FLRT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow +16.7% ·
net new positions +8.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.92K | $228,586 | n/a | n/a |
| Q2 2026 | 19 | -2 | 3.75M | $174.71M | +2 | −5 |
| Q1 2026 | 23 | +2 | 3.81M | $176.61M | +4 | −2 |
| Q4 2025 | 21 | -3 | 3.27M | $154.03M | n/a | −3 |
| Q3 2025 | 4 | +1 | 30.30K | $1.44M | +1 | n/a |
| Q2 2025 | 1 | 0 | 24.54K | $1.17M | n/a | n/a |
| Q1 2025 | 1 | 0 | 107.13K | $5.04M | n/a | n/a |
| Q4 2024 | 1 | 0 | 6.08K | $289,233 | n/a | n/a |
| Q3 2024 | 1 | 0 | 41.97K | $1.99M | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.96K | $1.09M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | +17.1% | $83.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 338.56K | +7.1% | $15.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 271.18K | -2.0% | $12.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 244.96K | -2.4% | $11.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Truist Financial Corp | 226.16K | +97.6% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 206.90K | +29.9% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 146.15K | +0.4% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 143.44K | +23.2% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 140.45K | -0.1% | $6.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 74.58K | +1.2% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 58.90K | New | $2.73M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 41.30K | +3.2% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 36.94K | New | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 30.21K | +66.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 16.78K | -4.8% | $777,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 8.79K | New | $406,817 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 7.60K | -13.1% | $351,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 4.92K | -17.5% | $228,094 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 2.84K | +729.8% | $131,407 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 1.17K | -96.7% | $54,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 417 | +1.0% | $19,300 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 92 | 0.0% | $4,261 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2 | New | $93 | 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
| Jane Street Group, Llc | $2.73M | 0.0% |
| Citadel Advisors | $1.71M | 0.0% |
| Mariner, LLC | $406,817 | 0.0% |
| Fidelity (FMR) | $93 | 0.0% |
Exited
| UBS Group AG | $5,986 | was 0.0% |
| Morgan Stanley | $61 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 113 holders, 7.82M shares, $350.48M 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.