Who owns FLRN (FLRN)
Which tracked institutional funds hold FLRN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLRN 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
71 tracked funds added or opened FLRN while 52 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
FLRN’s largest tracked holder by dollar value, Wealthfront Advisers LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.2% 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 FLRN 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 350 tracked filers holding FLRN, 165 increased or opened the position and 162 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 FLRN 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 18
- Ameritas Advisory Services, LLC$9M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- RiverGlades Family Offices LLC$7M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$6M
- GREAT VALLEY ADVISOR GROUP, INC.$6M
- EXCHANGE TRADED CONCEPTS, LLC$5M
Full exits 10
- Coppell Advisory Solutions LLC$11M
- Macco Financial Group, Inc.$3M
- PLANWISER FINANCIAL, LLC$2M
- VERUS CAPITAL PARTNERS, LLC$1M
- INDEPENDENT FINANCIAL GROUP, LLC$1M
- Keel Point, LLC$1M
Largest adds
- Beacon Capital Management, Inc.$46M
- ENVESTNET ASSET MANAGEMENT INC$17M
- Wealthfront Advisers LLC$12M
- LPL Financial LLC$8M
- MORGAN STANLEY$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
Largest trims
- ROYAL BANK OF CANADA$60M
- BANK OF AMERICA CORP /DE/$14M
- Valpey Financial Services, LLC$11M
- INTEGRITY ALLIANCE, LLC.$9M
- TIAA TRUST, NATIONAL ASSOCIATION$9M
- STATE STREET CORP$8M
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 |
|---|---|---|---|---|
| Wealthfront Advisers LLC added | 5,319,203 | $164M | 9.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,809,770 | $117M | 6.9% | 2026-Q1 |
| MORGAN STANLEY added | 2,330,331 | $72M | 4.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,285,562 | $70M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,219,369 | $68M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 2,215,225 | $68M | 4.0% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 1,898,123 | $58M | 3.4% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 1,517,027 | $47M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,342,501 | $41M | 2.4% | 2026-Q1 |
| Curbstone Financial Management Corp added | 1,270,626 | $39M | 2.3% | 2026-Q1 |
| Facet Wealth, Inc. added | 1,187,640 | $37M | 2.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 1,012,813 | $31M | 1.8% | 2026-Q1 |
| Valmark Advisers, Inc. added | 995,071 | $31M | 1.8% | 2026-Q1 |
| Stratos Investment Management, LLC added | 960,740 | $30M | 1.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 924,800 | $28M | 1.7% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 848,823 | $26M | 1.5% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC added | 800,221 | $25M | 1.4% | 2026-Q1 |
| Ameliora Wealth Management Ltd. added | 736,152 | $23M | 1.3% | 2026-Q1 |
| Cornerstone Management, Inc. added | 733,194 | $23M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 718,919 | $22M | 1.3% | 2026-Q1 |
| WESCAP Management Group, Inc. trimmed | 706,147 | $22M | 1.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 692,132 | $21M | 1.2% | 2026-Q1 |
| Towercrest Capital Management trimmed | 584,824 | $18M | 1.1% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 561,332 | $17M | 1.0% | 2026-Q1 |
| Penobscot Investment Management Company, Inc. trimmed | 559,881 | $17M | 1.0% | 2026-Q1 |
| Alliance Wealth Management Group trimmed | 558,422 | $17M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 555,484 | $17M | 1.0% | 2026-Q1 |
| Whitcomb & Hess, Inc. added | 513,410 | $16M | 0.9% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 502,726 | $15M | 0.9% | 2026-Q1 |
| Providence First Trust Co trimmed | 493,801 | $15M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 461,691 | $14M | 0.8% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 449,402 | $14M | 0.8% | 2026-Q1 |
| APPLETON PARTNERS INC/MA trimmed | 448,206 | $14M | 0.8% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC added | 435,946 | $13M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 434,884 | $13M | 0.8% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 400,573 | $12M | 0.7% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 397,659 | $12M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 377,343 | $12M | 0.7% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 323,072 | $10M | 0.6% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 315,206 | $10M | 0.6% | 2026-Q1 |
| Aspetuck Financial Management LLC trimmed | 313,987 | $10M | 0.6% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 310,209 | $10M | 0.6% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 287,517 | $9M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 279,184 | $9M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 274,491 | $8M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 258,859 | $8M | 0.5% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 255,404 | $8M | 0.5% | 2026-Q1 |
| Cedar Mountain Advisors, LLC added | 239,567 | $7M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 237,093 | $7M | 0.4% | 2026-Q1 |
| MATAURO, LLC added | 225,356 | $7M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 223,291 | $7M | 0.4% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 221,059 | $7M | 0.4% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 217,909 | $7M | 0.4% | 2026-Q1 |
| Buska Wealth Management, LLC trimmed | 215,864 | $7M | 0.4% | 2026-Q1 |
| RiverGlades Family Offices LLC added | 214,568 | $7M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 213,995 | $7M | 0.4% | 2026-Q1 |
| Cannon Advisors, Inc. trimmed | 208,817 | $6M | 0.4% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 208,803 | $6M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 198,750 | $6M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 198,189 | $6M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 195,468 | $6M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 139,107 | $6M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 190,748 | $6M | 0.3% | 2026-Q1 |
| AVITY INVESTMENT MANAGEMENT INC. added | 187,563 | $6M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 187,258 | $6M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 182,238 | $6M | 0.3% | 2026-Q1 |
| HARBOR ADVISORY CORP /MA/ trimmed | 181,490 | $6M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC new | 173,006 | $5M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 171,804 | $5M | 0.3% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 168,888 | $5M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 161,742 | $5M | 0.3% | 2026-Q1 |
| COURIER CAPITAL LLC trimmed | 144,472 | $4M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 140,867 | $4M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 140,209 | $4M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 139,022 | $4M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 138,692 | $4M | 0.2% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 134,750 | $4M | 0.2% | 2026-Q1 |
| Generation Capital Management LLC added | 134,002 | $4M | 0.2% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 128,258 | $4M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 126,330 | $4M | 0.2% | 2026-Q1 |
| Ridgewood Investments LLC added | 126,250 | $4M | 0.2% | 2026-Q1 |
| Aries Wealth Management added | 126,185 | $4M | 0.2% | 2026-Q1 |
| Terril Brothers, Inc. trimmed | 124,885 | $4M | 0.2% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 119,208 | $4M | 0.2% | 2026-Q1 |
| Empowered Funds, LLC added | 118,437 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 113,744 | $4M | 0.2% | 2026-Q1 |
| Tandem Investment Partners LLC added | 108,025 | $3M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 106,443 | $3M | 0.2% | 2026-Q1 |
| Gould Capital, LLC added | 105,351 | $3M | 0.2% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC trimmed | 104,194 | $3M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 103,906 | $3M | 0.2% | 2026-Q1 |
| PFG Advisors added | 103,130 | $3M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,171,600 | $36M | 2.1% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC added | 835,100 | $26M | 1.5% | 2025-Q3 stale |
| Coppell Advisory Solutions LLC added | 372,698 | $11M | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 271,083 | $8M | 0.5% | 2025-Q3 stale |
| Better Money Decisions, LLC added | 207,496 | $6M | 0.4% | 2025-Q2 stale |
| AlphaCore Capital LLC trimmed | 157,958 | $5M | 0.3% | 2025-Q1 stale |
| Forefront Wealth Partners, LLC new | 112,253 | $3M | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 110,567 | $3M | 0.2% | 2025-Q2 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.