FLTR

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$25.59

+0.00 (+0.00%)

USD · as of 2026-07-29 · marketstack

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

246 holders

% of shares outstanding held

—

Shares held (13F)

52,578,503

Reporting holders

246

Top holders

largest 100 of 246 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,667,1384.7M	$119M	—	ADD 2%
2	Wealthfront Advisers LLC	4,563,3794.6M	$116M	—	TRIM -4%
3	WELLS FARGO & COMPANY/MN	4,208,7664.2M	$107M	—	TRIM -7%
4	Pinnacle Wealth Planning Services, Inc.	4,019,4184.0M	$102M	—	—
5	Kensington Asset Management, LLC	2,989,3793.0M	$76M	—	ADD 15%
6	UBS Group AG	2,541,2452.5M	$65M	—	ADD 153%
7	MORGAN STANLEY	2,372,1162.4M	$60M	—	ADD 14%
8	RAYMOND JAMES FINANCIAL INC	2,069,0952.1M	$53M	—	ADD 6%
9	BANK OF AMERICA CORP /DE/	1,694,8501.7M	$43M	—	ADD 8%
10	Fusion Capital, LLC	1,437,4281.4M	$37M	—	—
11	Twelve Points Wealth Management LLC	1,002,3831.0M	$26M	—	ADD 33%
12	Creative Planning	829,616829,616	$21M	—	—
13	AMERIPRISE FINANCIAL INC	723,412723,412	$18M	—	TRIM -7%
14	Cambridge Investment Research Advisors, Inc.	637,742637,742	$16M	—	ADD 20%
15	LANE BROTHERS & CO INC	621,858621,858	$16M	—	ADD 6%
16	ENVESTNET ASSET MANAGEMENT INC	591,320591,320	$15M	—	ADD 26%
17	Demars Financial Group, LLC	576,430576,430	$15M	—	ADD 10%
18	OLD MISSION CAPITAL LLC	557,237557,237	$14M	—	ADD 58%
19	White Pine Investment CO	555,325555,325	$14M	—	ADD 4%
20	Strategic Financial Concepts, LLC	543,234543,234	$14M	—	NEW
21	PARSONS CAPITAL MANAGEMENT INC/RI	501,143501,143	$13M	—	ADD 7%
22	MML INVESTORS SERVICES, LLC	475,809475,809	$12M	—	TRIM -22%
23	Deseret Mutual Benefit Administrators	458,322458,322	$12M	—	ADD 36%
24	Kingsview Wealth Management, LLC	441,503441,503	$11M	—	ADD 9%
25	Cetera Investment Advisers	419,095419,095	$11M	—	ADD 12%
26	OSAIC HOLDINGS, INC.	410,089410,089	$10M	—	ADD 4%
27	STIFEL FINANCIAL CORP	382,214382,214	$10M	—	ADD 16%
28	Anson Capital, Inc.	367,956367,956	$9M	—	ADD 7%
29	ELEVATUS WELATH MANAGEMENT	351,838351,838	$9M	—	TRIM -11%
30	Corient Private Wealth LLC	333,358333,358	$8M	—	TRIM -64%
31	VISTA INVESTMENT MANAGEMENT	332,228332,228	$8M	—	—
32	Arete Wealth Advisors, LLC	324,608324,608	$8M	—	TRIM -46%
33	Destiny Wealth Partners, LLC	294,165294,165	$7M	—	ADD 4%
34	AlphaStar Capital Management, LLC	285,149285,149	$7M	—	ADD 10%
35	Geneos Wealth Management Inc.	259,867259,867	$7M	—	ADD 3%
36	Bensler, LLC	254,992254,992	$6M	—	TRIM -25%
37	Montis Financial, LLC	225,879225,879	$6M	—	ADD 10%
38	WealthShield Partners, LLC	209,139209,139	$5M	—	ADD 5%
39	Pinnacle Financial Partners, Inc.	209,034209,034	$5M	—	ADD 5%
40	CWC Advisors, LLC.	206,533206,533	$5M	—	—
41	KFA Private Wealth Group, LLC	193,780193,780	$5M	—	—
42	Beacon Pointe Advisors, LLC	193,468193,468	$5M	—	TRIM -32%
43	KESTRA PRIVATE WEALTH SERVICES, LLC	191,602191,602	$5M	—	ADD 41%
44	Regal Investment Advisors LLC	191,493191,493	$5M	—	—
45	All Terrain Financial Advisors, LLC	184,472184,472	$5M	—	—
46	Virtue Capital Management, LLC	182,795182,795	$5M	—	TRIM -84%
47	LEVEL FOUR ADVISORY SERVICES, LLC	181,738181,738	$5M	—	TRIM -8%
48	FRG Family Wealth Advisors LLC	174,370174,370	$4M	—	—
49	JONES FINANCIAL COMPANIES LLLP	172,028172,028	$4M	—	ADD 20%
