FLRT

—

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$46.60

+0.05 (+0.11%)

USD · as of 2026-07-30 · marketstack

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

113 holders

FUNDPACER FDS TRA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

7,833,483

Reporting holders

113

% of shares outstanding is not shown for FLRT: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register98.2%110 active filers

Index / screened out1.8%3 filers

Reporting holders1132026-Q1

Top-10 concentration56.0%

HHI0.0720

Effective holders13.9

Crowding percentile—

Crowding percentile withheld — no market cap for FLRT in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,811,6001.8M	$84M	—	ADD 17%
2	Foundations Investment Advisors, LLC	591,845591,845	$27M	—	—
3	Cetera Investment Advisers	338,561338,561	$16M	—	ADD 7%
4	OSAIC HOLDINGS, INC.	271,181271,181	$13M	—	—
5	Kestra Advisory Services, LLC	251,676251,676	$12M	—	ADD 6%
6	RAYMOND JAMES FINANCIAL INC	244,964244,964	$11M	—	TRIM -2%
7	TRUIST FINANCIAL CORP	226,161226,161	$10M	—	ADD 98%
8	Systelligence, LLC	225,105225,105	$10M	—	ADD 273%
9	Cambridge Investment Research Advisors, Inc.	217,652217,652	$10M	—	TRIM -4%
10	ENVESTNET ASSET MANAGEMENT INC	206,902206,902	$10M	—	ADD 30%
11	INDEPENDENT FINANCIAL GROUP, LLC	203,383203,383	$9M	—	ADD 36%
12	Western Wealth Management, LLC	152,757152,757	$7M	—	ADD 458%
13	ASSETMARK, INC	146,145146,145	$7M	—	—
14	JONES FINANCIAL COMPANIES LLLP	143,435143,435	$7M	—	ADD 23%
15	MML INVESTORS SERVICES, LLC	140,449140,449	$7M	—	—
16	Sidoxia Capital Management, LLC	118,868118,868	$6M	—	NEW
17	WINEBRENNER CAPITAL MANAGEMENT LLC	118,724118,724	$5M	—	TRIM -3%
18	Stewardship Advisors, LLC	107,795107,795	$5M	—	—
19	CREATIVE FINANCIAL DESIGNS INC /ADV	105,030105,030	$5M	—	ADD 9%
20	Sigma Planning Corp	102,063102,063	$5M	—	TRIM -5%
21	Strategic Blueprint, LLC	101,711101,711	$5M	—	TRIM -13%
22	Waycross Investment Management Co	89,98389,983	$4M	—	—
23	STIFEL FINANCIAL CORP	74,58474,584	$3M	—	—
24	Independence Asset Advisors, LLC	69,53969,539	$3M	—	—
25	Goldstone Financial Group, LLC	69,50669,506	$3M	—	NEW
26	Independent Wealth Network Inc.	68,16368,163	$3M	—	TRIM -18%
27	ASHTON THOMAS SECURITIES, LLC	64,42464,424	$3M	—	NEW
28	PSI Advisors, LLC	61,94761,947	$3M	—	ADD 14%
29	JANE STREET GROUP, LLC	58,89858,898	$3M	—	NEW
30	Sanctuary Advisors, LLC	55,95055,950	$3M	—	ADD 44%
31	SILVER OAK SECURITIES, INCORPORATED	54,40854,408	$3M	—	ADD 43%
32	WealthPlan Investment Management, LLC	52,56952,569	$2M	—	NEW
33	KESTRA PRIVATE WEALTH SERVICES, LLC	51,62351,623	$2M	—	ADD 13%
34	Beacon Pointe Advisors, LLC	43,84143,841	$2M	—	ADD 13%
35	Ausdal Financial Partners, Inc.	41,56741,567	$2M	—	ADD 26%
36	COMMONWEALTH EQUITY SERVICES, LLC	41,30041,300	$2M	—	ADD 3%
37	Belpointe Asset Management LLC	38,89438,894	$2M	—	TRIM -4%
38	Moors & Cabot, Inc.	38,48238,482	$2M	—	ADD 27%
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	37,72937,729	$2M	—	TRIM -15%
40	CITADEL ADVISORS LLC	36,93936,939	$2M	—	NEW
41	CENTAURUS FINANCIAL, INC.	34,24834,248	$2M	—	—
42	Legacy Wealth Managment, LLC/ID	33,36733,367	$2M	—	ADD 20%
43	Crestwood Advisors Group, LLC	32,99532,995	$2M	—	ADD 21%
44	Cornerstone Wealth Management, LLC	30,89330,893	$1M	—	—
45	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	30,21430,214	$1M	—	ADD 67%
46	Scarborough Advisors, LLC	28,55628,556	$1M	—	—
