FLC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +4.4% ·
net new positions +5.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 274.41K | -1.8% | $4.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 156.51K | +7.9% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 124.77K | -1.1% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 93.00K | -2.7% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 44.25K | +96.5% | $734,485 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 43.10K | -1.0% | $715,544 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 40.98K | -0.8% | $680,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 30.19K | +34.1% | $501,185 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 28.84K | +45.5% | $478,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 17.14K | -11.3% | $284,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 16.77K | +0.1% | $278,328 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 14.65K | +19.4% | $243,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 7.52K | -2.1% | $125,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 6.65K | -24.7% | $110,374 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 2.87K | 0.0% | $47,609 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Cwm, Llc | 2.67K | -4.2% | $44,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 309 | 0.0% | $5,129 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 68 | New | $1,110 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $1,110 | 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.