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Institutional Ownership · SEC Form 13F

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.

350
Institutional holders
57,056,331
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Wealthfront Advisers LLC added5,319,203$164M9.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed3,809,770$117M6.9%2026-Q1
MORGAN STANLEY added2,330,331$72M4.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,285,562$70M4.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,219,369$68M4.0%2026-Q1
LPL Financial LLC added2,215,225$68M4.0%2026-Q1
Beacon Capital Management, Inc. added1,898,123$58M3.4%2026-Q1
New York Life Investment Management LLC trimmed1,517,027$47M2.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,342,501$41M2.4%2026-Q1
Curbstone Financial Management Corp added1,270,626$39M2.3%2026-Q1
Facet Wealth, Inc. added1,187,640$37M2.1%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed1,012,813$31M1.8%2026-Q1
Valmark Advisers, Inc. added995,071$31M1.8%2026-Q1
Stratos Investment Management, LLC added960,740$30M1.7%2026-Q1
Farther Finance Advisors, LLC added924,800$28M1.7%2026-Q1
Advisory Alpha, LLC trimmed848,823$26M1.5%2026-Q1
MFA WEALTH ADVISORS, LLC added800,221$25M1.4%2026-Q1
Ameliora Wealth Management Ltd. added736,152$23M1.3%2026-Q1
Cornerstone Management, Inc. added733,194$23M1.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed718,919$22M1.3%2026-Q1
WESCAP Management Group, Inc. trimmed706,147$22M1.3%2026-Q1
STATE STREET CORP trimmed692,132$21M1.2%2026-Q1
Towercrest Capital Management trimmed584,824$18M1.1%2026-Q1
MILESTONE ASSET MANAGEMENT, LLC trimmed561,332$17M1.0%2026-Q1
Penobscot Investment Management Company, Inc. trimmed559,881$17M1.0%2026-Q1
Alliance Wealth Management Group trimmed558,422$17M1.0%2026-Q1
Cetera Investment Advisers added555,484$17M1.0%2026-Q1
Whitcomb & Hess, Inc. added513,410$16M0.9%2026-Q1
IHT Wealth Management, LLC trimmed502,726$15M0.9%2026-Q1
Providence First Trust Co trimmed493,801$15M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed461,691$14M0.8%2026-Q1
Prime Capital Investment Advisors, LLC added449,402$14M0.8%2026-Q1
APPLETON PARTNERS INC/MA trimmed448,206$14M0.8%2026-Q1
Cherry Tree Wealth Management, LLC added435,946$13M0.8%2026-Q1
UBS Group AG trimmed434,884$13M0.8%2026-Q1
RFG Advisory, LLC trimmed400,573$12M0.7%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI added397,659$12M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed377,343$12M0.7%2026-Q1
CALTON & ASSOCIATES, INC. added323,072$10M0.6%2026-Q1
FIDUCIARY FINANCIAL GROUP, LLC added315,206$10M0.6%2026-Q1
Aspetuck Financial Management LLC trimmed313,987$10M0.6%2026-Q1
DEAN INVESTMENT ASSOCIATES, LLC added310,209$10M0.6%2026-Q1
Ameritas Advisory Services, LLC added287,517$9M0.5%2026-Q1
Private Advisor Group, LLC added279,184$9M0.5%2026-Q1
JPMORGAN CHASE & CO added274,491$8M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added258,859$8M0.5%2026-Q1
Legacy Edge Advisors, LLC added255,404$8M0.5%2026-Q1
Cedar Mountain Advisors, LLC added239,567$7M0.4%2026-Q1
Steward Partners Investment Advisory, LLC trimmed237,093$7M0.4%2026-Q1
MATAURO, LLC added225,356$7M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added223,291$7M0.4%2026-Q1
NorthCoast Asset Management LLC added221,059$7M0.4%2026-Q1
Capital Investment Advisors, LLC added217,909$7M0.4%2026-Q1
Buska Wealth Management, LLC trimmed215,864$7M0.4%2026-Q1
RiverGlades Family Offices LLC added214,568$7M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added213,995$7M0.4%2026-Q1
Cannon Advisors, Inc. trimmed208,817$6M0.4%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new208,803$6M0.4%2026-Q1
Merit Financial Group, LLC added198,750$6M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed198,189$6M0.4%2026-Q1
Atria Investments, Inc added195,468$6M0.4%2026-Q1
Focus Partners Wealth trimmed139,107$6M0.3%2026-Q1
Mariner, LLC added190,748$6M0.3%2026-Q1
AVITY INVESTMENT MANAGEMENT INC. added187,563$6M0.3%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added187,258$6M0.3%2026-Q1
CWM, LLC trimmed182,238$6M0.3%2026-Q1
HARBOR ADVISORY CORP /MA/ trimmed181,490$6M0.3%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC new173,006$5M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed171,804$5M0.3%2026-Q1
Alesco Advisors, LLC, An ESL Co trimmed168,888$5M0.3%2026-Q1
HighTower Advisors, LLC trimmed161,742$5M0.3%2026-Q1
COURIER CAPITAL LLC trimmed144,472$4M0.3%2026-Q1
Baird Financial Group, Inc. trimmed140,867$4M0.3%2026-Q1
SAX WEALTH ADVISORS, LLC140,209$4M0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed139,022$4M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added138,692$4M0.2%2026-Q1
EAGLE GLOBAL ADVISORS LLC trimmed134,750$4M0.2%2026-Q1
Generation Capital Management LLC added134,002$4M0.2%2026-Q1
JACOBSON & SCHMITT ADVISORS, LLC added128,258$4M0.2%2026-Q1
Sowell Financial Services LLC trimmed126,330$4M0.2%2026-Q1
Ridgewood Investments LLC added126,250$4M0.2%2026-Q1
Aries Wealth Management added126,185$4M0.2%2026-Q1
Terril Brothers, Inc. trimmed124,885$4M0.2%2026-Q1
MONECO ADVISORS, LLC trimmed119,208$4M0.2%2026-Q1
Empowered Funds, LLC added118,437$4M0.2%2026-Q1
Creative Planning added113,744$4M0.2%2026-Q1
Tandem Investment Partners LLC added108,025$3M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added106,443$3M0.2%2026-Q1
Gould Capital, LLC added105,351$3M0.2%2026-Q1
GILPIN WEALTH MANAGEMENT, LLC trimmed104,194$3M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed103,906$3M0.2%2026-Q1
PFG Advisors added103,130$3M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed1,171,600$36M2.1%2025-Q3 stale
Ocean Park Asset Management, LLC added835,100$26M1.5%2025-Q3 stale
Coppell Advisory Solutions LLC added372,698$11M0.7%2025-Q4 stale
JANE STREET GROUP, LLC trimmed271,083$8M0.5%2025-Q3 stale
Better Money Decisions, LLC added207,496$6M0.4%2025-Q2 stale
AlphaCore Capital LLC trimmed157,958$5M0.3%2025-Q1 stale
Forefront Wealth Partners, LLC new112,253$3M0.2%2025-Q3 stale
Atria Wealth Solutions, Inc. added110,567$3M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership