Who owns FLQL (FLQL)
Which tracked institutional funds hold FLQL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLQL 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
32 tracked funds added or opened FLQL while 13 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
FLQL’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FLQL 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 91 tracked filers holding FLQL, 60 increased or opened the position and 26 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 FLQL 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 8
- Kingsview Wealth Management, LLC$7M
- AMERIPRISE FINANCIAL INC$7M
- Cerity Partners LLC$4M
- FLOW TRADERS U.S. LLC$2M
- Independent Advisor Alliance$2M
- JANE STREET GROUP, LLC$1M
Full exits 2
- Howard Capital Management Inc.$16M
- SOL Capital Management CO$4M
Largest adds
- Arkadios Wealth Advisors$19M
- RAYMOND JAMES FINANCIAL INC$12M
- LPL Financial LLC$7M
- Sanctuary Advisors, LLC$5M
- Janney Montgomery Scott LLC$3M
- Bank of New York Mellon Corp$3M
Largest trims
- BANK OF AMERICA CORP /DE/$12M
- FRANKLIN RESOURCES INC$7M
- Cornerstone Wealth Management, LLC$3M
- NewEdge Advisors, LLC$1M
- Financial Engines Advisors L.L.C.$609K
- Paul R. Ried Financial Group, LLC$442K
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 |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC added | 8,814,867 | $596M | 39.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,047,262 | $138M | 9.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,675,252 | $113M | 7.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,228,488 | $83M | 5.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,094,134 | $74M | 5.0% | 2026-Q1 |
| LPL Financial LLC added | 763,873 | $52M | 3.5% | 2026-Q1 |
| Cetera Investment Advisers added | 561,524 | $38M | 2.5% | 2026-Q1 |
| Arkadios Wealth Advisors added | 546,687 | $37M | 2.5% | 2026-Q1 |
| MORGAN STANLEY added | 536,534 | $36M | 2.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 448,344 | $30M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 440,925 | $29M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 368,386 | $25M | 1.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 224,832 | $15M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 205,426 | $14M | 0.9% | 2026-Q1 |
| Sequent Planning LLC added | 205,420 | $14M | 0.9% | 2026-Q1 |
| Brookstone Capital Management added | 173,110 | $12M | 0.8% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 136,884 | $9M | 0.6% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 132,851 | $9M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 123,684 | $8M | 0.6% | 2026-Q1 |
| World Investment Advisors trimmed | 109,933 | $7M | 0.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 108,956 | $7M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 103,076 | $7M | 0.5% | 2026-Q1 |
| Atria Investments, Inc added | 98,326 | $7M | 0.4% | 2026-Q1 |
| Elevation Capital Advisory, LLC added | 97,571 | $7M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 97,552 | $7M | 0.4% | 2026-Q1 |
| CWM, LLC added | 83,486 | $6M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 81,624 | $6M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 79,539 | $5M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 76,199 | $5M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 58,076 | $4M | 0.3% | 2026-Q1 |
| Cerity Partners LLC new | 55,675 | $4M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 50,216 | $3M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 49,490 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 47,265 | $3M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 45,585 | $3M | 0.2% | 2026-Q1 |
| Paul R. Ried Financial Group, LLC trimmed | 44,197 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 41,663 | $3M | 0.2% | 2026-Q1 |
| Lakeshore Capital Group, Inc. added | 31,793 | $2M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 31,753 | $2M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 29,140 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 27,817 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 25,929 | $2M | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 25,518 | $2M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 21,729 | $1M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 21,284 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 20,335 | $1M | 0.1% | 2026-Q1 |
| Indivisible Partners added | 20,163 | $1M | 0.1% | 2026-Q1 |
| ARRIEN INVESTMENTS, INC. trimmed | 19,550 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 19,546 | $1M | 0.1% | 2026-Q1 |
| Bensler, LLC new | 18,358 | $1M | 0.1% | 2026-Q1 |
| Bogart Wealth, LLC | 18,317 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 16,659 | $1M | 0.1% | 2026-Q1 |
| BlackRock, Inc. added | 16,361 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 16,215 | $1M | 0.1% | 2026-Q1 |
| CRUX WEALTH ADVISORS trimmed | 15,604 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 15,457 | $1M | 0.1% | 2026-Q1 |
| Core Wealth Partners LLC trimmed | 13,292 | $899K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 10,530 | $712K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 9,075 | $614K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 8,909 | $603K | 0.0% | 2026-Q1 |
| StoneX Group Inc. added | 8,437 | $571K | 0.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. | 7,677 | $519K | 0.0% | 2026-Q1 |
| Modern Wealth Management, LLC | 5,518 | $378K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 4,618 | $312K | 0.0% | 2026-Q1 |
| Barnes Wealth Management Group, Inc new | 4,617 | $312K | 0.0% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 4,118 | $279K | 0.0% | 2026-Q1 |
| LEIGH BALDWIN & CO., LLC added | 3,960 | $268K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 3,927 | $266K | 0.0% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 3,729 | $252K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 3,480 | $235K | 0.0% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 3,326 | $225K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,800 | $189K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC | 2,682 | $181K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,820 | $123K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC | 1,659 | $112K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 1,561 | $106K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,460 | $99K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 912 | $62K | 0.0% | 2026-Q1 |
| Glassman Wealth Services | 656 | $44K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 622 | $42K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 509 | $35K | 0.0% | 2026-Q1 |
| Dunhill Financial, LLC added | 500 | $34K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 15,417 | $18K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC new | 267 | $18K | 0.0% | 2026-Q1 |
| Howard Capital Management Inc. added | 228,120 | $16M | 1.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 105,330 | $7M | 0.4% | 2025-Q2 stale |
| SOL Capital Management CO added | 55,015 | $4M | 0.3% | 2025-Q4 stale |
| Christopher J. Hasenberg, Inc trimmed | 57,285 | $4M | 0.2% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 36,400 | $2M | 0.2% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 6,233 | $394K | 0.0% | 2025-Q2 stale |
| WBI INVESTMENTS, LLC added | 5,245 | $364K | 0.0% | 2025-Q4 stale |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,952 | $343K | 0.0% | 2025-Q4 stale |
| National Wealth Management Group, LLC added | 5,332 | $337K | 0.0% | 2025-Q2 stale |
| Cullen/Frost Bankers, Inc. added | 5,048 | $319K | 0.0% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 4,996 | $317K | 0.0% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 4,527 | $286K | 0.0% | 2025-Q2 stale |
| COMERICA BANK added | 1,650 | $114K | 0.0% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB new | 566 | $39K | 0.0% | 2025-Q3 stale |
| BANK OF MONTREAL /CAN/ | 318 | $22K | 0.0% | 2025-Q4 stale |
| Integrated Investment Consultants, LLC new | 16,619 | $17K | 0.0% | 2025-Q3 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.