Who owns FLOT
Which tracked institutional funds hold FLOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLOT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
176 tracked funds added or opened FLOT while 100 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
FLOT’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 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes FLOT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FLOT 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 663 tracked filers holding FLOT, 363 increased or opened the position and 292 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 FLOT 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 43
- NOMURA ASSET MANAGEMENT CO LTD$63M
- CAPE COD FIVE CENTS SAVINGS BANK$25M
- DDFG, Inc$21M
- ALLSTATE CORP$17M
- Tandem Wealth Advisors LLC$14M
- JANE STREET GROUP, LLC$13M
Full exits 33
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$48M
- Cambridge Investment Research Advisors, Inc.$31M
- HighTower Advisors, LLC$24M
- Summit Portfolio Management, LTD.$11M
- Tower Research Capital LLC (TRC)$10M
- OLD MISSION CAPITAL LLC$8M
Largest adds
- AMERIPRISE FINANCIAL INC$56M
- Kensington Asset Management, LLC$52M
- LPL Financial LLC$50M
- New York Life Investment Management LLC$47M
- HARTLINE INVESTMENT CORP/$39M
- Mutual Advisors, LLC$22M
Largest trims
- Steward Partners Investment Advisory, LLC$23M
- Proficio Capital Partners LLC$17M
- TriaGen Wealth Management LLC$16M
- UBS Group AG$10M
- ENVESTNET ASSET MANAGEMENT INC$9M
- FLPUTNAM INVESTMENT MANAGEMENT CO$9M
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/ trimmed | 8,544,057 | $436M | 8.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,372,129 | $376M | 7.3% | 2026-Q2 |
| MORGAN STANLEY added | 6,592,155 | $337M | 6.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 5,762,305 | $294M | 5.7% | 2026-Q2 |
| LPL Financial LLC added | 5,466,922 | $279M | 5.4% | 2026-Q2 |
| New York Life Investment Management LLC added | 3,955,418 | $202M | 3.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,520,077 | $180M | 3.5% | 2026-Q2 |
| Glenview Trust Co added | 3,145,977 | $161M | 3.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 3,050,266 | $156M | 3.0% | 2026-Q2 |
| BlackRock, Inc. added | 3,039,586 | $155M | 3.0% | 2026-Q2 |
| UBS Group AG trimmed | 2,314,490 | $118M | 2.3% | 2026-Q2 |
| HARTLINE INVESTMENT CORP/ added | 2,163,813 | $110M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,143,534 | $109M | 2.1% | 2026-Q2 |
| Kensington Asset Management, LLC added | 2,101,238 | $107M | 2.1% | 2026-Q2 |
| ASSETMARK, INC added | 2,084,199 | $106M | 2.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,075,529 | $106M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,843,094 | $94M | 1.8% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 1,474,897 | $75M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,354,166 | $69M | 1.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD new | 1,226,500 | $63M | 1.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,108,482 | $57M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,011,845 | $52M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,010,394 | $52M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 879,949 | $45M | 0.9% | 2026-Q2 |
| Demars Financial Group, LLC added | 841,052 | $43M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 819,802 | $42M | 0.8% | 2026-Q2 |
| BARINGS LLC | 780,000 | $40M | 0.8% | 2026-Q2 |
| Walker Financial Services, Inc. added | 732,529 | $37M | 0.7% | 2026-Q2 |
| LJI Wealth Management, LLC added | 722,584 | $37M | 0.7% | 2026-Q2 |
| RMG Wealth Management LLC added | 685,102 | $35M | 0.7% | 2026-Q2 |
| Destination Wealth Management added | 681,091 | $35M | 0.7% | 2026-Q2 |
| Verdence Capital Advisors LLC trimmed | 675,708 | $34M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 666,239 | $34M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 627,723 | $32M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 607,692 | $31M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 597,003 | $30M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 542,453 | $28M | 0.5% | 2026-Q2 |
| Towercrest Capital Management trimmed | 527,506 | $27M | 0.5% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 520,622 | $27M | 0.5% | 2026-Q2 |
