SPDR BLOOMBERG INVESTMENT GR (FLRN) Institutional Shareholders
SPDR BLOOMBERG INVESTMENT GR (FLRN) 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 $1.74B in FLRN holdings during the latest filing period.
Wealthfront Advisers Llc is currently the largest disclosed institutional shareholder of FLRN tracked by InsiderSet, reporting ownership valued at approximately $163.73M in its March 31, 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 $164.10M, representing an estimated gain of +0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed FLRN value among the investors covered in this analysis. Major shareholders include Wealthfront Advisers Llc, Ameriprise Financial Inc, Morgan Stanley, 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
362
Total Reported Value
$1.74B
Largest Holder
Wealthfront Advisers Llc
Largest Position
$163.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthfront Advisers Llc | 0.36% | 5,319,203 | $163,725,068 | $164,097,413 | +$372,345 | +0.23% | |
| Ameriprise Financial Inc | 0.03% | 3,809,770 | $117,269,022 | $117,531,405 | +$262,383 | +0.22% | |
| Morgan Stanley | 0.00% | 2,330,331 | $71,727,634 | $71,890,711 | +$163,077 | +0.23% | |
| Envestnet Asset Management Inc | 0.02% | 2,285,562 | $70,349,599 | $70,509,588 | +$159,989 | +0.23% | |
| Wells Fargo & Company/Mn | 0.01% | 2,219,369 | $68,312,168 | $68,467,534 | +$155,366 | +0.23% | |
| Lpl Financial Llc | 0.02% | 2,215,225 | $68,184,633 | $68,339,691 | +$155,058 | +0.23% | |
| Beacon Capital Management, Inc. | 3.29% | 1,898,123 | $58,424,230 | $58,557,095 | +$132,865 | +0.23% | |
| New York Life Investment Management Llc | 0.40% | 1,517,027 | $46,694,091 | $46,800,283 | +$106,192 | +0.23% | |
| Bank Of America Corp | 0.00% | 1,342,501 | $41,322,180 | $41,416,156 | +$93,976 | +0.23% | |
| Facet Wealth, Inc. | 0.52% | 1,166,828 | $35,996,640 | $35,996,644 | +$4 | +0.00% | |
| Valmark Advisers, Inc. | 0.36% | 995,071 | $30,628,292 | $30,697,940 | +$69,648 | +0.23% | |
| Farther Finance Advisors, Llc | 0.24% | 976,402 | $30,122,082 | $30,122,002 | -$80 | -0.00% | |
| Keybank National Association/Oh | 0.10% | 969,434 | $29,907,051 | $29,907,039 | -$12 | -0.00% | |
| Stratos Investment Management, Llc | 1.19% | 960,740 | $29,571,605 | $29,638,829 | +$67,224 | +0.23% | |
| Mfa Wealth Advisors, Llc | 4.89% | 930,045 | $28,691,876 | $28,691,888 | +$12 | +0.00% | |
| Cornerstone Management, Inc. | 3.87% | 872,431 | $26,914,497 | $26,914,496 | -$1 | -0.00% | |
| Advisory Alpha, Llc | 0.71% | 848,823 | $26,126,832 | $26,186,190 | +$59,358 | +0.23% | |
| Milestone Asset Management, Llc | 3.87% | 796,500 | $24,572,027 | $24,572,025 | -$2 | -0.00% | |
| Ameliora Wealth Management Ltd. | 6.80% | 742,057 | $22,892,458 | $22,892,458 | +$0 | +0.00% | |
| Raymond James Financial Inc | 0.01% | 718,919 | $22,128,325 | $22,178,651 | +$50,326 | +0.23% | |
| Wescap Management Group, Inc. | 4.28% | 706,147 | $21,735,220 | $21,784,635 | +$49,415 | +0.23% | |
| State Street Corp | 0.00% | 692,132 | $21,303,823 | $21,352,272 | +$48,449 | +0.23% | |
