FLRN Institutional Ownership & Shareholders
SPDR BLOOMBERG INVESTMENT GR (FLRN) is currently held by 353 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealthfront Advisers Llc is currently the largest disclosed institutional shareholder of FLRN tracked by InsiderSet, reporting ownership valued at approximately $156.33M 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 $156.18M, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed FLRN value among the investors covered in this analysis. Major shareholders include Wealthfront Advisers Llc, Ameriprise Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG INVESTMENT GR (FLRN).
This page ranks the largest institutional FLRN 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
353
Total Reported Value
$1.88B
Largest Holder
Wealthfront Advisers Llc
Largest Position
$156.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthfront Advisers Llc | 0.30% | 5,067,526 | $156,333,177 | $156,181,151 | -$152,026 | -0.10% | |
| Ameriprise Financial Inc | 0.03% | 4,105,014 | $127,096,727 | $126,516,531 | -$580,196 | -0.46% | |
| Lpl Financial Llc | 0.03% | 3,934,329 | $121,374,036 | $121,256,020 | -$118,016 | -0.10% | |
| Envestnet Asset Management Inc | 0.02% | 2,699,472 | $83,278,726 | $83,197,727 | -$80,999 | -0.10% | |
| Bank Of America Corp | 0.00% | 2,456,048 | $75,769,094 | $75,695,399 | -$73,695 | -0.10% | |
| Morgan Stanley | 0.00% | 1,974,296 | $60,907,055 | $60,847,803 | -$59,252 | -0.10% | |
| New York Life Investment Management Llc | 0.43% | 1,967,252 | $60,689,724 | $60,630,707 | -$59,017 | -0.10% | |
| Wells Fargo & Company/Mn | 0.01% | 1,868,939 | $57,656,756 | $57,600,700 | -$56,056 | -0.10% | |
| Curbstone Financial Management Corp | 7.15% | 1,341,406 | $41,368,961 | $41,342,133 | -$26,828 | -0.06% | |
| Facet Wealth, Inc. | 0.52% | 1,166,828 | $35,996,640 | $35,961,639 | -$35,001 | -0.10% | |
| Beacon Capital Management, Inc. | 2.16% | 1,115,547 | $34,403,459 | $34,381,159 | -$22,300 | -0.06% | |
| Farther Finance Advisors, Llc | 0.22% | 1,009,744 | $31,140,502 | $31,120,310 | -$20,192 | -0.06% | |
| Cetera Investment Advisers | 0.03% | 1,007,464 | $31,080,245 | $31,050,040 | -$30,205 | -0.10% | |
| Stratos Investment Management, Llc | 1.11% | 991,167 | $30,577,528 | $30,547,767 | -$29,761 | -0.10% | |
| Keybank National Association/Oh | 0.10% | 969,434 | $29,907,051 | $29,877,956 | -$29,095 | -0.10% | |
| State Street Corp | 0.00% | 941,322 | $29,039,784 | $29,011,544 | -$28,240 | -0.10% | |
| Mfa Wealth Advisors, Llc | 4.93% | 940,604 | $29,008,227 | $28,989,415 | -$18,812 | -0.06% | |
| Cornerstone Management, Inc. | 4.02% | 877,554 | $27,063,766 | $27,046,214 | -$17,552 | -0.06% | |
| Raymond James Financial Inc | 0.01% | 847,170 | $26,135,195 | $26,109,779 | -$25,416 | -0.10% | |
| Advisory Alpha, Llc | 0.61% | 806,621 | $24,884,292 | $24,860,059 | -$24,233 | -0.10% | |
| Ameliora Wealth Management Ltd. | 7.03% | 798,696 | $24,631,333 | $24,615,811 | -$15,522 | -0.06% | |
| Wescap Management Group, Inc. | 4.55% | 790,575 | $24,389,265 | $24,365,522 | -$23,744 | -0.10% | |
| Penobscot Investment Management Company, Inc. | 1.37% | 636,971 | $19,644,186 | $19,631,446 | -$12,740 | -0.06% | |
| Towercrest Capital Management | 2.52% | 573,025 | $17,672,101 | $17,660,631 | -$11,471 | -0.06% | |
| Citadel Advisors Llc | 0.01% | 549,371 | $16,948,095 | $16,931,614 | -$16,481 | -0.10% | |
| Allstate Corp | 0.17% | 549,206 | $16,943,005 | $16,926,529 | -$16,476 | -0.10% | |
| Alliance Wealth Management Group | 3.35% | 541,632 | $16,703,940 | $16,693,098 | -$10,842 | -0.06% | |
| Whitcomb & Hess, Inc. | 3.55% | 537,870 | $16,587,914 | $16,577,153 | -$10,761 | -0.06% | |
