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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Invesco Ltd.Buy+129,884—129,884$2.20MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+17,578—17,578$297.07KQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+15,420—15,420$260.60KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+14,218—14,218$240.28KQ2 2026Aug 14, 2026
Bank Of America CorpSell-13,222-4.8%261,186$4.41MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-6,441-2.7%230,907$3.90MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,326+13.6%19,468$329.03KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,886-4.3%42,360$715.89KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+650+63.1%1,680$28.39KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+152+2.0%7,672$130.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+15+0.1%16,782$283.62KQ2 2026Aug 14, 2026
Morgan StanleyBuy+4,214+4.5%97,218$1.64MQ2 2026Aug 13, 2026
Ubs Group AgSell-14-0.2%6,635$112.13KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+91,436+7.8%1,270,656$21.47MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+4,665+4.9%100,671$1.70MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Sell-597-1.5%40,379$682.40KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+345—345$5.83KQ2 2026Aug 12, 2026
Focus Partners WealthBuy+229+0.5%43,334$732.35KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+1+0.1%1,710$28.90KQ2 2026Aug 12, 2026
Wolverine Asset Management LlcBuy+4,179+464.8%5,078$85.82KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+176—176$2.98KQ2 2026Aug 10, 2026
Fiera Capital CorpBuy+1,871+2.8%69,761$1.18MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,083+0.7%157,596$2.66MQ2 2026Aug 07, 2026
Luminist Capital LlcBuy+414—414$7.00KQ2 2026Aug 07, 2026
Ceera Investments, LlcBuy+36,260+107.7%69,930$1.18MQ2 2026Aug 06, 2026
Capital Investment Advisors, LlcBuy+11,196—11,196$189.21KQ2 2026Aug 06, 2026
Geneos Wealth Management Inc.Sell-250-19.8%1,015$17.15KQ2 2026Aug 06, 2026
Closed-End Fund Advisors, Inc.Buy+1,460+3.2%46,527$786.31KQ2 2026Jul 27, 2026
Traub Capital Management LlcBuy+12,886—12,886$217.77KQ2 2026Jul 23, 2026
Sowell Financial Services LlcSell-3,111-1.5%204,611$3.46MQ2 2026Jul 20, 2026
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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.