| Penobscot Investment Management Company, Inc. | 1.33% | 629,278 | $19,413,226 | $19,413,226 | +$0 | +0.00% | |
| Towercrest Capital Management | 2.80% | 584,824 | $18,000,890 | $18,041,820 | +$40,930 | +0.23% | |
| Alliance Wealth Management Group | 3.76% | 558,422 | $17,188,224 | $17,227,319 | +$39,095 | +0.23% | |
| Cetera Investment Advisers | 0.02% | 555,484 | $17,097,795 | $17,136,681 | +$38,886 | +0.23% | |
| Providence First Trust Co | 4.55% | 527,836 | $16,283,741 | $16,283,741 | -$0 | -0.00% | |
| Whitcomb & Hess, Inc. | 3.51% | 526,422 | $16,240,123 | $16,240,119 | -$4 | -0.00% | |
| Iht Wealth Management, Llc | 0.36% | 502,726 | $15,473,905 | $15,509,097 | +$35,192 | +0.23% | |
| Commonwealth Equity Services, Llc | 0.02% | 483,776 | $14,924,490 | $14,924,490 | -$0 | -0.00% | |
| Rfg Advisory, Llc | 0.22% | 454,959 | $14,035,481 | $14,035,485 | +$4 | +0.00% | |
| Prime Capital Investment Advisors, Llc | 0.16% | 449,402 | $13,832,592 | $13,864,052 | +$31,460 | +0.23% | |
| Cherry Tree Wealth Management, Llc | 2.84% | 435,946 | $13,418,423 | $13,448,934 | +$30,511 | +0.23% | |
| Ubs Group Ag | 0.00% | 434,884 | $13,385,730 | $13,416,171 | +$30,441 | +0.23% | |
| Assetmark, Inc | 0.02% | 429,451 | $13,248,573 | $13,248,563 | -$10 | -0.00% | |
| Parsons Capital Management Inc/Ri | 0.53% | 378,061 | $11,663,195 | $11,663,182 | -$13 | -0.00% | |
| Osaic Holdings, Inc. | 0.02% | 377,343 | $11,614,956 | $11,641,032 | +$26,076 | +0.22% | |
| Atria Investments, Inc | 0.11% | 347,151 | $10,709,617 | $10,709,608 | -$9 | -0.00% | |
| Fiduciary Financial Group, Llc | 1.16% | 330,908 | $10,208,512 | $10,208,512 | -$0 | -0.00% | |
| Calton & Associates, Inc. | 1.43% | 323,072 | $9,944,150 | $9,966,771 | +$22,621 | +0.23% | |
| Aspetuck Financial Management Llc | 6.62% | 313,987 | $9,664,519 | $9,686,499 | +$21,980 | +0.23% | |
| Private Advisor Group, Llc | 0.04% | 291,690 | $8,998,656 | $8,998,637 | -$20 | -0.00% | |
| Ameritas Advisory Services, Llc | 0.34% | 287,517 | $8,849,773 | $8,869,899 | +$20,126 | +0.23% | |
| Corecap Advisors, Llc | 0.26% | 284,005 | $8,761,554 | $8,761,554 | +$0 | +0.00% | |
| Susquehanna International Group, Llp | 0.01% | 258,859 | $7,967,680 | $7,985,800 | +$18,120 | +0.23% | |
| Legacy Edge Advisors, Llc | 0.83% | 255,404 | $7,861,333 | $7,879,213 | +$17,880 | +0.23% | |
| Cedar Mountain Advisors, Llc | 1.28% | 240,255 | $7,411,860 | $7,411,867 | +$7 | +0.00% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 237,093 | $7,297,723 | $7,314,319 | +$16,596 | +0.23% | |
| Cannon Advisors, Inc. | 4.40% | 234,795 | $7,229,329 | $7,243,426 | +$14,097 | +0.19% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 223,291 | $6,872,900 | $6,888,527 | +$15,627 | +0.23% |
Frequently asked questions about FLRN
Who owns the most FLRN stock?
The largest holders of FLRN 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 SPDR BLOOMBERG INVESTMENT GR (FLRN).
Is FLRN widely held by superinvestors?
Many widely followed stocks like FLRN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLRN 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.