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Institutional Ownership · SEC Form 13F

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.

91
Institutional holders
21,595,207
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
FRANKLIN RESOURCES INC added8,814,867$596M39.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,047,262$138M9.3%2026-Q1
Sanctuary Advisors, LLC added1,675,252$113M7.6%2026-Q1
Steward Partners Investment Advisory, LLC added1,228,488$83M5.6%2026-Q1
Bank of New York Mellon Corp added1,094,134$74M5.0%2026-Q1
LPL Financial LLC added763,873$52M3.5%2026-Q1
Cetera Investment Advisers added561,524$38M2.5%2026-Q1
Arkadios Wealth Advisors added546,687$37M2.5%2026-Q1
MORGAN STANLEY added536,534$36M2.4%2026-Q1
Janney Montgomery Scott LLC added448,344$30M2.0%2026-Q1
JPMORGAN CHASE & CO added440,925$29M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added368,386$25M1.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added224,832$15M1.0%2026-Q1
WELLS FARGO & COMPANY/MN added205,426$14M0.9%2026-Q1
Sequent Planning LLC added205,420$14M0.9%2026-Q1
Brookstone Capital Management added173,110$12M0.8%2026-Q1
Wealthcare Advisory Partners LLC trimmed136,884$9M0.6%2026-Q1
MGO ONE SEVEN LLC added132,851$9M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added123,684$8M0.6%2026-Q1
World Investment Advisors trimmed109,933$7M0.5%2026-Q1
Kingsview Wealth Management, LLC added108,956$7M0.5%2026-Q1
AMERIPRISE FINANCIAL INC new103,076$7M0.5%2026-Q1
Atria Investments, Inc added98,326$7M0.4%2026-Q1
Elevation Capital Advisory, LLC added97,571$7M0.4%2026-Q1
UBS Group AG trimmed97,552$7M0.4%2026-Q1
CWM, LLC added83,486$6M0.4%2026-Q1
OSAIC HOLDINGS, INC. added81,624$6M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added79,539$5M0.4%2026-Q1
Equitable Holdings, Inc. added76,199$5M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added58,076$4M0.3%2026-Q1
Cerity Partners LLC new55,675$4M0.3%2026-Q1
Mariner, LLC added50,216$3M0.2%2026-Q1
Financial Engines Advisors L.L.C. trimmed49,490$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added47,265$3M0.2%2026-Q1
Cornerstone Wealth Management, LLC trimmed45,585$3M0.2%2026-Q1
Paul R. Ried Financial Group, LLC trimmed44,197$3M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added41,663$3M0.2%2026-Q1
Lakeshore Capital Group, Inc. added31,793$2M0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed31,753$2M0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed29,140$2M0.1%2026-Q1
Independent Advisor Alliance new27,817$2M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed25,929$2M0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added25,518$2M0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added21,729$1M0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added21,284$1M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed20,335$1M0.1%2026-Q1
Indivisible Partners added20,163$1M0.1%2026-Q1
ARRIEN INVESTMENTS, INC. trimmed19,550$1M0.1%2026-Q1
MML INVESTORS SERVICES, LLC added19,546$1M0.1%2026-Q1
Bensler, LLC new18,358$1M0.1%2026-Q1
Bogart Wealth, LLC18,317$1M0.1%2026-Q1
ROYAL BANK OF CANADA added16,659$1M0.1%2026-Q1
BlackRock, Inc. added16,361$1M0.1%2026-Q1
Kestra Advisory Services, LLC trimmed16,215$1M0.1%2026-Q1
CRUX WEALTH ADVISORS trimmed15,604$1M0.1%2026-Q1
STIFEL FINANCIAL CORP added15,457$1M0.1%2026-Q1
Core Wealth Partners LLC trimmed13,292$899K0.1%2026-Q1
PARK AVENUE SECURITIES LLC added10,530$712K0.0%2026-Q1
Rockefeller Capital Management L.P.9,075$614K0.0%2026-Q1
Geneos Wealth Management Inc. trimmed8,909$603K0.0%2026-Q1
StoneX Group Inc. added8,437$571K0.0%2026-Q1
D.A. DAVIDSON & CO.7,677$519K0.0%2026-Q1
Modern Wealth Management, LLC5,518$378K0.0%2026-Q1
FMR LLC trimmed4,618$312K0.0%2026-Q1
Barnes Wealth Management Group, Inc new4,617$312K0.0%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new4,118$279K0.0%2026-Q1
LEIGH BALDWIN & CO., LLC added3,960$268K0.0%2026-Q1
Private Advisor Group, LLC added3,927$266K0.0%2026-Q1
J.W. COLE ADVISORS, INC. trimmed3,729$252K0.0%2026-Q1
Concurrent Investment Advisors, LLC added3,480$235K0.0%2026-Q1
OPPENHEIMER & CO INC new3,326$225K0.0%2026-Q1
FIFTH THIRD BANCORP new2,800$189K0.0%2026-Q1
Root Financial Partners, LLC2,682$181K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added1,820$123K0.0%2026-Q1
Larson Financial Group LLC1,659$112K0.0%2026-Q1
Medallion Wealth Advisors, LLC1,561$106K0.0%2026-Q1
CITIGROUP INC added1,460$99K0.0%2026-Q1
Rossby Financial, LCC added912$62K0.0%2026-Q1
Glassman Wealth Services656$44K0.0%2026-Q1
Federation des caisses Desjardins du Quebec622$42K0.0%2026-Q1
TD Waterhouse Canada Inc.509$35K0.0%2026-Q1
Dunhill Financial, LLC added500$34K0.0%2026-Q1
NewEdge Advisors, LLC added15,417$18K0.0%2026-Q1
Founders Financial Alliance, LLC new267$18K0.0%2026-Q1
Howard Capital Management Inc. added228,120$16M1.1%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added105,330$7M0.4%2025-Q2 stale
SOL Capital Management CO added55,015$4M0.3%2025-Q4 stale
Christopher J. Hasenberg, Inc trimmed57,285$4M0.2%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP new36,400$2M0.2%2025-Q2 stale
Envestnet Portfolio Solutions, Inc. trimmed6,233$394K0.0%2025-Q2 stale
WBI INVESTMENTS, LLC added5,245$364K0.0%2025-Q4 stale
TIAA TRUST, NATIONAL ASSOCIATION4,952$343K0.0%2025-Q4 stale
National Wealth Management Group, LLC added5,332$337K0.0%2025-Q2 stale
Cullen/Frost Bankers, Inc. added5,048$319K0.0%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed4,996$317K0.0%2025-Q2 stale
OLD MISSION CAPITAL LLC added4,527$286K0.0%2025-Q2 stale
COMERICA BANK added1,650$114K0.0%2025-Q4 stale
Wilmington Savings Fund Society, FSB new566$39K0.0%2025-Q3 stale
BANK OF MONTREAL /CAN/318$22K0.0%2025-Q4 stale
Integrated Investment Consultants, LLC new16,619$17K0.0%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.

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