FFLC

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$57.42

-0.84 (-1.44%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding FFLC · 2026-Q1 methodology → sources →

105 holders

% of shares outstanding held

—

Shares held (13F)

9,409,563

Reporting holders

105

Top holders

largest 100 of 105 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,513,0061.5M	$78M	—	ADD 49%
2	COMMONWEALTH EQUITY SERVICES, LLC	1,450,9031.5M	$74M	—	ADD 8%
3	Mariner, LLC	1,026,9851.0M	$53M	—	ADD 3%
4	Socha Financial Group, LLC	586,099586,099	$30M	—	—
5	NOVEM GROUP	454,573454,573	$23M	—	—
6	Kestra Advisory Services, LLC	328,857328,857	$17M	—	ADD 13%
7	DAHRING \| CUSMANO LLC	296,584296,584	$15M	—	TRIM -6%
8	ENVESTNET ASSET MANAGEMENT INC	285,707285,707	$15M	—	TRIM -5%
9	Fiduciary Planning LLC	268,619268,619	$14M	—	ADD 7%
10	Prasad Wealth Partners, LLC	261,460261,460	$13M	—	ADD 3%
11	Tactive Advisors, LLC	237,650237,650	$12M	—	TRIM -13%
12	Equitable Holdings, Inc.	170,171170,171	$9M	—	ADD 97%
13	KESTRA PRIVATE WEALTH SERVICES, LLC	166,994166,994	$9M	—	ADD 31%
14	Onyx Bridge Wealth Group LLC	139,309139,309	$7M	—	TRIM -18%
15	RFG - Bristol Wealth Advisors, LLC	138,593138,593	$7M	—	ADD 18%
16	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	135,846135,846	$7M	—	—
17	MENORA MIVTACHIM HOLDINGS LTD.	132,900132,900	$7M	—	NEW
18	Concurrent Investment Advisors, LLC	126,263126,263	$6M	—	—
19	INSIGNEO ADVISORY SERVICES, LLC	125,235125,235	$6M	—	NEW
20	Dedeker Financial LLC	118,819118,819	$6M	—	TRIM -7%
21	OSAIC HOLDINGS, INC.	110,410110,410	$6M	—	TRIM -42%
22	HARBOUR INVESTMENTS, INC.	105,585105,585	$5M	—	ADD 11%
23	JANE STREET GROUP, LLC	73,85873,858	$4M	—	ADD 648%
24	Envision Financial Transparency, LLC	63,61163,611	$3M	—	NEW
25	Stratos Wealth Partners, LTD.	59,52959,529	$3M	—	ADD 18%
26	CORE WEALTH ADVISORS, LLC	56,91656,916	$3M	—	NEW
27	Anson Capital, Inc.	55,60555,605	$3M	—	ADD 2%
28	Patriot Financial Group Insurance Agency, LLC	53,76453,764	$3M	—	ADD 110%
29	Cambridge Investment Research Advisors, Inc.	45,01745,017	$2M	—	ADD 71%
30	Orion Porfolio Solutions, LLC	41,47941,479	$2M	—	—
31	THOROUGHBRED FINANCIAL SERVICES, LLC	41,38241,382	$2M	—	ADD 3%
32	Dana Investment Advisors, Inc.	37,91337,913	$2M	—	—
33	FOUNDERS FINANCIAL SECURITIES LLC	35,44635,446	$2M	—	ADD 9%
34	STIFEL FINANCIAL CORP	35,96035,960	$2M	—	TRIM -3%
35	MML INVESTORS SERVICES, LLC	34,57934,579	$2M	—	TRIM -3%
36	KANE INVESTMENT MANAGEMENT, INC.	32,79532,795	$2M	—	—
37	Sandhill Capital Partners LLC	30,77230,772	$2M	—	NEW
38	Sanctuary Advisors, LLC	28,57528,575	$1M	—	ADD 3%
39	FMR LLC	27,02027,020	$1M	—	ADD 10%
40	Cetera Investment Advisers	24,47924,479	$1M	—	ADD 26%
41	Thrivent Financial for Lutherans	23,27123,271	$1M	—	TRIM -59%
42	GTS SECURITIES LLC	20,04720,047	$1M	—	ADD 102%
43	Arkadios Wealth Advisors	19,88419,884	$1M	—	NEW
44	Barnes Wealth Management Group, Inc	19,85019,850	$1M	—	NEW
45	Farther Finance Advisors, LLC	19,44319,443	$1M	—	—
46	CWM, LLC	19,43019,430	$996,472	—	ADD 409%
47	OPPENHEIMER & CO INC	18,64418,644	$956,158	—	TRIM -4%
48	World Investment Advisors	18,59018,590	$953,364	—	ADD 13%
