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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-237,278-100.0%0$0.00Q4 2025Aug 26, 2026
Sunbelt Securities, Inc.Buy+140—140$2.45KQ4 2025Feb 20, 2026
Smith Asset Management Co., LlcBuy+127,651—127,651$2.23MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+16,746—16,746$293.05KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+279,419—279,419$4.89MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+71,714—71,714$1.25MQ4 2025Feb 17, 2026
Aqr Arbitrage LlcBuy+30,394—30,394$531.89KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+19,825—19,825$346.94KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+19,320—19,320$338.13KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+7,685—7,685$134.00KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+2,868—2,868$50.19KQ4 2025Feb 17, 2026
Pathstone Holdings, LlcBuy+145,065—145,065$2.54MQ4 2025Feb 13, 2026
Morgan StanleyBuy+95,549—95,549$1.67MQ4 2025Feb 13, 2026
Focus Partners WealthBuy+43,544—43,544$762.04KQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+41,309—41,309$722.91KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+22,518—22,518$394.06KQ4 2025Feb 13, 2026
Seven Mile AdvisoryBuy+13,163—13,163$230.36KQ4 2025Feb 13, 2026
Luminist Capital LlcBuy+414—414$7.25KQ4 2025Feb 13, 2026
Sit Investment Associates IncBuy+1,039,130—1,039,130$18.18MQ4 2025Feb 12, 2026
Wedbush Securities IncBuy+14,950—14,950$262.00KQ4 2025Feb 12, 2026
Kovack Advisors, Inc.Buy+12,946—12,946$226.04KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+145,027—145,027$2.54MQ4 2025Feb 11, 2026
Fiera Capital CorpBuy+70,401—70,401$1.23MQ4 2025Feb 11, 2026
Closed-End Fund Advisors, Inc.Buy+45,067—45,067$788.67KQ4 2025Feb 11, 2026
Strategic Advocates LlcBuy+27,526—27,526$480.60KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+22,512—22,512$393.96KQ4 2025Feb 10, 2026
Ceera Investments, LlcBuy+35,570—35,570$622.48KQ4 2025Feb 09, 2026
Blue Bell Private Wealth Management, LlcBuy+932—932$16.31KQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+12,265—12,265$214.64KQ4 2025Feb 06, 2026
Koshinski Asset Management, Inc.Buy+12,560—12,560$219.80KQ4 2025Feb 03, 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.