FLAH & CRUM TTL RTRN FND (FLC) Top Institutional Shareholders
FLAH & CRUM TTL RTRN FND (FLC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $38.62M in FLC holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FLC tracked by InsiderSet, reporting ownership valued at approximately $4.56M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.60M, representing an estimated gain of +0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed FLC value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Advisors Asset Management, Inc., Noble Wealth Management Pbc, and several other long-term asset managers with concentrated positions in FLAH & CRUM TTL RTRN FND (FLC).
This page ranks the largest institutional FLC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$38.62M
Largest Holder
Bank Of America Corp
Largest Position
$4.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 274,408 | $4,555,177 | $4,599,078 | +$43,901 | +0.96% | |
| Advisors Asset Management, Inc. | 0.07% | 237,348 | $3,939,977 | $3,977,952 | +$37,975 | +0.96% | |
| Noble Wealth Management Pbc | 1.85% | 217,490 | $3,610,334 | $3,645,132 | +$34,798 | +0.96% | |
| Sowell Financial Services Llc | 0.13% | 207,722 | $3,448,187 | $3,481,421 | +$33,234 | +0.96% | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 199,205 | $3,306,803 | $3,338,676 | +$31,873 | +0.96% | |
| Lpl Financial Llc | 0.00% | 156,513 | $2,598,121 | $2,623,158 | +$25,037 | +0.96% | |
| Smith Asset Management Co., Llc | 1.80% | 126,131 | $2,093,786 | $2,113,956 | +$20,170 | +0.96% | |
| Invesco Ltd. | 0.00% | 124,767 | $2,071,132 | $2,091,095 | +$19,963 | +0.96% | |
| Guggenheim Capital Llc | 0.01% | 96,006 | $1,593,700 | $1,609,061 | +$15,361 | +0.96% | |
| Morgan Stanley | 0.00% | 93,004 | $1,543,870 | $1,558,747 | +$14,877 | +0.96% | |
| Pathstone Holdings, Llc | 0.00% | 72,097 | $1,196,815 | $1,208,346 | +$11,531 | +0.96% | |
| Fiera Capital Corp | 0.00% | 67,890 | $1,126,974 | $1,137,836 | +$10,862 | +0.96% | |
| Closed-End Fund Advisors, Inc. | 0.76% | 45,067 | $748,112 | $755,323 | +$7,211 | +0.96% | |
| Wells Fargo & Company/Mn | 0.00% | 44,246 | $734,485 | $741,563 | +$7,078 | +0.96% | |
| Independent Advisor Alliance | 0.01% | 44,242 | $734,418 | $741,496 | +$7,078 | +0.96% | |
| Focus Partners Wealth | 0.00% | 43,105 | $715,544 | $722,440 | +$6,896 | +0.96% | |
| Baird Financial Group, Inc. | 0.00% | 40,976 | $680,202 | $686,758 | +$6,556 | +0.96% | |
| Ceera Investments, Llc | 0.25% | 33,670 | $558,922 | $564,309 | +$5,387 | +0.96% | |
| Envestnet Asset Management Inc | 0.00% | 30,192 | $501,185 | $506,018 | +$4,833 | +0.96% | |
| Cetera Investment Advisers | 0.00% | 28,839 | $478,720 | $483,342 | +$4,622 | +0.97% | |
| Seamount Financial Group Inc | 0.16% | 20,790 | $345,118 | $348,440 | +$3,322 | +0.96% | |
| Mallini Complete Financial Planning Llc | 0.24% | 18,571 | $308,290 | $311,250 | +$2,960 | +0.96% | |
| Osaic Holdings, Inc. | 0.00% | 17,142 | $284,579 | $287,300 | +$2,721 | +0.96% | |
| Raymond James Financial Inc | 0.00% | 16,767 | $278,328 | $281,015 | +$2,687 | +0.97% | |
| Hightower Advisors, Llc | 0.00% | 14,650 | $243,190 | $245,534 | +$2,344 | +0.96% | |
| Kovack Advisors, Inc. | 0.01% | 12,946 | $217,234 | $216,975 | -$259 | -0.12% | |
| Koshinski Asset Management, Inc. | 0.01% | 12,560 | $208,496 | $210,506 | +$2,010 | +0.96% | |
| Royal Bank Of Canada | 0.00% | 7,520 | $125,000 | $126,035 | +$1,035 | +0.83% | |
| Ubs Group Ag | 0.00% | 6,649 | $110,374 | $111,437 | +$1,063 | +0.96% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,868 | $47,609 | $48,068 | +$459 | +0.96% | |
| Cwm, Llc | 0.00% | 2,674 | $44,387 | $44,816 | +$429 | +0.97% | |
| Harbour Investments, Inc. | 0.00% | 1,709 | $28,385 | $28,643 | +$258 | +0.91% | |
| Geneos Wealth Management Inc. | 0.00% | 1,265 | $20,999 | $21,201 | +$202 | +0.96% | |
| Sit Investment Associates Inc | 0.40% | 1,179,220 | $19,575 | $19,763,727 | +$19,744,152 | +100864.12% | |
| Ifg Advisory, Llc | 0.05% | 1,030 | $17,098 | $17,263 | +$165 | +0.96% | |
| Srh Advisors, Llc | 0.00% | 1,000 | $16,600 | $16,760 | +$160 | +0.96% | |
| Wolverine Asset Management Llc | 0.00% | 899 | $14,923 | $15,067 | +$144 | +0.97% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 732 | $12,151 | $12,268 | +$117 | +0.97% | |
| Ghp Investment Advisors, Inc. | 0.00% | 561 | $9,313 | $9,402 | +$89 | +0.96% | |
| Chung Wu Investment Group, Llc | 0.01% | 400 | $6,640 | $6,704 | +$64 | +0.96% | |
| Farther Finance Advisors, Llc | 0.00% | 354 | $5,940 | $5,933 | -$7 | -0.12% | |
| Pom Investment Strategies, Llc | 0.01% | 319 | $5,295 | $5,346 | +$51 | +0.97% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 309 | $5,129 | $5,179 | +$50 | +0.97% | |
| Sound Income Strategies, Llc | 0.00% | 253 | $4,246 | $4,240 | -$6 | -0.13% | |
| Highline Wealth Partners Llc | 0.00% | 170 | $2,822 | $2,849 | +$27 | +0.96% | |
| Sunbelt Securities, Inc. | 0.00% | 140 | $2,324 | $2,346 | +$22 | +0.96% | |
| Strategic Advocates Llc | 0.01% | 98 | $1,627 | $1,642 | +$15 | +0.95% | |
| Jones Financial Companies Lllp | 0.00% | 68 | $1,110 | $1,140 | +$30 | +2.67% | |
| Wedbush Securities Inc | 0.01% | 12,530 | $208 | $210,003 | +$209,795 | +100862.88% |
Frequently asked questions about FLC
Who owns the most FLC stock?
The largest holders of FLC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FLAH & CRUM TTL RTRN FND (FLC).
Is FLC widely held by superinvestors?
Many widely followed stocks like FLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.