Who owns FLTB
Which tracked institutional funds hold FLTB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLTB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
18 tracked funds added or opened FLTB while 8 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
FLTB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FLTB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FLTB 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 79 tracked filers holding FLTB, 53 increased or opened the position and 29 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 FLTB 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 1
- Hoxton Planning & Management, LLC$810K
Full exits 2
- Global Retirement Partners, LLC$4M
- Elevation Capital Advisory, LLC$1M
Largest adds
- BANK OF AMERICA CORP /DE/$7M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Sanctuary Advisors, LLC$3M
- MORGAN STANLEY$2M
- JANE STREET GROUP, LLC$1M
- Savant Capital, LLC$1M
Largest trims
- Kestra Advisory Services, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$840K
- UBS Group AG$529K
- FLOW TRADERS U.S. LLC$457K
- Vestmark Advisory Solutions, Inc.$346K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 843,161 | $42M | 17.9% | 2026-Q1 |
| UBS Group AG trimmed | 451,309 | $23M | 9.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 373,722 | $19M | 7.9% | 2026-Q1 |
| MORGAN STANLEY added | 332,732 | $17M | 7.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 328,373 | $17M | 7.0% | 2026-Q1 |
| LPL Financial LLC added | 297,835 | $15M | 6.3% | 2026-Q1 |
| Holos Integrated Wealth LLC added | 163,463 | $8M | 3.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 136,997 | $7M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 124,656 | $6M | 2.7% | 2026-Q1 |
| Regal Investment Advisors LLC added | 87,579 | $4M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 82,419 | $4M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 80,358 | $4M | 1.7% | 2026-Q1 |
| Salus Financial Advisors, LLC added | 73,457 | $4M | 1.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 71,713 | $4M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 59,991 | $3M | 1.3% | 2026-Q1 |
| Savant Capital, LLC added | 56,000 | $3M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 53,679 | $3M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 53,581 | $3M | 1.1% | 2026-Q1 |
| ASSETMARK, INC trimmed | 52,625 | $3M | 1.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 37,108 | $2M | 0.8% | 2026-Q1 |
| Grey Ledge Advisors, LLC added | 36,334 | $2M | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 35,776 | $2M | 0.8% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 35,598 | $2M | 0.8% | 2026-Q1 |
| Great Lakes Retirement, Inc. added | 32,706 | $2M | 0.7% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 32,786 | $2M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 31,404 | $2M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 30,040 | $2M | 0.6% | 2026-Q1 |
| Clearwave Capital, LLC added | 29,116 | $1M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 24,432 | $1M | 0.5% | 2026-Q1 |
| Advisor OS, LLC added | 23,856 | $1M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 22,915 | $1M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 22,800 | $1M | 0.5% | 2026-Q1 |
| Centurion Wealth Management LLC added | 19,629 | $987K | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 19,225 | $966K | 0.4% | 2026-Q1 |
| Lakeridge Wealth Management LLC trimmed | 18,184 | $914K | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 17,623 | $886K | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 16,942 | $850K | 0.4% | 2026-Q1 |
| Hoxton Planning & Management, LLC new | 16,121 | $810K | 0.3% | 2026-Q1 |
| NORRIS PERNE & FRENCH LLP/MI added | 15,096 | $759K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 13,771 | $692K | 0.3% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 12,597 | $633K | 0.3% | 2026-Q1 |
| Soltis Investment Advisors LLC | 12,256 | $616K | 0.3% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 11,125 | $559K | 0.2% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 10,486 | $527K | 0.2% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. | 9,889 | $497K | 0.2% | 2026-Q1 |
| BG Investment Services, LLC added | 9,747 | $490K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 9,022 | $454K | 0.2% | 2026-Q1 |
| United Advisor Group, LLC added | 8,929 | $451K | 0.2% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 8,238 | $414K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 6,443 | $324K | 0.1% | 2026-Q1 |
| FMR LLC added | 6,149 | $309K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 5,384 | $271K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC new | 5,361 | $270K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 5,256 | $264K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 5,118 | $257K | 0.1% | 2026-Q1 |
| Clearstead Trust, LLC | 4,650 | $234K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 4,485 | $225K | 0.1% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 4,323 | $217K | 0.1% | 2026-Q1 |
| Compass Ion Advisors, LLC | 3,980 | $200K | 0.1% | 2026-Q1 |
| Clarity Asset Management, Inc. added | 3,747 | $188K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,310 | $116K | 0.0% | 2026-Q1 |
| Roxbury Financial LLC added | 2,096 | $105K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,000 | $101K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 1,896 | $95K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 1,362 | $68K | 0.0% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 1,144 | $58K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 963 | $48K | 0.0% | 2026-Q1 |
| Investment Research & Advisory Group, Inc. | 811 | $41K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 487 | $24K | 0.0% | 2026-Q1 |
| Spire Wealth Management trimmed | 297 | $15K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 202 | $10K | 0.0% | 2026-Q1 |
| Burk Holdings LLC new | 172 | $9K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 160 | $8K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 115 | $6K | 0.0% | 2026-Q1 |
| Global Retirement Partners, LLC added | 87,965 | $4M | 1.9% | 2025-Q4 stale |
| Algorithmic Investment Models, LLC added | 51,444 | $3M | 1.1% | 2025-Q3 stale |
| Elevation Capital Advisory, LLC trimmed | 25,659 | $1M | 0.5% | 2025-Q4 stale |
| Dynamic Advisor Solutions LLC added | 14,355 | $727K | 0.3% | 2025-Q3 stale |
| Thrivent Financial for Lutherans | 12,118 | $604K | 0.3% | 2025-Q1 stale |
| WNY Asset Management, LLC trimmed | 10,752 | $545K | 0.2% | 2025-Q3 stale |
| SILVERLAKE WEALTH MANAGEMENT LLC new | 9,640 | $486K | 0.2% | 2025-Q2 stale |
| Sigma Planning Corp added | 9,075 | $460K | 0.2% | 2025-Q4 stale |
| Dentgroup LLC trimmed | 9,037 | $458K | 0.2% | 2025-Q4 stale |
| Aviso Financial Inc. | 8,920 | $446K | 0.2% | 2025-Q1 stale |
| Apollon Wealth Management, LLC | 8,014 | $406K | 0.2% | 2025-Q4 stale |
| Westview Management dba Westview Investment Advisors new | 7,879 | $399K | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 6,041 | $306K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 5,203 | $262K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 4,859 | $246K | 0.1% | 2025-Q3 stale |
| Ancora Advisors LLC | 3,900 | $197K | 0.1% | 2025-Q2 stale |
| WealthTrak Capital Management LLC | 2,510 | $127K | 0.1% | 2025-Q2 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 2,260 | $114K | 0.0% | 2025-Q4 stale |
| COMERICA BANK new | 2,000 | $101K | 0.0% | 2025-Q4 stale |
| MMA ASSET MANAGEMENT LLC new | 1,039 | $53K | 0.0% | 2025-Q3 stale |
| Garton & Associates Financial Advisors LLC new | 789 | $40K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC trimmed | 600 | $30K | 0.0% | 2025-Q3 stale |
| CWM, LLC added | 485 | $24K | 0.0% | 2025-Q1 stale |
| US BANCORP \DE\ new | 353 | $18K | 0.0% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. added | 227 | $12K | 0.0% | 2025-Q3 stale |
| Capital Advisors, Ltd. LLC | 188 | $9K | 0.0% | 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.