Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
37 tracked funds added or opened FLQM while 39 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 157 tracked filers holding FLQM, 70 increased or opened the position and 91 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 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
- Thomasville National Bank$5M
- AXXCESS WEALTH MANAGEMENT, LLC$884K
- IFG Advisory, LLC$603K
- Ameritas Advisory Services, LLC$526K
- Clear Point Advisors Inc.$521K
Full exits 14
- CWM, LLC$37M
- HighTower Advisors, LLC$32M
- Cambridge Investment Research Advisors, Inc.$13M
- Janney Montgomery Scott LLC$11M
- Independent Advisor Alliance$6M
- AssuredPartners Investment Advisors, LLC$5M
Largest adds
- AMERIPRISE FINANCIAL INC$11M
- Larson Financial Group LLC$11M
- NewEdge Advisors, LLC$8M
- Atria Investments, Inc$7M
- Harbor Group, Inc.$5M
- KPP Advisory Services LLC$4M
Largest trims
- Orgel Wealth Management, LLC$96M
- RAYMOND JAMES FINANCIAL INC$22M
- LPL Financial LLC$18M
- Private Advisor Group, LLC$11M
- Redhawk Wealth Advisors, Inc.$9M
- Snowden Capital Advisors LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,641,550 | $153M | 14.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,123,314 | $123M | 11.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,381,155 | $80M | 7.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,055,774 | $61M | 5.7% | 2026-Q2 |
| Larson Financial Group LLC added | 1,040,102 | $60M | 5.6% | 2026-Q2 |
| Harbor Group, Inc. added | 945,316 | $55M | 5.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 770,191 | $45M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 669,365 | $39M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 588,329 | $34M | 3.2% | 2026-Q2 |
| EAGLE WEALTH STRATEGIES LLC added | 471,779 | $27M | 2.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 428,809 | $25M | 2.3% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 379,294 | $22M | 2.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 324,033 | $19M | 1.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 297,592 | $17M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 288,323 | $17M | 1.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 267,111 | $15M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 250,727 | $15M | 1.3% | 2026-Q2 |
| Sherrill & Hutchins Financial Advisory, Inc added | 246,185 | $14M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 245,916 | $14M | 1.3% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 226,978 | $13M | 1.2% | 2026-Q2 |
| Stratos Investment Management, LLC added | 211,505 | $12M | 1.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 189,273 | $11M | 1.0% | 2026-Q2 |
| TrustBank added | 185,943 | $11M | 1.0% | 2026-Q2 |
| Piedmont Capital Management, LLC/NC trimmed | 172,917 | $10M | 0.9% | 2026-Q2 |
| Financial Management, Inc. added | 158,281 | $9M | 0.8% | 2026-Q2 |
| Keystone Financial Services, LLC added | 153,341 | $9M | 0.8% | 2026-Q2 |
| KPP Advisory Services LLC added | 144,941 | $8M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 144,650 | $8M | 0.8% | 2026-Q2 |
| Atria Investments, Inc added | 140,448 | $8M | 0.8% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 122,116 | $7M | 0.7% | 2026-Q2 |
| Algorithmic Investment Models, LLC added | 113,052 | $7M | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 107,328 | $6M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 105,951 | $6M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 105,582 | $6M | 0.6% | 2026-Q2 |
| &PARTNERS added | 103,113 | $6M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 96,994 | $6M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 86,788 | $5M | 0.5% | 2026-Q2 |
| Thomasville National Bank added | 85,166 | $5M | 0.5% | 2026-Q2 |
| Family Capital Management, Inc. added | 82,223 | $5M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 81,614 | $5M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 72,570 | $4M | 0.4% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 63,055 | $4M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 61,352 | $4M | 0.3% | 2026-Q2 |
| Intrua Financial, LLC added | 57,245 | $3M | 0.3% | 2026-Q2 |
| VICUS CAPITAL trimmed | 56,988 | $3M | 0.3% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 54,702 | $3M | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 53,345 | $3M | 0.3% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 49,434 | $3M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 45,405 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 43,014 | $2M | 0.2% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 41,225 | $2M | 0.2% | 2026-Q2 |
| Forefront Wealth Partners, LLC added | 40,594 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 39,891 | $2M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 39,461 | $2M | 0.2% | 2026-Q2 |
| Riverbend Wealth Management, LLC added | 39,054 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 31,337 | $2M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 30,775 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 30,772 | $2M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 29,709 | $2M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 28,040 | $2M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 24,716 | $1M | 0.1% | 2026-Q2 |
| BYRNE FINANCIAL FREEDOM, LLC trimmed | 24,455 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 22,540 | $1M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 21,672 | $1M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 20,310 | $1M | 0.1% | 2026-Q2 |
| MONEYWISE, INC. trimmed | 20,187 | $1M | 0.1% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 18,015 | $1M | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 17,661 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 16,822 | $974K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 16,653 | $964K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 16,574 | $959K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 16,542 | $958K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 16,098 | $932K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 15,274 | $884K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 14,468 | $838K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 13,867 | $803K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 11,920 | $690K | 0.1% | 2026-Q2 |
| PLANWISER FINANCIAL, LLC trimmed | 11,605 | $672K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 11,510 | $666K | 0.1% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 10,580 | $612K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 10,413 | $603K | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 10,020 | $584K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC | 9,759 | $565K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 9,608 | $556K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 9,468 | $548K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 9,461 | $548K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 9,086 | $526K | 0.0% | 2026-Q2 |
| Clear Point Advisors Inc. trimmed | 9,002 | $521K | 0.0% | 2026-Q2 |
| MBL Wealth, LLC added | 8,435 | $488K | 0.0% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 8,425 | $489K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 8,280 | $479K | 0.0% | 2026-Q2 |
| ProVise Management Group, LLC trimmed | 8,272 | $479K | 0.0% | 2026-Q2 |
| Strategic Equity Management trimmed | 8,201 | $475K | 0.0% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 7,845 | $454K | 0.0% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 7,715 | $447K | 0.0% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC | 7,628 | $442K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,622 | $441K | 0.0% | 2026-Q2 |
| Pacific Sun Financial Corp added | 7,467 | $435K | 0.0% | 2026-Q2 |
| FMR LLC added | 7,267 | $421K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 7,056 | $408K | 0.0% | 2026-Q2 |
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.