| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $155.2M | 3.05M | Reduced | Q1 2026 |
| 2 | ASSETMARK, INC | $100.1M | 1.97M | Added | Q1 2026 |
| 3 | DAVENPORT & Co LLC | $75.5M | 1.48M | Added | Q1 2026 |
| 4 | FLPUTNAM INVESTMENT MANAGEMENT CO | $65.5M | 1.29M | Reduced | Q1 2026 |
| 5 | Steward Partners Investment Advisory, LLC | $56.5M | 1.11M | Added | Q1 2026 |
| 6 | Kensington Asset Management, LLC | $55.4M | 1.09M | New | Q1 2026 |
| 7 | Destination Wealth Management | $34.5M | 678.0K | Added | Q1 2026 |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $20.8M | 407.6K | Reduced | Q1 2026 |
| 9 | Willis Johnson & Associates, Inc. | $20.7M | 406.8K | Added | Q1 2026 |
| 10 | Modera Wealth Management, LLC | $18.8M | 368.4K | Reduced | Q1 2026 |
| 11 | Proficio Capital Partners LLC | $17.5M | 343.3K | Reduced | Q1 2026 |
| 12 | MML INVESTORS SERVICES, LLC | $17.3M | 339.3K | Reduced | Q1 2026 |
| 13 | RFG Advisory, LLC | $16.2M | 317.8K | Added | Q1 2026 |
| 14 | Sigma Planning Corp | $15.7M | 308.8K | Added | Q1 2026 |
| 15 | STATE STREET CORP | $15.0M | 294.6K | Reduced | Q3 2023 |
| 16 | Merit Financial Group, LLC | $14.2M | 279.4K | Added | Q1 2026 |
| 17 | Kestra Advisory Services, LLC | $14.0M | 275.1K | Reduced | Q1 2026 |
| 18 | Florida Trust Wealth Management Co | $13.5M | 265.0K | Reduced | Q1 2026 |
| 19 | SAX WEALTH ADVISORS, LLC | $12.5M | 244.9K | Held | Q1 2026 |
| 20 | PARSONS CAPITAL MANAGEMENT INC/RI | $12.4M | 243.6K | Added | Q1 2026 |
| 21 | Rockefeller Capital Management L.P. | $10.7M | 211.2K | New | Q4 2025 |
| 22 | Crestwood Advisors Group, LLC | $10.7M | 209.1K | Added | Q1 2026 |
| 23 | SCOTIA CAPITAL INC. | $9.9M | 194.2K | Reduced | Q1 2026 |
| 24 | Equitable Holdings, Inc. | $9.8M | 191.9K | Reduced | Q1 2026 |
| 25 | Atria Investments, Inc | $8.4M | 164.3K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Apple IncAAPL | 176 funds | $40.5B |
| Nvidia Corp ComNVDA | 176 funds | $38.4B |
| Amazon.com IncAMZN | 176 funds | $21.6B |
| LPHABET INCGOOG | 176 funds | $14.1B |
| Meta Platforms, Inc.META | 176 funds | $12.3B |
| Exxon Mobil CorporationXOM | 176 funds | $7.7B |
| Microsoft CorpMSFT | 175 funds | $31.6B |
| iShares Core S&P 500 ETFIVV | 175 funds | $30.3B |
| Jpmorgan Chase & CoJPM | 175 funds | $14.6B |
| Johnson & JohnsonJNJ | 175 funds | $8.6B |
| Visa Inc Class AV | 175 funds | $8.4B |
| Costco Wholesale CorpCOST | 175 funds | $7.8B |
Ranked by how many of FLOT's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FLOT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.