FLRN

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

350 holders

% of shares outstanding held

—

Shares held (13F)

57,056,331

Reporting holders

350

Top holders

largest 100 of 350 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Wealthfront Advisers LLC	5,319,2035.3M	$164M	—	ADD 8%
2	AMERIPRISE FINANCIAL INC	3,809,7703.8M	$117M	—	—
3	MORGAN STANLEY	2,330,3312.3M	$72M	—	ADD 11%
4	ENVESTNET ASSET MANAGEMENT INC	2,285,5622.3M	$70M	—	ADD 31%
5	WELLS FARGO & COMPANY/MN	2,219,3692.2M	$68M	—	TRIM -9%
6	LPL Financial LLC	2,215,2252.2M	$68M	—	ADD 13%
7	Beacon Capital Management, Inc.	1,898,1231.9M	$58M	—	ADD 378%
8	New York Life Investment Management LLC	1,517,0271.5M	$47M	—	TRIM -3%
9	BANK OF AMERICA CORP /DE/	1,342,5011.3M	$41M	—	TRIM -25%
10	Curbstone Financial Management Corp	1,270,6261.3M	$39M	—	—
11	Facet Wealth, Inc.	1,187,6401.2M	$37M	—	ADD 9%
12	KEYBANK NATIONAL ASSOCIATION/OH	1,012,8131.0M	$31M	—	TRIM -12%
13	Valmark Advisers, Inc.	995,071995,071	$31M	—	—
14	Stratos Investment Management, LLC	960,740960,740	$30M	—	ADD 4%
15	Farther Finance Advisors, LLC	924,800924,800	$28M	—	ADD 14%
16	Advisory Alpha, LLC	848,823848,823	$26M	—	TRIM -10%
17	MFA WEALTH ADVISORS, LLC	800,221800,221	$25M	—	ADD 9%
18	Ameliora Wealth Management Ltd.	736,152736,152	$23M	—	ADD 16%
19	Cornerstone Management, Inc.	733,194733,194	$23M	—	—
20	RAYMOND JAMES FINANCIAL INC	718,919718,919	$22M	—	—
21	WESCAP Management Group, Inc.	706,147706,147	$22M	—	TRIM -3%
22	STATE STREET CORP	692,132692,132	$21M	—	TRIM -28%
23	Towercrest Capital Management	584,824584,824	$18M	—	TRIM -10%
24	MILESTONE ASSET MANAGEMENT, LLC	561,332561,332	$17M	—	TRIM -27%
25	Penobscot Investment Management Company, Inc.	559,881559,881	$17M	—	TRIM -2%
26	Alliance Wealth Management Group	558,422558,422	$17M	—	TRIM -10%
27	Cetera Investment Advisers	555,484555,484	$17M	—	ADD 65%
28	Whitcomb & Hess, Inc.	513,410513,410	$16M	—	ADD 2%
29	IHT Wealth Management, LLC	502,726502,726	$15M	—	—
30	Providence First Trust Co	493,801493,801	$15M	—	—
31	COMMONWEALTH EQUITY SERVICES, LLC	461,691461,691	$14M	—	TRIM -8%
32	Prime Capital Investment Advisors, LLC	449,402449,402	$14M	—	ADD 3%
33	APPLETON PARTNERS INC/MA	448,206448,206	$14M	—	TRIM -6%
34	Cherry Tree Wealth Management, LLC	435,946435,946	$13M	—	ADD 2%
35	UBS Group AG	434,884434,884	$13M	—	TRIM -3%
36	RFG Advisory, LLC	400,573400,573	$12M	—	—
37	PARSONS CAPITAL MANAGEMENT INC/RI	397,659397,659	$12M	—	ADD 6%
38	OSAIC HOLDINGS, INC.	377,343377,343	$12M	—	TRIM -35%
39	CALTON & ASSOCIATES, INC.	323,072323,072	$10M	—	ADD 5%
40	FIDUCIARY FINANCIAL GROUP, LLC	315,206315,206	$10M	—	ADD 6%
41	Aspetuck Financial Management LLC	313,987313,987	$10M	—	—
42	DEAN INVESTMENT ASSOCIATES, LLC	310,209310,209	$10M	—	ADD 6%
43	Ameritas Advisory Services, LLC	287,517287,517	$9M	—	NEW
44	Private Advisor Group, LLC	279,184279,184	$9M	—	ADD 4%
45	JPMORGAN CHASE & CO	274,491274,491	$8M	—	ADD 10%
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	258,859258,859	$8M	—	NEW
47	Legacy Edge Advisors, LLC	255,404255,404	$8M	—	ADD 4%
