Who owns FLXR
Which tracked institutional funds hold FLXR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLXR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 FLXR is one-sided between 2026-Q1 and 2026-Q2: 77 added or opened and 23 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
FLXR’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 0.3% of theirs — a 0.3pp gap the other way — the median holder sizes FLXR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FLXR 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 165 tracked filers holding FLXR, 126 increased or opened the position and 49 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 FLXR 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 9
- Bleakley Financial Group, LLC$7M
- CHANNEL WEALTH LLC$4M
- Kestra Advisory Services, LLC$4M
- Sanctuary Advisors, LLC$3M
- Madison Wealth Partners, Inc$1M
- Global Retirement Partners, LLC$776K
Full exits 10
- Janney Montgomery Scott LLC$54M
- HighTower Advisors, LLC$15M
- CWM, LLC$13M
- Thrivent Financial for Lutherans$8M
- CITADEL ADVISORS LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- BANK OF AMERICA CORP /DE/$52M
- WELLS FARGO & COMPANY/MN$50M
- MORGAN STANLEY$40M
- HIGHLINE WEALTH PARTNERS LLC$26M
- ENVESTNET ASSET MANAGEMENT INC$25M
- UBS Group AG$23M
Largest trims
- Onyx Bridge Wealth Group LLC$6M
- Keudell/Morrison Wealth Management$4M
- Capital Square, LLC$2M
- WJ Wealth Management, LLC$2M
- Spectrum Wealth Advisory Group, LLC$1M
- EXCHANGE TRADED CONCEPTS, LLC$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 7,544,318 | $296M | 11.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 5,732,633 | $225M | 8.9% | 2026-Q2 |
| MORGAN STANLEY added | 4,236,138 | $166M | 6.6% | 2026-Q2 |
| UBS Group AG added | 4,185,097 | $164M | 6.5% | 2026-Q2 |
| LPL Financial LLC added | 2,998,174 | $118M | 4.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,568,138 | $101M | 4.0% | 2026-Q2 |
| First Pacific Financial added | 2,357,086 | $92M | 3.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,158,257 | $85M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,842,547 | $72M | 2.9% | 2026-Q2 |
| Morton Capital Management LLC/CA added | 1,832,248 | $72M | 2.9% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 1,531,303 | $60M | 2.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,467,980 | $58M | 2.3% | 2026-Q2 |
| M&T Bank Corp added | 1,427,038 | $56M | 2.2% | 2026-Q2 |
| Francis Financial, Inc. added | 1,271,353 | $50M | 2.0% | 2026-Q2 |
| TCW GROUP INC | 1,188,192 | $47M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,012,787 | $40M | 1.6% | 2026-Q2 |
| Keudell/Morrison Wealth Management trimmed | 1,011,488 | $40M | 1.6% | 2026-Q2 |
| PEAK FINANCIAL ADVISORS LLC added | 889,796 | $35M | 1.4% | 2026-Q2 |
| Family Manage LLC added | 873,036 | $34M | 1.4% | 2026-Q2 |
| Leelyn Smith, LLC added | 821,976 | $32M | 1.3% | 2026-Q2 |
| Morling Financial Advisors, LLC added | 819,626 | $32M | 1.3% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 751,867 | $29M | 1.2% | 2026-Q2 |
| &PARTNERS added | 743,655 | $29M | 1.2% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC added | 674,889 | $26M | 1.1% | 2026-Q2 |
| Tidemark, LLC added | 573,540 | $22M | 0.9% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 553,711 | $22M | 0.9% | 2026-Q2 |
| IHT Wealth Management, LLC added | 542,760 | $21M | 0.8% | 2026-Q2 |
| Weaver Capital Management LLC | 507,700 | $20M | 0.8% | 2026-Q2 |
| Madison Asset Management, LLC added | 491,484 | $19M | 0.8% | 2026-Q2 |
| True North Advisors, LLC trimmed | 484,709 | $19M | 0.8% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 462,376 | $18M | 0.7% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC trimmed | 395,692 | $16M | 0.6% | 2026-Q2 |
| Ducere Wealth Management LLC added | 392,935 | $15M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 389,174 | $15M | 0.6% | 2026-Q2 |
| WJ Wealth Management, LLC trimmed | 385,728 | $15M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 371,651 | $15M | 0.6% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. added | 364,876 | $14M | 0.6% | 2026-Q2 |
| BlueStem Wealth Partners, LLC added | 336,643 | $13M | 0.5% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 329,980 | $13M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 328,845 | $13M | 0.5% | 2026-Q2 |
| Peak Financial Management, Inc. added | 303,122 | $12M | 0.5% | 2026-Q2 |
| Rothschild Wealth LLC added | 302,671 | $12M | 0.5% | 2026-Q2 |
| White & Co Financial Planning Inc added | 300,921 | $12M | 0.5% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 294,114 | $12M | 0.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 269,410 | $11M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 263,746 | $10M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 243,521 | $10M | 0.4% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC added | 235,153 | $9M | 0.4% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 232,077 | $9M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 222,831 | $9M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 210,803 | $8M | 0.3% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 192,682 | $8M | 0.3% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. added | 183,506 | $7M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC new | 174,782 | $7M | 0.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 166,953 | $7M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 162,865 | $6M | 0.3% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 154,007 | $6M | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 146,684 | $6M | 0.2% | 2026-Q2 |
| Beckerman Institutional, LLC added | 146,067 | $6M | 0.2% | 2026-Q2 |
| KPP Advisory Services LLC added | 141,810 | $6M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 131,987 | $5M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 131,159 | $5M | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 127,262 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 119,732 | $5M | 0.2% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 117,344 | $5M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 110,888 | $4M | 0.2% | 2026-Q2 |
| CHANNEL WEALTH LLC new | 110,784 | $4M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 107,822 | $4M | 0.2% | 2026-Q2 |
| ProCore Advisors, LLC added | 104,261 | $4M | 0.2% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC trimmed | 102,292 | $4M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 102,179 | $4M | 0.2% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 101,483 | $4M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 90,998 | $4M | 0.1% | 2026-Q2 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC added | 77,612 | $3M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 75,500 | $3M | 0.1% | 2026-Q2 |
| Tandem Financial, LLC trimmed | 75,140 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 75,047 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 72,604 | $3M | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 71,560 | $3M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 70,170 | $3M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 61,140 | $2M | 0.1% | 2026-Q2 |
| Concord Wealth Partners trimmed | 58,588 | $2M | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. added | 58,557 | $2M | 0.1% | 2026-Q2 |
| Frontier Asset Management, LLC added | 57,510 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 56,432 | $2M | 0.1% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 52,581 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 49,152 | $2M | 0.1% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 48,248 | $2M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 47,236 | $2M | 0.1% | 2026-Q2 |
| Capital Square, LLC trimmed | 46,078 | $2M | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 45,737 | $2M | 0.1% | 2026-Q2 |
| BLUE JEAN FINANCIAL LLC added | 40,876 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,829 | $2M | 0.1% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 39,793 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 35,721 | $1M | 0.1% | 2026-Q2 |
| Encompass More Asset Management added | 35,596 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 33,005 | $1M | 0.1% | 2026-Q2 |
| Argent Trust Co | 32,613 | $1M | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc new | 31,525 | $1M | 0.0% | 2026-Q2 |
| Ariadne Wealth Management, LP | 30,165 | $1M | 0.0% | 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.