47	MGO ONE SEVEN LLC	27,04527,045	$1M	—	TRIM -9%
48	HBW ADVISORY SERVICES LLC	26,32026,320	$1M	—	ADD 36%
49	HARBOUR INVESTMENTS, INC.	26,30826,308	$1M	—	ADD 67%
50	Syntegra Private Wealth Group, LLC	25,76025,760	$1M	—	ADD 13%
51	Equitable Holdings, Inc.	24,64724,647	$1M	—	TRIM -43%
52	Commerce Advisors, LLC	24,83524,835	$1M	—	NEW
53	D.A. DAVIDSON & CO.	24,80824,808	$1M	—	ADD 80%
54	Advisory Services Network, LLC	24,45224,452	$1M	—	—
55	FWG Holdings, LLC	24,32224,322	$1M	—	TRIM -59%
56	Fearless Solutions, LLC dba Best Invest	24,24724,247	$1M	—	TRIM -5%
57	Sovran Advisors, LLC	23,07023,070	$1M	—	—
58	Private Advisor Group, LLC	22,47622,476	$1M	—	TRIM -72%
59	Fifth Third Securities, Inc.	20,89520,895	$967,657	—	ADD 16%
60	Stratos Wealth Partners, LTD.	19,72219,722	$913,357	—	ADD 27%
61	Gladstone Institutional Advisory LLC	18,33418,334	$849,074	—	TRIM -23%
62	Southland Equity Partners LLC	17,90517,905	$829,162	—	TRIM -6%
63	VERUS CAPITAL PARTNERS, LLC	16,97816,978	$786,273	—	TRIM -88%
64	Wealthcare Advisory Partners LLC	16,88216,882	$781,795	—	ADD 14%
65	HighTower Advisors, LLC	16,78316,783	$777,260	—	TRIM -5%
66	ADAPT WEALTH ADVISORS, LLC	16,65316,653	$771,200	—	ADD 33%
67	TrueWealth Advisors, LLC	16,57016,570	$767,350	—	ADD 4%
68	Camarda Financial Advisors, LLC	16,40016,400	$759,480	—	—
69	B. Riley Wealth Advisors, Inc.	15,49315,493	$715,912	—	—
70	PRINCIPAL SECURITIES, INC.	15,43715,437	$714,888	—	ADD 7%
71	Schwallier Wealth Management LLC	14,08714,087	$652,352	—	TRIM -84%
72	Capital Investment Advisory Services, LLC	13,16713,167	$609,764	—	ADD 177%
73	Weaver Consulting Group	12,35012,350	$571,941	—	TRIM -25%
74	UPTICK PARTNERS, LLC	12,30612,306	$569,898	—	NEW
75	Accurate Wealth Management, LLC	12,06312,063	$560,326	—	ADD 18%
76	Alchemi Wealth, LLC	12,04412,044	$557,804	—	TRIM -10%
77	Brookwood Investment Group LLC	10,72510,725	$496,675	—	ADD 75%
78	INTEGRITY ALLIANCE, LLC.	10,52610,526	$487,498	—	ADD 7%
79	Perigon Wealth Management, LLC	10,32510,325	$478,151	—	TRIM -65%
80	Keating Financial Advisory Services, Inc.	9,7769,776	$452,727	—	ADD 114%
81	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	8,7898,789	$407,033	—	TRIM -36%
82	Mariner, LLC	8,7858,785	$406,817	—	NEW
83	OxenFree Capital LLC	8,0128,012	$373,279	—	NEW
84	HighPoint Advisor Group LLC	7,8387,838	$362,963	—	TRIM -20%
85	BNB Wealth Management, LLC	7,6097,609	$352,372	—	TRIM -8%
86	Rockefeller Capital Management L.P.	7,5967,596	$351,800	—	TRIM -13%
87	AMERIFLEX GROUP, INC.	7,4277,427	$343,944	—	TRIM -33%
88	City Center Advisors, LLC	7,0327,032	$325,652	—	ADD 13%
89	North Forty Two & Co.	6,5006,500	$301,015	—	ADD 16%
90	Sequent Planning LLC	6,4316,431	$297,802	—	TRIM -4%
91	SHP Wealth Management	5,6035,603	$259,589	—	NEW
92	Purus Wealth Management, LLC	5,3025,302	$245,536	—	NEW
93	BURKE & HERBERT BANK & TRUST CO	5,2395,239	$242,618	—	NEW
94	Great Waters Wealth Management	4,9934,993	$231,226	—	—
95	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4,9194,919	$228,094	—	TRIM -17%
96	Secure Asset Management, LLC	4,8354,835	$223,926	—	—
97	Janney Montgomery Scott LLC	4,7994,799	$222,000	—	NEW
98	Geneos Wealth Management Inc.	4,7704,770	$220,899	—	—
99	Octavia Wealth Advisors, LLC	4,6724,672	$216,373	—	TRIM -98%
100	Signature Equity Partners, LLC	4,5314,531	$209,833	—	TRIM -48%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 66 bought / 53 sold · net +462,575 shares · 5.2d of ADV