48	Cedar Mountain Advisors, LLC	239,567239,567	$7M	—	—
49	Steward Partners Investment Advisory, LLC	237,093237,093	$7M	—	—
50	MATAURO, LLC	225,356225,356	$7M	—	ADD 31%
51	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	223,291223,291	$7M	—	ADD 9%
52	NorthCoast Asset Management LLC	221,059221,059	$7M	—	—
53	Capital Investment Advisors, LLC	217,909217,909	$7M	—	—
54	Buska Wealth Management, LLC	215,864215,864	$7M	—	TRIM -11%
55	RiverGlades Family Offices LLC	214,568214,568	$7M	—	NEW
56	Cambridge Investment Research Advisors, Inc.	213,995213,995	$7M	—	ADD 4%
57	Cannon Advisors, Inc.	208,817208,817	$6M	—	TRIM -9%
58	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	208,803208,803	$6M	—	NEW
59	Merit Financial Group, LLC	198,750198,750	$6M	—	ADD 6%
60	ROYAL BANK OF CANADA	198,189198,189	$6M	—	TRIM -91%
61	Atria Investments, Inc	195,468195,468	$6M	—	ADD 43%
62	Focus Partners Wealth	139,107139,107	$6M	—	TRIM -7%
63	Mariner, LLC	190,748190,748	$6M	—	ADD 20%
64	AVITY INVESTMENT MANAGEMENT INC.	187,563187,563	$6M	—	ADD 8%
65	GREAT VALLEY ADVISOR GROUP, INC.	187,258187,258	$6M	—	NEW
66	CWM, LLC	182,238182,238	$6M	—	TRIM -4%
67	HARBOR ADVISORY CORP /MA/	181,490181,490	$6M	—	TRIM -23%
68	EXCHANGE TRADED CONCEPTS, LLC	173,006173,006	$5M	—	NEW
69	MML INVESTORS SERVICES, LLC	171,804171,804	$5M	—	TRIM -17%
70	Alesco Advisors, LLC, An ESL Co	168,888168,888	$5M	—	TRIM -2%
71	HighTower Advisors, LLC	161,742161,742	$5M	—	TRIM -4%
72	COURIER CAPITAL LLC	144,472144,472	$4M	—	TRIM -22%
73	Baird Financial Group, Inc.	140,867140,867	$4M	—	TRIM -3%
74	SAX WEALTH ADVISORS, LLC	140,209140,209	$4M	—	—
75	TRUIST FINANCIAL CORP	139,022139,022	$4M	—	TRIM -7%
76	JONES FINANCIAL COMPANIES LLLP	138,692138,692	$4M	—	ADD 8%
77	EAGLE GLOBAL ADVISORS LLC	134,750134,750	$4M	—	—
78	Generation Capital Management LLC	134,002134,002	$4M	—	ADD 7%
79	JACOBSON & SCHMITT ADVISORS, LLC	128,258128,258	$4M	—	ADD 9%
80	Sowell Financial Services LLC	126,330126,330	$4M	—	TRIM -3%
81	Ridgewood Investments LLC	126,250126,250	$4M	—	NEW
82	Aries Wealth Management	126,185126,185	$4M	—	ADD 2%
83	Terril Brothers, Inc.	124,885124,885	$4M	—	—
84	MONECO ADVISORS, LLC	119,208119,208	$4M	—	—
85	Empowered Funds, LLC	118,437118,437	$4M	—	ADD 13%
86	Creative Planning	113,744113,744	$4M	—	ADD 2%
87	Tandem Investment Partners LLC	108,025108,025	$3M	—	ADD 5%
88	KESTRA PRIVATE WEALTH SERVICES, LLC	106,443106,443	$3M	—	—
89	Gould Capital, LLC	105,351105,351	$3M	—	ADD 9%
90	GILPIN WEALTH MANAGEMENT, LLC	104,194104,194	$3M	—	—
91	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	103,906103,906	$3M	—	TRIM -36%
92	PFG Advisors	103,130103,130	$3M	—	ADD 10%
93	Hilltop Holdings Inc.	101,470101,470	$3M	—	ADD 71%
94	Asset One Wealth Management LLC	99,00699,006	$3M	—	ADD 41%
95	WEBSTERROGERS FINANCIAL ADVISORS, LLC	93,46993,469	$3M	—	—
96	BCS Wealth Management	92,88292,882	$3M	—	TRIM -51%
97	Legacy Capital Group California, Inc.	89,54589,545	$3M	—	TRIM -10%
98	GUGGENHEIM CAPITAL LLC	89,40189,401	$3M	—	ADD 6%
99	United Community Bank	87,26087,260	$3M	—	NEW
100	Foundations Investment Advisors, LLC	86,14086,140	$3M	—	ADD 36%

