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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Bank Of America Corp, Advisors Asset Management, Inc., Pathstone Holdings, Llc, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -237,278 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Sunbelt Securities, Inc. | Buy | +140 | — | 140 | $2.45K | Q4 2025 | Feb 20, 2026 |
| Smith Asset Management Co., Llc | Buy | +127,651 | — | 127,651 | $2.23M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +16,746 | — | 16,746 | $293.05K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +279,419 | — | 279,419 | $4.89M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +71,714 | — | 71,714 | $1.25M | Q4 2025 | Feb 17, 2026 |
| Aqr Arbitrage Llc | Buy | +30,394 | — | 30,394 | $531.89K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +19,825 | — | 19,825 | $346.94K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +19,320 | — | 19,320 | $338.13K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +7,685 | — | 7,685 | $134.00K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2,868 | — | 2,868 | $50.19K | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, Llc | Buy | +145,065 | — | 145,065 | $2.54M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +95,549 | — | 95,549 | $1.67M | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +43,544 | — | 43,544 | $762.04K | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +41,309 | — | 41,309 | $722.91K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +22,518 | — | 22,518 | $394.06K | Q4 2025 | Feb 13, 2026 |
| Seven Mile Advisory | Buy | +13,163 | — | 13,163 | $230.36K | Q4 2025 | Feb 13, 2026 |
| Luminist Capital Llc | Buy | +414 | — | 414 | $7.25K | Q4 2025 | Feb 13, 2026 |
| Sit Investment Associates Inc | Buy | +1,039,130 | — | 1,039,130 | $18.18M | Q4 2025 | Feb 12, 2026 |
| Wedbush Securities Inc | Buy | +14,950 | — | 14,950 | $262.00K | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | Buy | +12,946 | — | 12,946 | $226.04K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +145,027 | — | 145,027 | $2.54M | Q4 2025 | Feb 11, 2026 |
| Fiera Capital Corp | Buy | +70,401 | — | 70,401 | $1.23M | Q4 2025 | Feb 11, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +45,067 | — | 45,067 | $788.67K | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates Llc | Buy | +27,526 | — | 27,526 | $480.60K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +22,512 | — | 22,512 | $393.96K | Q4 2025 | Feb 10, 2026 |
| Ceera Investments, Llc | Buy | +35,570 | — | 35,570 | $622.48K | Q4 2025 | Feb 09, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +932 | — | 932 | $16.31K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +12,265 | — | 12,265 | $214.64K | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | Buy | +12,560 | — | 12,560 | $219.80K | Q4 2025 | Feb 03, 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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