Bought66 filers

Shares: 1,485,277
Value: $69M
Opened: 18 · 477,147 sh
Days of ADV: 16.6d

Sold53 filers

Shares: 1,022,702
Value: $47M
Closed: 13 · 350,063 sh
Days of ADV: 11.4d

Net (all filers) +462,575 sh · $21M · 6.3% of the prior register

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

511K

749K

883K

1.2M

1.5M

1.8M

$84M

Foundations Investment Advisors, LLC

874K

950K

801K

716K

596K

592K

$27M

Cetera Investment Advisers

202K

229K

195K

335K

316K

339K

$16M

OSAIC HOLDINGS, INC.

146K

207K

201K

271K

277K

271K

$13M

Kestra Advisory Services, LLC

97K

164K

176K

198K

237K

252K

$12M

RAYMOND JAMES FINANCIAL INC

268K

315K

273K

235K

251K

245K

$11M

TRUIST FINANCIAL CORP

—

114K

226K

$10M

Systelligence, LLC

—

173K

138K

49K

60K

225K

$10M

Cambridge Investment Research Advisors, Inc.

176K

213K

219K

229K

227K

218K

$10M

ENVESTNET ASSET MANAGEMENT INC

90K

182K

167K

158K

159K

207K

$10M

INDEPENDENT FINANCIAL GROUP, LLC

—

222K

186K

164K

149K

203K

$9M

Western Wealth Management, LLC

—

27K

153K

$7M

ASSETMARK, INC

110

100

73K

192K

146K

$7M

JONES FINANCIAL COMPANIES LLLP

—

25K

85K

116K

143K

$7M

MML INVESTORS SERVICES, LLC

93K

165K

153K

138K

141K

140K

$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

113

7,833,483

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.

▸Register gapwho owns your peers and not you

13F

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

113 holders

% of shares outstanding held

—

Shares held (13F)

