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Institutional Ownership · SEC Form 13F

Who owns FLRT (FLRT)


Which tracked institutional funds hold FLRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLRT 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.

113
Institutional holders
7,824,211
Shares held (tracked funds)

How the tape is positioned

28 tracked funds added or opened FLRT while 23 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

FLRT’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 0.1pp gap the other way — the median holder sizes FLRT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FLRT 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 113 tracked filers holding FLRT, 66 increased or opened the position and 53 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 FLRT 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 8

  • Sidoxia Capital Management, LLC$6M
  • Goldstone Financial Group, LLC$3M
  • ASHTON THOMAS SECURITIES, LLC$3M
  • JANE STREET GROUP, LLC$3M
  • WealthPlan Investment Management, LLC$2M
  • CITADEL ADVISORS LLC$2M

Full exits 5

  • NewEdge Advisors, LLC$9M
  • CAMPBELL CAPITAL MANAGEMENT INC$2M
  • J.W. COLE ADVISORS, INC.$2M
  • WealthPLAN Partners, LLC$1M
  • Client First Investment Management LLC$539K

Largest adds

  • LPL Financial LLC$11M
  • Systelligence, LLC$8M
  • Western Wealth Management, LLC$6M
  • TRUIST FINANCIAL CORP$5M
  • ENVESTNET ASSET MANAGEMENT INC$2M
  • INDEPENDENT FINANCIAL GROUP, LLC$2M

Largest trims

  • Octavia Wealth Advisors, LLC$9M
  • VERUS CAPITAL PARTNERS, LLC$6M
  • Schwallier Wealth Management LLC$4M
  • Private Advisor Group, LLC$3M
  • ROYAL BANK OF CANADA$2M
  • Perigon Wealth Management, LLC$909K

