Among active 13F managers last quarter, 8 opened and 6 added, while 3 reduced; the largest holder to move was Old Port Advisors (+1.9%).
32 tracked 13F filers disclose a position in FLLA as of the latest SEC 13F filings, a combined $27.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Old Port Advisors | 156K | $4.1M | ▲+1.9% Added · +3K sh | Q2 2026 | |
| 2 | Principia Wealth Advisory, LLC | 154K | $4.1M | ▲New +154K sh | Q2 2026 | |
| 3 | Flagship Harbor Advisors, LLC | 96K | $2.5M | ▲+11% Added · +10K sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 82K | $2.3M | ▲+6.1% Added · +5K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 81K | $2.3M | ▲+25% Added · +16K sh | Q1 2026 | |
| 6 | Simon Quick Advisors, LLC | 68K | $1.9M | ▼−16% Reduced · −13K sh | Q1 2026 | |
| 7 | MML Investors Services, LLC | 66K | $1.7M | ▲+62% Added · +25K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 42K | $1.2M | ▲+19% Added · +7K sh | Q1 2026 | |
| 9 | Lifetime Wealth Management P.C. | 34K | $901K | ▲New +34K sh | Q2 2026 | |
| 10 | Baker Ellis Asset Management LLC | 29K | $766K | ▲+0.6% Added · +175 sh | Q2 2026 | |
| 11 | Old Mission Capital LLC | 25K | $696K | ▲New +25K sh | Q1 2026 | |
| 12 | Total Clarity Wealth Management, Inc. | 23K | $616K | ▲+0.4% Added · +87 sh | Q2 2026 | |
| 13 | Comprehensive Money Management Services LLC | 23K | $608K | ▲+32% Added · +6K sh | Q2 2026 | |
| 14 | Franklin Templeton Inc | 21K | $606K | ▲New +21K sh | Q1 2026 | |
| 15 | Lazard Asset Management LLC | 16K | $439K | ▼−50% Reduced · −16K sh | Q1 2026 | |
| 16 | LPL Financial LLC | 15K | $414K | ▲New +15K sh | Q1 2026 | |
| 17 | Quantinno Capital Management LP | 14K | $394K | ▲+7.6% Added · +988 sh | Q1 2026 | |
| 18 | Pekin Hardy Strauss, Inc. | 11K | $280K | ▲New +11K sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | 10K | $292K | —Held | Q1 2026 | |
| 20 | Orion Porfolio Solutions, LLC | 10K | $264K | ▼−4.7% Reduced · −486 sh | Q2 2026 | |
| 21 | WealthShield Partners, LLC | 9K | $253K | ▲+10% Added · +891 sh | Q2 2026 | |
| 22 | Wealthspire Advisors, LLC | 8K | $227K | ▲New +8K sh | Q1 2026 | |
| 23 | EverSource Wealth Advisors, LLC | 3K | $90K | ▲New +3K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | 2K | $60K | ▲New +2K sh | Q1 2026 | |
| 25 | SHP Wealth Management | 546 | $14K | —Held | Q2 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, 8 funds opened a new position in FLLA and 6 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $2.3B |
| Nvidia CorpNVDA | 17 funds | $22.9B |
| Apple IncAAPL | 17 funds | $18.6B |
| Microsoft CorpMSFT | 17 funds | $18.3B |
| Amazon.com IncAMZN | 17 funds | $14.4B |
| Alphabet Inc-CL CGOOG | 17 funds | $7.2B |
| JPMorgan Chase & CoJPM | 17 funds | $5.3B |
| Tesla IncTSLA | 17 funds | $3.8B |
| RTX CorpRTX | 17 funds | $2.7B |
| Vanguard Value ETFVTV | 17 funds | $543.1M |
| Alphabet Inc-CL AGOOGL | 16 funds | $12.8B |
| Broadcom IncAVGO | 16 funds | $10.7B |
Ranked by how many of FLLA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FLLA.
No filings captured for this ticker in the live stream yet.
Connected entities for FLLA
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/FLLA/capital-change-brief"
Use Arkolith's capital_change_brief for FLLA. 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 FLLA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.