FLAH & CRUM TTL RTRN FND (FLC) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $57.92M in FLC holdings during the latest filing period.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of FLC tracked by InsiderSet, reporting ownership valued at approximately $21.47M in its June 30, 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 $20.44M, representing an estimated loss of -4.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed FLC value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Bank Of America Corp, Hennion & Walsh Asset Management, Inc., 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
48
Total Reported Value
$57.92M
Largest Holder
Sit Investment Associates Inc
Largest Position
$21.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.41% | 1,270,656 | $21,474,000 | $20,444,855 | -$1,029,145 | -4.79% | |
| Bank Of America Corp | 0.00% | 261,186 | $4,414,037 | $4,202,483 | -$211,554 | -4.79% | |
| Hennion & Walsh Asset Management, Inc. | 0.12% | 241,468 | $4,080,809 | $3,885,220 | -$195,589 | -4.79% | |
| Noble Wealth Management Pbc | 1.74% | 225,747 | $3,815,124 | $3,632,269 | -$182,855 | -4.79% | |
| Sowell Financial Services Llc | 0.11% | 204,611 | $3,457,918 | $3,292,191 | -$165,727 | -4.79% | |
| Lpl Financial Llc | 0.00% | 157,596 | $2,663,365 | $2,535,720 | -$127,645 | -4.79% | |
| Invesco Ltd. | 0.00% | 129,884 | $2,195,040 | $2,089,834 | -$105,206 | -4.79% | |
| Smith Asset Management Co., Llc | 1.65% | 124,011 | $2,095,798 | $1,995,337 | -$100,461 | -4.79% | |
| Guggenheim Capital Llc | 0.01% | 100,671 | $1,701,340 | $1,619,796 | -$81,544 | -4.79% | |
| Morgan Stanley | 0.00% | 97,218 | $1,642,984 | $1,564,238 | -$78,746 | -4.79% | |
| Pathstone Holdings, Llc | 0.00% | 72,097 | $1,196,815 | $1,160,041 | -$36,774 | -3.07% | |
| Ceera Investments, Llc | 0.50% | 69,930 | $1,181,817 | $1,125,174 | -$56,643 | -4.79% | |
| Fiera Capital Corp | 0.00% | 69,761 | $1,178,961 | $1,122,454 | -$56,507 | -4.79% | |
| Closed-End Fund Advisors, Inc. | 0.77% | 46,527 | $786,306 | $748,619 | -$37,687 | -4.79% | |
| Focus Partners Wealth | 0.00% | 43,334 | $732,347 | $697,244 | -$35,103 | -4.79% | |
| Wells Fargo & Company/Mn | 0.00% | 42,360 | $715,888 | $681,572 | -$34,316 | -4.79% | |
| Baird Financial Group, Inc. | 0.00% | 40,379 | $682,405 | $649,698 | -$32,707 | -4.79% | |
| Farther Finance Advisors, Llc | 0.00% | 25,354 | $428,483 | $407,946 | -$20,537 | -4.79% | |
| Seamount Financial Group Inc | 0.14% | 20,790 | $351,355 | $334,511 | -$16,844 | -4.79% | |
| Osaic Holdings, Inc. | 0.00% | 19,468 | $329,026 | $313,240 | -$15,786 | -4.80% | |
| Mallini Complete Financial Planning Llc | 0.23% | 18,752 | $316,923 | $301,720 | -$15,203 | -4.80% | |
| Susquehanna International Group, Llp | 0.00% | 17,578 | $297,068 | $282,830 | -$14,238 | -4.79% | |
| Raymond James Financial Inc | 0.00% | 16,782 | $283,616 | $270,022 | -$13,594 | -4.79% | |
| Readystate Asset Management Lp | 0.01% | 15,420 | $260,598 | $248,108 | -$12,490 | -4.79% | |
| Logan Stone Capital, Llc | 0.05% | 14,218 | $240,284 | $228,768 | -$11,516 | -4.79% | |
| Traub Capital Management Llc | 0.19% | 12,886 | $217,773 | $207,336 | -$10,437 | -4.79% | |
| Koshinski Asset Management, Inc. | 0.01% | 12,560 | $212,264 | $202,090 | -$10,174 | -4.79% | |
| Wedbush Securities Inc | 0.01% | 12,530 | $212,000 | $201,608 | -$10,392 | -4.90% | |
| Capital Investment Advisors, Llc | 0.00% | 11,196 | $189,212 | $180,144 | -$9,068 | -4.79% | |
| Royal Bank Of Canada | 0.00% | 7,672 | $130,000 | $123,442 | -$6,558 | -5.04% | |
| Ubs Group Ag | 0.00% | 6,635 | $112,132 | $106,757 | -$5,375 | -4.79% | |
| Wolverine Asset Management Llc | 0.00% | 5,078 | $85,818 | $81,705 | -$4,113 | -4.79% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,868 | $48,469 | $46,146 | -$2,323 | -4.79% | |
| Cwm, Llc | 0.00% | 2,674 | $44,387 | $43,025 | -$1,362 | -3.07% | |
| Harbour Investments, Inc. | 0.00% | 1,710 | $28,898 | $27,514 | -$1,384 | -4.79% | |
| Ifg Advisory, Llc | 0.00% | 1,680 | $28,392 | $27,031 | -$1,361 | -4.79% | |
| Geneos Wealth Management Inc. | 0.00% | 1,015 | $17,154 | $16,331 | -$823 | -4.80% | |
| Srh Advisors, Llc | 0.00% | 1,000 | $16,900 | $16,090 | -$810 | -4.79% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 732 | $12,371 | $11,778 | -$593 | -4.79% | |
| Ghp Investment Advisors, Inc. | 0.00% | 561 | $9,481 | $9,026 | -$455 | -4.79% | |
| Luminist Capital Llc | 0.01% | 414 | $6,997 | $6,661 | -$336 | -4.80% | |
| Chung Wu Investment Group, Llc | 0.00% | 400 | $6,760 | $6,436 | -$324 | -4.79% | |
| Newedge Advisors, Llc | 0.00% | 345 | $5,831 | $5,551 | -$280 | -4.80% | |
| Arax Advisory Partners | 0.00% | 176 | $2,975 | $2,832 | -$143 | -4.81% | |
| Highline Wealth Partners Llc | 0.00% | 170 | $2,873 | $2,735 | -$138 | -4.79% | |
| Sunbelt Securities, Inc. | 0.00% | 140 | $2,324 | $2,253 | -$71 | -3.07% | |
| First Horizon Corp | 0.00% | 100 | $1,690 | $1,609 | -$81 | -4.79% | |
| Strategic Advocates Llc | 0.01% | 98 | $1,656 | $1,577 | -$79 | -4.78% |
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.