| LaFleur & Godfrey LLC added | 484,553 | $25M | 0.5% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK added | 481,741 | $25M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC added | 473,378 | $24M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 466,052 | $24M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 448,144 | $23M | 0.4% | 2026-Q2 |
| MCMORGAN & CO LLC added | 441,517 | $23M | 0.4% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 429,723 | $22M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 415,334 | $21M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 413,476 | $21M | 0.4% | 2026-Q2 |
| DDFG, Inc new | 406,989 | $21M | 0.4% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 373,717 | $19M | 0.4% | 2026-Q2 |
| TriaGen Wealth Management LLC trimmed | 358,003 | $18M | 0.4% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 354,280 | $18M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 351,530 | $18M | 0.3% | 2026-Q2 |
| Turning Point Benefit Group, Inc. added | 350,665 | $18M | 0.3% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 338,106 | $17M | 0.3% | 2026-Q2 |
| ALLSTATE CORP added | 333,563 | $17M | 0.3% | 2026-Q2 |
| Colonial Trust Advisors added | 309,476 | $16M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 309,081 | $16M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 296,646 | $15M | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 293,076 | $15M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 288,086 | $15M | 0.3% | 2026-Q2 |
| Alpha Zero LLC added | 287,635 | $15M | 0.3% | 2026-Q2 |
| Sigma Planning Corp trimmed | 286,822 | $15M | 0.3% | 2026-Q2 |
| Cascade Wealth Advisors, Inc added | 286,611 | $15M | 0.3% | 2026-Q2 |
| FINANCIAL ADVISORY PARTNERS, LLC added | 282,726 | $14M | 0.3% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 273,884 | $14M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 273,859 | $14M | 0.3% | 2026-Q2 |
| Tandem Wealth Advisors LLC new | 269,317 | $14M | 0.3% | 2026-Q2 |
| Alliance Wealth Management Group added | 268,368 | $14M | 0.3% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 264,672 | $14M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 264,348 | $13M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 260,824 | $13M | 0.3% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK added | 253,121 | $13M | 0.3% | 2026-Q2 |
| WNY Asset Management, LLC added | 241,923 | $12M | 0.2% | 2026-Q2 |
| BAILARD, INC. new | 240,655 | $12M | 0.2% | 2026-Q2 |
| Florida Trust Wealth Management Co trimmed | 237,750 | $12M | 0.2% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 233,655 | $12M | 0.2% | 2026-Q2 |
| Vertrix Wealth Management, LLC new | 232,862 | $12M | 0.2% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 232,202 | $12M | 0.2% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 222,764 | $11M | 0.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 222,365 | $11M | 0.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 216,691 | $11M | 0.2% | 2026-Q2 |
| HOGE FINANCIAL SERVICES, LLC added | 215,695 | $11M | 0.2% | 2026-Q2 |
| Shira Ridge Wealth Management added | 214,694 | $11M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 214,124 | $11M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 212,826 | $11M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 207,285 | $11M | 0.2% | 2026-Q2 |
| Piedmont Capital Management, LLC added | 204,778 | $10M | 0.2% | 2026-Q2 |
| Chesley Taft & Associates LLC added | 202,885 | $10M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 201,127 | $10M | 0.2% | 2026-Q2 |
| MOULTON WEALTH MANAGEMENT, INC added | 200,834 | $10M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 195,179 | $10M | 0.2% | 2026-Q2 |
| HOHIMER WEALTH MANAGEMENT, LLC added | 188,578 | $10M | 0.2% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 187,968 | $10M | 0.2% | 2026-Q2 |
| Single Point Partners, LLC added | 187,550 | $10M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 184,254 | $9M | 0.2% | 2026-Q2 |
| Perennial Advisors, LLC added | 182,241 | $9M | 0.2% | 2026-Q2 |
| PACES FERRY WEALTH ADVISORS, LLC added | 175,894 | $9M | 0.2% | 2026-Q2 |
| Windsor Capital Management, LLC added | 173,379 | $9M | 0.2% | 2026-Q2 |
| Orange Investment Advisors, Inc. trimmed | 172,579 | $9M | 0.2% | 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.