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

Wealthfront Advisers LLC

5.0M

5.7M

3.4M

4.1M

4.9M

5.3M

$164M

AMERIPRISE FINANCIAL INC

3.6M

4.0M

3.9M

3.8M

$117M

MORGAN STANLEY

2.1M

1.9M

2.0M

2.1M

2.3M

$72M

ENVESTNET ASSET MANAGEMENT INC

926K

988K

1.1M

1.3M

1.7M

2.3M

$70M

WELLS FARGO & COMPANY/MN

1.1M

1.3M

1.5M

2.4M

2.2M

$68M

LPL Financial LLC

1.8M

2.0M

2.2M

2.0M

2.2M

$68M

Beacon Capital Management, Inc.

—

280

397K

1.9M

$58M

New York Life Investment Management LLC

1.6M

1.3M

1.6M

1.5M

$47M

BANK OF AMERICA CORP /DE/

1.7M

1.8M

1.9M

1.8M

1.3M

$41M

Curbstone Financial Management Corp

1.1M

1.2M

1.3M

$39M

Facet Wealth, Inc.

993K

979K

1.0M

1.1M

1.2M

$37M

KEYBANK NATIONAL ASSOCIATION/OH

1.1M

1.0M

1.1M

1.2M

1.0M

$31M

Valmark Advisers, Inc.

856K

883K

907K

942K

977K

995K

$31M

Stratos Investment Management, LLC

820K

840K

867K

875K

920K

961K

$30M

Farther Finance Advisors, LLC

77K

116K

474K

735K

811K

925K

$28M

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	350	57,056,331	—	$1.8B
2025-Q4	346	56,953,396	—	$1.7B
2025-Q3	328	58,323,932	—	$1.8B
2025-Q2	339	55,922,137	—	$1.7B
2025-Q1	324	55,685,793	—	$1.7B
2024-Q4	329	50,323,191	—

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 FLRN · 2026-Q1 methodology → sources →

350 holders

% of shares outstanding held

—

Shares held (13F)