49	Mascagni Wealth Management, Inc.	17,40817,408	$892,752	—	TRIM -8%
50	Triad Wealth Partners, LLC	14,99914,999	$769,206	—	ADD 135%
51	Per Stirling Capital Management, LLC.	14,25114,251	$730,887	—	TRIM -45%
52	Atlas Private Wealth Advisors	13,70513,705	$702,872	—	ADD 47%
53	UPTICK PARTNERS, LLC	13,48413,484	$691,546	—	ADD 96%
54	New Covenant Trust Company, N.A.	11,96511,965	$613,625	—	TRIM -5%
55	WESTCO ADVISORY SERVICES INC /ADV	11,96411,964	$613,574	—	—
56	Private Advisor Group, LLC	11,40811,408	$585,045	—	NEW
57	BROWN ADVISORY INC	10,85810,858	$556,853	—	—
58	ROYAL BANK OF CANADA	9,7039,703	$497,000	—	TRIM -54%
59	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	9,6139,613	$493,017	—	TRIM -5%
60	Western Wealth Management, LLC	9,4599,459	$485,083	—	ADD 37%
61	Elm3 Financial Group, LLC	9,0819,081	$465,740	—	—
62	Integrated Wealth Concepts LLC	8,7648,764	$449,444	—	NEW
63	PRINCIPAL SECURITIES, INC.	8,6978,697	$446,026	—	ADD 35%
64	OneAscent Financial Services LLC	8,5178,517	$436,794	—	—
65	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,1648,164	$423,310	—	TRIM -2%
66	Perigon Wealth Management, LLC	8,0848,084	$414,588	—	—
67	Aptus Capital Advisors, LLC	7,6147,614	$390,484	—	TRIM -11%
68	RAYMOND JAMES FINANCIAL INC	7,4597,459	$382,535	—	—
69	MONECO ADVISORS, LLC	7,3287,328	$375,811	—	—
70	Sigma Planning Corp	7,1707,170	$367,733	—	TRIM -25%
71	Visionary Wealth Advisors	6,5296,529	$334,842	—	ADD 4%
72	Brookstone Capital Management	6,3416,341	$325,188	—	NEW
73	Regal Investment Advisors LLC	5,3195,319	$272,804	—	TRIM -21%
74	FLORIDA FINANCIAL ADVISORS, LLC	4,9504,950	$253,860	—	ADD 2%
75	Foundations Investment Advisors, LLC	4,2734,273	$219,156	—	TRIM -22%
76	Keystone Financial Group	4,2514,251	$218,036	—	NEW
77	JPMORGAN CHASE & CO	3,8443,844	$190,511	—	ADD 2665%
78	Advisory Services Network, LLC	3,5583,558	$182,451	—	NEW
79	Root Financial Partners, LLC	2,5002,500	$128,213	—	NEW
80	Clearstead Advisors, LLC	2,1682,168	$111,193	—	NEW
81	TD Capital Management LLC	2,1372,137	$109,589	—	—
82	FIFTH THIRD BANCORP	1,9091,909	$97,903	—	NEW
83	UBS Group AG	1,9081,908	$97,852	—	NEW
84	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,7031,703	$87,338	—	NEW
85	MAI Capital Management	1,6401,640	$84,086	—	NEW
86	MORGAN STANLEY	1,4111,411	$72,384	—	—
87	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,2801,280	$65,645	—	NEW
88	Coston, McIsaac & Partners	668668	$34,000	—	ADD 42%
89	Steward Partners Investment Advisory, LLC	625625	$32,053	—	—
90	Arax Advisory Partners	531531	$27,241	—	NEW
91	Financial Freedom, LLC	516516	$26,472	—	NEW
92	CREATIVE FINANCIAL DESIGNS INC /ADV	500500	$25,663	—	—
93	Sunbelt Securities, Inc.	493493	$25,266	—	TRIM -28%
94	Sound Income Strategies, LLC	485485	$25,128	—	—
95	NATIONAL BANK OF CANADA /FI/	418418	$21,418	—	TRIM -19%
96	PRIVATE TRUST CO NA	414414	$21,232	—	ADD 69%
97	BANK OF MONTREAL /CAN/	320320	$16,411	—	—
98	High Point Wealth Management, LLC	307307	$15,754	—	—
99	Central Pacific Bank - Trust Division	160160	$8,206	—	—
100	JONES FINANCIAL COMPANIES LLLP	147147	$7,330	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

