Who owns FLQM (FLQM)
Which tracked institutional funds hold FLQM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLQM 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
24 tracked funds added or opened FLQM while 41 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
FLQM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FLQM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FLQM 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 164 tracked filers holding FLQM, 79 increased or opened the position and 90 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 FLQM 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 5
- Independent Advisor Alliance$6M
- AssuredPartners Investment Advisors, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- GOLDMAN SACHS GROUP INC$1M
- JANE STREET GROUP, LLC$853K
Full exits 11
- AllGen Financial Advisors, Inc.$9M
- TWO SIGMA INVESTMENTS, LP$6M
- Thomasville National Bank$5M
- Certified Advisory Corp$4M
- Thrivent Financial for Lutherans$3M
- AIFG Consultants Ltd.$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$50M
- Orgel Wealth Management, LLC$14M
- LPL Financial LLC$8M
- Larson Financial Group LLC$6M
- Cetera Investment Advisers$6M
- JPMORGAN CHASE & CO$4M
Largest trims
- RAYMOND JAMES FINANCIAL INC$21M
- Orion Porfolio Solutions, LLC$10M
- CWM, LLC$6M
- NewEdge Advisors, LLC$6M
- Sunrise Financial Services, LLC$5M
- MML INVESTORS SERVICES, LLC$5M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 3,103,326 | $170M | 12.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,040,141 | $112M | 8.4% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 1,796,639 | $99M | 7.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,521,760 | $84M | 6.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,454,613 | $80M | 6.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 912,530 | $50M | 3.7% | 2026-Q1 |
| Harbor Group, Inc. added | 901,408 | $50M | 3.7% | 2026-Q1 |
| Larson Financial Group LLC added | 899,001 | $49M | 3.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 675,138 | $37M | 2.8% | 2026-Q1 |
| CWM, LLC trimmed | 667,636 | $37M | 2.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 642,184 | $35M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 588,955 | $32M | 2.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 485,374 | $27M | 2.0% | 2026-Q1 |
| EAGLE WEALTH STRATEGIES LLC added | 438,625 | $24M | 1.8% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 430,250 | $24M | 1.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 412,315 | $23M | 1.7% | 2026-Q1 |
| FINANCIAL CONSULATE, INC trimmed | 376,016 | $21M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 322,764 | $18M | 1.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 318,988 | $17M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 271,955 | $15M | 1.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 265,790 | $15M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 242,476 | $13M | 1.0% | 2026-Q1 |
| Sherrill & Hutchins Financial Advisory, Inc added | 241,098 | $13M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 240,505 | $13M | 1.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 204,337 | $11M | 0.8% | 2026-Q1 |
| Stratos Investment Management, LLC added | 200,619 | $11M | 0.8% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 198,923 | $11M | 0.8% | 2026-Q1 |
| TrustBank added | 183,900 | $10M | 0.8% | 2026-Q1 |
| Piedmont Capital Management, LLC/NC added | 177,715 | $10M | 0.7% | 2026-Q1 |
| Integrity Financial Corp /WA added | 159,272 | $9M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 154,458 | $8M | 0.6% | 2026-Q1 |
| Keystone Financial Services, LLC added | 150,313 | $8M | 0.6% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 132,226 | $7M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 119,885 | $7M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 113,435 | $6M | 0.5% | 2026-Q1 |
| Algorithmic Investment Models, LLC added | 109,070 | $6M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 108,303 | $6M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 104,772 | $6M | 0.4% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC new | 95,984 | $5M | 0.4% | 2026-Q1 |
| &PARTNERS added | 94,290 | $5M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 94,450 | $5M | 0.4% | 2026-Q1 |
| KPP Advisory Services LLC trimmed | 88,493 | $5M | 0.4% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 84,997 | $5M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 81,243 | $4M | 0.3% | 2026-Q1 |
| Family Capital Management, Inc. trimmed | 81,169 | $4M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 79,088 | $4M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 64,952 | $4M | 0.3% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 64,530 | $4M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 59,503 | $3M | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 58,914 | $3M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 56,969 | $3M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 52,938 | $3M | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. added | 52,228 | $3M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 50,402 | $3M | 0.2% | 2026-Q1 |
| Intrua Financial, LLC added | 49,295 | $3M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 47,708 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 45,536 | $3M | 0.2% | 2026-Q1 |
| Berger Financial Group, Inc added | 43,939 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,035 | $2M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 39,461 | $2M | 0.2% | 2026-Q1 |
| BYRNE FINANCIAL FREEDOM, LLC trimmed | 37,487 | $2M | 0.2% | 2026-Q1 |
| Ridgeline Wealth Planning, LLC trimmed | 36,335 | $2M | 0.1% | 2026-Q1 |
| Riverbend Wealth Management, LLC added | 36,037 | $2M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 32,968 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 30,239 | $2M | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 28,913 | $2M | 0.1% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. added | 26,727 | $1M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 26,163 | $1M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 25,423 | $1M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 25,311 | $1M | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 25,028 | $1M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 23,494 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 23,434 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 22,945 | $1M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 22,252 | $1M | 0.1% | 2026-Q1 |
| MONEYWISE, INC. trimmed | 20,382 | $1M | 0.1% | 2026-Q1 |
| Forefront Wealth Partners, LLC added | 20,108 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 18,548 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 17,796 | $978K | 0.1% | 2026-Q1 |
| Beaumont Financial Advisors, LLC added | 17,748 | $975K | 0.1% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 17,566 | $965K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 16,782 | $922K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 16,669 | $916K | 0.1% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 16,503 | $907K | 0.1% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 16,098 | $884K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 15,528 | $853K | 0.1% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 167,660 | $9M | 0.7% | 2025-Q2 stale |
| AllGen Financial Advisors, Inc. trimmed | 159,756 | $9M | 0.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 140,217 | $8M | 0.6% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 112,600 | $6M | 0.5% | 2025-Q4 stale |
| Base Wealth Management LLC added | 96,971 | $5M | 0.4% | 2025-Q3 stale |
| Thomasville National Bank added | 81,149 | $5M | 0.3% | 2025-Q4 stale |
| Certified Advisory Corp added | 73,178 | $4M | 0.3% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 48,599 | $3M | 0.2% | 2025-Q4 stale |
| AIFG Consultants Ltd. added | 36,011 | $2M | 0.2% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC trimmed | 23,886 | $1M | 0.1% | 2025-Q2 stale |
| HBW ADVISORY SERVICES LLC added | 22,098 | $1M | 0.1% | 2025-Q1 stale |
| MGO ONE SEVEN LLC added | 18,490 | $1M | 0.1% | 2025-Q4 stale |
| GREAT VALLEY ADVISOR GROUP, INC. added | 17,726 | $997K | 0.1% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 14,585 | $821K | 0.1% | 2025-Q4 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.