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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-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

126
Institutional holders
24M
Shares held (tracked funds)

How the tape is positioned

39 tracked funds added or opened FLIN while 29 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

FLIN’s largest tracked holder by dollar value, MENORA MIVTACHIM HOLDINGS LTD., sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp 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 2026-Q1 and 2026-Q2, across 126 tracked filers holding FLIN, 56 increased or opened the position and 80 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 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 12

  • BAMCO INC /NY/$7M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
  • Quadcap Wealth Management, LLC$3M
  • Tidal Investments LLC$3M
  • OAK FAMILY ADVISORS, LLC$3M
  • Anchor Bay Capital, Inc.$2M

Full exits 16

  • JANE STREET GROUP, LLC$95M
  • Quadrature Capital Ltd$27M
  • GOLDMAN SACHS GROUP INC$13M
  • River Street Advisors LLC$6M
  • MARSHALL WACE, LLP$5M
  • Advocacy Wealth Management, LLC$3M

Largest adds

  • MENORA MIVTACHIM HOLDINGS LTD.$146M
  • State of Tennessee, Department of Treasury$13M
  • COMMONWEALTH EQUITY SERVICES, LLC$5M
  • New York Life Investment Management LLC$4M
  • FRANKLIN RESOURCES INC$2M
  • Clear Harbor Asset Management, LLC$2M