50	GUGGENHEIM CAPITAL LLC	167,924167,924	$4M	—	—
51	Kestra Advisory Services, LLC	152,260152,260	$4M	—	ADD 11%
52	High Note Wealth, LLC	149,360149,360	$4M	—	—
53	Redwood Financial Network Corp	145,469145,469	$4M	—	—
54	AlphaCore Capital LLC	136,960136,960	$3M	—	—
55	&PARTNERS	134,641134,641	$3M	—	ADD 14%
56	Kovack Advisors, Inc.	132,821132,821	$3M	—	TRIM -5%
57	Fortis Capital Management LLC	129,458129,458	$3M	—	NEW
58	North Star Investment Management Corp.	129,365129,365	$3M	—	ADD 69%
59	Smith Thornton Advisors LLC	129,252129,252	$3M	—	—
60	Private Advisory Group LLC	125,620125,620	$3M	—	NEW
61	Asset One Wealth Management LLC	120,595120,595	$3M	—	ADD 39%
62	ROYAL BANK OF CANADA	118,880118,880	$3M	—	—
63	Madden Advisory Services, Inc.	116,364116,364	$3M	—	—
64	Yanni & Associates Investment Advisors, LLC	115,482115,482	$3M	—	TRIM -3%
65	WealthPlan Investment Management, LLC	114,484114,484	$3M	—	TRIM -65%
66	Redhawk Wealth Advisors, Inc.	110,057110,057	$3M	—	ADD 5%
67	Sanctuary Advisors, LLC	109,461109,461	$3M	—	ADD 207%
68	SILVER OAK SECURITIES, INCORPORATED	108,212108,212	$3M	—	ADD 17%
69	CARY STREET PARTNERS FINANCIAL LLC	105,563105,563	$3M	—	—
70	First Heartland Consultants, Inc.	105,119105,119	$3M	—	ADD 7%
71	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	105,071105,071	$3M	—	ADD 11%
72	Tidemark, LLC	104,188104,188	$3M	—	TRIM -12%
73	Clark Capital Management Group, Inc.	103,011103,011	$3M	—	NEW
74	HOWARD WEALTH MANAGEMENT, LLC	100,864100,864	$3M	—	ADD 4%
75	WealthPLAN Partners, LLC	95,85995,859	$2M	—	TRIM -19%
76	Sovran Advisors, LLC	94,82094,820	$2M	—	TRIM -23%
77	GREAT VALLEY ADVISOR GROUP, INC.	84,43384,433	$2M	—	TRIM -16%
78	JPMORGAN CHASE & CO	83,94983,949	$2M	—	ADD 19%
79	IHT Wealth Management, LLC	83,19483,194	$2M	—	ADD 62%
80	Smith Partners Wealth Management, LLC	80,01380,013	$2M	—	ADD 58%
81	Rockefeller Capital Management L.P.	75,22775,227	$2M	—	ADD 51%
82	INSIGNEO ADVISORY SERVICES, LLC	73,19173,191	$2M	—	TRIM -6%
83	OPPENHEIMER & CO INC	70,72770,727	$2M	—	ADD 11%
84	Harbor Asset Planning, Inc.	69,86469,864	$2M	—	ADD 52%
85	Dynamic Advisor Solutions LLC	65,95065,950	$2M	—	ADD 4%
86	Blue Trust, Inc.	64,17464,174	$2M	—	ADD 75%
87	Merit Financial Group, LLC	63,93063,930	$2M	—	ADD 29%
88	Tower Research Capital LLC (TRC)	63,78563,785	$2M	—	NEW
89	PARK AVENUE SECURITIES LLC	55,53755,537	$1M	—	ADD 38%
90	Advisor OS, LLC	55,10355,103	$1M	—	TRIM -11%
91	OneAscent Wealth Management LLC	51,44651,446	$1M	—	ADD 27%
92	Arkadios Wealth Advisors	50,27550,275	$1M	—	ADD 7%
93	Optivise Advisory Services LLC	50,16750,167	$1M	—	ADD 2%
94	Lionsbridge Wealth Management LLC	49,64549,645	$1M	—	NEW
95	Systelligence, LLC	45,82945,829	$1M	—	ADD 195%
96	Opal Wealth Advisors, LLC	43,31243,312	$1M	—	TRIM -7%
97	Advisory Services Network, LLC	43,03043,030	$1M	—	ADD 10%
98	KEYBANK NATIONAL ASSOCIATION/OH	42,81942,819	$1M	—	—
99	DEUTSCHE BANK AG\	42,36642,366	$1M	—	TRIM -27%
100	PFG Advisors	42,33742,337	$1M	—	ADD 2%

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

3.1M

3.8M

4.1M

4.6M

4.7M

$119M

Wealthfront Advisers LLC

1.7M

1.8M

5.2M

4.9M

4.7M

4.6M

$116M

WELLS FARGO & COMPANY/MN

3.0M

4.0M

4.3M

4.5M

4.2M

$107M

Pinnacle Wealth Planning Services, Inc.