540K

428K

692K

915K

1.0M

1.5M

$78M

COMMONWEALTH EQUITY SERVICES, LLC

793K

908K

1.0M

1.2M

1.3M

1.5M

$74M

Mariner, LLC

1.1M

1.0M

976K

998K

1.0M

$53M

Socha Financial Group, LLC

1.0M

1.2M

944K

919K

593K

586K

$30M

NOVEM GROUP

473K

287K

471K

475K

459K

455K

$23M

Kestra Advisory Services, LLC

257K

271K

272K

280K

291K

329K

$17M

DAHRING | CUSMANO LLC

230K

270K

284K

297K

315K

297K

$15M

ENVESTNET ASSET MANAGEMENT INC

137K

315K

336K

320K

300K

286K

$15M

Fiduciary Planning LLC

208K

231K

223K

245K

252K

269K

$14M

Prasad Wealth Partners, LLC

—

271K

249K

254K

261K

$13M

Tactive Advisors, LLC

—

63K

206K

274K

238K

$12M

Equitable Holdings, Inc.

20K

28K

31K

48K

86K

170K

$9M

KESTRA PRIVATE WEALTH SERVICES, LLC

93K

75K

77K

90K

128K

167K

$9M

Onyx Bridge Wealth Group LLC

—

153K

177K

170K

139K

$7M

RFG - Bristol Wealth Advisors, LLC

—

43K

76K

118K

139K

$7M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	105	9,409,563	—	$483M
2025-Q4	95	8,322,500	—	$444M
2025-Q3	92	8,308,096	—	$430M
2025-Q2	82	7,711,842	—	$377M
2025-Q1	81	8,009,712	—	$348M
2024-Q4	65	7,331,807	—	$337M
2024-Q3	52	4,245,864	—	$194M
2024-Q2	37	2,237,115	—	$97M
2024-Q1	32	1,556,527	—	$65M
2023-Q4	21	1,390,315	—	$50M
2023-Q3	13	313,510	—	$10M
2023-Q2	14	171,240

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding FFLC · 2026-Q1 methodology → sources →

105 holders

% of shares outstanding held

—

Shares held (13F)

