Who owns FLOT (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-Q1 13F filings. 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
156 tracked funds added or opened FLOT while 117 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
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 0.3% 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 2025-Q4 and 2026-Q1, across 655 tracked filers holding FLOT, 323 increased or opened the position and 291 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 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 41
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$48M
- RMG Wealth Management LLC$31M
- Summit Portfolio Management, LTD.$11M
- WNY Asset Management, LLC$11M
- Investment Planning Advisors, Inc.$11M
- Tower Research Capital LLC (TRC)$10M
Full exits 27
- CAPE COD FIVE CENTS SAVINGS BANK$22M
- Cadence Bank$10M
- Capital Advisory Group Advisory Services, LLC$9M
- KW WEALTH MANAGEMENT LLC$5M
- Monument Capital Management$5M
- COMERICA BANK$4M
Largest adds
- AMERIPRISE FINANCIAL INC$215M
- LPL Financial LLC$17M
- RAYMOND JAMES FINANCIAL INC$16M
- MORGAN STANLEY$14M
- PNC FINANCIAL SERVICES GROUP, INC.$12M
- WELLS FARGO & COMPANY/MN$12M
Largest trims
- TRUSTMARK BANK TRUST DEPARTMENT$38M
- 1832 Asset Management L.P.$36M
- New England Private Wealth Advisors LLC$25M
- FLPUTNAM INVESTMENT MANAGEMENT CO$22M
- MCMORGAN & CO LLC$19M
- MILESTONE ASSET MANAGEMENT, LLC$17M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 8,730,058 | $445M | 9.1% | 2026-Q1 |
| MORGAN STANLEY added | 6,398,192 | $326M | 6.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,279,576 | $320M | 6.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,476,052 | $279M | 5.7% | 2026-Q1 |
| LPL Financial LLC added | 4,492,481 | $229M | 4.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,476,130 | $177M | 3.6% | 2026-Q1 |
| Glenview Trust Co added | 3,130,128 | $159M | 3.2% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 3,045,792 | $155M | 3.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 3,013,672 | $154M | 3.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,627,044 | $134M | 2.7% | 2026-Q1 |
| UBS Group AG added | 2,511,233 | $128M | 2.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 2,029,454 | $103M | 2.1% | 2026-Q1 |
| ASSETMARK, INC added | 1,965,478 | $100M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,762,875 | $90M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,602,722 | $82M | 1.7% | 2026-Q1 |
| DAVENPORT & Co LLC added | 1,482,008 | $76M | 1.5% | 2026-Q1 |
| HARTLINE INVESTMENT CORP/ trimmed | 1,407,923 | $72M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,395,778 | $71M | 1.4% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,286,338 | $66M | 1.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,109,611 | $57M | 1.2% | 2026-Q1 |
| Kensington Asset Management, LLC | 1,089,966 | $55M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 1,086,284 | $55M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,001,873 | $51M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 999,101 | $51M | 1.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 937,692 | $48M | 1.0% | 2026-Q1 |
| BARINGS LLC | 780,000 | $40M | 0.8% | 2026-Q1 |
| Verdence Capital Advisors LLC added | 772,289 | $39M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 766,742 | $39M | 0.8% | 2026-Q1 |
| Demars Financial Group, LLC trimmed | 707,394 | $36M | 0.7% | 2026-Q1 |
| TriaGen Wealth Management LLC added | 682,255 | $35M | 0.7% | 2026-Q1 |
| Destination Wealth Management added | 678,038 | $35M | 0.7% | 2026-Q1 |
| LJI Wealth Management, LLC trimmed | 651,459 | $33M | 0.7% | 2026-Q1 |
| Walker Financial Services, Inc. added | 650,280 | $33M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 608,070 | $31M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 606,061 | $31M | 0.6% | 2026-Q1 |
| RMG Wealth Management LLC added | 601,090 | $31M | 0.6% | 2026-Q1 |
| Occidental Asset Management, LLC trimmed | 538,962 | $27M | 0.6% | 2026-Q1 |
| Towercrest Capital Management trimmed | 537,209 | $27M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 531,607 | $27M | 0.6% | 2026-Q1 |
| US BANCORP \DE\ added | 494,374 | $25M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 470,037 | $24M | 0.5% | 2026-Q1 |
