FLC Institutional Ownership & Shareholders
FLAH & CRUM TTL RTRN FND (FLC) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $56.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $20.19M, representing an estimated loss of -5.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
44
Total Reported Value
$56.59M
Largest Holder
Sit Investment Associates Inc
Largest Position
$21.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
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 | $20,190,724 | -$1,283,276 | -5.98% | |
| Bank Of America Corp | 0.00% | 261,186 | $4,414,037 | $4,150,246 | -$263,791 | -5.98% | |
| Hennion & Walsh Asset Management, Inc. | 0.12% | 254,749 | $4,012,297 | $4,047,962 | +$35,665 | +0.89% | |
| Noble Wealth Management Pbc | 1.72% | 237,041 | $3,733,396 | $3,766,581 | +$33,185 | +0.89% | |
| Sowell Financial Services Llc | 0.10% | 203,402 | $3,203,578 | $3,232,058 | +$28,480 | +0.89% | |
| Lpl Financial Llc | 0.00% | 152,812 | $2,406,794 | $2,428,183 | +$21,389 | +0.89% | |
| Invesco Ltd. | 0.00% | 129,884 | $2,195,040 | $2,063,857 | -$131,183 | -5.98% | |
| Smith Asset Management Co., Llc | 1.56% | 121,220 | $1,909,223 | $1,926,186 | +$16,963 | +0.89% | |
| Guggenheim Capital Llc | 0.01% | 100,671 | $1,701,340 | $1,599,662 | -$101,678 | -5.98% | |
| Morgan Stanley | 0.00% | 97,218 | $1,642,984 | $1,544,794 | -$98,190 | -5.98% | |
| Pathstone Holdings, Llc | 0.00% | 72,097 | $1,196,815 | $1,145,621 | -$51,194 | -4.28% | |
| Ceera Investments, Llc | 0.45% | 75,100 | $1,182,825 | $1,193,339 | +$10,514 | +0.89% | |
| Fiera Capital Corp | 0.00% | 69,761 | $1,098,736 | $1,108,502 | +$9,766 | +0.89% | |
| Focus Partners Wealth | 0.00% | 43,334 | $732,347 | $688,577 | -$43,770 | -5.98% | |
| Wells Fargo & Company/Mn | 0.00% | 42,360 | $715,888 | $673,100 | -$42,788 | -5.98% | |
| Baird Financial Group, Inc. | 0.00% | 40,379 | $682,405 | $641,622 | -$40,783 | -5.98% | |
| Closed-End Fund Advisors, Inc. | 0.69% | 41,981 | $661,200 | $667,078 | +$5,878 | +0.89% | |
| Farther Finance Advisors, Llc | 0.00% | 25,354 | $399,326 | $402,875 | +$3,549 | +0.89% | |
| Osaic Holdings, Inc. | 0.00% | 19,468 | $329,026 | $309,347 | -$19,679 | -5.98% | |
| Seamount Financial Group Inc | 0.12% | 18,995 | $299,169 | $301,831 | +$2,662 | +0.89% | |
| Susquehanna International Group, Llp | 0.00% | 17,578 | $297,068 | $279,314 | -$17,754 | -5.98% | |
| Raymond James Financial Inc | 0.00% | 16,782 | $283,616 | $266,666 | -$16,950 | -5.98% | |
| Mallini Complete Financial Planning Llc | 0.19% | 16,786 | $264,392 | $266,730 | +$2,338 | +0.88% | |
| Readystate Asset Management Lp | 0.01% | 15,420 | $260,598 | $245,024 | -$15,574 | -5.98% | |
| Logan Stone Capital, Llc | 0.05% | 14,218 | $240,284 | $225,924 | -$14,360 | -5.98% | |
| Traub Capital Management Llc | 0.19% | 12,886 | $217,773 | $204,759 | -$13,014 | -5.98% | |
| Koshinski Asset Management, Inc. | 0.01% | 12,560 | $197,820 | $199,578 | +$1,758 | +0.89% | |
| Capital Investment Advisors, Llc | 0.00% | 11,196 | $176,337 | $177,904 | +$1,567 | +0.89% | |
| Royal Bank Of Canada | 0.00% | 7,672 | $130,000 | $121,908 | -$8,092 | -6.22% | |
| Ubs Group Ag | 0.00% | 6,635 | $112,132 | $105,430 | -$6,702 | -5.98% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,868 | $48,469 | $45,573 | -$2,896 | -5.98% | |
| Cwm, Llc | 0.00% | 2,674 | $44,387 | $42,490 | -$1,897 | -4.27% | |
| Harbour Investments, Inc. | 0.00% | 1,710 | $28,898 | $27,172 | -$1,726 | -5.97% | |
| Ifg Advisory, Llc | 0.00% | 1,680 | $28,392 | $26,695 | -$1,697 | -5.98% | |
| Geneos Wealth Management Inc. | 0.00% | 1,015 | $17,154 | $16,128 | -$1,026 | -5.98% | |
| Srh Advisors, Llc | 0.00% | 1,000 | $15,750 | $15,890 | +$140 | +0.89% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 732 | $11,529 | $11,631 | +$102 | +0.89% | |
| Luminist Capital Llc | 0.01% | 414 | $6,997 | $6,578 | -$419 | -5.98% | |
| Chung Wu Investment Group, Llc | 0.00% | 400 | $6,300 | $6,356 | +$56 | +0.89% | |
| Newedge Advisors, Llc | 0.00% | 345 | $5,831 | $5,482 | -$349 | -5.98% | |
| Arax Advisory Partners | 0.00% | 176 | $2,975 | $2,797 | -$178 | -6.00% | |
| Highline Wealth Partners Llc | 0.00% | 170 | $2,678 | $2,701 | +$23 | +0.87% | |
| Sunbelt Securities, Inc. | 0.00% | 140 | $2,324 | $2,225 | -$99 | -4.28% | |
| First Horizon Corp | 0.00% | 100 | $1,575 | $1,589 | +$14 | +0.89% | |
| Wedbush Securities Inc | 0.00% | 12,530 | $197 | $199,102 | +$198,905 | +100966.85% |
Frequently asked questions about FLC
Who are the largest institutional holders of FLC?
The largest institutional holders of FLC reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Bank Of America Corp, Hennion & Walsh Asset Management, Inc., Noble Wealth Management Pbc, and Sowell Financial Services Llc. InsiderSet ranks institutional holders by their latest reported FLC position.
What is FLC institutional ownership?
This page tracks FLC positions reported by institutional investment managers through SEC Form 13F. FLAH & CRUM TTL RTRN FND (FLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLC?
InsiderSet currently tracks 44 institutional managers reporting FLC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLC shareholders.
How much FLC stock do institutions own?
Institutional investment managers disclosed approximately $56.59M in FLC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLC institutional ownership last updated?
The latest FLC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FLC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLC position after the reporting date.
Are institutions buying or selling FLC?
Institutional buying and selling can be analyzed by comparing FLC positions across consecutive 13F reporting periods. InsiderSet's FLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLC ownership changes.
How has FLC institutional ownership changed over time?
InsiderSet tracks FLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.