Security record · archived quarter
FLC
name pending profile ingest
17Tracked holders
0Δ holders
866.69KShares held
$15.17MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 279.42K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 145.03K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 126.17K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 95.55K | +6.8% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Focus Partners Wealth | 43.54K | n/a | $762,038 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 41.31K | n/a | $722,908 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 22.52K | n/a | $394,059 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 22.51K | n/a | $393,963 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 19.82K | n/a | $346,941 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 19.32K | n/a | $338,128 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 16.75K | n/a | $293,054 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 12.27K | n/a | $214,636 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 8.83K | n/a | $154,561 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 7.68K | n/a | $134,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 2.87K | n/a | $50,190 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 2.79K | n/a | $49,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 309 | n/a | $5,408 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 3.52M shares, $38.62M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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