Who owns FLXR (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-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
The tracked-fund tape on FLXR is one-sided between 2025-Q4 and 2026-Q1: 81 added or opened and 17 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 2025-Q4 and 2026-Q1, across 159 tracked filers holding FLXR, 126 increased or opened the position and 35 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 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 14
- Wealthspire Retirement, LLC$21M
- Rockefeller Capital Management L.P.$8M
- ANCHOR CAPITAL ADVISORS LLC$5M
- CITADEL ADVISORS LLC$4M
- MARSHALL INVESTMENT MANAGEMENT, LLC$4M
- MATHER GROUP, LLC.$2M
Full exits 5
- Vantage Financial Partners, LLC$2M
- ROVIN CAPITAL /UT/ /ADV$2M
- Global Retirement Partners, LLC$579K
- SOL Capital Management CO$520K
- TUCKER ASSET MANAGEMENT LLC$503K
Largest adds
- BANK OF AMERICA CORP /DE/$54M
- MORGAN STANLEY$39M
- M&T Bank Corp$32M
- UBS Group AG$26M
- RAYMOND JAMES FINANCIAL INC$22M
- WELLS FARGO & COMPANY/MN$19M
Largest trims
- AXXCESS WEALTH MANAGEMENT, LLC$4M
- Keudell/Morrison Wealth Management$4M
- MML INVESTORS SERVICES, LLC$3M
- Brookwood Investment Group LLC$3M
- Pasadena Private Wealth, LLC$2M
- Atlas Wealth LLC$900K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 6,207,962 | $244M | 11.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 5,449,636 | $214M | 9.7% | 2026-Q1 |
| UBS Group AG added | 3,586,459 | $141M | 6.4% | 2026-Q1 |
| MORGAN STANLEY added | 3,220,893 | $126M | 5.7% | 2026-Q1 |
| LPL Financial LLC added | 2,677,686 | $105M | 4.7% | 2026-Q1 |
| First Pacific Financial added | 2,285,970 | $90M | 4.0% | 2026-Q1 |
| Morton Capital Management LLC/CA added | 1,820,059 | $71M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,758,135 | $69M | 3.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 1,536,935 | $60M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,530,888 | $60M | 2.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,377,532 | $54M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,288,949 | $51M | 2.3% | 2026-Q1 |
| TCW GROUP INC | 1,188,192 | $47M | 2.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,180,563 | $46M | 2.1% | 2026-Q1 |
| Francis Financial, Inc. added | 1,124,349 | $44M | 2.0% | 2026-Q1 |
| Keudell/Morrison Wealth Management trimmed | 1,100,368 | $43M | 1.9% | 2026-Q1 |
| M&T Bank Corp added | 856,958 | $34M | 1.5% | 2026-Q1 |
| Morling Financial Advisors, LLC added | 793,655 | $31M | 1.4% | 2026-Q1 |
| Leelyn Smith, LLC added | 791,161 | $31M | 1.4% | 2026-Q1 |
| Family Manage LLC added | 789,776 | $31M | 1.4% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 687,204 | $27M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 678,313 | $27M | 1.2% | 2026-Q1 |
| PEAK FINANCIAL ADVISORS LLC trimmed | 635,012 | $25M | 1.1% | 2026-Q1 |
| Wealthspire Retirement, LLC new | 536,243 | $21M | 0.9% | 2026-Q1 |
| True North Advisors, LLC added | 508,913 | $20M | 0.9% | 2026-Q1 |
| Weaver Capital Management LLC trimmed | 507,700 | $20M | 0.9% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 490,958 | $19M | 0.9% | 2026-Q1 |
| Tidemark, LLC added | 465,032 | $18M | 0.8% | 2026-Q1 |
| WJ Wealth Management, LLC trimmed | 427,989 | $17M | 0.8% | 2026-Q1 |
| Madison Asset Management, LLC added | 426,822 | $17M | 0.8% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC added | 425,095 | $17M | 0.8% | 2026-Q1 |
| IHT Wealth Management, LLC added | 408,368 | $16M | 0.7% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 388,997 | $15M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 388,728 | $15M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 374,368 | $15M | 0.7% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 361,180 | $14M | 0.6% | 2026-Q1 |
| CWM, LLC added | 332,445 | $13M | 0.6% | 2026-Q1 |
| Pasadena Private Wealth, LLC trimmed | 316,105 | $12M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 304,703 | $12M | 0.5% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 295,697 | $12M | 0.5% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 284,209 | $11M | 0.5% | 2026-Q1 |