| Providence First Trust Co | 5.48% | 535,836 | $16,525,182 | $16,514,466 | -$10,716 | -0.06% | |
| Commonwealth Equity Services, Llc | 0.02% | 497,182 | $15,333,100 | $15,323,149 | -$9,951 | -0.06% | |
| Iht Wealth Management, Llc | 0.31% | 477,237 | $14,722,744 | $14,708,444 | -$14,300 | -0.10% | |
| Coppell Advisory Solutions Llc | 1.18% | 873,369 | $14,272,832 | $26,917,233 | +$12,644,401 | +88.59% | |
| Rfg Advisory, Llc | 0.22% | 454,959 | $14,035,481 | $14,021,836 | -$13,645 | -0.10% | |
| Prime Capital Investment Advisors, Llc | 0.14% | 446,795 | $13,779,154 | $13,770,222 | -$8,932 | -0.06% | |
| Ubs Group Ag | 0.00% | 427,906 | $13,200,900 | $13,188,063 | -$12,837 | -0.10% | |
| Jpmorgan Chase & Co | 0.00% | 403,917 | $12,464,882 | $12,448,722 | -$16,160 | -0.13% | |
| Parsons Capital Management Inc/Ri | 0.53% | 394,340 | $12,161,437 | $12,153,559 | -$7,878 | -0.06% | |
| Osaic Holdings, Inc. | 0.01% | 391,414 | $12,075,438 | $12,063,379 | -$12,059 | -0.10% | |
| Cherry Tree Wealth Management, Llc | 2.11% | 363,691 | $11,216,232 | $11,208,957 | -$7,275 | -0.06% | |
| Donoghue Forlines Llc | 2.76% | 354,268 | $10,925,625 | $10,918,540 | -$7,085 | -0.06% | |
| Dean Investment Associates, Llc | 1.34% | 331,163 | $10,216,388 | $10,206,444 | -$9,944 | -0.10% | |
| Cedar Mountain Advisors, Llc | 1.70% | 325,389 | $10,035,004 | $10,028,489 | -$6,515 | -0.06% | |
| Gotham Asset Management, Llc | 0.02% | 325,097 | $10,029,242 | $10,019,490 | -$9,752 | -0.10% | |
| Aspetuck Financial Management Llc | 5.77% | 317,768 | $9,803,143 | $9,793,610 | -$9,533 | -0.10% | |
| Valmark Advisers, Inc. | 0.10% | 294,730 | $9,092,425 | $9,083,579 | -$8,846 | -0.10% | |
| Private Advisor Group, Llc | 0.04% | 291,690 | $8,998,656 | $8,989,886 | -$8,770 | -0.10% | |
| Calton & Associates, Inc. | 1.27% | 280,541 | $8,654,677 | $8,646,274 | -$8,403 | -0.10% | |
| Cannon Advisors, Inc. | 4.45% | 248,951 | $7,660,226 | $7,672,670 | +$12,444 | +0.16% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 247,920 | $7,648,317 | $7,640,894 | -$7,423 | -0.10% | |
| Elevation Capital Advisory, Llc | 2.94% | 243,296 | $7,503,231 | $7,498,383 | -$4,848 | -0.06% |
Frequently asked questions about FLRN
Who are the largest institutional holders of FLRN?
The largest institutional holders of FLRN reported in the latest SEC Form 13F filings include Wealthfront Advisers Llc, Ameriprise Financial Inc, Lpl Financial Llc, Envestnet Asset Management Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported FLRN position.
What is FLRN institutional ownership?
This page tracks FLRN positions reported by institutional investment managers through SEC Form 13F. SPDR BLOOMBERG INVESTMENT GR (FLRN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLRN?
InsiderSet currently tracks 353 institutional managers reporting FLRN 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 FLRN shareholders.
How much FLRN stock do institutions own?
Institutional investment managers disclosed approximately $1.88B in FLRN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLRN institutional ownership last updated?
The latest FLRN 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 FLRN 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 FLRN position after the reporting date.
Are institutions buying or selling FLRN?
Institutional buying and selling can be analyzed by comparing FLRN positions across consecutive 13F reporting periods. InsiderSet's FLRN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLRN ownership changes.
How has FLRN institutional ownership changed over time?
InsiderSet tracks FLRN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.