Who owns FLV
Which tracked institutional funds hold FLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 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
10 tracked funds added or opened FLV while 5 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
FLV’s largest tracked holder by dollar value, AMERICAN CENTURY COMPANIES INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FLV 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 44 tracked filers holding FLV, 23 increased or opened the position and 17 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 FLV 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
- J.W. COLE ADVISORS, INC.$583K
Full exits 2
- Pine Valley Investments Ltd Liability Co$3M
- EP Wealth Advisors, LLC$538K
Largest adds
- AMERICAN CENTURY COMPANIES INC$15M
- WELLS FARGO & COMPANY/MN$7M
- CPA Asset Management Group, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- UBS Group AG$1M
- Midwestern Financial, LLC /IA$979K
Largest trims
- NewEdge Advisors, LLC$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$461K
- MML INVESTORS SERVICES, LLC$398K
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 |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC added | 1,193,432 | $92M | 31.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 644,471 | $49M | 16.7% | 2026-Q1 |
| Creative Planning trimmed | 526,461 | $40M | 13.7% | 2026-Q1 |
| Koenig Investment Advisory, LLC added | 204,760 | $16M | 5.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 128,302 | $10M | 3.3% | 2026-Q1 |
| CPA Asset Management Group, LLC added | 127,283 | $10M | 3.3% | 2026-Q1 |
| Midwestern Financial, LLC /IA added | 123,191 | $9M | 3.2% | 2026-Q1 |
| Networth Advisors, LLC added | 100,255 | $8M | 2.6% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 88,099 | $7M | 2.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 66,427 | $5M | 1.7% | 2026-Q1 |
| AE Wealth Management LLC added | 60,377 | $5M | 1.6% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 53,689 | $4M | 1.4% | 2026-Q1 |
| Sunpointe, LLC | 49,825 | $4M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 48,655 | $4M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 43,839 | $3M | 1.1% | 2026-Q1 |
| SkyOak Wealth, LLC trimmed | 41,744 | $3M | 1.1% | 2026-Q1 |
| UBS Group AG added | 31,317 | $2M | 0.8% | 2026-Q1 |
| Allen Capital Group, LLC added | 18,803 | $1M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 18,728 | $1M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 11,296 | $866K | 0.3% | 2026-Q1 |
| Dominguez Wealth Management Solutions, Inc. trimmed | 8,304 | $637K | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 7,600 | $583K | 0.2% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC | 7,425 | $569K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 6,971 | $535K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,487 | $497K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 5,005 | $384K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 4,846 | $372K | 0.1% | 2026-Q1 |
| Peak Planning Group, LLC trimmed | 4,473 | $343K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC | 3,938 | $302K | 0.1% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 3,658 | $281K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 3,463 | $266K | 0.1% | 2026-Q1 |
| Signature Wealth Management Group added | 3,445 | $264K | 0.1% | 2026-Q1 |
| Investment Advisory Group, LLC | 3,100 | $238K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,095 | $237K | 0.1% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 1,919 | $147K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,881 | $144K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1,223 | $94K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 40,761 | $41K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 494 | $38K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 494 | $38K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 474 | $36K | 0.0% | 2026-Q1 |
| FMR LLC | 282 | $22K | 0.0% | 2026-Q1 |
| Private Wealth Asset Management, LLC | 103 | $8K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 18 | $1K | 0.0% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 135,634 | $9M | 3.2% | 2025-Q2 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 34,606 | $3M | 0.9% | 2025-Q4 stale |
| EP Wealth Advisors, LLC trimmed | 7,100 | $538K | 0.2% | 2025-Q4 stale |
| Park Square Financial Group, LLC added | 5,448 | $380K | 0.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 5,181 | $362K | 0.1% | 2025-Q2 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,189 | $309K | 0.1% | 2025-Q3 stale |
| Claro Advisors LLC added | 3,774 | $264K | 0.1% | 2025-Q1 stale |
| Financial Advocates Investment Management | 2,929 | $216K | 0.1% | 2025-Q3 stale |
| OSAIC HOLDINGS, INC. added | 2,356 | $179K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,587 | $120K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.