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Institutional Ownership · SEC Form 13F

Who owns FLJP (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

179
Institutional holders
45,053,208
Shares held (tracked funds)

How the tape is positioned

56 tracked funds added or opened FLJP while 22 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

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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FLJP more heavily than its largest holder by dollar value does.

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 2025-Q4 and 2026-Q1, across 179 tracked filers holding FLJP, 100 increased or opened the position and 61 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 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 12

  • Cresset Asset Management, LLC$27M
  • PRINCIPAL FINANCIAL GROUP INC$24M
  • Morningstar Investment Management LLC$12M
  • PRINCIPAL SECURITIES, INC.$10M
  • Trilogy Capital Inc.$7M
  • FIFTH THIRD BANCORP$3M

Full exits 9

  • Empowered Funds, LLC$16M
  • Quadrature Capital Ltd$11M
  • FLOW TRADERS U.S. LLC$10M
  • Spectrum Asset Management, Inc. (NB/CA)$2M
  • COMERICA BANK$1M
  • Principia Wealth Advisory, LLC$1M

Largest adds

  • Fisher Asset Management, LLC$148M
  • MORGAN STANLEY$124M
  • FRANKLIN RESOURCES INC$107M
  • BANK OF AMERICA CORP /DE/$76M
  • ENVESTNET ASSET MANAGEMENT INC$23M
  • AMERIPRISE FINANCIAL INC$13M

Largest trims

  • Cercano Management LLC$8M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
  • Avestar Capital, LLC$8M
  • JANUS HENDERSON GROUP PLC$6M
  • ROYAL BANK OF CANADA$3M
  • UBS Group AG$3M