57,056,331

Reporting holders

350

Top holders

largest 100 of 350 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Wealthfront Advisers LLC	5,319,2035.3M	$164M	—	ADD 8%
2	AMERIPRISE FINANCIAL INC	3,809,7703.8M	$117M	—	—
3	MORGAN STANLEY	2,330,3312.3M	$72M	—	ADD 11%
4	ENVESTNET ASSET MANAGEMENT INC	2,285,5622.3M	$70M	—	ADD 31%
5	WELLS FARGO & COMPANY/MN	2,219,3692.2M	$68M	—	TRIM -9%
6	LPL Financial LLC	2,215,2252.2M	$68M	—	ADD 13%
7	Beacon Capital Management, Inc.	1,898,1231.9M	$58M	—	ADD 378%
8	New York Life Investment Management LLC	1,517,0271.5M	$47M	—	TRIM -3%
9	BANK OF AMERICA CORP /DE/	1,342,5011.3M	$41M	—	TRIM -25%
10	Curbstone Financial Management Corp	1,270,6261.3M	$39M	—	—
11	Facet Wealth, Inc.	1,187,6401.2M	$37M	—	ADD 9%
12	KEYBANK NATIONAL ASSOCIATION/OH	1,012,8131.0M	$31M	—	TRIM -12%
13	Valmark Advisers, Inc.	995,071995,071	$31M	—	—
14	Stratos Investment Management, LLC	960,740960,740	$30M	—	ADD 4%
15	Farther Finance Advisors, LLC	924,800924,800	$28M	—	ADD 14%
16	Advisory Alpha, LLC	848,823848,823	$26M	—	TRIM -10%
17	MFA WEALTH ADVISORS, LLC	800,221800,221	$25M	—	ADD 9%
18	Ameliora Wealth Management Ltd.	736,152736,152	$23M	—	ADD 16%
19	Cornerstone Management, Inc.	733,194733,194	$23M	—	—
20	RAYMOND JAMES FINANCIAL INC	718,919718,919	$22M	—	—
21	WESCAP Management Group, Inc.	706,147706,147	$22M	—	TRIM -3%
22	STATE STREET CORP	692,132692,132	$21M	—	TRIM -28%
23	Towercrest Capital Management	584,824584,824	$18M	—	TRIM -10%
24	MILESTONE ASSET MANAGEMENT, LLC	561,332561,332	$17M	—	TRIM -27%
25	Penobscot Investment Management Company, Inc.	559,881559,881	$17M	—	TRIM -2%
26	Alliance Wealth Management Group	558,422558,422	$17M	—	TRIM -10%
27	Cetera Investment Advisers	555,484555,484	$17M	—	ADD 65%
28	Whitcomb & Hess, Inc.	513,410513,410	$16M	—	ADD 2%
29	IHT Wealth Management, LLC	502,726502,726	$15M	—	—
30	Providence First Trust Co	493,801493,801	$15M	—	—
31	COMMONWEALTH EQUITY SERVICES, LLC	461,691461,691	$14M	—	TRIM -8%
32	Prime Capital Investment Advisors, LLC	449,402449,402	$14M	—	ADD 3%
33	APPLETON PARTNERS INC/MA	448,206448,206	$14M	—	TRIM -6%
34	Cherry Tree Wealth Management, LLC	435,946435,946	$13M	—	ADD 2%
35	UBS Group AG	434,884434,884	$13M	—	TRIM -3%
36	RFG Advisory, LLC	400,573400,573	$12M	—	—
37	PARSONS CAPITAL MANAGEMENT INC/RI	397,659397,659	$12M	—	ADD 6%
38	OSAIC HOLDINGS, INC.	377,343377,343	$12M	—	TRIM -35%
39	CALTON & ASSOCIATES, INC.	323,072323,072	$10M	—	ADD 5%
40	FIDUCIARY FINANCIAL GROUP, LLC	315,206315,206	$10M	—	ADD 6%
41	Aspetuck Financial Management LLC	313,987313,987	$10M	—	—
42	DEAN INVESTMENT ASSOCIATES, LLC	310,209310,209	$10M	—	ADD 6%
43	Ameritas Advisory Services, LLC	287,517287,517	$9M	—	NEW
44	Private Advisor Group, LLC	279,184279,184	$9M	—	ADD 4%
45	JPMORGAN CHASE & CO	274,491274,491	$8M	—	ADD 10%
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	258,859258,859	$8M	—	NEW
47	Legacy Edge Advisors, LLC	255,404255,404	$8M	—	ADD 4%
48	Cedar Mountain Advisors, LLC	239,567239,567	$7M	—	—
49	Steward Partners Investment Advisory, LLC	237,093237,093	$7M	—	—
50	MATAURO, LLC	225,356225,356	$7M	—	ADD 31%
51	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	223,291223,291	$7M	—	ADD 9%
52	NorthCoast Asset Management LLC	221,059221,059	$7M	—	—
53	Capital Investment Advisors, LLC	217,909217,909	$7M	—	—
54	Buska Wealth Management, LLC	215,864215,864	$7M	—	TRIM -11%
55	RiverGlades Family Offices LLC	214,568214,568	$7M	—	NEW
56	Cambridge Investment Research Advisors, Inc.	213,995213,995	$7M	—	ADD 4%
57	Cannon Advisors, Inc.	208,817208,817	$6M	—	TRIM -9%
58	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	208,803208,803	$6M	—	NEW
59	Merit Financial Group, LLC	198,750198,750	$6M	—	ADD 6%
60	ROYAL BANK OF CANADA	198,189198,189	$6M	—	TRIM -91%
61	Atria Investments, Inc	195,468195,468	$6M	—	ADD 43%
62	Focus Partners Wealth	139,107139,107	$6M	—	TRIM -7%
63	Mariner, LLC	190,748190,748	$6M	—	ADD 20%
64	AVITY INVESTMENT MANAGEMENT INC.	187,563187,563	$6M	—	ADD 8%
65	GREAT VALLEY ADVISOR GROUP, INC.	187,258187,258	$6M	—	NEW
66	CWM, LLC	182,238182,238	$6M	—	TRIM -4%
67	HARBOR ADVISORY CORP /MA/	181,490181,490	$6M	—	TRIM -23%
68	EXCHANGE TRADED CONCEPTS, LLC	173,006173,006	$5M	—	NEW
69	MML INVESTORS SERVICES, LLC	171,804171,804	$5M	—	TRIM -17%
70	Alesco Advisors, LLC, An ESL Co	168,888168,888	$5M	—	TRIM -2%
71	HighTower Advisors, LLC	161,742161,742	$5M	—	TRIM -4%
72	COURIER CAPITAL LLC	144,472144,472	$4M	—	TRIM -22%
73	Baird Financial Group, Inc.	140,867140,867	$4M	—	TRIM -3%
74	SAX WEALTH ADVISORS, LLC	140,209140,209	$4M	—	—
75	TRUIST FINANCIAL CORP	139,022139,022	$4M	—	TRIM -7%
76	JONES FINANCIAL COMPANIES LLLP	138,692138,692	$4M	—	ADD 8%
77	EAGLE GLOBAL ADVISORS LLC	134,750134,750	$4M	—	—
78	Generation Capital Management LLC	134,002134,002	$4M	—	ADD 7%
79	JACOBSON & SCHMITT ADVISORS, LLC	128,258128,258	$4M	—	ADD 9%
80	Sowell Financial Services LLC	126,330126,330	$4M	—	TRIM -3%
81	Ridgewood Investments LLC	126,250126,250	$4M	—	NEW
82	Aries Wealth Management	126,185126,185	$4M	—	ADD 2%
83	Terril Brothers, Inc.	124,885124,885	$4M	—	—
84	MONECO ADVISORS, LLC	119,208119,208	$4M	—	—
85	Empowered Funds, LLC	118,437118,437	$4M	—	ADD 13%
86	Creative Planning	113,744113,744	$4M	—	ADD 2%
87	Tandem Investment Partners LLC	108,025108,025	$3M	—	ADD 5%
88	KESTRA PRIVATE WEALTH SERVICES, LLC	106,443106,443	$3M	—	—
89	Gould Capital, LLC	105,351105,351	$3M	—	ADD 9%
90	GILPIN WEALTH MANAGEMENT, LLC	104,194104,194	$3M	—	—
91	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	103,906103,906	$3M	—	TRIM -36%
92	PFG Advisors	103,130103,130	$3M	—	ADD 10%
93	Hilltop Holdings Inc.	101,470101,470	$3M	—	ADD 71%
94	Asset One Wealth Management LLC	99,00699,006	$3M	—	ADD 41%
95	WEBSTERROGERS FINANCIAL ADVISORS, LLC	93,46993,469	$3M	—	—
96	BCS Wealth Management	92,88292,882	$3M	—	TRIM -51%
97	Legacy Capital Group California, Inc.	89,54589,545	$3M	—	TRIM -10%
98	GUGGENHEIM CAPITAL LLC	89,40189,401	$3M	—	ADD 6%
99	United Community Bank	87,26087,260	$3M	—	NEW
100	Foundations Investment Advisors, LLC	86,14086,140	$3M	—	ADD 36%