Largest trims

  • OLD NATIONAL BANCORP /IN/$12M
  • OLD SECOND NATIONAL BANK OF AURORA$11M
  • PRINCIPAL FINANCIAL GROUP INC$7M
  • BANK OF AMERICA CORP /DE/$5M
  • Focus Partners Wealth$2M
  • BANK OF MONTREAL /CAN/$2M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
MENORA MIVTACHIM HOLDINGS LTD. added10,420,086$371M43.5%2026-Q2
State of Tennessee, Department of Treasury added5,232,424$186M21.9%2026-Q2
MORGAN STANLEY trimmed1,178,485$42M4.9%2026-Q2
Investment Management Corp of Ontario569,954$20M2.4%2026-Q2
OLD NATIONAL BANCORP /IN/ trimmed443,413$16M1.9%2026-Q2
FRANKLIN RESOURCES INC added381,874$14M1.6%2026-Q2
AXIS CAPITAL HOLDINGS LTD378,788$13M1.6%2026-Q2
BBR PARTNERS, LLC354,265$13M1.5%2026-Q2
New York Life Investment Management LLC added322,405$11M1.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added301,688$11M1.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed263,867$9M1.1%2026-Q2
LPL Financial LLC added214,611$8M0.9%2026-Q2
BAMCO INC /NY/ new185,954$7M0.8%2026-Q2
IHT Wealth Management, LLC added175,888$6M0.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added174,580$6M0.7%2026-Q2
SCS Capital Management LLC156,647$6M0.7%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed149,036$5M0.6%2026-Q2
ROYAL BANK OF CANADA added138,848$5M0.6%2026-Q2
Ativo Capital Management LLC130,120$5M0.5%2026-Q2
Focus Partners Wealth trimmed127,316$5M0.5%2026-Q2
UBS Group AG trimmed120,850$4M0.5%2026-Q2
JUNCTURE WEALTH STRATEGIES, LLC added113,867$4M0.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed112,934$4M0.5%2026-Q2
Lumbard & Kellner, LLC added101,835$4M0.4%2026-Q2
Focus Financial Network, Inc. added98,781$4M0.4%2026-Q2
Vident Advisory, LLC trimmed96,710$3M0.4%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed91,284$3M0.4%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added90,000$3M0.4%2026-Q2
Quadcap Wealth Management, LLC new88,573$3M0.4%2026-Q2
Tidal Investments LLC added87,017$3M0.4%2026-Q2
OAK FAMILY ADVISORS, LLC added80,098$3M0.3%2026-Q2
Private Advisor Group, LLC trimmed69,054$2M0.3%2026-Q2
Churchill Financial Advisors, LLC added62,375$2M0.3%2026-Q2
LETKO, BROSSEAU & ASSOCIATES INC added61,500$2M0.3%2026-Q2
Clear Harbor Asset Management, LLC added61,397$2M0.3%2026-Q2
WHITTIER TRUST CO trimmed60,826$2M0.3%2026-Q2
MML INVESTORS SERVICES, LLC added60,273$2M0.3%2026-Q2
LifeGoal Investments, LLC added57,360$2M0.2%2026-Q2
HSBC HOLDINGS PLC trimmed53,914$2M0.2%2026-Q2
INNEALTA CAPITAL, LLC50,486$2M0.2%2026-Q2
Texas Yale Capital Corp. added50,312$2M0.2%2026-Q2
BANK OF MONTREAL /CAN/ trimmed46,561$2M0.2%2026-Q2
Anchor Bay Capital, Inc. new43,317$2M0.2%2026-Q2
WHITTIER TRUST CO OF NEVADA INC trimmed41,419$1M0.2%2026-Q2
Waterfront Wealth Inc. new40,383$1M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed35,907$1M0.1%2026-Q2
Clear Creek Financial Management, LLC new34,910$1M0.1%2026-Q2
Cetera Investment Advisers trimmed32,355$1M0.1%2026-Q2
Advisors Capital Management, LLC trimmed31,940$1M0.1%2026-Q2
CITIGROUP INC trimmed31,331$1M0.1%2026-Q2
IEQ CAPITAL, LLC added30,816$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. trimmed28,019$997K0.1%2026-Q2
Kroeger Financial Partners new26,450$941K0.1%2026-Q2
Ameritas Advisory Services, LLC added26,252$934K0.1%2026-Q2
Lynx Investment Advisory trimmed25,476$906K0.1%2026-Q2
Evolution Wealth Advisors, LLC new25,042$891K0.1%2026-Q2
Modern Wealth Management, LLC new23,170$824K0.1%2026-Q2
Greykasell Wealth Strategies, Inc. trimmed21,371$760K0.1%2026-Q2
MSH Capital Advisors LLC added20,608$733K0.1%2026-Q2
1834 INVESTMENT ADVISORS CO trimmed20,141$716K0.1%2026-Q2
Mirae Asset Global Investments Co., Ltd. trimmed17,476$622K0.1%2026-Q2
Knights of Columbus Asset Advisors LLC trimmed17,353$617K0.1%2026-Q2
Mosley Wealth Management added16,595$590K0.1%2026-Q2
Creative Planning added16,188$576K0.1%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed14,712$523K0.1%2026-Q2
Avestar Capital, LLC trimmed14,110$502K0.1%2026-Q2
Keebeck Wealth Management13,600$484K0.1%2026-Q2
PINNACLE ASSOCIATES LTD13,200$470K0.1%2026-Q2
Pinnacle Wealth Management Advisory Group, LLC13,200$470K0.1%2026-Q2
Rialto Wealth Management, LLC added13,066$465K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added12,774$454K0.1%2026-Q2
SCOTIA CAPITAL INC. trimmed12,127$431K0.1%2026-Q2
IFP Advisors, Inc trimmed11,040$393K0.0%2026-Q2
Allworth Financial LP trimmed10,670$380K0.0%2026-Q2
Kovack Advisors, Inc.10,628$376K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed10,471$372K0.0%2026-Q2
PNC Financial Services Group, Inc. added8,785$312K0.0%2026-Q2
Yoffe Investment Management, LLC8,764$312K0.0%2026-Q2
US BANCORP \DE\ trimmed8,720$310K0.0%2026-Q2
Bridgewater Advisors Inc. new8,491$305K0.0%2026-Q2
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA8,340$297K0.0%2026-Q2
GS Investments, Inc.8,220$292K0.0%2026-Q2
Merit Financial Group, LLC new7,797$277K0.0%2026-Q2
Arta Finance Wealth Management LLC new7,528$268K0.0%2026-Q2
Cerity Partners LLC trimmed7,414$264K0.0%2026-Q2
Boltwood Capital Management new7,300$260K0.0%2026-Q2
Rockefeller Capital Management L.P. trimmed7,003$249K0.0%2026-Q2
CIBC WORLD MARKET INC. new6,889$245K0.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC added6,702$238K0.0%2026-Q2
Advisory Solutions Group, LLC new6,439$229K0.0%2026-Q2
EverSource Wealth Advisors, LLC added5,756$205K0.0%2026-Q2
J.W. COLE ADVISORS, INC. new5,646$201K0.0%2026-Q2
Mittelman Wealth Management trimmed5,497$880K0.1%2026-Q2
AlphaCore Capital LLC trimmed5,332$190K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed4,640$165K0.0%2026-Q2
Steward Partners Investment Advisory, LLC added3,375$120K0.0%2026-Q2
EP Wealth Advisors, LLC new3,179$113K0.0%2026-Q2
Integrated Wealth Concepts LLC new3,050$108K0.0%2026-Q2
Stone House Investment Management, LLC2,897$103K0.0%2026-Q2
NI ACQUISITIONS COMPANY, LLC new548$104K0.0%2026-Q2

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