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
BANK OF AMERICA CORP /DE/ added13,696,433$496M28.8%2026-Q1
MORGAN STANLEY added7,695,614$278M16.2%2026-Q1
Fisher Asset Management, LLC added4,108,118$149M8.6%2026-Q1
FRANKLIN RESOURCES INC added2,958,480$107M6.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,196,100$43M2.5%2026-Q1
Cresset Asset Management, LLC added750,218$27M1.6%2026-Q1
RiverFront Investment Group, LLC added747,452$27M1.6%2026-Q1
AMERIPRISE FINANCIAL INC added704,561$25M1.5%2026-Q1
LPL Financial LLC added677,818$25M1.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added661,624$24M1.4%2026-Q1
JANUS HENDERSON GROUP PLC trimmed563,995$20M1.2%2026-Q1
Arvest Bank Trust Division trimmed506,086$18M1.1%2026-Q1
Tradewinds Capital Management, LLC added487,318$18M1.0%2026-Q1
UBS Group AG trimmed423,666$15M0.9%2026-Q1
AGF MANAGEMENT LTD trimmed394,629$14M0.8%2026-Q1
Janney Montgomery Scott LLC added351,887$13M0.7%2026-Q1
Steward Partners Investment Advisory, LLC added350,598$13M0.7%2026-Q1
HARBOR CAPITAL ADVISORS, INC. added331,732$12M0.7%2026-Q1
BANK OF MONTREAL /CAN/ added329,504$12M0.7%2026-Q1
Rainwater Charitable Foundation328,743$12M0.7%2026-Q1
Morningstar Investment Management LLC new328,512$12M0.7%2026-Q1
Impact Partnership Wealth, LLC added328,334$12M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added326,817$12M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed319,258$12M0.7%2026-Q1
Kensington Asset Management, LLC313,581$11M0.6%2026-Q1
Tidal Investments LLC added297,196$11M0.6%2026-Q1
PRINCIPAL SECURITIES, INC. added282,972$10M0.6%2026-Q1
SIMON QUICK ADVISORS, LLC trimmed238,189$9M0.5%2026-Q1
Paragon Capital Management Ltd added230,103$8M0.5%2026-Q1
JPMORGAN CHASE & CO added224,116$8M0.5%2026-Q1
Madison Asset Management, LLC trimmed215,330$8M0.5%2026-Q1
Opes Wealth Management LLC added201,112$7M0.4%2026-Q1
ARVEST INVESTMENTS, INC. trimmed198,284$7M0.4%2026-Q1
ATLAS CAPITAL ADVISORS INC. added194,714$7M0.4%2026-Q1
ES4, LLC193,477$7M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed193,306$7M0.4%2026-Q1
Trilogy Capital Inc. new191,205$7M0.4%2026-Q1
INNEALTA CAPITAL, LLC added189,978$7M0.4%2026-Q1
Accordant Advisory Group Inc added172,812$6M0.4%2026-Q1
Zurich Insurance Group Ltd/FI added170,041$6M0.4%2026-Q1
Bison Wealth, LLC added138,194$6M0.3%2026-Q1
Cercano Management LLC trimmed146,612$5M0.3%2026-Q1
MMA ASSET MANAGEMENT LLC added133,960$5M0.3%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added131,215$5M0.3%2026-Q1
Westview Management dba Westview Investment Advisors trimmed126,029$5M0.3%2026-Q1
Federation des caisses Desjardins du Quebec trimmed111,300$4M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added107,175$4M0.2%2026-Q1
Mittelman Wealth Management added102,476$4M0.2%2026-Q1
Avestar Capital, LLC trimmed88,208$3M0.2%2026-Q1
Cetera Investment Advisers added85,956$3M0.2%2026-Q1
OneDigital Investment Advisors LLC added85,948$3M0.2%2026-Q1
Clear Creek Financial Management, LLC added78,588$3M0.2%2026-Q1
FIFTH THIRD BANCORP added75,857$3M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed69,901$3M0.1%2026-Q1
OLD MISSION CAPITAL LLC added66,719$2M0.1%2026-Q1
PGIM Custom Harvest LLC added61,719$2M0.1%2026-Q1
Altman Advisors, Inc. trimmed57,897$2M0.1%2026-Q1
MGO ONE SEVEN LLC added54,333$2M0.1%2026-Q1
Almanack Investment Partners, LLC. added52,736$2M0.1%2026-Q1
EVOKE WEALTH, LLC trimmed52,560$2M0.1%2026-Q1
HighTower Advisors, LLC trimmed51,032$2M0.1%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added40,030$1M0.1%2026-Q1
Focus Partners Wealth added38,501$1M0.1%2026-Q1
Quantinno Capital Management LP trimmed38,052$1M0.1%2026-Q1
Vident Advisory, LLC new37,479$1M0.1%2026-Q1
Belpointe Asset Management LLC added36,913$1M0.1%2026-Q1
Mariner, LLC trimmed35,046$1M0.1%2026-Q1
Vontobel Holding Ltd.34,100$1M0.1%2026-Q1
Athena Wealth Management, LLC added33,197$1M0.1%2026-Q1
World Investment Advisors added32,188$1M0.1%2026-Q1
General Partner, Inc.30,295$1M0.1%2026-Q1
Asset One Wealth Management LLC new28,163$1M0.1%2026-Q1
Zinnia Wealth Advisory, LLC trimmed28,216$1M0.1%2026-Q1
BLAIR WILLIAM & CO/IL added27,861$1M0.1%2026-Q1
STIFEL FINANCIAL CORP added25,693$930K0.1%2026-Q1
Wealthfront Advisers LLC added25,109$908K0.1%2026-Q1
Virtus Family Office LLC trimmed22,345$808K0.0%2026-Q1
Ashton Thomas Private Wealth, LLC added21,571$780K0.0%2026-Q1
HSBC HOLDINGS PLC added20,662$748K0.0%2026-Q1
CRUX WEALTH ADVISORS trimmed19,298$698K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed19,094$691K0.0%2026-Q1
Alaska Permanent Fund Corp580,000$18M1.0%2025-Q1 stale
Empowered Funds, LLC added454,652$16M0.9%2025-Q4 stale
Quadrature Capital Ltd added328,176$11M0.7%2025-Q4 stale
CW Advisors, LLC trimmed321,981$10M0.6%2025-Q2 stale
FLOW TRADERS U.S. LLC added293,115$10M0.6%2025-Q4 stale
Compass Financial Group, Inc. added257,121$8M0.4%2025-Q1 stale
Proquility Private Wealth Partners, LLC added242,846$7M0.4%2025-Q1 stale
STRATEGIC INVESTMENT MANAGEMENT, LLC228,550$7M0.4%2025-Q1 stale
Abich Financial Wealth Management LLC added160,958$6M0.3%2025-Q3 stale
WINNOW WEALTH LLC new119,965$4M0.2%2025-Q2 stale
Spectrum Asset Management, Inc. (NB/CA) added67,429$2M0.1%2025-Q4 stale
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added51,415$2M0.1%2025-Q2 stale
COMERICA BANK added39,025$1M0.1%2025-Q4 stale
Principia Wealth Advisory, LLC added34,539$1M0.1%2025-Q4 stale
Kovitz Investment Group Partners, LLC trimmed34,164$1M0.1%2025-Q3 stale
Integrated Wealth Concepts LLC added32,454$1M0.1%2025-Q4 stale
Thrivent Financial for Lutherans trimmed31,593$1M0.1%2025-Q4 stale
TOWNSQUARE CAPITAL LLC trimmed36,601$1M0.1%2025-Q1 stale
HRT FINANCIAL LP trimmed27,743$955K0.1%2025-Q4 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