Institutional Holders (2026 Q2)
78 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLCB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sequent Planning LLC | 4.62% | 1,009,658 | $21.6M |
| 2 | Franklin Resources Inc | 0.35% | 76,612,127 | $1.64B |
| 3 | Sanctuary Advisors, LLC | 0.32% | 3,238,403 | $69.3M |
| 4 | Slagle Financial, LLC | 0.27% | 42,414 | $908K |
| 5 | Pinnacle Financial Group, LLC / IL | 0.22% | 41,189 | $881K |
| 6 | First Citizens Financial Corp | 0.20% | 22,295 | $477K |
| 7 | Mgo One Seven LLC | 0.17% | 467,065 | $10.0M |
| 8 | Smartleaf Asset Management LLC | 0.14% | 202,559 | $4.4M |
| 9 | Bogart Wealth, LLC | 0.14% | 192,766 | $4.1M |
| 10 | CENTRAL TRUST Co | 0.09% | 224,144 | $4.8M |
| 11 | RFG Advisory, LLC | 0.06% | 185,259 | $4.0M |
| 12 | Kestra Private Wealth Services, LLC | 0.05% | 230,707 | $4.9M |
| 13 | Atria Investments, Inc | 0.05% | 227,776 | $4.9M |
| 14 | Convergence Financial, LLC | 0.04% | 24,072 | $515K |
| 15 | Allworth Financial LP | 0.04% | 429,809 | $9.2M |
| 16 | Nations Financial Group Inc, /Ia/ /Adv | 0.03% | 31,840 | $681K |
| 17 | LPL Financial LLC | 0.03% | 6,372,940 | $136.4M |
| 18 | StoneX Group Inc. | 0.02% | 26,945 | $577K |
| 19 | Assetmark, Inc | 0.02% | 615,234 | $13.2M |
| 20 | World Investment Advisors | 0.02% | 63,766 | $1.4M |
| 21 | Jones Financial Companies Lllp | 0.02% | 2,617,190 | $56.2M |
| 22 | Cape Investment Advisory, Inc. | 0.02% | 2,699 | $58K |
| 23 | Steward Partners Investment Advisory, LLC | 0.01% | 127,851 | $2.7M |
| 24 | Ameriprise Financial Inc | 0.01% | 3,161,887 | $67.7M |
| 25 | Cetera Investment Advisers | 0.01% | 666,202 | $14.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|