3.9M

4.2M

4.3M

4.5M

4.0M

$102M

Kensington Asset Management, LLC

—

947K

2.1M

2.6M

3.0M

$76M

UBS Group AG

1.2M

1.1M

1.2M

1.0M

2.5M

$65M

MORGAN STANLEY

2.3M

2.2M

2.1M

2.4M

$60M

RAYMOND JAMES FINANCIAL INC

1.0M

1.6M

1.7M

1.9M

2.0M

2.1M

$53M

BANK OF AMERICA CORP /DE/

930K

1.5M

1.2M

1.5M

1.6M

1.7M

$43M

Fusion Capital, LLC

478K

1.0M

1.1M

1.4M

$37M

Twelve Points Wealth Management LLC

452K

460K

504K

564K

752K

1.0M

$26M

Creative Planning

1.0M

997K

957K

909K

845K

830K

$21M

AMERIPRISE FINANCIAL INC

628K

334K

512K

636K

779K

723K

$18M

Cambridge Investment Research Advisors, Inc.

514K

549K

466K

497K

532K

638K

$16M

LANE BROTHERS & CO INC

—

589K

622K

$16M

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	246	52,578,503	—	$1.3B
2025-Q4	240	51,979,740	—	$1.3B
2025-Q3	225	50,016,443	—	$1.3B
2025-Q2	221	51,599,322	—	$1.3B
2025-Q1	228	64,993,422	—	$1.8B
2024-Q4	215	46,370,897	—	$1.2B
2024-Q3	199	38,464,600	—	$960M
2024-Q2	188	43,033,804	—	$926M

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 FLTR · 2026-Q1 methodology → sources →

246 holders

% of shares outstanding held

—

Shares held (13F)