7,833,483

Reporting holders

113

Active share of register98.2%110 active filers

Index / screened out1.8%3 filers

Reporting holders1132026-Q1

Top-10 concentration56.0%

HHI0.0720

Effective holders13.9

Crowding percentile—

Crowding percentile withheld — no market cap for FLRT in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,811,6001.8M	$84M	—	ADD 17%
2	Foundations Investment Advisors, LLC	591,845591,845	$27M	—	—
3	Cetera Investment Advisers	338,561338,561	$16M	—	ADD 7%
4	OSAIC HOLDINGS, INC.	271,181271,181	$13M	—	—
5	Kestra Advisory Services, LLC	251,676251,676	$12M	—	ADD 6%
6	RAYMOND JAMES FINANCIAL INC	244,964244,964	$11M	—	TRIM -2%
7	TRUIST FINANCIAL CORP	226,161226,161	$10M	—	ADD 98%
8	Systelligence, LLC	225,105225,105	$10M	—	ADD 273%
9	Cambridge Investment Research Advisors, Inc.	217,652217,652	$10M	—	TRIM -4%
10	ENVESTNET ASSET MANAGEMENT INC	206,902206,902	$10M	—	ADD 30%
11	INDEPENDENT FINANCIAL GROUP, LLC	203,383203,383	$9M	—	ADD 36%
12	Western Wealth Management, LLC	152,757152,757	$7M	—	ADD 458%
13	ASSETMARK, INC	146,145146,145	$7M	—	—
14	JONES FINANCIAL COMPANIES LLLP	143,435143,435	$7M	—	ADD 23%
15	MML INVESTORS SERVICES, LLC	140,449140,449	$7M	—	—
16	Sidoxia Capital Management, LLC	118,868118,868	$6M	—	NEW
17	WINEBRENNER CAPITAL MANAGEMENT LLC	118,724118,724	$5M	—	TRIM -3%
18	Stewardship Advisors, LLC	107,795107,795	$5M	—	—
19	CREATIVE FINANCIAL DESIGNS INC /ADV	105,030105,030	$5M	—	ADD 9%
20	Sigma Planning Corp	102,063102,063	$5M	—	TRIM -5%
21	Strategic Blueprint, LLC	101,711101,711	$5M	—	TRIM -13%
22	Waycross Investment Management Co	89,98389,983	$4M	—	—
23	STIFEL FINANCIAL CORP	74,58474,584	$3M	—	—
24	Independence Asset Advisors, LLC	69,53969,539	$3M	—	—
25	Goldstone Financial Group, LLC	69,50669,506	$3M	—	NEW
26	Independent Wealth Network Inc.	68,16368,163	$3M	—	TRIM -18%
27	ASHTON THOMAS SECURITIES, LLC	64,42464,424	$3M	—	NEW
28	PSI Advisors, LLC	61,94761,947	$3M	—	ADD 14%
29	JANE STREET GROUP, LLC	58,89858,898	$3M	—	NEW
30	Sanctuary Advisors, LLC	55,95055,950	$3M	—	ADD 44%
31	SILVER OAK SECURITIES, INCORPORATED	54,40854,408	$3M	—	ADD 43%
32	WealthPlan Investment Management, LLC	52,56952,569	$2M	—	NEW
33	KESTRA PRIVATE WEALTH SERVICES, LLC	51,62351,623	$2M	—	ADD 13%
34	Beacon Pointe Advisors, LLC	43,84143,841	$2M	—	ADD 13%
35	Ausdal Financial Partners, Inc.	41,56741,567	$2M	—	ADD 26%
36	COMMONWEALTH EQUITY SERVICES, LLC	41,30041,300	$2M	—	ADD 3%
37	Belpointe Asset Management LLC	38,89438,894	$2M	—	TRIM -4%
38	Moors & Cabot, Inc.	38,48238,482	$2M	—	ADD 27%
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	37,72937,729	$2M	—	TRIM -15%
40	CITADEL ADVISORS LLC	36,93936,939	$2M	—	NEW
41	CENTAURUS FINANCIAL, INC.	34,24834,248	$2M	—	—
42	Legacy Wealth Managment, LLC/ID	33,36733,367	$2M	—	ADD 20%
43	Crestwood Advisors Group, LLC	32,99532,995	$2M	—	ADD 21%
44	Cornerstone Wealth Management, LLC	30,89330,893	$1M	—	—
45	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	30,21430,214	$1M	—	ADD 67%
46	Scarborough Advisors, LLC	28,55628,556	$1M	—	—
47	MGO ONE SEVEN LLC	27,04527,045	$1M	—	TRIM -9%
48	HBW ADVISORY SERVICES LLC	26,32026,320	$1M	—	ADD 36%
49	HARBOUR INVESTMENTS, INC.	26,30826,308	$1M	—	ADD 67%
50	Syntegra Private Wealth Group, LLC	25,76025,760	$1M	—	ADD 13%
51	Equitable Holdings, Inc.	24,64724,647	$1M	—	TRIM -43%
52	Commerce Advisors, LLC	24,83524,835	$1M	—	NEW
53	D.A. DAVIDSON & CO.	24,80824,808	$1M	—	ADD 80%
54	Advisory Services Network, LLC	24,45224,452	$1M	—	—
55	FWG Holdings, LLC	24,32224,322	$1M	—	TRIM -59%
56	Fearless Solutions, LLC dba Best Invest	24,24724,247	$1M	—	TRIM -5%
57	Sovran Advisors, LLC	23,07023,070	$1M	—	—
58	Private Advisor Group, LLC	22,47622,476	$1M	—	TRIM -72%
59	Fifth Third Securities, Inc.	20,89520,895	$967,657	—	ADD 16%
60	Stratos Wealth Partners, LTD.	19,72219,722	$913,357	—	ADD 27%
61	Gladstone Institutional Advisory LLC	18,33418,334	$849,074	—	TRIM -23%
62	Southland Equity Partners LLC	17,90517,905	$829,162	—	TRIM -6%
63	VERUS CAPITAL PARTNERS, LLC	16,97816,978	$786,273	—	TRIM -88%
64	Wealthcare Advisory Partners LLC	16,88216,882	$781,795	—	ADD 14%
65	HighTower Advisors, LLC	16,78316,783	$777,260	—	TRIM -5%
66	ADAPT WEALTH ADVISORS, LLC	16,65316,653	$771,200	—	ADD 33%
67	TrueWealth Advisors, LLC	16,57016,570	$767,350	—	ADD 4%
68	Camarda Financial Advisors, LLC	16,40016,400	$759,480	—	—
69	B. Riley Wealth Advisors, Inc.	15,49315,493	$715,912	—	—
70	PRINCIPAL SECURITIES, INC.	15,43715,437	$714,888	—	ADD 7%
71	Schwallier Wealth Management LLC	14,08714,087	$652,352	—	TRIM -84%
72	Capital Investment Advisory Services, LLC	13,16713,167	$609,764	—	ADD 177%
73	Weaver Consulting Group	12,35012,350	$571,941	—	TRIM -25%
74	UPTICK PARTNERS, LLC	12,30612,306	$569,898	—	NEW
75	Accurate Wealth Management, LLC	12,06312,063	$560,326	—	ADD 18%
76	Alchemi Wealth, LLC	12,04412,044	$557,804	—	TRIM -10%
77	Brookwood Investment Group LLC	10,72510,725	$496,675	—	ADD 75%
78	INTEGRITY ALLIANCE, LLC.	10,52610,526	$487,498	—	ADD 7%
79	Perigon Wealth Management, LLC	10,32510,325	$478,151	—	TRIM -65%
80	Keating Financial Advisory Services, Inc.	9,7769,776	$452,727	—	ADD 114%
81	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	8,7898,789	$407,033	—	TRIM -36%
82	Mariner, LLC	8,7858,785	$406,817	—	NEW
83	OxenFree Capital LLC	8,0128,012	$373,279	—	NEW
84	HighPoint Advisor Group LLC	7,8387,838	$362,963	—	TRIM -20%
85	BNB Wealth Management, LLC	7,6097,609	$352,372	—	TRIM -8%
86	Rockefeller Capital Management L.P.	7,5967,596	$351,800	—	TRIM -13%
87	AMERIFLEX GROUP, INC.	7,4277,427	$343,944	—	TRIM -33%
88	City Center Advisors, LLC	7,0327,032	$325,652	—	ADD 13%
89	North Forty Two & Co.	6,5006,500	$301,015	—	ADD 16%
90	Sequent Planning LLC	6,4316,431	$297,802	—	TRIM -4%
91	SHP Wealth Management	5,6035,603	$259,589	—	NEW
92	Purus Wealth Management, LLC	5,3025,302	$245,536	—	NEW
93	BURKE & HERBERT BANK & TRUST CO	5,2395,239	$242,618	—	NEW
94	Great Waters Wealth Management	4,9934,993	$231,226	—	—
95	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4,9194,919	$228,094	—	TRIM -17%
96	Secure Asset Management, LLC	4,8354,835	$223,926	—	—
97	Janney Montgomery Scott LLC	4,7994,799	$222,000	—	NEW
98	Geneos Wealth Management Inc.	4,7704,770	$220,899	—	—
99	Octavia Wealth Advisors, LLC	4,6724,672	$216,373	—	TRIM -98%
100	Signature Equity Partners, LLC	4,5314,531	$209,833	—	TRIM -48%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 66 bought / 53 sold · net +462,575 shares · 5.2d of ADV

