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-Q2 13F filings (latest filed 2026-08-20). 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
The tracked-fund tape on FLTB is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 7 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 82 tracked filers holding FLTB, 60 increased or opened the position and 26 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 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 10
- Merkkuri Wealth Advisors LLC$3M
- OLD MISSION CAPITAL LLC$3M
- Fidelis Wealth Advisors LLC$3M
- Waverly Advisors, LLC$1M
- GOLDMAN SACHS GROUP INC$1M
- CITADEL ADVISORS LLC$1M
Full exits 3
- Cambridge Investment Research Advisors, Inc.$7M
- JANE STREET GROUP, LLC$3M
- NORRIS PERNE & FRENCH LLP/MI$759K
Largest adds
- RAYMOND JAMES FINANCIAL INC$5M
- OSAIC HOLDINGS, INC.$4M
- BANK OF AMERICA CORP /DE/$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Holos Integrated Wealth LLC$2M
Largest trims
- LPL Financial LLC$4M
- ASSETMARK, INC$3M
- UBS Group AG$1M
- IFP Advisors, Inc$321K
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 | 923,052 | $46M | 17.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 446,264 | $22M | 8.4% | 2026-Q2 |
| UBS Group AG trimmed | 430,243 | $22M | 8.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 367,410 | $18M | 6.9% | 2026-Q2 |
| MORGAN STANLEY added | 332,980 | $17M | 6.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 219,258 | $11M | 4.1% | 2026-Q2 |
| Holos Integrated Wealth LLC added | 198,581 | $10M | 3.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 163,458 | $8M | 3.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 129,638 | $6M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 114,487 | $6M | 2.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 106,845 | $5M | 2.0% | 2026-Q2 |
| Regal Investment Advisors LLC added | 94,389 | $5M | 1.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 81,803 | $4M | 1.5% | 2026-Q2 |
| Salus Financial Advisors, LLC added | 79,432 | $4M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 75,274 | $4M | 1.4% | 2026-Q2 |
| Savant Capital, LLC added | 66,480 | $3M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 64,186 | $3M | 1.2% | 2026-Q2 |
| Merkkuri Wealth Advisors LLC new | 60,605 | $3M | 1.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 55,133 | $3M | 1.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 53,614 | $3M | 1.0% | 2026-Q2 |
| Fidelis Wealth Advisors LLC new | 49,910 | $3M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 45,572 | $2M | 0.9% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 43,768 | $2M | 0.8% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 42,931 | $2M | 0.8% | 2026-Q2 |
| Advisor OS, LLC added | 41,362 | $2M | 0.8% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 38,753 | $2M | 0.7% | 2026-Q2 |
| Grey Ledge Advisors, LLC added | 37,731 | $2M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 36,491 | $2M | 0.7% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 34,745 | $2M | 0.7% | 2026-Q2 |
| Clearwave Capital, LLC added | 32,240 | $2M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC new | 29,800 | $1M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 29,684 | $1M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 28,507 | $1M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 25,304 | $1M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 25,285 | $1M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 23,660 | $1M | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 22,959 | $1M | 0.4% | 2026-Q2 |
| Lakeridge Wealth Management LLC added | 21,293 | $1M | 0.4% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 17,956 | $900K | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 17,152 | $860K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 16,913 | $848K | 0.3% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC added | 16,576 | $831K | 0.3% | 2026-Q2 |
| Hoxton Planning & Management, LLC added | 16,260 | $815K | 0.3% | 2026-Q2 |
| Core Wealth Advisors, Inc. new | 13,254 | $664K | 0.2% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC new | 12,331 | $618K | 0.2% | 2026-Q2 |
| ALONGSIDE, LLC added | 12,331 | $618K | 0.2% | 2026-Q2 |
| Soltis Investment Advisors LLC | 12,256 | $614K | 0.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 11,181 | $561K | 0.2% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC new | 11,000 | $551K | 0.2% | 2026-Q2 |
| BG Investment Services, LLC added | 10,769 | $540K | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 10,622 | $532K | 0.2% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. trimmed | 9,719 | $487K | 0.2% | 2026-Q2 |
| United Advisor Group, LLC added | 9,237 | $465K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 7,143 | $358K | 0.1% | 2026-Q2 |
| Indivisible Partners new | 7,011 | $351K | 0.1% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 6,807 | $341K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 6,500 | $326K | 0.1% | 2026-Q2 |
| COFG Advisors, LLC new | 5,712 | $286K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC new | 5,705 | $286K | 0.1% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 4,884 | $245K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 4,764 | $239K | 0.1% | 2026-Q2 |
| Clearstead Trust, LLC | 4,650 | $233K | 0.1% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 4,213 | $211K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 2,638 | $132K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 2,630 | $132K | 0.0% | 2026-Q2 |
| Roxbury Financial LLC added | 2,119 | $106K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,000 | $100K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 1,896 | $95K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 1,146 | $57K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 1,000 | $50K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 943 | $47K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 892 | $45K | 0.0% | 2026-Q2 |
| Investment Research & Advisory Group, Inc. | 811 | $41K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 606 | $30K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 487 | $24K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 367 | $18K | 0.0% | 2026-Q2 |
| Burk Holdings LLC | 172 | $9K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 160 | $8K | 0.0% | 2026-Q2 |
| Abound Wealth Management added | 102 | $5K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 55 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 11 | $550 | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 10 | $501 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 136,997 | $7M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 53,679 | $3M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| NORRIS PERNE & FRENCH LLP/MI added | 15,096 | $759K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 5,384 | $271K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 5,361 | $270K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 5,256 | $264K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BENJAMIN EDWARDS INC added | 5,118 | $257K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| STIFEL FINANCIAL CORP trimmed | 4,485 | $225K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Elevation Capital Advisory, LLC trimmed | 25,659 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Sigma Planning Corp new | 9,075 | $460K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Dentgroup LLC trimmed | 9,037 | $458K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Apollon Wealth Management, LLC | 8,014 | $406K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Westview Management dba Westview Investment Advisors new | 7,879 | $399K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Algorithmic Investment Models, LLC added | 51,444 | $3M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Dynamic Advisor Solutions LLC added | 14,355 | $727K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| WNY Asset Management, LLC trimmed | 10,752 | $545K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| SILVERLAKE WEALTH MANAGEMENT LLC new | 9,640 | $486K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 5,203 | $262K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.