Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
79 tracked funds added or opened FLRN while 57 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
FLRN’s largest tracked holder by dollar value, Wealthfront Advisers LLC, sizes it at 0.3% 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 2026-Q1 and 2026-Q2, across 353 tracked filers holding FLRN, 181 increased or opened the position and 160 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 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 20
- ALLSTATE CORP$17M
- Coppell Advisory Solutions LLC$14M
- Gotham Asset Management, LLC$10M
- HERITAGE OAK WEALTH ADVISORS LLC$6M
- Viaable, LLC$4M
- Global View Capital Management LLC$2M
Full exits 13
- APPLETON PARTNERS INC/MA$14M
- Cherry Tree Wealth Management, LLC$13M
- Cambridge Investment Research Advisors, Inc.$7M
- CWM, LLC$6M
- HighTower Advisors, LLC$5M
- Forthright Family Wealth Advisory LLC$2M
Largest adds
- LPL Financial LLC$53M
- BANK OF AMERICA CORP /DE/$34M
- CITADEL ADVISORS LLC$16M
- New York Life Investment Management LLC$14M
- Cetera Investment Advisers$14M
- ASSETMARK, INC$13M
Largest trims
- Beacon Capital Management, Inc.$36M
- Valmark Advisers, Inc.$22M
- MORGAN STANLEY$11M
- WELLS FARGO & COMPANY/MN$11M
- Wealthfront Advisers LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$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 |
|---|---|---|---|---|
| Wealthfront Advisers LLC trimmed | 5,067,526 | $156M | 8.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 4,105,014 | $127M | 7.3% | 2026-Q2 |
| LPL Financial LLC added | 3,934,329 | $121M | 6.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,699,472 | $83M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,456,048 | $76M | 4.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,974,296 | $61M | 3.5% | 2026-Q2 |
| New York Life Investment Management LLC added | 1,967,252 | $61M | 3.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,868,939 | $58M | 3.3% | 2026-Q2 |
| Curbstone Financial Management Corp added | 1,304,506 | $40M | 2.3% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 1,166,828 | $36M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 1,007,464 | $31M | 1.8% | 2026-Q2 |
| Stratos Investment Management, LLC added | 991,167 | $31M | 1.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 976,402 | $30M | 1.7% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 969,434 | $30M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 941,322 | $29M | 1.7% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC added | 930,045 | $29M | 1.6% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 873,369 | $14M | 0.8% | 2026-Q2 |
| Cornerstone Management, Inc. added | 872,431 | $27M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 847,170 | $26M | 1.5% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 806,621 | $25M | 1.4% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC added | 796,500 | $25M | 1.4% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 790,575 | $24M | 1.4% | 2026-Q2 |
| Ameliora Wealth Management Ltd. added | 742,057 | $23M | 1.3% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 736,373 | $23M | 1.3% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. added | 629,278 | $19M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 549,371 | $17M | 1.0% | 2026-Q2 |
| ALLSTATE CORP new | 549,206 | $17M | 1.0% | 2026-Q2 |
| Towercrest Capital Management trimmed | 541,503 | $17M | 1.0% | 2026-Q2 |
| Providence First Trust Co added | 527,836 | $16M | 0.9% | 2026-Q2 |
| Whitcomb & Hess, Inc. added | 526,422 | $16M | 0.9% | 2026-Q2 |
| Alliance Wealth Management Group trimmed | 512,832 | $16M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 483,776 | $15M | 0.9% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 477,237 | $15M | 0.8% | 2026-Q2 |
| RFG Advisory, LLC added | 454,959 | $14M | 0.8% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 437,018 | $13M | 0.8% | 2026-Q2 |
| ASSETMARK, INC added | 429,451 | $13M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 427,906 | $13M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 403,917 | $12M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 391,414 | $12M | 0.7% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 378,061 | $12M | 0.7% | 2026-Q2 |
| Atria Investments, Inc added | 347,151 | $11M | 0.6% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 331,163 | $10M | 0.6% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 330,908 | $10M | 0.6% | 2026-Q2 |
| Gotham Asset Management, LLC new | 325,097 | $10M | 0.6% | 2026-Q2 |
| Aspetuck Financial Management LLC added | 317,768 | $10M | 0.6% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 294,730 | $9M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 291,690 | $9M | 0.5% | 2026-Q2 |
| CoreCap Advisors, LLC added | 284,005 | $9M | 0.5% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 280,541 | $9M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 247,920 | $8M | 0.4% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 240,255 | $7M | 0.4% | 2026-Q2 |
| Cannon Advisors, Inc. added | 234,795 | $7M | 0.4% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 229,595 | $7M | 0.4% | 2026-Q2 |
| RiverGlades Family Offices LLC added | 226,620 | $7M | 0.4% | 2026-Q2 |
| MATAURO, LLC trimmed | 222,022 | $7M | 0.4% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 220,717 | $7M | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 215,995 | $7M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 208,925 | $6M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 208,428 | $6M | 0.4% | 2026-Q2 |
| Mosley Wealth Management added | 201,798 | $6M | 0.4% | 2026-Q2 |
| AVITY INVESTMENT MANAGEMENT INC. added | 191,038 | $6M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 190,460 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 188,605 | $6M | 0.3% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 182,826 | $6M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 177,864 | $5M | 0.3% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ trimmed | 176,865 | $5M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 171,866 | $5M | 0.3% | 2026-Q2 |
| Buska Wealth Management, LLC trimmed | 169,860 | $5M | 0.3% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 169,272 | $5M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 152,532 | $5M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 148,498 | $5M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC added | 144,892 | $4M | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 143,009 | $4M | 0.3% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 141,250 | $4M | 0.2% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC added | 139,750 | $4M | 0.2% | 2026-Q2 |
| Ridgewood Investments LLC added | 138,864 | $4M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 137,892 | $4M | 0.2% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 137,372 | $4M | 0.2% | 2026-Q2 |
| Viaable, LLC new | 133,961 | $4M | 0.2% | 2026-Q2 |
| Generation Capital Management LLC trimmed | 132,333 | $4M | 0.2% | 2026-Q2 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 131,759 | $4M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 127,974 | $4M | 0.2% | 2026-Q2 |
| Terril Brothers, Inc. trimmed | 124,835 | $4M | 0.2% | 2026-Q2 |
| Aries Wealth Management trimmed | 123,585 | $4M | 0.2% | 2026-Q2 |
| Asset One Wealth Management LLC added | 121,554 | $4M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 120,355 | $4M | 0.2% | 2026-Q2 |
| SYKON CAPITAL LLC added | 111,473 | $3M | 0.2% | 2026-Q2 |
| 10Elms LLP added | 111,271 | $3M | 0.2% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC added | 110,357 | $3M | 0.2% | 2026-Q2 |
| Tandem Investment Partners LLC added | 110,235 | $3M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 107,564 | $3M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 107,453 | $3M | 0.2% | 2026-Q2 |
| Gould Capital, LLC trimmed | 105,223 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 104,486 | $3M | 0.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 96,515 | $3M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 96,325 | $3M | 0.2% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 95,067 | $3M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 93,798 | $3M | 0.2% | 2026-Q2 |
| United Community Bank added | 90,310 | $3M | 0.2% | 2026-Q2 |
| BCS Wealth Management trimmed | 89,419 | $3M | 0.2% | 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.