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Institutional Ownership · SEC Form 13F

Who owns FLTR (FLTR)


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

246
Institutional holders
52,178,469
Shares held (tracked funds)

How the tape is positioned

61 tracked funds added or opened FLTR while 39 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

FLTR’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 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes FLTR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FLTR 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 246 tracked filers holding FLTR, 148 increased or opened the position and 106 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 FLTR 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 12

  • Strategic Financial Concepts, LLC$14M
  • Fortis Capital Management LLC$3M
  • Private Advisory Group LLC$3M
  • Clark Capital Management Group, Inc.$3M
  • Tower Research Capital LLC (TRC)$2M
  • Lionsbridge Wealth Management LLC$1M

Full exits 13

  • Ocean Park Asset Management, LLC$10M
  • FAS Wealth Partners, Inc.$9M
  • RENAISSANCE TECHNOLOGIES LLC$7M
  • CPC Advisors, LLC$4M
  • John A. Wolfe & Associates, Inc.$3M
  • Fortune Financial Group, Inc.$2M

Largest adds

  • UBS Group AG$39M
  • MORGAN STANLEY$7M
  • Twelve Points Wealth Management LLC$6M
  • OLD MISSION CAPITAL LLC$5M
  • BANK OF AMERICA CORP /DE/$3M
  • ENVESTNET ASSET MANAGEMENT INC$3M

Largest trims

  • Virtue Capital Management, LLC$25M
  • WELLS FARGO & COMPANY/MN$8M
  • Arete Wealth Advisors, LLC$7M
  • WealthPlan Investment Management, LLC$6M
  • Wealthfront Advisers LLC$5M
  • MML INVESTORS SERVICES, LLC$3M

