FLAH & CRUM TTL RTRN FND (FLC) Institutional Ownership Changes & 13F Activity
FLAH & CRUM TTL RTRN FND (FLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Sit Investment Associates Inc, Ceera Investments, Llc, Susquehanna International Group, Llp, and Readystate Asset Management Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | Buy | +129,884 | — | 129,884 | $2.20M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +17,578 | — | 17,578 | $297.07K | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +15,420 | — | 15,420 | $260.60K | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +14,218 | — | 14,218 | $240.28K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -13,222 | -4.8% | 261,186 | $4.41M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -6,441 | -2.7% | 230,907 | $3.90M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,326 | +13.6% | 19,468 | $329.03K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,886 | -4.3% | 42,360 | $715.89K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +650 | +63.1% | 1,680 | $28.39K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +152 | +2.0% | 7,672 | $130.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +15 | +0.1% | 16,782 | $283.62K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +4,214 | +4.5% | 97,218 | $1.64M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -14 | -0.2% | 6,635 | $112.13K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +91,436 | +7.8% | 1,270,656 | $21.47M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +4,665 | +4.9% | 100,671 | $1.70M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -597 | -1.5% | 40,379 | $682.40K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +345 | — | 345 | $5.83K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +229 | +0.5% | 43,334 | $732.35K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.1% | 1,710 | $28.90K | Q2 2026 | Aug 12, 2026 |
| Wolverine Asset Management Llc | Buy | +4,179 | +464.8% | 5,078 | $85.82K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +176 | — | 176 | $2.98K | Q2 2026 | Aug 10, 2026 |
| Fiera Capital Corp | Buy | +1,871 | +2.8% | 69,761 | $1.18M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +1,083 | +0.7% | 157,596 | $2.66M | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +414 | — | 414 | $7.00K | Q2 2026 | Aug 07, 2026 |
| Ceera Investments, Llc | Buy | +36,260 | +107.7% | 69,930 | $1.18M | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisors, Llc | Buy | +11,196 | — | 11,196 | $189.21K | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Sell | -250 | -19.8% | 1,015 | $17.15K | Q2 2026 | Aug 06, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +1,460 | +3.2% | 46,527 | $786.31K | Q2 2026 | Jul 27, 2026 |
| Traub Capital Management Llc | Buy | +12,886 | — | 12,886 | $217.77K | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services Llc | Sell | -3,111 | -1.5% | 204,611 | $3.46M | Q2 2026 | Jul 20, 2026 |
Frequently asked questions about FLC activity
Which institutional owners are buying FLC?
Institutional owners buying FLC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FLC activity?
"Buy" means an investor increased their reported position in FLC compared to the prior reporting period. This reflects growing exposure to FLAH & CRUM TTL RTRN FND (FLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FLC increasing?
Institutional interest in FLC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related FLC Institutional Insights
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