52,578,503

Reporting holders

246

Top holders

largest 100 of 246 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,667,1384.7M	$119M	—	ADD 2%
2	Wealthfront Advisers LLC	4,563,3794.6M	$116M	—	TRIM -4%
3	WELLS FARGO & COMPANY/MN	4,208,7664.2M	$107M	—	TRIM -7%
4	Pinnacle Wealth Planning Services, Inc.	4,019,4184.0M	$102M	—	—
5	Kensington Asset Management, LLC	2,989,3793.0M	$76M	—	ADD 15%
6	UBS Group AG	2,541,2452.5M	$65M	—	ADD 153%
7	MORGAN STANLEY	2,372,1162.4M	$60M	—	ADD 14%
8	RAYMOND JAMES FINANCIAL INC	2,069,0952.1M	$53M	—	ADD 6%
9	BANK OF AMERICA CORP /DE/	1,694,8501.7M	$43M	—	ADD 8%
10	Fusion Capital, LLC	1,437,4281.4M	$37M	—	—
11	Twelve Points Wealth Management LLC	1,002,3831.0M	$26M	—	ADD 33%
12	Creative Planning	829,616829,616	$21M	—	—
13	AMERIPRISE FINANCIAL INC	723,412723,412	$18M	—	TRIM -7%
14	Cambridge Investment Research Advisors, Inc.	637,742637,742	$16M	—	ADD 20%
15	LANE BROTHERS & CO INC	621,858621,858	$16M	—	ADD 6%
16	ENVESTNET ASSET MANAGEMENT INC	591,320591,320	$15M	—	ADD 26%
17	Demars Financial Group, LLC	576,430576,430	$15M	—	ADD 10%
18	OLD MISSION CAPITAL LLC	557,237557,237	$14M	—	ADD 58%
19	White Pine Investment CO	555,325555,325	$14M	—	ADD 4%
20	Strategic Financial Concepts, LLC	543,234543,234	$14M	—	NEW
21	PARSONS CAPITAL MANAGEMENT INC/RI	501,143501,143	$13M	—	ADD 7%
22	MML INVESTORS SERVICES, LLC	475,809475,809	$12M	—	TRIM -22%
23	Deseret Mutual Benefit Administrators	458,322458,322	$12M	—	ADD 36%
24	Kingsview Wealth Management, LLC	441,503441,503	$11M	—	ADD 9%
25	Cetera Investment Advisers	419,095419,095	$11M	—	ADD 12%
26	OSAIC HOLDINGS, INC.	410,089410,089	$10M	—	ADD 4%
27	STIFEL FINANCIAL CORP	382,214382,214	$10M	—	ADD 16%
28	Anson Capital, Inc.	367,956367,956	$9M	—	ADD 7%
29	ELEVATUS WELATH MANAGEMENT	351,838351,838	$9M	—	TRIM -11%
30	Corient Private Wealth LLC	333,358333,358	$8M	—	TRIM -64%
31	VISTA INVESTMENT MANAGEMENT	332,228332,228	$8M	—	—
32	Arete Wealth Advisors, LLC	324,608324,608	$8M	—	TRIM -46%
33	Destiny Wealth Partners, LLC	294,165294,165	$7M	—	ADD 4%
34	AlphaStar Capital Management, LLC	285,149285,149	$7M	—	ADD 10%
35	Geneos Wealth Management Inc.	259,867259,867	$7M	—	ADD 3%
36	Bensler, LLC	254,992254,992	$6M	—	TRIM -25%
37	Montis Financial, LLC	225,879225,879	$6M	—	ADD 10%
38	WealthShield Partners, LLC	209,139209,139	$5M	—	ADD 5%
39	Pinnacle Financial Partners, Inc.	209,034209,034	$5M	—	ADD 5%
40	CWC Advisors, LLC.	206,533206,533	$5M	—	—
41	KFA Private Wealth Group, LLC	193,780193,780	$5M	—	—
42	Beacon Pointe Advisors, LLC	193,468193,468	$5M	—	TRIM -32%
43	KESTRA PRIVATE WEALTH SERVICES, LLC	191,602191,602	$5M	—	ADD 41%
44	Regal Investment Advisors LLC	191,493191,493	$5M	—	—
45	All Terrain Financial Advisors, LLC	184,472184,472	$5M	—	—
46	Virtue Capital Management, LLC	182,795182,795	$5M	—	TRIM -84%
47	LEVEL FOUR ADVISORY SERVICES, LLC	181,738181,738	$5M	—	TRIM -8%
48	FRG Family Wealth Advisors LLC	174,370174,370	$4M	—	—
49	JONES FINANCIAL COMPANIES LLLP	172,028172,028	$4M	—	ADD 20%
50	GUGGENHEIM CAPITAL LLC	167,924167,924	$4M	—	—
51	Kestra Advisory Services, LLC	152,260152,260	$4M	—	ADD 11%
52	High Note Wealth, LLC	149,360149,360	$4M	—	—
53	Redwood Financial Network Corp	145,469145,469	$4M	—	—
54	AlphaCore Capital LLC	136,960136,960	$3M	—	—
55	&PARTNERS	134,641134,641	$3M	—	ADD 14%
56	Kovack Advisors, Inc.	132,821132,821	$3M	—	TRIM -5%
57	Fortis Capital Management LLC	129,458129,458	$3M	—	NEW
58	North Star Investment Management Corp.	129,365129,365	$3M	—	ADD 69%
59	Smith Thornton Advisors LLC	129,252129,252	$3M	—	—
60	Private Advisory Group LLC	125,620125,620	$3M	—	NEW
61	Asset One Wealth Management LLC	120,595120,595	$3M	—	ADD 39%
62	ROYAL BANK OF CANADA	118,880118,880	$3M	—	—
63	Madden Advisory Services, Inc.	116,364116,364	$3M	—	—
64	Yanni & Associates Investment Advisors, LLC	115,482115,482	$3M	—	TRIM -3%
65	WealthPlan Investment Management, LLC	114,484114,484	$3M	—	TRIM -65%
66	Redhawk Wealth Advisors, Inc.	110,057110,057	$3M	—	ADD 5%
67	Sanctuary Advisors, LLC	109,461109,461	$3M	—	ADD 207%
68	SILVER OAK SECURITIES, INCORPORATED	108,212108,212	$3M	—	ADD 17%
69	CARY STREET PARTNERS FINANCIAL LLC	105,563105,563	$3M	—	—
70	First Heartland Consultants, Inc.	105,119105,119	$3M	—	ADD 7%
71	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	105,071105,071	$3M	—	ADD 11%
72	Tidemark, LLC	104,188104,188	$3M	—	TRIM -12%
73	Clark Capital Management Group, Inc.	103,011103,011	$3M	—	NEW
74	HOWARD WEALTH MANAGEMENT, LLC	100,864100,864	$3M	—	ADD 4%
75	WealthPLAN Partners, LLC	95,85995,859	$2M	—	TRIM -19%
76	Sovran Advisors, LLC	94,82094,820	$2M	—	TRIM -23%
77	GREAT VALLEY ADVISOR GROUP, INC.	84,43384,433	$2M	—	TRIM -16%
78	JPMORGAN CHASE & CO	83,94983,949	$2M	—	ADD 19%
79	IHT Wealth Management, LLC	83,19483,194	$2M	—	ADD 62%
80	Smith Partners Wealth Management, LLC	80,01380,013	$2M	—	ADD 58%
81	Rockefeller Capital Management L.P.	75,22775,227	$2M	—	ADD 51%
82	INSIGNEO ADVISORY SERVICES, LLC	73,19173,191	$2M	—	TRIM -6%
83	OPPENHEIMER & CO INC	70,72770,727	$2M	—	ADD 11%
84	Harbor Asset Planning, Inc.	69,86469,864	$2M	—	ADD 52%
85	Dynamic Advisor Solutions LLC	65,95065,950	$2M	—	ADD 4%
86	Blue Trust, Inc.	64,17464,174	$2M	—	ADD 75%
87	Merit Financial Group, LLC	63,93063,930	$2M	—	ADD 29%
88	Tower Research Capital LLC (TRC)	63,78563,785	$2M	—	NEW
89	PARK AVENUE SECURITIES LLC	55,53755,537	$1M	—	ADD 38%
90	Advisor OS, LLC	55,10355,103	$1M	—	TRIM -11%
91	OneAscent Wealth Management LLC	51,44651,446	$1M	—	ADD 27%
92	Arkadios Wealth Advisors	50,27550,275	$1M	—	ADD 7%
93	Optivise Advisory Services LLC	50,16750,167	$1M	—	ADD 2%
94	Lionsbridge Wealth Management LLC	49,64549,645	$1M	—	NEW
95	Systelligence, LLC	45,82945,829	$1M	—	ADD 195%
96	Opal Wealth Advisors, LLC	43,31243,312	$1M	—	TRIM -7%
97	Advisory Services Network, LLC	43,03043,030	$1M	—	ADD 10%
98	KEYBANK NATIONAL ASSOCIATION/OH	42,81942,819	$1M	—	—
99	DEUTSCHE BANK AG\	42,36642,366	$1M	—	TRIM -27%
100	PFG Advisors	42,33742,337	$1M	—	ADD 2%

