Q1
OLD MISSION CAPITAL LLC added92,215$3M0.3%2026-Q1
JUNCTURE WEALTH STRATEGIES, LLC added89,080$3M0.3%2026-Q1
WHITTIER TRUST CO added81,919$3M0.3%2026-Q1
Advisors Capital Management, LLC added76,126$3M0.2%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added75,493$3M0.2%2026-Q1
Private Advisor Group, LLC added69,662$2M0.2%2026-Q1
Advisory Resource Group added67,900$2M0.2%2026-Q1
JPMORGAN CHASE & CO added68,650$2M0.2%2026-Q1
Focus Financial Network, Inc. added64,237$2M0.2%2026-Q1
HSBC HOLDINGS PLC new63,571$2M0.2%2026-Q1
WHITTIER TRUST CO OF NEVADA INC added62,275$2M0.2%2026-Q1
SENTINEL TRUST CO LBA new60,000$2M0.2%2026-Q1
Churchill Financial Advisors, LLC added57,096$2M0.2%2026-Q1
INNEALTA CAPITAL, LLC trimmed50,486$2M0.2%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed48,583$2M0.2%2026-Q1
Mittelman Wealth Management added47,360$2M0.2%2026-Q1
LifeGoal Investments, LLC new47,110$2M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added46,347$2M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added44,400$1M0.1%2026-Q1
Texas Yale Capital Corp. added39,738$1M0.1%2026-Q1
Phoenix Financial Ltd. added39,200$1M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed36,677$1M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed33,394$1M0.1%2026-Q1
Cetera Investment Advisers added33,283$1M0.1%2026-Q1
LETKO, BROSSEAU & ASSOCIATES INC added32,275$1M0.1%2026-Q1
Avid Wealth Partners LLC added31,909$1M0.1%2026-Q1
CITIGROUP INC added31,536$1M0.1%2026-Q1
IEQ CAPITAL, LLC trimmed30,258$1M0.1%2026-Q1
1834 INVESTMENT ADVISORS CO added29,412$977K0.1%2026-Q1
Lynx Investment Advisory added26,031$865K0.1%2026-Q1
Greykasell Wealth Strategies, Inc. trimmed24,642$819K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed23,810$791K0.1%2026-Q1
Knights of Columbus Asset Advisors LLC trimmed22,696$754K0.1%2026-Q1
RFG Holdings, Inc. trimmed21,123$702K0.1%2026-Q1
MSH Capital Advisors LLC20,255$673K0.1%2026-Q1
CITADEL ADVISORS LLC added19,868$660K0.1%2026-Q1
Clear Harbor Asset Management, LLC18,587$617K0.1%2026-Q1
Allworth Financial LP trimmed17,203$571K0.1%2026-Q1
Avestar Capital, LLC trimmed16,910$562K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed16,293$541K0.1%2026-Q1
Creative Planning added15,918$529K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed15,856$527K0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed15,269$507K0.0%2026-Q1
Cerity Partners LLC trimmed13,875$461K0.0%2026-Q1
Family Investment Center, Inc. trimmed13,773$458K0.0%2026-Q1
Keebeck Wealth Management new13,600$452K0.0%2026-Q1
AGF MANAGEMENT LTD added1,197,347$45M4.3%2025-Q3 stale
Migdal Insurance & Financial Holdings Ltd.1,145,000$44M4.3%2025-Q4 stale
3EDGE Asset Management, LP new768,126$30M2.9%2025-Q4 stale
FLPUTNAM INVESTMENT MANAGEMENT CO new286,835$11M1.1%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed281,277$10M1.0%2025-Q3 stale
Empowered Funds, LLC added200,545$7M0.7%2025-Q3 stale
Sanctuary Advisors, LLC added174,765$6M0.6%2025-Q3 stale
Kovitz Investment Group Partners, LLC trimmed138,001$5M0.5%2025-Q3 stale
Financiere des Professionnels - Fonds d,investissement inc.127,661$5M0.5%2025-Q2 stale
FLOW TRADERS U.S. LLC trimmed126,078$5M0.5%2025-Q3 stale
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed94,166$4M0.4%2025-Q2 stale
Shoker Investment Counsel, Inc. trimmed81,795$3M0.3%2025-Q1 stale
WINNOW WEALTH LLC new72,405$3M0.3%2025-Q2 stale
Altman Advisors, Inc. added72,790$3M0.3%2025-Q3 stale
DHK Financial Advisors, Inc. added45,513$2M0.2%2025-Q2 stale
BANK OF NOVA SCOTIA new40,410$2M0.2%2025-Q2 stale
C WorldWide Group Holding A/S new39,569$2M0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added31,037$1M0.1%2025-Q2 stale
OAK FAMILY ADVISORS, LLC trimmed24,035$957K0.1%2025-Q2 stale
MERCER GLOBAL ADVISORS INC /ADV added21,762$840K0.1%2025-Q4 stale
INDEPENDENT FINANCIAL GROUP, LLC trimmed21,562$832K0.1%2025-Q4 stale
Edge Financial Advisors LLC added19,794$764K0.1%2025-Q4 stale
BRIGHTON JONES LLC15,254$569K0.1%2025-Q3 stale
Rede Wealth, LLC added11,413$455K0.0%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