FLV Institutional Ownership
Who owns FLV and what the big funds did with it last quarter, from every SEC 13F filing. 48 funds reported holding FLV at Jun 30, 2026.
- ▲25 buying vs 19 selling
- ▲Shares held by funds +2.9%
- ▲Funds holding +3
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 48 | 45 | +6.7% |
| In funds' top 10 | 3 | 4 | −25.0% |
| 13F shares | 3.8M | 3.7M | +2.9% |
| Held by funds | – | – | – |
| New positions | 7 | 3 | +133.3% |
| Increased | 18 | 20 | −10.0% |
| Reduced | 16 | 13 | +23.1% |
| Sold out | 3 | 3 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FLV
All superinvestors →Who owns FLV
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds93.3%
- Banks and brokers6.7%
- Pensions, insurers and other0.0%
The top 10 holders own 84.6% of all FLV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
13 funds changed their position- Koenig Investment Advisory, LLCAdded+24K sh
- CPA Asset Management Group, LLCTrimmed−14K sh
- Networth Advisors, LLCAdded+2,763 sh
- Orrstown Financial Services IncTrimmed−1,700 sh
- Creative PlanningTrimmed−1,188 sh
🔒 Free account: see all 13.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | American Century Companies Inc | – | 1.3M | $102M | +59K |
| 2 | Envestnet Asset Management Inc | – | 643K | $52.3M | −1,363 |
| 3 | Creative Planning | – | 524K | $42.6M | −2,903 |
| 4 | Koenig Investment Advisory, LLC | – | 230K | $18.7M | +25K |
| 5 | Midwestern Financial, LLC /IA | – | 128K | $10.4M | +5,202 |
| 6 | Wells Fargo & Company/mn | – | 122K | $9.9M | −6,509 |
| 7 | Networth Advisors, LLC | – | 108K | $8.8M | +7,983 |
| 8 | Bedel Financial Consulting, Inc. | – | 95K | $7.7M | +6,919 |
| 9 | AE Wealth Management LLC | – | 77K | $6.3M | +17K |
| 10 | Commonwealth Equity Services, LLC | – | 68K | $5.5M | +1,214 |
- American Century Companies Inc+59K sh+$4.8M
- Goldman Sachs Group Inc+47K sh+$3.8M
- Citadel Advisors LLC+47K sh+$3.8M
- Koenig Investment Advisory, LLC+25K sh+$2M
- AE Wealth Management LLC+17K sh+$1.4M
- Mml Investors Services, LLC+8,099 sh+$658K
- Networth Advisors, LLC+7,983 sh+$649K
- EP Wealth Advisors, LLC+7,100 sh+$577K
- CPA Asset Management Group, LLC−108K sh−$8.8M
- Wells Fargo & Company/mn−6,509 sh−$529K
- Susquehanna International Group, LLP−6,487 sh−$497K
- NewEdge Advisors, LLC−4,616 sh−$375K
- Creative Planning−2,903 sh−$236K
- Creative Financial Designs Inc /adv−2,901 sh−$236K
- Bank of America Corp /de/−1,772 sh−$144K
- Royal Bank of Canada−1,881 sh−$144K
FLV institutional ownership FAQ
Who owns the most FLV stock?
In Q2 2026 13F filings the largest holder of FLV was American Century Companies Inc, followed by Envestnet Asset Management Inc and Creative Planning. Index fund managers are usually the biggest holders of large companies.
What percentage of FLV is owned by institutions?
48 funds reported holding 3.8M FLV shares at Jun 30, 2026.
Are hedge funds buying FLV?
In Q2 2026, 25 funds bought FLV (7 of them new positions) and 19 sold (3 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for FLV is strongly bullish.
What is FLV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FLV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.