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

3.1M

3.8M

4.1M

4.6M

4.7M

$119M

Wealthfront Advisers LLC

1.7M

1.8M

5.2M

4.9M

4.7M

4.6M

$116M

WELLS FARGO & COMPANY/MN

3.0M

4.0M

4.3M

4.5M

4.2M

$107M

Pinnacle Wealth Planning Services, Inc.

3.9M

4.2M

4.3M

4.5M

4.0M

$102M

Kensington Asset Management, LLC

—

947K

2.1M

2.6M

3.0M

$76M

UBS Group AG

1.2M

1.1M

1.2M

1.0M

2.5M

$65M

MORGAN STANLEY

2.3M

2.2M

2.1M

2.4M

$60M

RAYMOND JAMES FINANCIAL INC

1.0M

1.6M

1.7M

1.9M

2.0M

2.1M

$53M

BANK OF AMERICA CORP /DE/

930K

1.5M

1.2M

1.5M

1.6M

1.7M

$43M

Fusion Capital, LLC

478K

1.0M

1.1M

1.4M

$37M

Twelve Points Wealth Management LLC

452K

460K

504K

564K

752K

1.0M

$26M

Creative Planning

1.0M

997K

957K

909K

845K

830K

$21M

AMERIPRISE FINANCIAL INC

628K

334K

512K

636K

779K

723K

$18M

Cambridge Investment Research Advisors, Inc.

514K

549K

466K

497K

532K

638K

$16M

LANE BROTHERS & CO INC

—

589K

622K

$16M

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	246	52,578,503	—	$1.3B
2025-Q4	240	51,979,740	—	$1.3B
2025-Q3	225	50,016,443	—	$1.3B
2025-Q2	221	51,599,322	—	$1.3B
2025-Q1	228	64,993,422	—	$1.8B
2024-Q4	215	46,370,897	—	$1.2B
2024-Q3	199	38,464,600	—	$960M
2024-Q2	188	43,033,804	—	$926M

Short interest has its own tab now — open SI →

FLTR☆

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

Top holders

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

Institutional footprint by quarter

FLTR