| LaFleur & Godfrey LLC added | 466,134 | $24M | 0.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 407,590 | $21M | 0.4% | 2026-Q1 |
| Willis Johnson & Associates, Inc. added | 406,844 | $21M | 0.4% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 393,718 | $20M | 0.4% | 2026-Q1 |
| Financial Sense Advisors, Inc. trimmed | 387,259 | $20M | 0.4% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 368,417 | $19M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 346,718 | $18M | 0.4% | 2026-Q1 |
| Proficio Capital Partners LLC trimmed | 343,322 | $17M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 339,335 | $17M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 334,728 | $17M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 325,990 | $17M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 317,813 | $16M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 311,245 | $16M | 0.3% | 2026-Q1 |
| Sigma Planning Corp added | 308,804 | $16M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 305,052 | $16M | 0.3% | 2026-Q1 |
| MCMORGAN & CO LLC trimmed | 297,261 | $15M | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 295,638 | $15M | 0.3% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 285,970 | $15M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 283,983 | $14M | 0.3% | 2026-Q1 |
| Colonial Trust Advisors added | 283,667 | $14M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 276,749 | $14M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 275,075 | $14M | 0.3% | 2026-Q1 |
| Alliance Wealth Management Group trimmed | 266,777 | $14M | 0.3% | 2026-Q1 |
| Florida Trust Wealth Management Co trimmed | 264,967 | $14M | 0.3% | 2026-Q1 |
| FINANCIAL ADVISORY PARTNERS, LLC added | 262,648 | $13M | 0.3% | 2026-Q1 |
| Cascade Wealth Advisors, Inc added | 257,928 | $13M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 244,883 | $12M | 0.3% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 243,564 | $12M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 241,231 | $12M | 0.3% | 2026-Q1 |
| Alpha Zero LLC added | 226,132 | $12M | 0.2% | 2026-Q1 |
| Summit Portfolio Management, LTD. new | 222,056 | $11M | 0.2% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 220,958 | $11M | 0.2% | 2026-Q1 |
| HOGE FINANCIAL SERVICES, LLC added | 212,275 | $11M | 0.2% | 2026-Q1 |
| Investment Planning Advisors, Inc. new | 211,765 | $11M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 211,733 | $11M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 209,067 | $11M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 205,745 | $10M | 0.2% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK new | 203,735 | $10M | 0.2% | 2026-Q1 |
| Piedmont Capital Management, LLC added | 196,584 | $10M | 0.2% | 2026-Q1 |
| MOULTON WEALTH MANAGEMENT, INC added | 196,477 | $10M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 194,171 | $10M | 0.2% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 192,447 | $10M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 191,855 | $10M | 0.2% | 2026-Q1 |
| Chesley Taft & Associates LLC added | 191,485 | $10M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 187,573 | $10M | 0.2% | 2026-Q1 |
| Shira Ridge Wealth Management added | 184,449 | $9M | 0.2% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 183,986 | $9M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 851,628 | $43M | 0.9% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 849,051 | $43M | 0.9% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 654,191 | $33M | 0.7% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC trimmed | 607,095 | $31M | 0.6% | 2025-Q3 stale |
| CAPE COD FIVE CENTS SAVINGS BANK | 432,756 | $22M | 0.4% | 2025-Q4 stale |
| SEI INVESTMENTS CO added | 382,699 | $20M | 0.4% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 309,140 | $16M | 0.3% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 265,710 | $14M | 0.3% | 2025-Q2 stale |
| Capital Market Strategies LLC trimmed | 254,422 | $13M | 0.3% | 2025-Q2 stale |
| Semmax Financial Advisors Inc. added | 254,493 | $13M | 0.3% | 2025-Q2 stale |
| Cadence Bank added | 186,973 | $10M | 0.2% | 2025-Q4 stale |
| Clarus Wealth Advisors trimmed | 183,834 | $9M | 0.2% | 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.
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.