43 tracked 13F filers disclose a position in FLC as of the latest SEC 13F filings, a combined $33.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $4.6M | 274K | ▼−1.8% Reduced · −5K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | $4.1M | 241K | ▲+21% Added · +42K sh | Q2 2026 | |
| 3 | Noble Wealth Management PBC | $3.8M | 226K | ▲+3.8% Added · +8K sh | Q2 2026 | |
| 4 | Sowell Financial Services LLC | $3.5M | 205K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $2.6M | 157K | ▲+7.9% Added · +11K sh | Q1 2026 | |
| 6 | Smith Asset Management Co., LLC | $2.1M | 124K | ▼−1.7% Reduced · −2K sh | Q2 2026 | |
| 7 | GUGGENHEIM CAPITAL LLC | $1.6M | 96K | ▲+34% Added · +24K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $1.5M | 93K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 9 | Pathstone Holdings, LLC | $1.2M | 72K | ▼−50% Reduced · −73K sh | Q1 2026 | |
| 10 | CEERA INVESTMENTS, LLC | $1.2M | 70K | ▲+108% Added · +36K sh | Q2 2026 | |
| 11 | Fiera Capital Corp | $1.2M | 70K | ▲+2.8% Added · +2K sh | Q2 2026 | |
| 12 | Closed-End Fund Advisors, Inc. | $786K | 47K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $734K | 44K | ▲+96% Added · +22K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $716K | 43K | ▼−1.0% Reduced · −439 sh | Q1 2026 | |
| 15 | Baird Financial Group, Inc. | $680K | 41K | ▼−0.8% Reduced · −333 sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $501K | 30K | ▲+34% Added · +8K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $479K | 29K | ▲+45% Added · +9K sh | Q1 2026 | |
| 18 | SEAMOUNT FINANCIAL GROUP INC | $351K | 21K | —Held | Q2 2026 | |
| 19 | Mallini Complete Financial Planning LLC | $317K | 19K | ▲+1.0% Added · +181 sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $285K | 17K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $278K | 17K | ▲+0.1% Added · +21 sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $243K | 15K | ▲+19% Added · +2K sh | Q1 2026 | |
| 23 | Traub Capital Management LLC | $218K | 13K | ▲Added Added · +13K sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $125K | 8K | ▼−2.1% Reduced · −165 sh | Q1 2026 | |
| 25 | UBS Group AG | $110K | 7K | ▼−25% Reduced · −2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in FLC and 7 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 18 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 17 funds | $2.2B |
| APPLE INCAAPL | 17 funds | $1.8B |
| AMAZON.COM INCAMZN | 17 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $490.1M |
| VISA INC-CLASS A SHARESV | 16 funds | $366.2M |
| CISCO SYSTEMS INCCSCO | 16 funds | $307.3M |
| MERCK & CO. INC.MRK | 16 funds | $287.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $261.8M |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $1.5B |
| NVIDIA CORPNVDA | 15 funds | $1.3B |
Ranked by how many of FLC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 17, 2016 | WULF ROBERT F | Director | Buy (P) | 2K | $48K |
| Aug 6, 2013 | Hogan Karen Hanovice | Director | Buy (P) | 500 | $10K |
| Jun 3, 2013 | STONE BRADFORD S | VP and Asst. Treasurer | Buy (P) | 200 | $4K |
| Jun 3, 2013 | STONE BRADFORD S | VP and Asst. Treasurer | Buy (P) | 100 | $2K |
| Jun 3, 2013 | STONE BRADFORD S | VP and Asst. Treasurer | Buy (P) | 1K | $23K |
| Jun 3, 2013 | Conwell Chad | CCO, VP and Secretary | Buy (P) | 500 | $10K |
| May 28, 2013 | STONE BRADFORD S | VP and Asst. Treasurer | Buy (P) | 1K | $21K |
| Mar 5, 2012 | WULF ROBERT F | Director | Buy (P) | 4K | $75K |
| Aug 9, 2011 | ETTINGER ROBERT M | President | Buy (P) | 200 | $3K |
| Aug 9, 2011 | ETTINGER ROBERT M | President | Buy (P) | 3K | $42K |
| Aug 9, 2011 | ETTINGER ROBERT M | President | Buy (P) | 100 | $2K |
| Aug 9, 2011 | ETTINGER ROBERT M | President | Buy (P) | 100 | $2K |
Connected entities for FLC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FLC/capital-change-brief"
Use Arkolith's capital_change_brief for FLC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.