Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on FLQL is one-sided between 2026-Q1 and 2026-Q2: 46 added or opened and 12 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 95 tracked filers holding FLQL, 57 increased or opened the position and 36 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 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 5
- Howard Capital Management, LLC$19M
- RFG Advisory, LLC$12M
- McKinney Capital Management, LLC$10M
- WIN ADVISORS, INC$10M
- PARSONS CAPITAL MANAGEMENT INC/RI$759K
Full exits 11
- Janney Montgomery Scott LLC$30M
- Kingsview Wealth Management, LLC$7M
- Elevation Capital Advisory, LLC$7M
- CWM, LLC$6M
- Cambridge Investment Research Advisors, Inc.$5M
- FLOW TRADERS U.S. LLC$2M
Largest adds
- FRANKLIN RESOURCES INC$70M
- Arkadios Wealth Advisors$23M
- Sanctuary Advisors, LLC$18M
- LPL Financial LLC$17M
- RAYMOND JAMES FINANCIAL INC$12M
- Bank of New York Mellon Corp$10M
Largest trims
- Mariner, LLC$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC trimmed | 8,515,143 | $667M | 38.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,807,715 | $142M | 8.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 1,681,358 | $132M | 7.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,190,339 | $93M | 5.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,079,036 | $84M | 4.8% | 2026-Q2 |
| LPL Financial LLC added | 877,858 | $69M | 3.9% | 2026-Q2 |
| Arkadios Wealth Advisors added | 767,264 | $60M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 607,918 | $48M | 2.7% | 2026-Q2 |
| MORGAN STANLEY added | 578,891 | $45M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 465,273 | $36M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 457,068 | $36M | 2.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 276,517 | $22M | 1.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 271,495 | $21M | 1.2% | 2026-Q2 |
| Howard Capital Management, LLC added | 240,975 | $19M | 1.1% | 2026-Q2 |
| Sequent Planning LLC added | 219,827 | $17M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 200,277 | $16M | 0.9% | 2026-Q2 |
| Brookstone Capital Management added | 181,117 | $14M | 0.8% | 2026-Q2 |
| RFG Advisory, LLC new | 148,467 | $12M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 138,477 | $11M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 135,685 | $11M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 133,525 | $10M | 0.6% | 2026-Q2 |
| McKinney Capital Management, LLC new | 126,142 | $10M | 0.6% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 123,282 | $10M | 0.6% | 2026-Q2 |
| Atria Investments, Inc added | 113,424 | $9M | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 108,214 | $8M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 93,470 | $7M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 76,165 | $6M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 75,563 | $6M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 71,424 | $6M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 66,459 | $5M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 65,000 | $5M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 62,044 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,925 | $5M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 48,791 | $4M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 46,807 | $4M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 44,918 | $4M | 0.2% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC trimmed | 40,764 | $3M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 33,918 | $3M | 0.2% | 2026-Q2 |
| Lakeshore Capital Group, Inc. trimmed | 31,176 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 29,072 | $2M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 28,782 | $2M | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 27,728 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 25,918 | $2M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 24,341 | $2M | 0.1% | 2026-Q2 |
| Indivisible Partners added | 23,086 | $2M | 0.1% | 2026-Q2 |
| Bensler, LLC added | 20,653 | $2M | 0.1% | 2026-Q2 |
| ARRIEN INVESTMENTS, INC. trimmed | 19,525 | $2M | 0.1% | 2026-Q2 |
| Bogart Wealth, LLC | 18,317 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 15,840 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 15,580 | $1M | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 15,148 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 14,979 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 14,258 | $1M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 11,908 | $932K | 0.1% | 2026-Q2 |
| Core Wealth Partners LLC trimmed | 11,664 | $913K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 10,678 | $836K | 0.0% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI new | 9,702 | $759K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 9,081 | $711K | 0.0% | 2026-Q2 |
| StoneX Group Inc. added | 8,870 | $693K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC | 5,518 | $432K | 0.0% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 5,319 | $416K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 4,825 | $378K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 4,605 | $360K | 0.0% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,118 | $322K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 3,825 | $299K | 0.0% | 2026-Q2 |
| LEIGH BALDWIN & CO., LLC trimmed | 3,705 | $290K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 3,300 | $258K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 3,185 | $249K | 0.0% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 2,798 | $219K | 0.0% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 2,696 | $211K | 0.0% | 2026-Q2 |
| Root Financial Partners, LLC | 2,682 | $210K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 2,150 | $168K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 1,905 | $149K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,821 | $143K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 1,659 | $130K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 1,561 | $122K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,500 | $117K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 1,087 | $85K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 784 | $61K | 0.0% | 2026-Q2 |
| Glassman Wealth Services | 656 | $51K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 622 | $49K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 525 | $41K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 509 | $40K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC | 500 | $39K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 288 | $23K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 267 | $21K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 171 | $13K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 168 | $13K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 166 | $13K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 94 | $7K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 83 | $6K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 71 | $6K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 54 | $4K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 15 | $1K | 0.0% | 2026-Q2 |
| Concord Wealth Partners new | 13 | $1K | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 448,344 | $30M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Kingsview Wealth Management, LLC added | 108,956 | $7M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Elevation Capital Advisory, LLC added | 97,571 | $7M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 83,486 | $6M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 105,330 | $7M | 0.4% | 2025-Q2 stale (4 quarters behind) |
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.