15 tracked 13F filers disclose a position in FLCV as of the latest SEC 13F filings, a combined $54.0M 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 | Steward Partners Investment Advisory, LLC | $14.8M | 469K | ▲+7.5% Added · +33K sh | Q1 2026 | |
| 2 | Financial Concepts Unlimited, Inc. | $11.0M | 308K | ▼−1.0% Reduced · −3K sh | Q2 2026 | |
| 3 | EASTERN BANK | $10.9M | 305K | ▲+227% Added · +212K sh | Q2 2026 | |
| 4 | DAVENPORT & Co LLC | $4.7M | 132K | ▲New +132K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $4.1M | 130K | ▲New +130K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 50K | ▲+22% Added · +9K sh | Q1 2026 | |
| 7 | Allegheny Financial Group | $1.7M | 48K | ▲+5.7% Added · +3K sh | Q2 2026 | |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | $1.2M | 34K | ▲+1.2% Added · +390 sh | Q2 2026 | |
| 9 | Prosperity Financial Group, Inc. | $1.2M | 32K | ▲+1.5% Added · +467 sh | Q2 2026 | |
| 10 | Comprehensive Financial Planning, Inc./PA | $1.1M | 31K | ▲+82% Added · +14K sh | Q2 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $626K | 17K | ▼−89% Reduced · −140K sh | Q2 2026 | |
| 12 | LRI Investments, LLC | $489K | 14K | —Held | Q2 2026 | |
| 13 | Pine Valley Investments Ltd Liability Co | $273K | 8K | —Held | Q2 2026 | |
| 14 | Stonebridge Financial Group, LLC / MO | $251K | 7K | —Held | Q2 2026 | |
| 15 | JPMORGAN CHASE & CO | $13K | 419 | ▲New +419 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, 0 funds opened a new position in FLCV and 2 added to an existing one, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 5 funds | $143.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $129.0M |
| NVIDIA CORPNVDA | 5 funds | $105.0M |
| MICROSOFT CORPMSFT | 5 funds | $69.9M |
| AMAZON.COM INCAMZN | 5 funds | $54.9M |
| ALPHABET INC-CL CGOOG | 5 funds | $51.1M |
| ALPHABET INC-CL AGOOGL | 5 funds | $50.4M |
| JOHNSON & JOHNSONJNJ | 5 funds | $37.6M |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $32.4M |
| ELI LILLY & COLLY | 5 funds | $29.7M |
| JPMORGAN CHASE & COJPM | 5 funds | $29.2M |
| ABBVIE INCABBV | 5 funds | $26.8M |
Ranked by how many of FLCV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FDVUS STRATEGIC DIV | 64 funds | $546.4M |
| FTRBTOTA RETU BD ETF | 42 funds | $483.6M |
| FSCCOTHER | 33 funds | $180.8M |
| FLCGMDT LARGE CAP | 29 funds | $411.9M |
| PAYRmc | 22 funds | $22.1M |
| FLCCcommon | 21 funds | $66.5M |
| FHYSSHORT DURATION H | 21 funds | $10.3M |
| MKTNMDT MARKET NEUTR | 17 funds | $60.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FLCV
This ETF 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/FLCV/capital-change-brief"
Use Arkolith's capital_change_brief for FLCV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FLCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.