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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 4,667,138 | $119M | 8.9% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 4,563,379 | $116M | 8.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,208,766 | $107M | 8.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 4,019,418 | $102M | 7.7% | 2026-Q1 |
| Kensington Asset Management, LLC | 2,589,451 | $66M | 5.0% | 2026-Q1 |
| UBS Group AG added | 2,541,245 | $65M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 2,372,116 | $60M | 4.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,069,095 | $53M | 4.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,694,850 | $43M | 3.2% | 2026-Q1 |
| Fusion Capital, LLC added | 1,437,428 | $37M | 2.8% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 1,002,383 | $26M | 1.9% | 2026-Q1 |
| Creative Planning trimmed | 829,616 | $21M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 723,412 | $18M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 637,742 | $16M | 1.2% | 2026-Q1 |
| LANE BROTHERS & CO INC added | 621,858 | $16M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 591,320 | $15M | 1.1% | 2026-Q1 |
| Demars Financial Group, LLC added | 576,430 | $15M | 1.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 557,237 | $14M | 1.1% | 2026-Q1 |
| White Pine Investment CO added | 555,325 | $14M | 1.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 543,234 | $14M | 1.0% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 501,143 | $13M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 475,809 | $12M | 0.9% | 2026-Q1 |
| Deseret Mutual Benefit Administrators added | 458,322 | $12M | 0.9% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 441,503 | $11M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 419,095 | $11M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 410,089 | $10M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 382,214 | $10M | 0.7% | 2026-Q1 |
| Anson Capital, Inc. added | 367,956 | $9M | 0.7% | 2026-Q1 |
| ELEVATUS WELATH MANAGEMENT trimmed | 351,838 | $9M | 0.7% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 333,358 | $8M | 0.6% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 332,228 | $8M | 0.6% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 324,608 | $8M | 0.6% | 2026-Q1 |
| Destiny Wealth Partners, LLC added | 294,165 | $7M | 0.6% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 285,149 | $7M | 0.5% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 259,867 | $7M | 0.5% | 2026-Q1 |
| Bensler, LLC trimmed | 254,992 | $6M | 0.5% | 2026-Q1 |
| Montis Financial, LLC added | 225,879 | $6M | 0.4% | 2026-Q1 |
| WealthShield Partners, LLC added | 209,139 | $5M | 0.4% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 209,034 | $5M | 0.4% | 2026-Q1 |
| CWC Advisors, LLC. added | 206,533 | $5M | 0.4% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 193,780 | $5M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 193,468 | $5M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 191,602 | $5M | 0.4% | 2026-Q1 |
| Regal Investment Advisors LLC added | 191,493 | $5M | 0.4% | 2026-Q1 |
| All Terrain Financial Advisors, LLC added | 184,472 | $5M | 0.4% | 2026-Q1 |
| Virtue Capital Management, LLC trimmed | 182,795 | $5M | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 181,738 | $5M | 0.3% | 2026-Q1 |
| FRG Family Wealth Advisors LLC trimmed | 174,370 | $4M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 172,028 | $4M | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 167,924 | $4M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 152,260 | $4M | 0.3% | 2026-Q1 |
| High Note Wealth, LLC trimmed | 149,360 | $4M | 0.3% | 2026-Q1 |
| Redwood Financial Network Corp trimmed | 145,469 | $4M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC added | 136,960 | $3M | 0.3% | 2026-Q1 |
| &PARTNERS added | 134,641 | $3M | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 132,821 | $3M | 0.3% | 2026-Q1 |
| Fortis Capital Management LLC new | 129,458 | $3M | 0.2% | 2026-Q1 |
| North Star Investment Management Corp. added | 129,365 | $3M | 0.2% | 2026-Q1 |
| Smith Thornton Advisors LLC trimmed | 129,252 | $3M | 0.2% | 2026-Q1 |
| Private Advisory Group LLC new | 125,620 | $3M | 0.2% | 2026-Q1 |
| Asset One Wealth Management LLC added | 120,595 | $3M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 118,880 | $3M | 0.2% | 2026-Q1 |
| Madden Advisory Services, Inc. trimmed | 116,364 | $3M | 0.2% | 2026-Q1 |
| Yanni & Associates Investment Advisors, LLC trimmed | 115,482 | $3M | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 114,484 | $3M | 0.2% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 110,057 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 109,461 | $3M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 108,212 | $3M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 105,563 | $3M | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 105,119 | $3M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 105,071 | $3M | 0.2% | 2026-Q1 |
| Tidemark, LLC trimmed | 104,188 | $3M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 103,011 | $3M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 100,864 | $3M | 0.2% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 95,859 | $2M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 94,820 | $2M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 84,433 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 83,949 | $2M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 83,194 | $2M | 0.2% | 2026-Q1 |
| Smith Partners Wealth Management, LLC added | 80,013 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 75,227 | $2M | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 73,191 | $2M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 70,727 | $2M | 0.1% | 2026-Q1 |
| Harbor Asset Planning, Inc. added | 69,864 | $2M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 65,950 | $2M | 0.1% | 2026-Q1 |
| Transform Wealth, LLC added | 467,309 | $12M | 0.9% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC | 412,000 | $10M | 0.8% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 345,063 | $9M | 0.7% | 2025-Q4 stale |
| Family Firm, Inc. added | 318,269 | $8M | 0.6% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 270,217 | $7M | 0.5% | 2025-Q4 stale |
| GeoWealth Management, LLC added | 195,834 | $5M | 0.4% | 2025-Q3 stale |
| CPC Advisors, LLC added | 169,670 | $4M | 0.3% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 142,292 | $4M | 0.3% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 128,979 | $3M | 0.2% | 2025-Q3 stale |
| John A. Wolfe & Associates, Inc. new | 129,147 | $3M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 127,501 | $3M | 0.2% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 97,738 | $2M | 0.2% | 2025-Q1 stale |
| Fortune Financial Group, Inc. new | 79,287 | $2M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 84,602 | $2M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 84,124 | $2M | 0.2% | 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.
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.