Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
63 tracked funds added or opened FLTR while 36 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, WELLS FARGO & COMPANY/MN, 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 2026-Q1 and 2026-Q2, across 245 tracked filers holding FLTR, 135 increased or opened the position and 120 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 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 17
- Insight Wealth Strategies, LLC$28M
- Gotham Asset Management, LLC$10M
- COMPASS FINANCIAL MANAGEMENT LLC$8M
- Ferguson Shapiro LLC$7M
- Bellars Harris Wealth Management, LLC$5M
- MISSION WEALTH MANAGEMENT, LP$4M
Full exits 13
- Cambridge Investment Research Advisors, Inc.$16M
- White Pine Investment CO$14M
- WealthShield Partners, LLC$5M
- FRG Family Wealth Advisors LLC$4M
- Clark Capital Management Group, Inc.$3M
- Tower Research Capital LLC (TRC)$2M
Largest adds
- BANK OF AMERICA CORP /DE/$44M
- Kensington Asset Management, LLC$19M
- WELLS FARGO & COMPANY/MN$9M
- AMERIPRISE FINANCIAL INC$9M
- All Terrain Financial Advisors, LLC$7M
- Systelligence, LLC$5M
Largest trims
- Pinnacle Wealth Planning Services, Inc.$22M
- UBS Group AG$19M
- OLD MISSION CAPITAL LLC$11M
- LPL Financial LLC$9M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Corient Private Wealth LP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 4,555,378 | $117M | 8.4% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 4,554,828 | $117M | 8.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,274,213 | $109M | 7.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,403,550 | $87M | 6.3% | 2026-Q2 |
| Kensington Asset Management, LLC added | 3,314,952 | $85M | 6.1% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 3,153,628 | $81M | 5.8% | 2026-Q2 |
| MORGAN STANLEY added | 2,554,661 | $65M | 4.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,045,817 | $52M | 3.8% | 2026-Q2 |
| UBS Group AG trimmed | 1,802,790 | $46M | 3.3% | 2026-Q2 |
| Fusion Capital, LLC added | 1,526,730 | $39M | 2.8% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 1,105,715 | $28M | 2.0% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 1,104,702 | $28M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,056,143 | $27M | 2.0% | 2026-Q2 |
| Creative Planning trimmed | 817,993 | $21M | 1.5% | 2026-Q2 |
| LANE BROTHERS & CO INC added | 670,630 | $17M | 1.2% | 2026-Q2 |
| Demars Financial Group, LLC added | 660,006 | $17M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 595,180 | $15M | 1.1% | 2026-Q2 |
| Deseret Mutual Benefit Administrators added | 581,638 | $15M | 1.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 528,739 | $14M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 487,112 | $12M | 0.9% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 486,022 | $12M | 0.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 480,200 | $12M | 0.9% | 2026-Q2 |
| All Terrain Financial Advisors, LLC added | 442,042 | $11M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 392,867 | $10M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 392,618 | $10M | 0.7% | 2026-Q2 |
| Gotham Asset Management, LLC new | 392,126 | $10M | 0.7% | 2026-Q2 |
| Anson Capital, Inc. added | 383,146 | $10M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 380,015 | $10M | 0.7% | 2026-Q2 |
| ELEVATUS WELATH MANAGEMENT added | 378,035 | $10M | 0.7% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 372,818 | $10M | 0.7% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 341,380 | $9M | 0.6% | 2026-Q2 |
| Virtue Capital Management, LLC added | 325,849 | $8M | 0.6% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 325,376 | $8M | 0.6% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 319,364 | $8M | 0.6% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 303,888 | $8M | 0.6% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 280,947 | $7M | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 272,944 | $7M | 0.5% | 2026-Q2 |
| Ferguson Shapiro LLC new | 258,711 | $7M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 255,393 | $7M | 0.5% | 2026-Q2 |
| Systelligence, LLC added | 251,058 | $6M | 0.5% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 243,513 | $6M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 239,768 | $6M | 0.4% | 2026-Q2 |
| Montis Financial, LLC added | 239,348 | $6M | 0.4% | 2026-Q2 |
| Bensler, LLC trimmed | 226,117 | $6M | 0.4% | 2026-Q2 |
| KFA Private Wealth Group, LLC added | 220,459 | $6M | 0.4% | 2026-Q2 |
| CWC Advisors, LLC. added | 213,211 | $5M | 0.4% | 2026-Q2 |
| Sovran Advisors, LLC added | 212,498 | $5M | 0.4% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 185,994 | $5M | 0.3% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 185,621 | $5M | 0.3% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 184,048 | $5M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 179,820 | $5M | 0.3% | 2026-Q2 |
| Private Advisory Group LLC added | 179,412 | $5M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 172,534 | $4M | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 170,617 | $4M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 170,242 | $4M | 0.3% | 2026-Q2 |
| &PARTNERS added | 168,993 | $4M | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. new | 166,592 | $4M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 166,281 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 160,750 | $4M | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 155,198 | $4M | 0.3% | 2026-Q2 |
| North Star Investment Management Corp. added | 149,897 | $4M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 148,647 | $4M | 0.3% | 2026-Q2 |
| High Note Wealth, LLC trimmed | 147,905 | $4M | 0.3% | 2026-Q2 |
| Asset One Wealth Management LLC added | 146,951 | $4M | 0.3% | 2026-Q2 |
| Redwood Financial Network Corp trimmed | 139,525 | $4M | 0.3% | 2026-Q2 |
| Fortis Capital Management LLC added | 138,500 | $4M | 0.3% | 2026-Q2 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV added | 136,878 | $4M | 0.3% | 2026-Q2 |
| Smith Thornton Advisors LLC added | 133,885 | $3M | 0.2% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 131,784 | $3M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 131,723 | $3M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 129,201 | $3M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 128,710 | $3M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 121,281 | $3M | 0.2% | 2026-Q2 |
| Madden Advisory Services, Inc. trimmed | 115,648 | $3M | 0.2% | 2026-Q2 |
| Yanni & Associates Investment Advisors, LLC trimmed | 115,403 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 114,988 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 110,908 | $3M | 0.2% | 2026-Q2 |
| Smith Partners Wealth Management, LLC added | 110,369 | $3M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 110,323 | $3M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 110,104 | $3M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 108,978 | $3M | 0.2% | 2026-Q2 |
| Tidemark, LLC added | 106,004 | $3M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 105,021 | $3M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 104,932 | $3M | 0.2% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 95,845 | $2M | 0.1% | 2026-Q2 |
| Ascent Advisors, LLC new | 94,160 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 91,389 | $2M | 0.2% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC new | 88,649 | $2M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 88,177 | $2M | 0.2% | 2026-Q2 |
| Advisor OS, LLC added | 87,184 | $2M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 82,817 | $2M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 77,195 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 76,483 | $2M | 0.1% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. added | 74,720 | $2M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 72,532 | $2M | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 72,026 | $2M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 72,025 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 71,169 | $2M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 69,659 | $2M | 0.1% | 2026-Q2 |
| Harbor Asset Planning, Inc. trimmed | 64,674 | $2M | 0.1% | 2026-Q2 |
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.