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 added4,667,138$119M8.9%2026-Q1
Wealthfront Advisers LLC trimmed4,563,379$116M8.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed4,208,766$107M8.1%2026-Q1
Pinnacle Wealth Planning Services, Inc. trimmed4,019,418$102M7.7%2026-Q1
Kensington Asset Management, LLC2,589,451$66M5.0%2026-Q1
UBS Group AG added2,541,245$65M4.9%2026-Q1
MORGAN STANLEY added2,372,116$60M4.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,069,095$53M4.0%2026-Q1
BANK OF AMERICA CORP /DE/ added1,694,850$43M3.2%2026-Q1
Fusion Capital, LLC added1,437,428$37M2.8%2026-Q1
Twelve Points Wealth Management LLC added1,002,383$26M1.9%2026-Q1
Creative Planning trimmed829,616$21M1.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed723,412$18M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added637,742$16M1.2%2026-Q1
LANE BROTHERS & CO INC added621,858$16M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added591,320$15M1.1%2026-Q1
Demars Financial Group, LLC added576,430$15M1.1%2026-Q1
OLD MISSION CAPITAL LLC added557,237$14M1.1%2026-Q1
White Pine Investment CO added555,325$14M1.1%2026-Q1
Strategic Financial Concepts, LLC added543,234$14M1.0%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI added501,143$13M1.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed475,809$12M0.9%2026-Q1
Deseret Mutual Benefit Administrators added458,322$12M0.9%2026-Q1
Kingsview Wealth Management, LLC added441,503$11M0.8%2026-Q1
Cetera Investment Advisers added419,095$11M0.8%2026-Q1
OSAIC HOLDINGS, INC. added410,089$10M0.8%2026-Q1
STIFEL FINANCIAL CORP added382,214$10M0.7%2026-Q1
Anson Capital, Inc. added367,956$9M0.7%2026-Q1
ELEVATUS WELATH MANAGEMENT trimmed351,838$9M0.7%2026-Q1
Corient Private Wealth LLC trimmed333,358$8M0.6%2026-Q1
VISTA INVESTMENT MANAGEMENT added332,228$8M0.6%2026-Q1
Arete Wealth Advisors, LLC trimmed324,608$8M0.6%2026-Q1
Destiny Wealth Partners, LLC added294,165$7M0.6%2026-Q1
AlphaStar Capital Management, LLC added285,149$7M0.5%2026-Q1
Geneos Wealth Management Inc. added259,867$7M0.5%2026-Q1
Bensler, LLC trimmed254,992$6M0.5%2026-Q1
Montis Financial, LLC added225,879$6M0.4%2026-Q1
WealthShield Partners, LLC added209,139$5M0.4%2026-Q1
Pinnacle Financial Partners, Inc. added209,034$5M0.4%2026-Q1
CWC Advisors, LLC. added206,533$5M0.4%2026-Q1
KFA Private Wealth Group, LLC added193,780$5M0.4%2026-Q1
Beacon Pointe Advisors, LLC trimmed193,468$5M0.4%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added191,602$5M0.4%2026-Q1
Regal Investment Advisors LLC added191,493$5M0.4%2026-Q1
All Terrain Financial Advisors, LLC added184,472$5M0.4%2026-Q1
Virtue Capital Management, LLC trimmed182,795$5M0.3%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC trimmed181,738$5M0.3%2026-Q1
FRG Family Wealth Advisors LLC trimmed174,370$4M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added172,028$4M0.3%2026-Q1
GUGGENHEIM CAPITAL LLC added167,924$4M0.3%2026-Q1
Kestra Advisory Services, LLC added152,260$4M0.3%2026-Q1
High Note Wealth, LLC trimmed149,360$4M0.3%2026-Q1
Redwood Financial Network Corp trimmed145,469$4M0.3%2026-Q1
AlphaCore Capital LLC added136,960$3M0.3%2026-Q1
&PARTNERS added134,641$3M0.3%2026-Q1
Kovack Advisors, Inc. trimmed132,821$3M0.3%2026-Q1
Fortis Capital Management LLC new129,458$3M0.2%2026-Q1
North Star Investment Management Corp. added129,365$3M0.2%2026-Q1
Smith Thornton Advisors LLC trimmed129,252$3M0.2%2026-Q1
Private Advisory Group LLC new125,620$3M0.2%2026-Q1
Asset One Wealth Management LLC added120,595$3M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed118,880$3M0.2%2026-Q1
Madden Advisory Services, Inc. trimmed116,364$3M0.2%2026-Q1
Yanni & Associates Investment Advisors, LLC trimmed115,482$3M0.2%2026-Q1
WealthPlan Investment Management, LLC trimmed114,484$3M0.2%2026-Q1
Redhawk Wealth Advisors, Inc. added110,057$3M0.2%2026-Q1
Sanctuary Advisors, LLC added109,461$3M0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added108,212$3M0.2%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed105,563$3M0.2%2026-Q1
First Heartland Consultants, Inc. added105,119$3M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added105,071$3M0.2%2026-Q1
Tidemark, LLC trimmed104,188$3M0.2%2026-Q1
Clark Capital Management Group, Inc. added103,011$3M0.2%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added100,864$3M0.2%2026-Q1
WealthPLAN Partners, LLC trimmed95,859$2M0.2%2026-Q1
Sovran Advisors, LLC trimmed94,820$2M0.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed84,433$2M0.2%2026-Q1
JPMORGAN CHASE & CO added83,949$2M0.2%2026-Q1
IHT Wealth Management, LLC added83,194$2M0.2%2026-Q1
Smith Partners Wealth Management, LLC added80,013$2M0.2%2026-Q1
Rockefeller Capital Management L.P. added75,227$2M0.1%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC trimmed73,191$2M0.1%2026-Q1
OPPENHEIMER & CO INC added70,727$2M0.1%2026-Q1
Harbor Asset Planning, Inc. added69,864$2M0.1%2026-Q1
Dynamic Advisor Solutions LLC added65,950$2M0.1%2026-Q1
Transform Wealth, LLC added467,309$12M0.9%2025-Q1 stale
Ocean Park Asset Management, LLC412,000$10M0.8%2025-Q4 stale
FAS Wealth Partners, Inc. added345,063$9M0.7%2025-Q4 stale
Family Firm, Inc. added318,269$8M0.6%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC trimmed270,217$7M0.5%2025-Q4 stale
GeoWealth Management, LLC added195,834$5M0.4%2025-Q3 stale
CPC Advisors, LLC added169,670$4M0.3%2025-Q4 stale
SYNOVUS FINANCIAL CORP added142,292$4M0.3%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added128,979$3M0.2%2025-Q3 stale
John A. Wolfe & Associates, Inc. new129,147$3M0.2%2025-Q4 stale
JANE STREET GROUP, LLC trimmed127,501$3M0.2%2025-Q3 stale
GWN SECURITIES INC. new97,738$2M0.2%2025-Q1 stale
Fortune Financial Group, Inc. new79,287$2M0.2%2025-Q4 stale
Global Retirement Partners, LLC added84,602$2M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed84,124$2M0.2%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