9,409,563

Reporting holders

105

Top holders

largest 100 of 105 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,513,0061.5M	$78M	—	ADD 49%
2	COMMONWEALTH EQUITY SERVICES, LLC	1,450,9031.5M	$74M	—	ADD 8%
3	Mariner, LLC	1,026,9851.0M	$53M	—	ADD 3%
4	Socha Financial Group, LLC	586,099586,099	$30M	—	—
5	NOVEM GROUP	454,573454,573	$23M	—	—
6	Kestra Advisory Services, LLC	328,857328,857	$17M	—	ADD 13%
7	DAHRING \| CUSMANO LLC	296,584296,584	$15M	—	TRIM -6%
8	ENVESTNET ASSET MANAGEMENT INC	285,707285,707	$15M	—	TRIM -5%
9	Fiduciary Planning LLC	268,619268,619	$14M	—	ADD 7%
10	Prasad Wealth Partners, LLC	261,460261,460	$13M	—	ADD 3%
11	Tactive Advisors, LLC	237,650237,650	$12M	—	TRIM -13%
12	Equitable Holdings, Inc.	170,171170,171	$9M	—	ADD 97%
13	KESTRA PRIVATE WEALTH SERVICES, LLC	166,994166,994	$9M	—	ADD 31%
14	Onyx Bridge Wealth Group LLC	139,309139,309	$7M	—	TRIM -18%
15	RFG - Bristol Wealth Advisors, LLC	138,593138,593	$7M	—	ADD 18%
16	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	135,846135,846	$7M	—	—
17	MENORA MIVTACHIM HOLDINGS LTD.	132,900132,900	$7M	—	NEW
18	Concurrent Investment Advisors, LLC	126,263126,263	$6M	—	—
19	INSIGNEO ADVISORY SERVICES, LLC	125,235125,235	$6M	—	NEW
20	Dedeker Financial LLC	118,819118,819	$6M	—	TRIM -7%
21	OSAIC HOLDINGS, INC.	110,410110,410	$6M	—	TRIM -42%
22	HARBOUR INVESTMENTS, INC.	105,585105,585	$5M	—	ADD 11%
23	JANE STREET GROUP, LLC	73,85873,858	$4M	—	ADD 648%
24	Envision Financial Transparency, LLC	63,61163,611	$3M	—	NEW
25	Stratos Wealth Partners, LTD.	59,52959,529	$3M	—	ADD 18%
26	CORE WEALTH ADVISORS, LLC	56,91656,916	$3M	—	NEW
27	Anson Capital, Inc.	55,60555,605	$3M	—	ADD 2%
28	Patriot Financial Group Insurance Agency, LLC	53,76453,764	$3M	—	ADD 110%
29	Cambridge Investment Research Advisors, Inc.	45,01745,017	$2M	—	ADD 71%
30	Orion Porfolio Solutions, LLC	41,47941,479	$2M	—	—
31	THOROUGHBRED FINANCIAL SERVICES, LLC	41,38241,382	$2M	—	ADD 3%
32	Dana Investment Advisors, Inc.	37,91337,913	$2M	—	—
33	FOUNDERS FINANCIAL SECURITIES LLC	35,44635,446	$2M	—	ADD 9%
34	STIFEL FINANCIAL CORP	35,96035,960	$2M	—	TRIM -3%
35	MML INVESTORS SERVICES, LLC	34,57934,579	$2M	—	TRIM -3%
36	KANE INVESTMENT MANAGEMENT, INC.	32,79532,795	$2M	—	—
37	Sandhill Capital Partners LLC	30,77230,772	$2M	—	NEW
38	Sanctuary Advisors, LLC	28,57528,575	$1M	—	ADD 3%
39	FMR LLC	27,02027,020	$1M	—	ADD 10%
40	Cetera Investment Advisers	24,47924,479	$1M	—	ADD 26%
41	Thrivent Financial for Lutherans	23,27123,271	$1M	—	TRIM -59%
42	GTS SECURITIES LLC	20,04720,047	$1M	—	ADD 102%
43	Arkadios Wealth Advisors	19,88419,884	$1M	—	NEW
44	Barnes Wealth Management Group, Inc	19,85019,850	$1M	—	NEW
45	Farther Finance Advisors, LLC	19,44319,443	$1M	—	—
46	CWM, LLC	19,43019,430	$996,472	—	ADD 409%
47	OPPENHEIMER & CO INC	18,64418,644	$956,158	—	TRIM -4%
48	World Investment Advisors	18,59018,590	$953,364	—	ADD 13%
49	Mascagni Wealth Management, Inc.	17,40817,408	$892,752	—	TRIM -8%
50	Triad Wealth Partners, LLC	14,99914,999	$769,206	—	ADD 135%
51	Per Stirling Capital Management, LLC.	14,25114,251	$730,887	—	TRIM -45%
52	Atlas Private Wealth Advisors	13,70513,705	$702,872	—	ADD 47%
53	UPTICK PARTNERS, LLC	13,48413,484	$691,546	—	ADD 96%
54	New Covenant Trust Company, N.A.	11,96511,965	$613,625	—	TRIM -5%
55	WESTCO ADVISORY SERVICES INC /ADV	11,96411,964	$613,574	—	—
56	Private Advisor Group, LLC	11,40811,408	$585,045	—	NEW
57	BROWN ADVISORY INC	10,85810,858	$556,853	—	—
58	ROYAL BANK OF CANADA	9,7039,703	$497,000	—	TRIM -54%
59	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	9,6139,613	$493,017	—	TRIM -5%
60	Western Wealth Management, LLC	9,4599,459	$485,083	—	ADD 37%
61	Elm3 Financial Group, LLC	9,0819,081	$465,740	—	—
62	Integrated Wealth Concepts LLC	8,7648,764	$449,444	—	NEW
63	PRINCIPAL SECURITIES, INC.	8,6978,697	$446,026	—	ADD 35%
64	OneAscent Financial Services LLC	8,5178,517	$436,794	—	—
65	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,1648,164	$423,310	—	TRIM -2%
66	Perigon Wealth Management, LLC	8,0848,084	$414,588	—	—
67	Aptus Capital Advisors, LLC	7,6147,614	$390,484	—	TRIM -11%
68	RAYMOND JAMES FINANCIAL INC	7,4597,459	$382,535	—	—
69	MONECO ADVISORS, LLC	7,3287,328	$375,811	—	—
70	Sigma Planning Corp	7,1707,170	$367,733	—	TRIM -25%
71	Visionary Wealth Advisors	6,5296,529	$334,842	—	ADD 4%
72	Brookstone Capital Management	6,3416,341	$325,188	—	NEW
73	Regal Investment Advisors LLC	5,3195,319	$272,804	—	TRIM -21%
74	FLORIDA FINANCIAL ADVISORS, LLC	4,9504,950	$253,860	—	ADD 2%
75	Foundations Investment Advisors, LLC	4,2734,273	$219,156	—	TRIM -22%
76	Keystone Financial Group	4,2514,251	$218,036	—	NEW
77	JPMORGAN CHASE & CO	3,8443,844	$190,511	—	ADD 2665%
78	Advisory Services Network, LLC	3,5583,558	$182,451	—	NEW
79	Root Financial Partners, LLC	2,5002,500	$128,213	—	NEW
80	Clearstead Advisors, LLC	2,1682,168	$111,193	—	NEW
81	TD Capital Management LLC	2,1372,137	$109,589	—	—
82	FIFTH THIRD BANCORP	1,9091,909	$97,903	—	NEW
83	UBS Group AG	1,9081,908	$97,852	—	NEW
84	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,7031,703	$87,338	—	NEW
85	MAI Capital Management	1,6401,640	$84,086	—	NEW
86	MORGAN STANLEY	1,4111,411	$72,384	—	—
87	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,2801,280	$65,645	—	NEW
88	Coston, McIsaac & Partners	668668	$34,000	—	ADD 42%
89	Steward Partners Investment Advisory, LLC	625625	$32,053	—	—
90	Arax Advisory Partners	531531	$27,241	—	NEW
91	Financial Freedom, LLC	516516	$26,472	—	NEW
92	CREATIVE FINANCIAL DESIGNS INC /ADV	500500	$25,663	—	—
93	Sunbelt Securities, Inc.	493493	$25,266	—	TRIM -28%
94	Sound Income Strategies, LLC	485485	$25,128	—	—
95	NATIONAL BANK OF CANADA /FI/	418418	$21,418	—	TRIM -19%
96	PRIVATE TRUST CO NA	414414	$21,232	—	ADD 69%
97	BANK OF MONTREAL /CAN/	320320	$16,411	—	—
98	High Point Wealth Management, LLC	307307	$15,754	—	—
99	Central Pacific Bank - Trust Division	160160	$8,206	—	—
100	JONES FINANCIAL COMPANIES LLLP	147147	$7,330	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

