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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,811,600 | $84M | 20.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 591,845 | $27M | 6.7% | 2026-Q1 |
| Cetera Investment Advisers added | 338,561 | $16M | 3.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 271,181 | $13M | 3.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 251,676 | $12M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 244,964 | $11M | 2.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 226,161 | $10M | 2.6% | 2026-Q1 |
| Systelligence, LLC added | 225,105 | $10M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 217,652 | $10M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 206,902 | $10M | 2.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 194,111 | $9M | 2.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 152,757 | $7M | 1.7% | 2026-Q1 |
| ASSETMARK, INC added | 146,145 | $7M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 143,435 | $7M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 140,449 | $7M | 1.6% | 2026-Q1 |
| Sidoxia Capital Management, LLC new | 118,868 | $6M | 1.3% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 118,724 | $5M | 1.3% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 107,795 | $5M | 1.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 105,030 | $5M | 1.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 102,063 | $5M | 1.2% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 101,711 | $5M | 1.1% | 2026-Q1 |
| Waycross Investment Management Co trimmed | 89,983 | $4M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 74,584 | $3M | 0.8% | 2026-Q1 |
| Independence Asset Advisors, LLC trimmed | 69,539 | $3M | 0.8% | 2026-Q1 |
| Goldstone Financial Group, LLC new | 69,506 | $3M | 0.8% | 2026-Q1 |
| Independent Wealth Network Inc. trimmed | 68,163 | $3M | 0.8% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 64,424 | $3M | 0.7% | 2026-Q1 |
| PSI Advisors, LLC added | 61,947 | $3M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 58,898 | $3M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 55,950 | $3M | 0.6% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 54,408 | $3M | 0.6% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 52,569 | $2M | 0.6% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 51,623 | $2M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 43,841 | $2M | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 41,567 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 41,300 | $2M | 0.5% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 38,894 | $2M | 0.4% | 2026-Q1 |
| Moors & Cabot, Inc. added | 38,482 | $2M | 0.4% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 37,729 | $2M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 36,939 | $2M | 0.4% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 34,248 | $2M | 0.4% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 33,367 | $2M | 0.4% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 32,995 | $2M | 0.4% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 30,893 | $1M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 30,214 | $1M | 0.3% | 2026-Q1 |
| Scarborough Advisors, LLC added | 28,556 | $1M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 27,045 | $1M | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 26,320 | $1M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 26,308 | $1M | 0.3% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 25,760 | $1M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 24,647 | $1M | 0.3% | 2026-Q1 |
| Commerce Advisors, LLC new | 24,835 | $1M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 24,808 | $1M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 24,452 | $1M | 0.3% | 2026-Q1 |
| FWG Holdings, LLC trimmed | 24,322 | $1M | 0.3% | 2026-Q1 |
| Fearless Solutions, LLC dba Best Invest trimmed | 24,247 | $1M | 0.3% | 2026-Q1 |
| Sovran Advisors, LLC added | 23,070 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 22,476 | $1M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 20,895 | $968K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 19,722 | $913K | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 18,334 | $849K | 0.2% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 17,905 | $829K | 0.2% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 16,978 | $786K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 16,882 | $782K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 16,783 | $777K | 0.2% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 16,653 | $771K | 0.2% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 16,570 | $767K | 0.2% | 2026-Q1 |
| Camarda Financial Advisors, LLC added | 16,400 | $759K | 0.2% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 15,493 | $716K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 15,437 | $715K | 0.2% | 2026-Q1 |
| Schwallier Wealth Management LLC trimmed | 14,087 | $652K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 13,167 | $610K | 0.1% | 2026-Q1 |
| Weaver Consulting Group trimmed | 12,350 | $572K | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC new | 12,306 | $570K | 0.1% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 12,063 | $560K | 0.1% | 2026-Q1 |
| Alchemi Wealth, LLC trimmed | 12,044 | $558K | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC added | 10,725 | $497K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 10,526 | $487K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 10,325 | $478K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 9,776 | $453K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 243,483 | $12M | 2.8% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 186,596 | $9M | 2.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 164,745 | $8M | 1.9% | 2025-Q2 stale |
| Consolidated Planning Corp trimmed | 103,280 | $5M | 1.2% | 2025-Q2 stale |
| Prospera Financial Services Inc added | 69,459 | $3M | 0.8% | 2025-Q3 stale |
| CAMPBELL CAPITAL MANAGEMENT INC added | 52,635 | $2M | 0.6% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC | 49,336 | $2M | 0.6% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 45,164 | $2M | 0.5% | 2025-Q4 stale |
| IronOak Wealth LLC. new | 36,072 | $2M | 0.4% | 2025-Q2 stale |
| WealthPLAN Partners, LLC added | 31,464 | $1M | 0.4% | 2025-Q4 stale |
| Price Capital Management, Inc. added | 30,000 | $1M | 0.3% | 2025-Q2 stale |
| Legacy Investment Solutions, LLC trimmed | 29,657 | $1M | 0.3% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. added | 25,302 | $1M | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 24,325 | $1M | 0.3% | 2025-Q3 stale |
| IVC Wealth Advisors LLC added | 13,956 | $657K | 0.2% | 2025-Q1 stale |
| Client First Investment Management LLC trimmed | 11,432 | $539K | 0.1% | 2025-Q4 stale |
| Tripletail Wealth Management, LLC new | 11,039 | $524K | 0.1% | 2025-Q2 stale |
| Tactive Advisors, LLC added | 9,699 | $460K | 0.1% | 2025-Q3 stale |
| CreativeOne Wealth, LLC added | 9,283 | $440K | 0.1% | 2025-Q3 stale |
| Newbridge Financial Services Group, Inc. new | 8,711 | $413K | 0.1% | 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.
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.