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
LPL Financial LLC added1,811,600$84M20.4%2026-Q1
Foundations Investment Advisors, LLC trimmed591,845$27M6.7%2026-Q1
Cetera Investment Advisers added338,561$16M3.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed271,181$13M3.1%2026-Q1
Kestra Advisory Services, LLC added251,676$12M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed244,964$11M2.8%2026-Q1
TRUIST FINANCIAL CORP added226,161$10M2.6%2026-Q1
Systelligence, LLC added225,105$10M2.5%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed217,652$10M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added206,902$10M2.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added194,111$9M2.2%2026-Q1
Western Wealth Management, LLC added152,757$7M1.7%2026-Q1
ASSETMARK, INC added146,145$7M1.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added143,435$7M1.6%2026-Q1
MML INVESTORS SERVICES, LLC trimmed140,449$7M1.6%2026-Q1
Sidoxia Capital Management, LLC new118,868$6M1.3%2026-Q1
WINEBRENNER CAPITAL MANAGEMENT LLC trimmed118,724$5M1.3%2026-Q1
Stewardship Advisors, LLC trimmed107,795$5M1.2%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added105,030$5M1.2%2026-Q1
Sigma Planning Corp trimmed102,063$5M1.2%2026-Q1
Strategic Blueprint, LLC trimmed101,711$5M1.1%2026-Q1
Waycross Investment Management Co trimmed89,983$4M1.0%2026-Q1
STIFEL FINANCIAL CORP added74,584$3M0.8%2026-Q1
Independence Asset Advisors, LLC trimmed69,539$3M0.8%2026-Q1
Goldstone Financial Group, LLC new69,506$3M0.8%2026-Q1
Independent Wealth Network Inc. trimmed68,163$3M0.8%2026-Q1
ASHTON THOMAS SECURITIES, LLC trimmed64,424$3M0.7%2026-Q1
PSI Advisors, LLC added61,947$3M0.7%2026-Q1
JANE STREET GROUP, LLC added58,898$3M0.7%2026-Q1
Sanctuary Advisors, LLC added55,950$3M0.6%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added54,408$3M0.6%2026-Q1
WealthPlan Investment Management, LLC new52,569$2M0.6%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added51,623$2M0.6%2026-Q1
Beacon Pointe Advisors, LLC added43,841$2M0.5%2026-Q1
Ausdal Financial Partners, Inc. added41,567$2M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added41,300$2M0.5%2026-Q1
Belpointe Asset Management LLC trimmed38,894$2M0.4%2026-Q1
Moors & Cabot, Inc. added38,482$2M0.4%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed37,729$2M0.4%2026-Q1
CITADEL ADVISORS LLC added36,939$2M0.4%2026-Q1
CENTAURUS FINANCIAL, INC. added34,248$2M0.4%2026-Q1
Legacy Wealth Managment, LLC/ID added33,367$2M0.4%2026-Q1
Crestwood Advisors Group, LLC added32,995$2M0.4%2026-Q1
Cornerstone Wealth Management, LLC trimmed30,893$1M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added30,214$1M0.3%2026-Q1
Scarborough Advisors, LLC added28,556$1M0.3%2026-Q1
MGO ONE SEVEN LLC trimmed27,045$1M0.3%2026-Q1
HBW ADVISORY SERVICES LLC added26,320$1M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added26,308$1M0.3%2026-Q1
Syntegra Private Wealth Group, LLC added25,760$1M0.3%2026-Q1
Equitable Holdings, Inc. trimmed24,647$1M0.3%2026-Q1
Commerce Advisors, LLC new24,835$1M0.3%2026-Q1
D.A. DAVIDSON & CO. added24,808$1M0.3%2026-Q1
Advisory Services Network, LLC added24,452$1M0.3%2026-Q1
FWG Holdings, LLC trimmed24,322$1M0.3%2026-Q1
Fearless Solutions, LLC dba Best Invest trimmed24,247$1M0.3%2026-Q1
Sovran Advisors, LLC added23,070$1M0.3%2026-Q1
Private Advisor Group, LLC trimmed22,476$1M0.3%2026-Q1
Fifth Third Securities, Inc. added20,895$968K0.2%2026-Q1
Stratos Wealth Partners, LTD. added19,722$913K0.2%2026-Q1
Gladstone Institutional Advisory LLC trimmed18,334$849K0.2%2026-Q1
Southland Equity Partners LLC trimmed17,905$829K0.2%2026-Q1
VERUS CAPITAL PARTNERS, LLC trimmed16,978$786K0.2%2026-Q1
Wealthcare Advisory Partners LLC added16,882$782K0.2%2026-Q1
HighTower Advisors, LLC trimmed16,783$777K0.2%2026-Q1
ADAPT WEALTH ADVISORS, LLC added16,653$771K0.2%2026-Q1
TrueWealth Advisors, LLC added16,570$767K0.2%2026-Q1
Camarda Financial Advisors, LLC added16,400$759K0.2%2026-Q1
B. Riley Wealth Advisors, Inc. added15,493$716K0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added15,437$715K0.2%2026-Q1
Schwallier Wealth Management LLC trimmed14,087$652K0.2%2026-Q1
Capital Investment Advisory Services, LLC added13,167$610K0.1%2026-Q1
Weaver Consulting Group trimmed12,350$572K0.1%2026-Q1
UPTICK PARTNERS, LLC new12,306$570K0.1%2026-Q1
Accurate Wealth Management, LLC added12,063$560K0.1%2026-Q1
Alchemi Wealth, LLC trimmed12,044$558K0.1%2026-Q1
Brookwood Investment Group LLC added10,725$497K0.1%2026-Q1
INTEGRITY ALLIANCE, LLC. added10,526$487K0.1%2026-Q1
Perigon Wealth Management, LLC trimmed10,325$478K0.1%2026-Q1
Keating Financial Advisory Services, Inc. added9,776$453K0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added243,483$12M2.8%2025-Q2 stale
NewEdge Advisors, LLC added186,596$9M2.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed164,745$8M1.9%2025-Q2 stale
Consolidated Planning Corp trimmed103,280$5M1.2%2025-Q2 stale
Prospera Financial Services Inc added69,459$3M0.8%2025-Q3 stale
CAMPBELL CAPITAL MANAGEMENT INC added52,635$2M0.6%2025-Q4 stale
Ocean Park Asset Management, LLC49,336$2M0.6%2025-Q2 stale
J.W. COLE ADVISORS, INC. added45,164$2M0.5%2025-Q4 stale
IronOak Wealth LLC. new36,072$2M0.4%2025-Q2 stale
WealthPLAN Partners, LLC added31,464$1M0.4%2025-Q4 stale
Price Capital Management, Inc. added30,000$1M0.3%2025-Q2 stale
Legacy Investment Solutions, LLC trimmed29,657$1M0.3%2025-Q2 stale
Envestnet Portfolio Solutions, Inc. added25,302$1M0.3%2025-Q1 stale
GOLDMAN SACHS GROUP INC added24,325$1M0.3%2025-Q3 stale
IVC Wealth Advisors LLC added13,956$657K0.2%2025-Q1 stale
Client First Investment Management LLC trimmed11,432$539K0.1%2025-Q4 stale
Tripletail Wealth Management, LLC new11,039$524K0.1%2025-Q2 stale
Tactive Advisors, LLC added9,699$460K0.1%2025-Q3 stale
CreativeOne Wealth, LLC added9,283$440K0.1%2025-Q3 stale
Newbridge Financial Services Group, Inc. new8,711$413K0.1%2025-Q3 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