Bought66 filers

Shares: 1,485,277
Value: $69M
Opened: 18 · 477,147 sh
Days of ADV: 16.6d

Sold53 filers

Shares: 1,022,702
Value: $47M
Closed: 13 · 350,063 sh
Days of ADV: 11.4d

Net (all filers) +462,575 sh · $21M · 6.3% of the prior register

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

511K

749K

883K

1.2M

1.5M

1.8M

$84M

Foundations Investment Advisors, LLC

874K

950K

801K

716K

596K

592K

$27M

Cetera Investment Advisers

202K

229K

195K

335K

316K

339K

$16M

OSAIC HOLDINGS, INC.

146K

207K

201K

271K

277K

271K

$13M

Kestra Advisory Services, LLC

97K

164K

176K

198K

237K

252K

$12M

RAYMOND JAMES FINANCIAL INC

268K

315K

273K

235K

251K

245K

$11M

TRUIST FINANCIAL CORP

—

114K

226K

$10M

Systelligence, LLC

—

173K

138K

49K

60K

225K

$10M

Cambridge Investment Research Advisors, Inc.

176K

213K

219K

229K

227K

218K

$10M

ENVESTNET ASSET MANAGEMENT INC

90K

182K

167K

158K

159K

207K

$10M

INDEPENDENT FINANCIAL GROUP, LLC

—

222K

186K

164K

149K

203K

$9M

Western Wealth Management, LLC

—

27K

153K

$7M

ASSETMARK, INC

110

100

73K

192K

146K

$7M

JONES FINANCIAL COMPANIES LLLP

—

25K

85K

116K

143K

$7M

MML INVESTORS SERVICES, LLC

93K

165K

153K

138K

141K

140K

$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

113

7,833,483

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13F

FLRT☆

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

Top holders

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

Institutional footprint by quarter

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

Top holders

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

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

FLRT