Who owns FLJP
Which tracked institutional funds hold FLJP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLJP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
67 tracked funds added or opened FLJP while 28 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
FLJP’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FLJP 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 193 tracked filers holding FLJP, 105 increased or opened the position and 82 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 FLJP 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 18
- 3EDGE Asset Management, LP$119M
- Jupiter Topco LLC$26M
- BROWN ADVISORY INC$6M
- Portside Wealth Group, LLC$4M
- CERTIOR FINANCIAL GROUP, LLC$3M
- Alliance Wealth Advisors, LLC /UT$3M
Full exits 13
- JANUS HENDERSON GROUP PLC$20M
- Janney Montgomery Scott LLC$13M
- HARBOR CAPITAL ADVISORS, INC.$12M
- Opes Wealth Management LLC$7M
- Cercano Management LLC$5M
- OLD MISSION CAPITAL LLC$2M
Largest adds
- JPMORGAN CHASE & CO$90M
- Fisher Asset Management, LLC$70M
- BANK OF AMERICA CORP /DE/$63M
- MORGAN STANLEY$55M
- CITADEL ADVISORS LLC$42M
- Cresset Asset Management, LLC$30M
Largest trims
- RiverFront Investment Group, LLC$23M
- ENVESTNET ASSET MANAGEMENT INC$20M
- Tradewinds Capital Management, LLC$18M
- LPL Financial LLC$16M
- RAYMOND JAMES FINANCIAL INC$8M
- Kensington Asset Management, LLC$5M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 14,057,556 | $559M | 27.2% | 2026-Q2 |
| MORGAN STANLEY added | 8,398,870 | $334M | 16.2% | 2026-Q2 |
| Fisher Asset Management, LLC added | 5,504,027 | $219M | 10.6% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 2,988,924 | $119M | 5.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 2,600,632 | $103M | 5.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,470,423 | $98M | 4.8% | 2026-Q2 |
| Cresset Asset Management, LLC added | 1,433,694 | $57M | 2.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,125,309 | $45M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 749,487 | $30M | 1.4% | 2026-Q2 |
| Jupiter Topco LLC new | 660,349 | $26M | 1.3% | 2026-Q2 |
| UBS Group AG added | 613,803 | $24M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 590,261 | $23M | 1.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 589,471 | $23M | 1.1% | 2026-Q2 |
| Arvest Bank Trust Division trimmed | 501,105 | $20M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 472,419 | $19M | 0.9% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 395,977 | $16M | 0.8% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 357,565 | $14M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 346,854 | $14M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 344,712 | $14M | 0.7% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 337,940 | $13M | 0.7% | 2026-Q2 |
| Rainwater Charitable Foundation | 328,743 | $13M | 0.6% | 2026-Q2 |
| Morningstar Investment Management LLC | 328,512 | $12M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 313,266 | $12M | 0.6% | 2026-Q2 |
| Tidal Investments LLC trimmed | 296,056 | $12M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 273,331 | $11M | 0.5% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 237,033 | $9M | 0.5% | 2026-Q2 |
| Paragon Capital Management Ltd trimmed | 222,642 | $9M | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 221,617 | $9M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 211,689 | $8M | 0.4% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 206,357 | $8M | 0.4% | 2026-Q2 |
| Trilogy Capital Inc. added | 202,414 | $8M | 0.4% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 194,714 | $7M | 0.3% | 2026-Q2 |
| ES4, LLC | 193,477 | $8M | 0.4% | 2026-Q2 |
| INNEALTA CAPITAL, LLC | 189,978 | $8M | 0.4% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI | 170,041 | $7M | 0.3% | 2026-Q2 |
| Kensington Asset Management, LLC trimmed | 158,041 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 153,427 | $6M | 0.3% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 143,282 | $6M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC new | 143,136 | $6M | 0.3% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC trimmed | 132,323 | $5M | 0.3% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors trimmed | 124,364 | $5M | 0.2% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 113,088 | $5M | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 107,051 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 106,177 | $4M | 0.2% | 2026-Q2 |
| Portside Wealth Group, LLC new | 101,953 | $4M | 0.2% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 98,512 | $4M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 98,300 | $4M | 0.2% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 94,438 | $4M | 0.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. added | 89,000 | $4M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 86,274 | $3M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 84,163 | $3M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 81,436 | $3M | 0.2% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC new | 74,643 | $3M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 71,108 | $3M | 0.1% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 66,733 | $3M | 0.1% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT new | 65,210 | $3M | 0.1% | 2026-Q2 |
| Accordant Advisory Group Inc trimmed | 60,961 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 58,395 | $2M | 0.1% | 2026-Q2 |
| Altman Advisors, Inc. trimmed | 57,104 | $2M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 53,060 | $2M | 0.1% | 2026-Q2 |
| Advisor OS, LLC new | 50,337 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 49,654 | $2M | 0.1% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 49,040 | $2M | 0.1% | 2026-Q2 |
| Principia Wealth Advisory, LLC added | 48,506 | $2M | 0.1% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 45,866 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 41,568 | $2M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 40,460 | $2M | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 39,169 | $2M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC new | 38,906 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 37,712 | $1M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 34,758 | $1M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. | 34,100 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 33,716 | $1M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 33,528 | $1M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 33,166 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 30,915 | $1M | 0.1% | 2026-Q2 |
| General Partner, Inc. | 30,295 | $1M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 29,810 | $1M | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC added | 29,292 | $1M | 0.1% | 2026-Q2 |
| Wallace Advisory Group, LLC new | 29,185 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 28,843 | $1M | 0.1% | 2026-Q2 |
| Zinnia Wealth Advisory, LLC added | 28,231 | $1M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 24,765 | $984K | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 22,580 | $883K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 22,580 | $883K | 0.0% | 2026-Q2 |
| Mittelman Wealth Management trimmed | 20,723 | $4M | 0.2% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 18,024 | $716K | 0.0% | 2026-Q2 |
| WESCAP Management Group, Inc. | 17,902 | $712K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC new | 16,156 | $642K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 14,534 | $578K | 0.0% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 14,505 | $577K | 0.0% | 2026-Q2 |
| Arsenal Capital Advisors LLC | 14,251 | $566K | 0.0% | 2026-Q2 |
| Prosperity Consulting Group, LLC new | 14,140 | $562K | 0.0% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 13,675 | $544K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 13,605 | $541K | 0.0% | 2026-Q2 |
| NORDEN GROUP LLC new | 13,399 | $533K | 0.0% | 2026-Q2 |
| Ascension Capital Advisors, Inc. new | 13,115 | $521K | 0.0% | 2026-Q2 |
| Creative Planning added | 12,923 | $514K | 0.0% | 2026-Q2 |
| Atria Investments, Inc added | 12,830 | $510K | 0.0% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 12,732 | $506K | 0.0% | 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.
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.