540K

428K

692K

915K

1.0M

1.5M

$78M

COMMONWEALTH EQUITY SERVICES, LLC

793K

908K

1.0M

1.2M

1.3M

1.5M

$74M

Mariner, LLC

1.1M

1.0M

976K

998K

1.0M

$53M

Socha Financial Group, LLC

1.0M

1.2M

944K

919K

593K

586K

$30M

NOVEM GROUP

473K

287K

471K

475K

459K

455K

$23M

Kestra Advisory Services, LLC

257K

271K

272K

280K

291K

329K

$17M

DAHRING | CUSMANO LLC

230K

270K

284K

297K

315K

297K

$15M

ENVESTNET ASSET MANAGEMENT INC

137K

315K

336K

320K

300K

286K

$15M

Fiduciary Planning LLC

208K

231K

223K

245K

252K

269K

$14M

Prasad Wealth Partners, LLC

—

271K

249K

254K

261K

$13M

Tactive Advisors, LLC

—

63K

206K

274K

238K

$12M

Equitable Holdings, Inc.

20K

28K

31K

48K

86K

170K

$9M

KESTRA PRIVATE WEALTH SERVICES, LLC

93K

75K

77K

90K

128K

167K

$9M

Onyx Bridge Wealth Group LLC

—

153K

177K

170K

139K

$7M

RFG - Bristol Wealth Advisors, LLC

—

43K

76K

118K

139K

$7M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	105	9,409,563	—	$483M
2025-Q4	95	8,322,500	—	$444M
2025-Q3	92	8,308,096	—	$430M
2025-Q2	82	7,711,842	—	$377M
2025-Q1	81	8,009,712	—	$348M
2024-Q4	65	7,331,807	—	$337M
2024-Q3	52	4,245,864	—	$194M
2024-Q2	37	2,237,115	—	$97M
2024-Q1	32	1,556,527	—	$65M
2023-Q4	21	1,390,315	—	$50M
2023-Q3	13	313,510	—	$10M
2023-Q2	14	171,240

Short interest has its own tab now — open SI →

FFLC☆

Institutional ownership· 13F filers holding FFLC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding FFLC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

FFLC