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

Wealthfront Advisers LLC

5.0M

5.7M

3.4M

4.1M

4.9M

5.3M

$164M

AMERIPRISE FINANCIAL INC

3.6M

4.0M

3.9M

3.8M

$117M

MORGAN STANLEY

2.1M

1.9M

2.0M

2.1M

2.3M

$72M

ENVESTNET ASSET MANAGEMENT INC

926K

988K

1.1M

1.3M

1.7M

2.3M

$70M

WELLS FARGO & COMPANY/MN

1.1M

1.3M

1.5M

2.4M

2.2M

$68M

LPL Financial LLC

1.8M

2.0M

2.2M

2.0M

2.2M

$68M

Beacon Capital Management, Inc.

—

280

397K

1.9M

$58M

New York Life Investment Management LLC

1.6M

1.3M

1.6M

1.5M

$47M

BANK OF AMERICA CORP /DE/

1.7M

1.8M

1.9M

1.8M

1.3M

$41M

Curbstone Financial Management Corp

1.1M

1.2M

1.3M

$39M

Facet Wealth, Inc.

993K

979K

1.0M

1.1M

1.2M

$37M

KEYBANK NATIONAL ASSOCIATION/OH

1.1M

1.0M

1.1M

1.2M

1.0M

$31M

Valmark Advisers, Inc.

856K

883K

907K

942K

977K

995K

$31M

Stratos Investment Management, LLC

820K

840K

867K

875K

920K

961K

$30M

Farther Finance Advisors, LLC

77K

116K

474K

735K

811K

925K

$28M

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	350	57,056,331	—	$1.8B
2025-Q4	346	56,953,396	—	$1.7B
2025-Q3	328	58,323,932	—	$1.8B
2025-Q2	339	55,922,137	—	$1.7B
2025-Q1	324	55,685,793	—	$1.7B
2024-Q4	329	50,323,191	—

Short interest has its own tab now — open SI →

FLRN☆

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

Top holders

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

Institutional footprint by quarter

FLRN