| Peak Financial Management, Inc. added | 279,656 | $11M | 0.5% | 2026-Q1 |
| Rothschild Wealth LLC added | 269,643 | $11M | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 263,186 | $10M | 0.5% | 2026-Q1 |
| White & Co Financial Planning Inc added | 259,554 | $10M | 0.5% | 2026-Q1 |
| Ducere Wealth Management LLC added | 240,557 | $9M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 233,483 | $9M | 0.4% | 2026-Q1 |
| &PARTNERS added | 202,824 | $8M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 192,820 | $8M | 0.3% | 2026-Q1 |
| Arax Advisory Partners added | 191,547 | $8M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 191,303 | $8M | 0.3% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 184,897 | $7M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 177,234 | $7M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 157,363 | $6M | 0.3% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 149,515 | $6M | 0.3% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 147,542 | $6M | 0.3% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 147,258 | $6M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 145,333 | $6M | 0.3% | 2026-Q1 |
| Beckerman Institutional, LLC added | 138,179 | $5M | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 131,296 | $5M | 0.2% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC new | 128,544 | $5M | 0.2% | 2026-Q1 |
| Lunt Capital Management, Inc. added | 120,342 | $5M | 0.2% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 115,401 | $5M | 0.2% | 2026-Q1 |
| KPP Advisory Services LLC added | 114,093 | $4M | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC added | 114,040 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 106,896 | $4M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 105,901 | $4M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 102,294 | $4M | 0.2% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC new | 101,528 | $4M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 98,095 | $4M | 0.2% | 2026-Q1 |
| Capital Square, LLC trimmed | 97,305 | $4M | 0.2% | 2026-Q1 |
| ProCore Advisors, LLC added | 95,441 | $4M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 87,039 | $3M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 77,850 | $3M | 0.1% | 2026-Q1 |
| Tandem Financial, LLC added | 77,705 | $3M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 76,893 | $3M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 72,585 | $3M | 0.1% | 2026-Q1 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC added | 70,997 | $3M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 69,594 | $3M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 66,224 | $3M | 0.1% | 2026-Q1 |
| Concord Wealth Partners added | 62,548 | $2M | 0.1% | 2026-Q1 |
| Atlas Wealth LLC trimmed | 61,005 | $2M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 53,070 | $2M | 0.1% | 2026-Q1 |
| MATHER GROUP, LLC. new | 50,955 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 50,436 | $2M | 0.1% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 48,612 | $2M | 0.1% | 2026-Q1 |
| Keystone Financial Group added | 46,126 | $2M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 42,390 | $2M | 0.1% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 41,382 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 39,835 | $2M | 0.1% | 2026-Q1 |
| BLUE JEAN FINANCIAL LLC added | 36,415 | $1M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 34,948 | $1M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 33,005 | $1M | 0.1% | 2026-Q1 |
| Argent Trust Co trimmed | 32,613 | $1M | 0.1% | 2026-Q1 |
| Siligmueller & Norvid Wealth Advisors LLC new | 115,583 | $5M | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 101,246 | $4M | 0.2% | 2025-Q3 stale |
| Vantage Financial Partners, LLC added | 55,896 | $2M | 0.1% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT added | 51,152 | $2M | 0.1% | 2025-Q3 stale |
| SILVER OAK SECURITIES, INCORPORATED new | 45,946 | $2M | 0.1% | 2025-Q2 stale |
| ROVIN CAPITAL /UT/ /ADV added | 39,634 | $2M | 0.1% | 2025-Q4 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.